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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
SCHF icon
4226
Schwab International Equity ETF
SCHF
$68.5B
– –
-11,600
Closed -$202K
SCHP icon
4227
Schwab US TIPS ETF
SCHP
$16.2B
– –
-111,602
Closed -$2.99M
SCSC icon
4228
Scansource
SCSC
$1.05B
– –
-16,410
Closed -$500K
SCWO icon
4229
374Water
SCWO
$40.6M
– –
-7,860
Closed -$371K
SDVY icon
4230
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
– –
-9,000
Closed -$240K
SGHC icon
4231
SGHC Ltd
SGHC
$6.59B
– –
-10,500
Closed -$42K
SHAK icon
4232
Shake Shack
SHAK
$2.9B
– –
-143,400
Closed -$7.96M
SII
4233
Sprott
SII
$3.15B
– –
-12,400
Closed -$452K
SIMO icon
4234
Silicon Motion
SIMO
$7.6B
– –
-288,679
Closed -$18.9M
SKIN icon
4235
SkinHealth Systems
SKIN
$91.1M
– –
-103,200
Closed -$1.3M
SLAB icon
4236
Silicon Laboratories
SLAB
$7.22B
– –
-164,598
Closed -$28.8M
SLQD icon
4237
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
– –
-68,900
Closed -$3.34M
SNDL icon
4238
Sundial Growers
SNDL
$323M
– –
-82,117
Closed -$131K
SNX icon
4239
TD Synnex
SNX
$20.3B
– –
-19,028
Closed -$1.84M
SPAB icon
4240
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
– –
-39,800
Closed -$1.03M
SPCE icon
4241
Virgin Galactic
SPCE
$498M
– –
-44,404
Closed -$3.6M
SPDN icon
4242
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$199M
– –
-163,100
Closed -$2.53M
SPDW icon
4243
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
– –
-15,400
Closed -$495K
SPEM icon
4244
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
– –
-5,900
Closed -$201K
SPHR icon
4245
Sphere Entertainment
SPHR
$5.83B
– –
-8,200
Closed -$484K
SPIP icon
4246
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
– –
-25,000
Closed -$667K
SPIB icon
4247
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-351,839
Closed -$11.4M
SPTL icon
4248
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
– –
-44,500
Closed -$1.37M
SPWH icon
4249
Sportsman's Warehouse
SPWH
$46.8M
– –
-13,356
Closed -$113K
SSB icon
4250
SouthState Bank Corp
SSB
$10.7B
– –
-34,146
Closed -$2.43M
168 169
170
171 172

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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.