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 | |
|---|---|---|---|---|---|---|
601
British American Tobacco
BTI
$120B
| $23.5M | 0.03% |
708,148
-8,351
| -1% | -$286K |
|
602
Atlanta Braves Holdings Series B
BATRK
$3.4B
| $23.5M | 0.03% |
592,819
-78,200
| -12% | -$2.94M |
|
603
Agilysys
AGYS
$3.03B
| $23.5M | 0.03% |
341,852
+58,000
| +20% | +$4.37M |
|
604
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| $23.4M | 0.03% |
715,600
+290,400
| +68% | +$9.78M |
|
605
Applied Industrial Technologies
AIT
$13B
| $23.3M | 0.03% |
160,850
-29,500
| -15% | -$3.93M |
|
606
Rogers Corp
ROG
$2.48B
| $23.3M | 0.03% |
143,800
+17,100
| +13% | +$2.71M |
|
|
EMBJ
607
Embraer S.A. ADS
EMBJ
$13.2B
| $23.2M | 0.03% |
1,500,816
+459,516
| +44% | +$7M |
|
608
Flex
FLEX
$46B
| $23.1M | 0.03% |
1,111,434
-1,622,725
| -59% | -$28.9M |
|
609
Realty Income
O
$59.2B
| $23.1M | 0.03% |
+386,625
| New | +$23.6M |
|
610
Gen Digital
GEN
$17.1B
| $23.1M | 0.03% |
1,245,100
-456,400
| -27% | -$7.98M |
|
611
Cenovus Energy
CVE
$55.6B
| $23.1M | 0.03% |
1,360,100
+325,100
| +31% | +$5.48M |
|
612
Upwork
UPWK
$1.05B
| $23M | 0.03% |
2,465,182
+863,882
| +54% | +$7.83M |
|
613
Perrigo
PRGO
$1.76B
| $23M | 0.03% |
677,918
-209,500
| -24% | -$7.28M |
|
614
Grab
GRAB
$14.7B
| $23M | 0.03% |
6,703,100
+3,920,900
| +141% | +$12.2M |
|
|
IMGN
615
DELISTED
Immunogen Inc
IMGN
| $23M | 0.03% |
1,218,040
+1,138,900
| +1,439% | +$13.4M |
|
616
Orion
OEC
$364M
| $23M | 0.03% |
1,082,801
-8,895
| -0.8% | -$214K |
|
617
Vishay Precision Group
VPG
$934M
| $22.9M | 0.03% |
615,503
+1,930
| +0.3% | +$71.8K |
|
618
Duke Energy
DUK
$96.3B
| $22.7M | 0.03% |
253,162
-268,900
| -52% | -$25.4M |
|
|
AY
619
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $22.7M | 0.03% |
968,855
-314,700
| -25% | -$8.08M |
|
620
Invesco Short Term Treasury ETF
TBLL
$2.85B
| $22.7M | 0.03% |
215,100
+101,600
| +90% | +$10.7M |
|
|
PGTI
621
DELISTED
PGT, Inc.
PGTI
| $22.6M | 0.03% |
775,397
-24,600
| -3% | -$648K |
|
|
TARO
622
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $22.6M | 0.03% |
594,900
-4,500
| -0.8% | -$141K |
|
623
Dillards
DDS
$9.93B
| $22.5M | 0.03% |
69,100
+6,000
| +10% | +$1.84M |
|
|
ERF
624
DELISTED
Enerplus Corporation
ERF
| $22.5M | 0.03% |
1,554,207
+200,200
| +15% | +$2.92M |
|
625
Bentley Systems
BSY
$10.8B
| $22.5M | 0.03% |
414,200
+7,000
| +2% | +$327K |
|
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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.