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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
NCMI icon
4151
National CineMedia
NCMI
$355M
– –
-1,820
Closed -$2K
NCSM icon
4152
NCS Multistage Holdings
NCSM
$135M
– –
-9,226
Closed -$219K
NDLS icon
4153
Noodles & Co
NDLS
$93M
– –
-16,560
Closed -$643K
NDSN icon
4154
Nordson
NDSN
$17.3B
– –
-17,114
Closed -$3.8M
NFE icon
4155
New Fortress Energy
NFE
$94.1M
– –
-248,100
Closed -$7.3M
NGVT icon
4156
Ingevity
NGVT
$2.67B
– –
-107,400
Closed -$7.68M
NOC icon
4157
Northrop Grumman
NOC
$81.8B
– –
-171,400
Closed -$79.1M
NPO icon
4158
Enpro
NPO
$7.12B
– –
-7,500
Closed -$779K
NRGV icon
4159
Energy Vault
NRGV
$649M
– –
-21,547
Closed -$46K
NRIX icon
4160
Nurix Therapeutics
NRIX
$2.69B
– –
-28,900
Closed -$257K
NSIT icon
4161
Insight Enterprises
NSIT
$4.43B
– –
-48,573
Closed -$6.94M
NTLA icon
4162
Intellia Therapeutics
NTLA
$1.68B
– –
-16,554
Closed -$617K
NUVL
4163
DELISTED
Nuvalent
NUVL
– –
-17,300
Closed -$451K
NVEE
4164
DELISTED
NV5 Global
NVEE
– –
-86,008
Closed -$2.24M
XMAX
4165
XMAX Inc
XMAX
$594M
– –
-4,889
Closed -$15K
NWPX icon
4166
NWPX Infrastructure Inc
NWPX
$1.08B
– –
-26,000
Closed -$812K
NWSA icon
4167
News Corp Class A
NWSA
$15.5B
– –
-283,700
Closed -$4.9M
NXL icon
4168
Nexalin Technology
NXL
$7.88M
– –
-15,487
Closed -$12K
ODFL icon
4169
Old Dominion Freight Line
ODFL
$43.4B
– –
-392,224
Closed -$66.8M
OFG icon
4170
OFG Bancorp
OFG
$2.22B
– –
-23,500
Closed -$586K
OLB icon
4171
OLB
OLB
$4.51M
– –
-4,111
Closed -$42K
OM icon
4172
Outset Medical
OM
$90.6M
– –
-9,640
Closed -$2.66M
OMF icon
4173
OneMain Financial
OMF
$7.32B
– –
-200,300
Closed -$7.43M
ONCY
4174
Oncolytics Biotech
ONCY
$97.9M
– –
-129,856
Closed -$156K
ONFO icon
4175
Onfolio Holdings
ONFO
$346K
– –
-368
Closed -$29K
165 166
167
168 169

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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.