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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
LILM
4351
DELISTED
Lilium N.V. Class A Ordinary Shares
LILM
– –
-1,177,953
Closed -$766K
ENSV
4352
DELISTED
Enservco Corp.
ENSV
– –
-184,852
Closed -$88K
FRZA
4353
DELISTED
Forza X1, Inc. Common Stock
FRZA
– –
-16,600
Closed -$20K
PRFT
4354
DELISTED
Perficient Inc
PRFT
– –
-3,493
Closed -$252K
TUP
4355
DELISTED
Tupperware Brands Corporation
TUP
– –
-706,900
Closed -$1.77M
AAMC
4356
DELISTED
Altisource Asset Management Corp
AAMC
– –
-16,635
Closed -$637K
VLD
4357
DELISTED
Velo3D, Inc.
VLD
– –
-12,146
Closed -$965K
LSXMK
4358
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
– –
-22,463
Closed -$487K
JEWL
4359
DELISTED
Adamas One Corp
JEWL
– –
-30,100
Closed -$25K
ALLG
4360
DELISTED
Allego N.V.
ALLG
– –
-49,845
Closed -$120K
BIMI
4361
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
– –
-12,500
Closed -$7K
VBIV
4362
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
– –
-26,647
Closed -$242K
BTCY
4363
DELISTED
Biotricity, Inc. Common Stock
BTCY
– –
-2,002
Closed -$6K
VWE
4364
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
– –
-22,800
Closed -$24K
GETR
4365
DELISTED
Getaround, Inc.
GETR
– –
-53,817
Closed -$15K
SIX
4366
DELISTED
Six Flags Entertainment Corp.
SIX
– –
-1,054,600
Closed -$28.2M
BRSH
4367
DELISTED
Bruush Oral Care Inc. Common Stock
BRSH
– –
-1,060
Closed -$7K
BIOL
4368
DELISTED
Biolase, Inc.
BIOL
– –
-1,388
Closed -$39K
THMO
4369
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
– –
-16,169
Closed -$42K
AWH
4370
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
– –
-1,587
Closed -$9K
AYX
4371
DELISTED
Alteryx Inc
AYX
– –
-772,298
Closed -$45.4M
CURO
4372
DELISTED
CURO Group Holdings Corp.
CURO
– –
-54,100
Closed -$94K
NEPT
4373
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
– –
-2,072
Closed -$45K
ROI
4374
DELISTED
RiskOn International, Inc. Common Stock
ROI
– –
-6,980
Closed -$25K
TSP
4375
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
– –
-268,800
Closed -$395K
173 174
175
176 177

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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.