We are live on ! Find out more
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
PUK icon
4201
Prudential
PUK
$34B
– –
-19,900
Closed -$544K
PXH icon
4202
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
– –
-32,588
Closed -$598K
PYPL icon
4203
PayPal
PYPL
$50.5B
– –
-3,593,326
Closed -$273M
QBTS icon
4204
D-Wave Quantum Inc. Common Stock
QBTS
$7.53B
– –
-70,712
Closed -$47K
QCLN icon
4205
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$628M
– –
-4,200
Closed -$219K
QMCO icon
4206
Quantum Corp
QMCO
$765M
– –
-1,585
Closed -$36K
QNRX
4207
Quoin Pharmaceuticals
QNRX
$10.7M
– –
-33
Closed -$7K
QRVO icon
4208
Qorvo
QRVO
$8.53B
– –
-195,606
Closed -$19.9M
RAIL icon
4209
FreightCar America
RAIL
$252M
– –
-58,600
Closed -$183K
RBA icon
4210
RB Global
RBA
$16.6B
– –
-65,800
Closed -$3.7M
RBB icon
4211
RBB Bancorp
RBB
$458M
– –
-11,600
Closed -$180K
RDN icon
4212
Radian Group
RDN
$4.86B
– –
-201,000
Closed -$4.44M
REM icon
4213
iShares Mortgage Real Estate ETF
REM
$545M
– –
-55,800
Closed -$1.22M
RES icon
4214
RPC Inc
RES
$1.4B
– –
-169,104
Closed -$1.3M
RGTI icon
4215
Rigetti Computing
RGTI
$6.04B
– –
-686,800
Closed -$497K
RLAY icon
4216
Relay Therapeutics
RLAY
$4.38B
– –
-118,854
Closed -$1.96M
ROKU icon
4217
Roku
ROKU
$22.4B
– –
-562,143
Closed -$37M
RVMD icon
4218
Revolution Medicines
RVMD
$44.1B
– –
-43,300
Closed -$938K
RWT
4219
Redwood Trust
RWT
$588M
– –
-179,600
Closed -$1.21M
RWX icon
4220
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
– –
-14,200
Closed -$373K
SA
4221
Seabridge Gold
SA
$3.45B
– –
-34,600
Closed -$446K
SACH
4222
Sachem Capital Corp
SACH
$39M
– –
-21,700
Closed -$81K
SANA icon
4223
Sana Biotechnology
SANA
$1.13B
– –
-61,100
Closed -$200K
SCHD icon
4224
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-9,300
Closed -$227K
SCHE icon
4225
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
– –
-82,400
Closed -$2.02M
167 168
169
170 171

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.