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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
ONON icon
4176
On Holding
ONON
$10.3B
– –
-78,300
Closed -$2.43M
OPCH icon
4177
Option Care Health
OPCH
$3.61B
– –
-487,230
Closed -$15.5M
OPI
4178
DELISTED
Office Properties Income Trust
OPI
– –
-65,455
Closed -$805K
OUNZ icon
4179
VanEck Merk Gold Trust
OUNZ
$2.71B
– –
-88,900
Closed -$1.7M
OUST icon
4180
Ouster
OUST
$3.25B
– –
-15,613
Closed -$131K
OUT icon
4181
Outfront Media
OUT
$5.27B
– –
-164,080
Closed -$2.62M
OXM icon
4182
Oxford Industries
OXM
$542M
– –
-35,200
Closed -$3.72M
OZK icon
4183
Bank OZK
OZK
$5.66B
– –
-126,197
Closed -$4.32M
PACK icon
4184
Ranpak Holdings
PACK
$461M
– –
-12,400
Closed -$65K
PARA
4185
DELISTED
Paramount Global Class B
PARA
– –
-895,166
Closed -$20M
PB icon
4186
Prosperity Bancshares
PB
$8.85B
– –
-25,885
Closed -$1.59M
PFS icon
4187
Provident Financial Services
PFS
$3.23B
– –
-118,900
Closed -$2.28M
PG icon
4188
Procter & Gamble
PG
$338B
– –
-176,900
Closed -$26.3M
PHM icon
4189
Pultegroup
PHM
$25.2B
– –
-14,467
Closed -$843K
PHR icon
4190
Phreesia
PHR
$758M
– –
-39,700
Closed -$1.28M
PI icon
4191
Impinj
PI
$5.32B
– –
-65,100
Closed -$8.82M
PL icon
4192
Planet Labs
PL
$8.45B
– –
-43,582
Closed -$171K
PLRX icon
4193
Pliant Therapeutics
PLRX
$63.8M
– –
-138,200
Closed -$3.68M
POLA icon
4194
Polar Power
POLA
$6.89M
– –
-2,083
Closed -$19K
POWI icon
4195
Power Integrations
POWI
$3.54B
– –
-45,000
Closed -$3.81M
PRCT icon
4196
Procept Biorobotics
PRCT
$1.31B
– –
-63,566
Closed -$1.8M
CNSY
4197
Cerenome, Inc. Common Stock
CNSY
$26.4M
– –
-705
Closed -$77K
PSX icon
4198
Phillips 66
PSX
$89.5B
– –
-1,123,650
Closed -$114M
JF
4199
J and Friends Holdings
JF
$18.6M
– –
-21,017
Closed -$23K
PTC icon
4200
PTC
PTC
$16.3B
– –
-38,600
Closed -$4.95M
166 167
168
169 170

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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.