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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
ZROZ icon
4326
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.3B
– –
-9,700
Closed -$929K
ASTH icon
4327
Astrana Health
ASTH
$1.71B
– –
-40,475
Closed -$1.48M
CNR
4328
Core Natural Resources Inc
CNR
$4.65B
– –
-17,900
Closed -$1.04M
RPT
4329
Rithm Property Trust
RPT
$98.2M
– –
-5,717
Closed -$226K
GPUS
4330
Hyperscale Data Inc
GPUS
$55.2M
– –
-1
Closed -$21K
NIXX
4331
Nixxy Inc
NIXX
$15.9M
– –
-1,527
Closed -$6K
EXE
4332
Expand Energy Corp
EXE
$22.7B
– –
-95,600
Closed -$7.27M
CIRC
4333
Circle8 Group
CIRC
$66.6M
– –
-4,585
Closed -$73K
IPM
4334
Intelligent Protection Management Corp
IPM
$25M
– –
-20,500
Closed -$44K
BLNE
4335
Beeline Holdings
BLNE
$36.4M
– –
-254
Closed -$18K
XIFR
4336
XPLR Infrastructure LP
XIFR
$1.08B
– –
-17,300
Closed -$1.05M
RDGT
4337
Ridgetech Inc
RDGT
$3.33M
– –
-23
Closed -$305K
FFAI
4338
Faraday Future Intelligent Electric
FFAI
$10.6M
– –
-2
Closed -$926K
BECN
4339
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-247,457
Closed -$14.6M
PDCO
4340
DELISTED
Patterson Companies, Inc.
PDCO
– –
-13,104
Closed -$351K
AMPS
4341
DELISTED
Altus Power
AMPS
– –
-39,900
Closed -$219K
PEV
4342
DELISTED
Phoenix Motor Inc. Common Stock
PEV
– –
-11,291
Closed -$7K
SASR
4343
DELISTED
Sandy Spring Bancorp Inc
SASR
– –
-24,637
Closed -$640K
BACK
4344
DELISTED
IMAC Holdings, Inc. Common Stock
BACK
– –
-5,249
Closed -$23K
ATXI
4345
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
– –
-213
Closed -$19K
SUM
4346
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-19,378
Closed -$552K
CRKN
4347
DELISTED
Crown Electrokinetics Corp. Common Stock
CRKN
– –
0
– -$3K
AUMN
4348
DELISTED
Golden Minerals Company
AUMN
– –
-35,300
Closed -$179K
SAVE
4349
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-17,700
Closed -$304K
NVEI
4350
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
– –
-8,500
Closed -$370K
172 173
174
175 176

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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.