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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+6.27%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$69.4B
AUM Growth
-$5.97B
Cap. Flow
-$8.1B
Cap. Flow %
-11.68%
Top 10 Hldgs %
11.91%
Holding
4,468
New
541
Increased
1,601
Reduced
1,691
Closed
599

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$856M
2
META icon
Meta Platforms (Facebook)
META
+$647M
3
NVDA icon
NVIDIA
NVDA
+$615M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$304M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$301M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.03B
2
UNH icon
UnitedHealth
UNH
+$686M
3
TSLA icon
Tesla
TSLA
+$387M
4
ABT icon
Abbott
ABT
+$380M
5
CVX icon
Chevron
CVX
+$328M

Sector Composition

Rank Sector Weight
1 Technology 20.26%
2 Healthcare 16.96%
3 Consumer Discretionary 12.82%
4 Consumer Staples 9.14%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUOT icon
4001
Duos Technologies
DUOT
$293M
– –
-12,900
Closed -$36K
DVYE icon
4002
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
– –
-10,100
Closed -$248K
DXF
4003
Eason Technology Ltd
DXF
$1.78M
– –
-19
Closed -$3K
DY icon
4004
Dycom Industries
DY
$12.4B
– –
-12,700
Closed -$1.19M
DYN icon
4005
Dyne Therapeutics
DYN
$4.94B
– –
-73,300
Closed -$844K
EAF icon
4006
GrafTech
EAF
$200M
– –
-66,190
Closed -$3.22M
EDSA icon
4007
Edesa Biotech
EDSA
$51.8M
– –
-2,500
Closed -$16K
EDV icon
4008
Vanguard World Funds Extended Duration ETF
EDV
$3.46B
– –
-3,200
Closed -$290K
EFG icon
4009
iShares MSCI EAFE Growth ETF
EFG
$17.3B
– –
-8,700
Closed -$815K
EHAB
4010
DELISTED
Enhabit
EHAB
– –
-13,400
Closed -$186K
EIDO icon
4011
iShares MSCI Indonesia ETF
EIDO
$492M
– –
-41,500
Closed -$976K
EJH icon
4012
E-Home Household Service Holdings
EJH
$4.67M
– –
0
– -$9K
ELAN icon
4013
Elanco Animal Health
ELAN
$10.9B
– –
-3,349,944
Closed -$31.5M
ELTX icon
4014
Elicio Therapeutics
ELTX
$79.3M
– –
-9,302
Closed -$54K
EMB icon
4015
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-146,700
Closed -$12.7M
EPV icon
4016
ProShares UltraShort FTSE Europe
EPV
$10.3M
– –
-3,680
Closed -$190K
ERNA icon
4017
Eterna Therapeutics
ERNA
$5.26M
– –
-35
Closed -$44K
ERX icon
4018
Direxion Daily Energy Bull 2X ETF
ERX
$244M
– –
-14,000
Closed -$816K
ESLT icon
4019
Elbit Systems
ESLT
$36.7B
– –
-12,546
Closed -$2.13M
ESTA icon
4020
Establishment Labs
ESTA
$2.26B
– –
-4,500
Closed -$305K
ETNB
4021
DELISTED
89bio
ETNB
– –
-13,900
Closed -$212K
EVOK
4022
DELISTED
Evoke Pharma
EVOK
– –
-932
Closed -$21K
EW icon
4023
Edwards Lifesciences
EW
$53.6B
– –
-452,204
Closed -$37.4M
EWD icon
4024
iShares MSCI Sweden ETF
EWD
$582M
– –
-6,100
Closed -$217K
EWJ icon
4025
iShares MSCI Japan ETF
EWJ
$23B
– –
-48,200
Closed -$2.83M
159 160
161
162 163

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Jim Simons's Q2 2023 Portfolio in Review

As of Q2 2023, Jim Simons held 4,468 positions worth $69.4B, down 7.9% from $75.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $8.1B in Q2 2023, closing 599 positions and reducing 1,691 holdings. Its most notable exit was UnitedHealth, an estimated $686M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Berkshire Hathaway Class A worth $316M.

  • Jim Simons's largest Q2 2023 buy was Berkshire Hathaway Class A: 611 shares worth $316M.
  • Jim Simons added most to Apple in Q2 2023, an estimated $856M increase.
  • Jim Simons's biggest Q2 2023 reduction was Amazon, cutting an estimated $1.03B.
  • Jim Simons fully exited UnitedHealth in Q2 2023, selling an estimated $686M.
  • Jim Simons's ten largest holdings make up 12% of its $69.4B portfolio in Q2 2023.
  • Jim Simons opened 541 new positions and closed 599 in Q2 2023.
  • Jim Simons's portfolio value fell 7.9% quarter-over-quarter to $69.4B.

Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.