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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
IGIB icon
4076
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-13,400
Closed -$687K
IGSB icon
4077
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-61,518
Closed -$3.11M
IHF icon
4078
iShares US Healthcare Providers ETF
IHF
$1.26B
– –
-4,500
Closed -$222K
QTEX
4079
QTREX Quantum
QTEX
$55M
– –
-20,200
Closed -$27K
IMPP icon
4080
Imperial Petroleum
IMPP
$206M
– –
-2,287
Closed -$7K
INFA
4081
DELISTED
Informatica
INFA
– –
-80,496
Closed -$1.32M
INM icon
4082
InMed Pharmaceuticals
INM
$7.64M
– –
-3,875
Closed -$84K
INVZ icon
4083
Innoviz Technologies
INVZ
$115M
– –
-824,200
Closed -$2.88M
IPDN icon
4084
Professional Diversity Network
IPDN
$3.59M
– –
-3,068
Closed -$136K
IRT icon
4085
Independence Realty Trust
IRT
$3.92B
– –
-423,621
Closed -$6.79M
IRS
4086
IRSA Inversiones y Representaciones
IRS
$1.24B
– –
-26,986
Closed -$164K
ISRG icon
4087
Intuitive Surgical
ISRG
$143B
– –
-412,330
Closed -$105M
IVDA icon
4088
Iveda Solutions
IVDA
$4.27M
– –
-8,000
Closed -$85K
IXUS icon
4089
iShares Core MSCI Total International Stock ETF
IXUS
$60.6B
– –
-24,800
Closed -$1.54M
IYH icon
4090
iShares US Healthcare ETF
IYH
$3.77B
– –
-10,000
Closed -$546K
JBGS
4091
JBG SMITH
JBGS
$697M
– –
-242,386
Closed -$3.65M
JBHT icon
4092
JB Hunt Transport Services
JBHT
$25.8B
– –
-130,644
Closed -$22.9M
JETS icon
4093
US Global Jets ETF
JETS
$826M
– –
-60,500
Closed -$1.13M
JFU
4094
9F Inc
JFU
$28M
– –
-12,582
Closed -$20K
JFIN
4095
Jiayin Group
JFIN
$121M
– –
-20,254
Closed -$76K
JKHY icon
4096
Jack Henry & Associates
JKHY
$10.8B
– –
-80,119
Closed -$12.1M
JOE icon
4097
St. Joe Company
JOE
$3.88B
– –
-6,100
Closed -$254K
JPM icon
4098
JPMorgan Chase
JPM
$970B
– –
-2,809
Closed -$366K
JZXN icon
4099
Jiuzi Holdings
JZXN
$728K
– –
-6
Closed -$8K
KLAC icon
4100
KLA
KLAC
$274B
– –
-678,090
Closed -$27.1M
162 163
164
165 166

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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.