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 | |
|---|---|---|---|---|---|---|
701
Southern Company
SO
$106B
| $19M | 0.03% |
270,300
-957,200
| -78% | -$68.6M |
|
702
Toronto Dominion Bank
TD
$204B
| $19M | 0.03% |
+305,975
| New | +$18.4M |
|
703
Utah Medical Products
UTMD
$230M
| $19M | 0.03% |
203,392
-3,322
| -2% | -$313K |
|
704
Hovnanian Enterprises
HOV
$793M
| $18.9M | 0.03% |
190,915
-9,800
| -5% | -$808K |
|
705
Stantec
STN
$8.47B
| $18.9M | 0.03% |
289,400
-87,900
| -23% | -$5.3M |
|
706
Grand Canyon Education
LOPE
$3.7B
| $18.8M | 0.03% |
182,602
+68,000
| +59% | +$7.47M |
|
|
IBTD
707
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
| $18.8M | 0.03% |
758,300
-112,800
| -13% | -$2.79M |
|
708
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
| $18.8M | 0.03% |
373,900
-151,200
| -29% | -$7.6M |
|
|
AHRT
709
AH Realty Trust
AHRT
$501M
| $18.7M | 0.03% |
1,602,309
+55,700
| +4% | +$650K |
|
710
Restaurant Brands International
QSR
$26.1B
| $18.7M | 0.03% |
241,200
-787,287
| -77% | -$56.8M |
|
711
Western Alliance Bancorporation
WAL
$9.01B
| $18.5M | 0.03% |
+508,104
| New | +$17.6M |
|
|
SRDX
712
DELISTED
Surmodics
SRDX
| $18.5M | 0.03% |
591,138
-41,894
| -7% | -$956K |
|
713
Clearway Energy Class C
CWEN
$7.06B
| $18.4M | 0.03% |
645,522
-88,500
| -12% | -$2.67M |
|
714
AMN Healthcare
AMN
$1.26B
| $18.3M | 0.03% |
168,000
-312,700
| -65% | -$29.6M |
|
715
Sumitomo Mitsui Financial
SMFG
$166B
| $18.3M | 0.03% |
2,128,270
-240,900
| -10% | -$1.99M |
|
716
Metallus
MTUS
$900M
| $18.3M | 0.03% |
847,846
+54,000
| +7% | +$978K |
|
717
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
| $18.3M | 0.03% |
360,800
+70,745
| +24% | +$3.58M |
|
|
X
718
DELISTED
US Steel
X
| $18.2M | 0.03% |
729,300
-119,300
| -14% | -$2.78M |
|
719
Forrester Research
FORR
$220M
| $18.2M | 0.03% |
626,506
-14,500
| -2% | -$431K |
|
|
ETRN
720
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $18.2M | 0.03% |
1,905,299
+290,951
| +18% | +$1.95M |
|
721
Pembina Pipeline
PBA
$28.4B
| $18.2M | 0.03% |
578,312
+52,800
| +10% | +$1.69M |
|
722
Madrigal Pharmaceuticals
MDGL
$12.4B
| $18.2M | 0.03% |
78,682
-96,700
| -55% | -$26.2M |
|
|
AXNX
723
DELISTED
Axonics, Inc. Common Stock
AXNX
| $18.2M | 0.03% |
360,000
-198,100
| -35% | -$10.5M |
|
724
California Resources
CRC
$4.75B
| $18.2M | 0.03% |
401,078
+87,542
| +28% | +$3.55M |
|
|
HAYN
725
DELISTED
Haynes International, Inc.
HAYN
| $18.1M | 0.03% |
356,732
-19,814
| -5% | -$943K |
|
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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.