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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
MCB icon
4126
Metropolitan Bank Holding Corp
MCB
$1.17B
– –
-99,500
Closed -$3.37M
MCRB icon
4127
Seres Therapeutics
MCRB
$46.6M
– –
-19,910
Closed -$2.26M
MCW
4128
DELISTED
Mister Car Wash
MCW
– –
-131,300
Closed -$1.13M
MDIA icon
4129
Mediaco Holding
MDIA
$78.3M
– –
-18,300
Closed -$21K
MDLZ icon
4130
Mondelez International
MDLZ
$78.9B
– –
-202,000
Closed -$14.1M
MDRR
4131
Medalist Diversified Inc
MDRR
– –
-3,806
Closed -$51K
MDU icon
4132
MDU Resources
MDU
$4.33B
– –
-333,206
Closed -$3.86M
MDV
4133
Modiv Industrial
MDV
$186M
– –
-11,696
Closed -$115K
MET icon
4134
MetLife
MET
$61.5B
– –
-62,100
Closed -$3.6M
METC icon
4135
Ramaco Resources Class A
METC
$680M
– –
-59,638
Closed -$508K
MGPI icon
4136
MGP Ingredients
MGPI
$387M
– –
-10,800
Closed -$1.04M
MHO icon
4137
M/I Homes
MHO
$3.82B
– –
-55,600
Closed -$3.51M
MKSI icon
4138
MKS Inc
MKSI
$20.7B
– –
-229,203
Closed -$20.3M
MLM icon
4139
Martin Marietta Materials
MLM
$32.6B
– –
-7,494
Closed -$2.66M
MLNK
4140
DELISTED
MeridianLink
MLNK
– –
-15,800
Closed -$273K
MOB
4141
Mobilicom Ltd
MOB
$75.4M
– –
-23,665
Closed -$33K
MOS icon
4142
The Mosaic Company
MOS
$7.13B
– –
-195,400
Closed -$8.96M
MRVL icon
4143
Marvell Technology
MRVL
$199B
– –
-2,489,125
Closed -$108M
MU icon
4144
Micron Technology
MU
$1.04T
– –
-4,004,667
Closed -$242M
MUX icon
4145
McEwen Inc
MUX
$1.18B
– –
-17,740
Closed -$150K
MVBF icon
4146
MVB Financial
MVBF
$395M
– –
-16,300
Closed -$336K
MWA icon
4147
Mueller Water Products
MWA
$4.05B
– –
-27,900
Closed -$389K
MYRG icon
4148
MYR Group
MYRG
$5.24B
– –
-18,100
Closed -$2.28M
NAAS
4149
NaaS Technology Inc
NAAS
$56.5M
– –
-60
Closed -$205K
NA
4150
Nano Labs
NA
$42.2M
– –
-4,500
Closed -$47K
164 165
166
167 168

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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.