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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
SDIG
4426
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
– –
-12,560
Closed -$78K
VNTR
4427
DELISTED
Venator Materials PLC
VNTR
– –
-147,738
Closed -$60K
TA
4428
DELISTED
TravelCenters of America LLC
TA
– –
-147,480
Closed -$12.8M
SUMO
4429
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
– –
-2,747,700
Closed -$32.9M
VYNT
4430
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
– –
-13,820
Closed -$8K
JNCE
4431
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
– –
-581,300
Closed -$1.07M
MAXR
4432
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
– –
-36,600
Closed -$1.87M
BBBY
4433
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-1,752,660
Closed -$749K
FRC
4434
DELISTED
First Republic Bank
FRC
– –
-8,056,900
Closed -$113M
LMST
4435
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
– –
-26,600
Closed -$593K
PRVB
4436
DELISTED
Provention Bio, Inc. Common Stock
PRVB
– –
-41,100
Closed -$991K
CSII
4437
DELISTED
Cardiovascular Systems, Inc.
CSII
– –
-641,058
Closed -$12.7M
TIG
4438
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
– –
-110,900
Closed -$679K
OIG
4439
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
– –
-955
Closed -$6K
PEAR
4440
DELISTED
Pear Therapeutics, Inc. Class A Common Stock
PEAR
– –
-34,600
Closed -$9K
VORB
4441
DELISTED
Virgin Orbit Holdings, Inc. Common Stock
VORB
– –
-1,278,700
Closed -$256K
PLXP
4442
DELISTED
PLx Pharma Inc. Common Stock
PLXP
– –
-37,000
Closed -$5K
AMYT
4443
DELISTED
Amryt Pharma plc American Depositary Shares
AMYT
– –
-98,700
Closed -$1.44M
NVCN
4444
DELISTED
Neovasc Inc.
NVCN
– –
-17,449
Closed -$509K
GLS
4445
DELISTED
Gelesis Holdings, Inc.
GLS
– –
-135,064
Closed -$22K
APEN
4446
DELISTED
Apollo Endosurgery, Inc.
APEN
– –
-123,100
Closed -$1.22M
SJR
4447
DELISTED
Shaw Communications Inc.
SJR
– –
-1,941,500
Closed -$58.1M
AUY
4448
DELISTED
Yamana Gold, Inc.
AUY
– –
-23,213,681
Closed -$136M
CUEN
4449
DELISTED
Cuentas Inc. Common Stock
CUEN
– –
-10,585
Closed -$58K
RAAS
4450
DELISTED
Cloopen Group Holding Limited American Depositary Shares (each representing six (6) Class A Ordinary Shares)
RAAS
– –
-29,632
Closed -$51K
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.