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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
WD icon
4301
Walker & Dunlop
WD
$1.48B
– –
-22,800
Closed -$1.74M
WDC icon
4302
Western Digital
WDC
$151B
– –
-622,912
Closed -$17.7M
WDH
4303
Waterdrop
WDH
$359M
– –
-36,700
Closed -$110K
WFC icon
4304
Wells Fargo
WFC
$264B
– –
-3,343,755
Closed -$125M
WGS icon
4305
GeneDx Holdings
WGS
$2.44B
– –
-13,745
Closed -$166K
WH icon
4306
Wyndham Hotels & Resorts
WH
$5.38B
– –
-515,200
Closed -$35M
WHD icon
4307
Cactus
WHD
$5.78B
– –
-9,400
Closed -$388K
WKC icon
4308
World Kinect Corp
WKC
$1.88B
– –
-100,700
Closed -$2.57M
WOLF icon
4309
Wolfspeed
WOLF
$1.57B
– –
-509,642
Closed -$33.1M
WORX
4310
DELISTED
SCWORX CORP NEW
WORX
– –
-105
Closed -$8K
WPP icon
4311
WPP
WPP
$5.83B
– –
-9,800
Closed -$583K
WPRT
4312
Westport Fuel Systems
WPRT
$36.7M
– –
-5,414
Closed -$52K
WSO icon
4313
Watsco Inc
WSO
$13.2B
– –
-40,200
Closed -$12.8M
WU icon
4314
Western Union
WU
$2.2B
– –
-1,883,100
Closed -$21M
WY icon
4315
Weyerhaeuser
WY
$18B
– –
-222,900
Closed -$6.72M
XBI icon
4316
State Street SPDR S&P Biotech ETF
XBI
$10.4B
– –
-18,200
Closed -$1.39M
XFOR icon
4317
X4 Pharmaceuticals
XFOR
$424M
– –
-336
Closed -$9K
XHB icon
4318
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
– –
-40,900
Closed -$2.77M
XLK icon
4319
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-27,600
Closed -$2.08M
XOM icon
4320
ExxonMobil
XOM
$657B
– –
-623,687
Closed -$68.4M
XP icon
4321
XP
XP
$8.01B
– –
-156,697
Closed -$1.86M
XPEV icon
4322
XPeng
XPEV
$11.4B
– –
-81,929
Closed -$910K
XPO icon
4323
XPO
XPO
$23.8B
– –
-915,720
Closed -$29.2M
XRAY icon
4324
Dentsply Sirona
XRAY
$2.31B
– –
-164,858
Closed -$6.48M
ZBRA icon
4325
Zebra Technologies
ZBRA
$18.1B
– –
-4,331
Closed -$1.38M
171 172
173
174 175

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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.