Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$856M |
| 2 |
Meta Platforms (Facebook)
META
|
+$647M |
| 3 |
NVIDIA
NVDA
|
+$615M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$304M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$301M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$1.03B |
| 2 |
UnitedHealth
UNH
|
+$686M |
| 3 |
Tesla
TSLA
|
+$387M |
| 4 |
Abbott
ABT
|
+$380M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
501
Ericsson
ERIC
$33.4B
| $29M | 0.04% |
5,325,600
-4,744,300
| -47% | -$25.5M |
|
|
GTY
502
Getty Realty Corp
GTY
$2.04B
| $29M | 0.04% |
857,266
-125,846
| -13% | -$4.28M |
|
|
SMAR
503
DELISTED
Smartsheet Inc.
SMAR
| $28.9M | 0.04% |
755,300
+222,300
| +42% | +$9.61M |
|
504
National Bank Holdings
NBHC
$1.92B
| $28.9M | 0.04% |
994,600
-11,900
| -1% | -$372K |
|
505
Emcor
EME
$36.8B
| $28.9M | 0.04% |
156,300
-85,200
| -35% | -$14.3M |
|
506
IonQ
IONQ
$18.3B
| $28.8M | 0.04% |
+2,131,900
| New | +$17.7M |
|
507
Wendy's
WEN
$1.65B
| $28.8M | 0.04% |
1,323,282
-1,556,000
| -54% | -$34.7M |
|
508
HEICO Corp Class A
HEI.A
$38B
| $28.8M | 0.04% |
204,684
-3,900
| -2% | -$523K |
|
509
Vir Biotechnology
VIR
$1.52B
| $28.7M | 0.04% |
1,168,100
+7,600
| +0.7% | +$191K |
|
510
Haleon
HLN
$43.2B
| $28.6M | 0.04% |
3,409,421
-286,100
| -8% | -$2.44M |
|
511
Seagate
STX
$199B
| $28.5M | 0.04% |
461,393
+401,800
| +674% | +$24.5M |
|
512
Lamb Weston
LW
$7.3B
| $28.5M | 0.04% |
248,100
-555,400
| -69% | -$61.9M |
|
513
Hewlett Packard
HPE
$77.8B
| $28.5M | 0.04% |
1,693,804
-2,579,896
| -60% | -$39.4M |
|
514
Peloton Interactive
PTON
$2.38B
| $28.3M | 0.04% |
3,686,400
-25,500
| -0.7% | -$217K |
|
515
Yelp
YELP
$1.28B
| $28.3M | 0.04% |
778,300
+75,500
| +11% | +$2.44M |
|
|
PAMT
516
PAMT Corp
PAMT
$279M
| $28.3M | 0.04% |
1,057,608
-8,200
| -0.8% | -$210K |
|
517
Amphastar Pharmaceuticals
AMPH
$850M
| $28.3M | 0.04% |
492,583
-4,217
| -0.8% | -$187K |
|
|
ECHO
518
EchoStar
ECHO
$26.9B
| $28.3M | 0.04% |
1,630,004
-96,700
| -6% | -$1.63M |
|
519
Itaú Unibanco
ITUB
$81.6B
| $28.1M | 0.04% |
5,397,583
+338,314
| +7% | +$1.6M |
|
|
EDR
520
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $28.1M | 0.04% |
1,174,904
-167,296
| -12% | -$3.94M |
|
|
BCPC
521
Balchem Corp
BCPC
$5.73B
| $28M | 0.04% |
207,800
-10,100
| -5% | -$1.3M |
|
522
Avis
CAR
$4.93B
| $28M | 0.04% |
122,400
-274,680
| -69% | -$50.3M |
|
523
iRadimed
IRMD
$1.12B
| $27.8M | 0.04% |
582,412
+1,800
| +0.3% | +$81.2K |
|
|
CHS
524
DELISTED
Chicos FAS, Inc.
CHS
| $27.8M | 0.04% |
5,195,600
+486,800
| +10% | +$2.54M |
|
|
MODN
525
DELISTED
MODEL N, INC.
MODN
| $27.6M | 0.04% |
780,426
-1,100
| -0.1% | -$35.4K |
|
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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.