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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
GLDM icon
4051
SPDR Gold MiniShares Trust
GLDM
$30.1B
– –
-23,400
Closed -$915K
GLW icon
4052
Corning
GLW
$144B
– –
-537,900
Closed -$19M
GNPX icon
4053
Genprex
GNPX
$2.39M
– –
-1
Closed -$47K
GNRC icon
4054
Generac Holdings
GNRC
$13.1B
– –
-323,700
Closed -$35M
GNW icon
4055
Genworth Financial
GNW
$3.74B
– –
-830,100
Closed -$4.17M
GO icon
4056
Grocery Outlet
GO
$995M
– –
-289,000
Closed -$8.17M
VIP
4057
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$32.1M
– –
-34,383
Closed -$155K
GRMN
4058
Garmin
GRMN
$60B
– –
-176,742
Closed -$17.8M
GROV icon
4059
Grove Collaborative
GROV
$43.6M
– –
-6,490
Closed -$14K
GRPN icon
4060
Groupon
GRPN
$906M
– –
-316,387
Closed -$1.33M
GSHD icon
4061
Goosehead Insurance
GSHD
$2.32B
– –
-41,700
Closed -$2.18M
HASI icon
4062
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.36B
– –
-55,600
Closed -$1.59M
HDV
4063
iShares Core High Dividend ETF
HDV
$15B
– –
-63,000
Closed -$1.28M
HGV icon
4064
Hilton Grand Vacations
HGV
$3.46B
– –
-77,800
Closed -$3.46M
HIBS icon
4065
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
$18M
– –
-863
Closed -$425K
HIG icon
4066
Hartford Financial Services
HIG
$37.9B
– –
-59,000
Closed -$4.11M
HLLY icon
4067
Holley
HLLY
$378M
– –
-39,200
Closed -$107K
HQI icon
4068
HireQuest
HQI
$236M
– –
-10,700
Closed -$231K
HUBB icon
4069
Hubbell
HUBB
$27.2B
– –
-23,600
Closed -$5.74M
HUDI icon
4070
Huadi International Group
HUDI
$12.6M
– –
-24,200
Closed -$76K
IBB icon
4071
iShares Biotechnology ETF
IBB
$9.85B
– –
-12,500
Closed -$1.61M
IBDR icon
4072
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
– –
-54,000
Closed -$1.28M
ICFI icon
4073
ICF International
ICFI
$1.58B
– –
-13,800
Closed -$1.51M
ICHR icon
4074
Ichor Holdings
ICHR
$2.64B
– –
-122,600
Closed -$4.01M
IEZ icon
4075
iShares US Oil Equipment & Services ETF
IEZ
$386M
– –
-32,700
Closed -$632K
161 162
163
164 165

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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.