Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$856M |
| 2 |
Meta Platforms (Facebook)
META
|
+$647M |
| 3 |
NVIDIA
NVDA
|
+$615M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$304M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$301M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$1.03B |
| 2 |
UnitedHealth
UNH
|
+$686M |
| 3 |
Tesla
TSLA
|
+$387M |
| 4 |
Abbott
ABT
|
+$380M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
A10 Networks
ATEN
$1.98B
| $36.5M | 0.05% |
2,504,425
+16,992
| +0.7% | +$246K |
|
402
PagerDuty
PD
$883M
| $36.4M | 0.05% |
1,620,300
+1,033,900
| +176% | +$28.7M |
|
403
Expeditors International
EXPD
$23.7B
| $36.4M | 0.05% |
300,516
-272,100
| -48% | -$30.9M |
|
|
SPLK
404
DELISTED
Splunk Inc
SPLK
| $36M | 0.05% |
339,400
+159,100
| +88% | +$15.1M |
|
405
Best Buy
BBY
$17.6B
| $36M | 0.05% |
439,100
-891,600
| -67% | -$66.6M |
|
406
Verisk Analytics
VRSK
$23.5B
| $36M | 0.05% |
159,200
+64,600
| +68% | +$13.6M |
|
407
Transocean
RIG
$6.38B
| $35.9M | 0.05% |
5,116,672
-6,775,826
| -57% | -$41.9M |
|
408
Liberty Global Class C
LBTYK
$3.44B
| $35.7M | 0.05% |
2,006,520
-122,400
| -6% | -$2.28M |
|
409
Target
TGT
$69.4B
| $35.6M | 0.05% |
+270,156
| New | +$40.1M |
|
410
Wayfair
W
$14.3B
| $35.5M | 0.05% |
+545,800
| New | +$23M |
|
411
Cirrus Logic
CRUS
$6.14B
| $35.3M | 0.05% |
435,820
+98,300
| +29% | +$8.13M |
|
412
Pan American Silver
PAAS
$22.1B
| $35.3M | 0.05% |
2,417,941
+1,114,032
| +85% | +$18.4M |
|
413
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
| $35.2M | 0.05% |
694,800
| – | – |
|
414
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $35.1M | 0.05% |
382,700
| – | – |
|
415
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
| $35.1M | 0.05% |
350,600
| – | – |
|
416
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $35M | 0.05% |
317,100
| – | – |
|
417
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| $35M | 0.05% |
695,700
| – | – |
|
418
Grupo Aeroportuario del Sureste
ASR
$8.19B
| $35M | 0.05% |
126,008
+26,725
| +27% | +$7.71M |
|
|
TWNK
419
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $35M | 0.05% |
1,381,710
-143,700
| -9% | -$3.69M |
|
420
Jacobs Solutions
J
$17B
| $35M | 0.05% |
355,558
-9,914
| -3% | -$945K |
|
421
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $35M | 0.05% |
347,400
| – | – |
|
422
TAL Education Group
TAL
$6.53B
| $34.9M | 0.05% |
5,859,700
-393,900
| -6% | -$2.36M |
|
423
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
| $34.9M | 0.05% |
587,600
| – | – |
|
424
United States Lime & Minerals
USLM
$3.41B
| $34.9M | 0.05% |
834,550
-9,000
| -1% | -$315K |
|
425
United Microelectronic
UMC
$48.7B
| $34.7M | 0.05% |
4,402,450
-232,884
| -5% | -$1.92M |
|
Similar funds
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.