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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
TXT icon
4276
Textron
TXT
$15.2B
– –
-3,700
Closed -$261K
TYL icon
4277
Tyler Technologies
TYL
$13.2B
– –
-74,400
Closed -$26.4M
UDMY
4278
DELISTED
Udemy
UDMY
– –
-19,944
Closed -$176K
UFCS icon
4279
United Fire Group
UFCS
$1.39B
– –
-8,983
Closed -$238K
ULH icon
4280
Universal Logistics Holdings
ULH
$503M
– –
-19,800
Closed -$577K
UMH
4281
UMH Properties
UMH
$1.38B
– –
-230,200
Closed -$3.4M
UNH icon
4282
UnitedHealth
UNH
$361B
– –
-1,450,933
Closed -$686M
URI icon
4283
United Rentals
URI
$71.2B
– –
-32,523
Closed -$12.9M
VATE icon
4284
INNOVATE Corp
VATE
$102M
– –
-1,990
Closed -$59K
VCR icon
4285
Vanguard Consumer Discretionary ETF
VCR
$6.15B
– –
-1,800
Closed -$455K
VCSH icon
4286
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-267,705
Closed -$20.4M
VERA icon
4287
Vera Therapeutics
VERA
$2.18B
– –
-174,800
Closed -$1.36M
VERI icon
4288
Veritone
VERI
$139M
– –
-46,500
Closed -$271K
VERO
4289
DELISTED
Venus Concept
VERO
– –
-618
Closed -$22K
VERU icon
4290
Veru
VERU
$47.6M
– –
-54,594
Closed -$633K
VHC icon
4291
VirnetX Holding Corp
VHC
$61.4M
– –
-5,533
Closed -$145K
VMC icon
4292
Vulcan Materials
VMC
$37.3B
– –
-141,172
Closed -$24.2M
VNOM icon
4293
Viper Energy
VNOM
$15.4B
– –
-130,661
Closed -$3.66M
VNQI icon
4294
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
– –
-43,400
Closed -$1.76M
VTI icon
4295
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
– –
-1,900
Closed -$388K
VTIP icon
4296
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-12,944
Closed -$619K
VTYX
4297
DELISTED
Ventyx Biosciences
VTYX
– –
-29,600
Closed -$992K
VUG icon
4298
Vanguard Morningstar Growth ETF
VUG
$228B
– –
-20,400
Closed -$848K
VVX icon
4299
V2X
VVX
$2.52B
– –
-12,003
Closed -$477K
WCLD
4300
WisdomTree Cloud Computing Fund
WCLD
$305M
– –
-10,100
Closed -$300K
170 171
172
173 174

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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.