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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
WTER
4376
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
– –
-52,733
Closed -$127K
RAIN
4377
DELISTED
Rain Oncology Inc. Common Stock
RAIN
– –
-41,100
Closed -$359K
SLGC
4378
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
– –
-246,900
Closed -$630K
IMPL
4379
DELISTED
Impel Pharmaceuticals Inc. Common Stock
IMPL
– –
-12,300
Closed -$17K
DEN
4380
DELISTED
Denbury Inc.
DEN
– –
-18,300
Closed -$1.6M
TMPO
4381
DELISTED
Tempo Automation Holdings, Inc. Common Stock
TMPO
– –
-14,586
Closed -$12K
UTRS
4382
DELISTED
Minerva Surgical, Inc. Common Stock
UTRS
– –
-991
Closed -$4K
BRDS
4383
DELISTED
Bird Global, Inc.
BRDS
– –
-16,432
Closed -$115K
RADI
4384
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
– –
-99,800
Closed -$1.46M
ZEV
4385
DELISTED
Lightning eMotors, Inc.
ZEV
– –
-3,460
Closed -$20K
QUOT
4386
DELISTED
Quotient Technology Inc
QUOT
– –
-16,000
Closed -$52K
NUVA
4387
DELISTED
NuVasive, Inc.
NUVA
– –
-28,600
Closed -$1.18M
ARNC
4388
DELISTED
Arconic Corporation
ARNC
– –
-120,100
Closed -$3.15M
PTRA
4389
DELISTED
Proterra Inc. Common Stock
PTRA
– –
-505,700
Closed -$769K
KDNY
4390
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
– –
-116,562
Closed -$2.7M
DICE
4391
DELISTED
DICE Therapeutics, Inc. Common Stock
DICE
– –
-107,500
Closed -$3.08M
IRNT
4392
DELISTED
IronNet, Inc.
IRNT
– –
-90,767
Closed -$32K
APPH
4393
DELISTED
AppHarvest, Inc. Common Stock
APPH
– –
-1,178,282
Closed -$721K
UNVR
4394
DELISTED
Univar Solutions Inc.
UNVR
– –
-600,802
Closed -$21M
AJRD
4395
DELISTED
Aerojet Rocketdyne Holdings
AJRD
– –
-161,300
Closed -$9.06M
ABST
4396
DELISTED
Absolute Software Corp
ABST
– –
-77,500
Closed -$607K
VRAY
4397
DELISTED
ViewRay, Inc.
VRAY
– –
-267,100
Closed -$924K
SEV
4398
DELISTED
Sono Group N.V. Common Shares
SEV
– –
-310,081
Closed -$114K
IMBI
4399
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
– –
-307,448
Closed -$157K
BBLN
4400
DELISTED
Babylon Holdings Limited
BBLN
– –
-17,392
Closed -$89K
174 175
176
177 178

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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.