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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
XM
4401
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
– –
-2,213,900
Closed -$39.5M
BLU
4402
DELISTED
BELLUS Health Inc.
BLU
– –
-290,375
Closed -$2.09M
HEXO
4403
DELISTED
HEXO Corp. Common Shares
HEXO
– –
-341,613
Closed -$458K
BSFC
4404
DELISTED
Blue Star Foods Corp. Common Stock
BSFC
– –
-88
Closed -$11K
ONCR
4405
DELISTED
Oncorus, Inc.
ONCR
– –
-144,000
Closed -$50K
RXDX
4406
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
– –
-243,875
Closed -$26.2M
CVT
4407
DELISTED
Cvent Holding Corp. Common Stock
CVT
– –
-209,100
Closed -$1.75M
UNAM
4408
DELISTED
Unico American Corp
UNAM
– –
-20,937
Closed -$23K
RUTH
4409
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
– –
-320,800
Closed -$5.27M
CS
4410
DELISTED
Credit Suisse Group
CS
– –
-51,972,488
Closed -$46.2M
FNCH
4411
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
– –
-3,100
Closed -$37K
STSA
4412
DELISTED
Satsuma Pharmaceuticals, Inc. Common Stock
STSA
– –
-164,500
Closed -$115K
APTO
4413
DELISTED
Aptose Biosciences, Inc.
APTO
– –
-713
Closed -$205K
DBD
4414
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-1,501,300
Closed -$1.8M
KBAL
4415
DELISTED
Kimball International
KBAL
– –
-1,380,276
Closed -$17.1M
BLCM
4416
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
– –
-14,000
Closed -$5K
TCRR
4417
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
– –
-444,800
Closed -$667K
MNTV
4418
DELISTED
Momentive Global Inc. Common Stock
MNTV
– –
-486,900
Closed -$4.54M
LABP
4419
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
– –
-7,920
Closed -$24K
AQUA
4420
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
– –
-179,800
Closed -$8.94M
RIDE
4421
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
– –
-185,362
Closed -$1.84M
SGTX
4422
DELISTED
Sigilon Therapeutics, Inc. Common Stock
SGTX
– –
-7,441
Closed -$90K
ABB
4423
DELISTED
ABB Ltd
ABB
– –
-305,700
Closed -$10.5M
APTX
4424
DELISTED
Aptinyx Inc. Common Stock
APTX
– –
-452,226
Closed -$56K
BIOC
4425
DELISTED
Biocept, Inc.
BIOC
– –
-6,458
Closed -$66K
175 176
177
178 179

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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.