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 | |
|---|---|---|---|---|---|---|
526
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $27.5M | 0.04% |
365,800
+121,600
| +50% | +$9.07M |
|
527
Collegium Pharmaceutical
COLL
$834M
| $27.4M | 0.04% |
1,274,998
+66,500
| +6% | +$1.51M |
|
528
Brookdale Senior Living
BKD
$3.1B
| $27.4M | 0.04% |
6,482,920
+185,725
| +3% | +$718K |
|
529
Clear Secure
YOU
$4.75B
| $27.3M | 0.04% |
1,180,200
-213,850
| -15% | -$5.29M |
|
530
National Healthcare
NHC
$3.47B
| $27.3M | 0.04% |
441,067
-13,800
| -3% | -$818K |
|
531
Iridium Communications
IRDM
$5.26B
| $27.3M | 0.04% |
438,899
-173,400
| -28% | -$10.7M |
|
|
NATI
532
DELISTED
National Instruments Corp
NATI
| $27.1M | 0.04% |
472,166
-27,400
| -5% | -$1.57M |
|
533
Robert Half
RHI
$4.25B
| $27M | 0.04% |
359,600
+152,900
| +74% | +$10.9M |
|
|
CWEN.A
534
DELISTED
Clearway Energy Class A
CWEN.A
| $27M | 0.04% |
999,529
-500
| -0% | -$14.5K |
|
535
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
| $26.9M | 0.04% |
292,500
-396,700
| -58% | -$36.3M |
|
536
Crown Castle
CCI
$31.5B
| $26.9M | 0.04% |
+236,103
| New | +$28.1M |
|
537
iShares MSCI Brazil ETF
EWZ
$8.57B
| $26.9M | 0.04% |
+829,300
| New | +$24.7M |
|
538
Mettler-Toledo International
MTD
$28.8B
| $26.9M | 0.04% |
20,500
-5,200
| -20% | -$7.31M |
|
539
Immunocore
IMCR
$1.77B
| $26.8M | 0.04% |
447,300
+2,700
| +0.6% | +$154K |
|
540
Wynn Resorts
WYNN
$10.6B
| $26.7M | 0.04% |
+253,000
| New | +$27.1M |
|
541
Huazhu Hotels Group
HTHT
$12.7B
| $26.7M | 0.04% |
688,700
+628,900
| +1,052% | +$27.3M |
|
542
Capitol Federal Financial
CFFN
$1.1B
| $26.6M | 0.04% |
4,315,292
-330,784
| -7% | -$2.06M |
|
|
SPTN
543
DELISTED
SpartanNash
SPTN
| $26.6M | 0.04% |
1,180,978
+129,084
| +12% | +$3.03M |
|
544
Plains GP Holdings
PAGP
$4.98B
| $26.6M | 0.04% |
1,792,371
+276,374
| +18% | +$3.82M |
|
545
Evercore
EVR
$11.5B
| $26.4M | 0.04% |
213,700
+69,300
| +48% | +$7.97M |
|
546
IDT Corp
IDT
$1.63B
| $26.4M | 0.04% |
1,020,397
+8,500
| +0.8% | +$262K |
|
547
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $26.2M | 0.04% |
251,500
+118,800
| +90% | +$12.4M |
|
|
CSR
548
Centerspace
CSR
$925M
| $26.2M | 0.04% |
426,316
-27,500
| -6% | -$1.61M |
|
549
NNN REIT
NNN
$8.79B
| $26.1M | 0.04% |
609,800
+63,100
| +12% | +$2.72M |
|
|
RDFN
550
DELISTED
Redfin
RDFN
| $26.1M | 0.04% |
2,099,800
-75,000
| -3% | -$730K |
|
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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.