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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
EWM icon
4026
iShares MSCI Malaysia ETF
EWM
$333M
– –
-66,000
Closed -$1.46M
EWY icon
4027
iShares MSCI South Korea ETF
EWY
$27.1B
– –
-73,400
Closed -$4.49M
EXPE icon
4028
Expedia Group
EXPE
$38.7B
– –
-992,561
Closed -$96.3M
EZA icon
4029
iShares MSCI South Africa ETF
EZA
$568M
– –
-10,300
Closed -$435K
FAST icon
4030
Fastenal
FAST
$59.7B
– –
-2,375,410
Closed -$64.1M
FCEL icon
4031
FuelCell Energy
FCEL
$1.79B
– –
-12,967
Closed -$1.11M
FDMT icon
4032
4D Molecular Therapeutics
FDMT
$599M
– –
-13,800
Closed -$237K
FE icon
4033
FirstEnergy
FE
$27.1B
– –
-501,367
Closed -$20.1M
KYNB
4034
Kyntra Bio
KYNB
$28.9M
– –
-3,336
Closed -$1.56M
FHI icon
4035
Federated Hermes
FHI
$4.68B
– –
-17,900
Closed -$719K
FIBK icon
4036
First Interstate BancSystem
FIBK
$3.67B
– –
-67,798
Closed -$2.02M
FNB icon
4037
FNB Corp
FNB
$6.85B
– –
-234,800
Closed -$2.72M
FNDE icon
4038
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10B
– –
-84,100
Closed -$2.19M
FNGR icon
4039
FingerMotion
FNGR
$18.1M
– –
-18,000
Closed -$27K
FOLD
4040
DELISTED
Amicus Therapeutics
FOLD
– –
-389,000
Closed -$4.31M
FR icon
4041
First Industrial Realty Trust
FR
$8.37B
– –
-177,200
Closed -$9.43M
FTAI icon
4042
FTAI Aviation
FTAI
$23.5B
– –
-362,000
Closed -$10.1M
FTI icon
4043
TechnipFMC
FTI
$29.7B
– –
-1,130,100
Closed -$15.4M
FTV icon
4044
Fortive
FTV
$18.5B
– –
-5,573
Closed -$286K
G icon
4045
Genpact
G
$5.71B
– –
-170,400
Closed -$7.88M
GAME icon
4046
GameSquare
GAME
$43.3M
– –
-3,625
Closed -$20K
GDOT icon
4047
Green Dot
GDOT
$765M
– –
-12,600
Closed -$216K
GEM icon
4048
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.73B
– –
-16,427
Closed -$489K
GES
4049
DELISTED
Guess Inc
GES
– –
-53,600
Closed -$1.04M
GH icon
4050
Guardant Health
GH
$22.1B
– –
-213,400
Closed -$5M
160 161
162
163 164

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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.