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 | |
|---|---|---|---|---|---|---|
751
RE/MAX Holdings
RMAX
$263M
| $17.1M | 0.02% |
889,400
+7,600
| +0.9% | +$142K |
|
752
inTEST
INTT
$179M
| $17.1M | 0.02% |
650,737
+88,600
| +16% | +$1.95M |
|
|
BSCN
753
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $17.1M | 0.02% |
806,088
+423,688
| +111% | +$8.96M |
|
|
NGD
754
DELISTED
New Gold Inc
NGD
| $17M | 0.02% |
15,772,864
+1,167,000
| +8% | +$1.44M |
|
755
Harrow
HROW
$1.48B
| $17M | 0.02% |
891,312
-71,300
| -7% | -$1.57M |
|
756
Trimble
TRMB
$13.1B
| $17M | 0.02% |
320,544
+229,528
| +252% | +$11.2M |
|
757
Teekay
TK
$1.03B
| $17M | 0.02% |
2,807,275
+257,700
| +10% | +$1.5M |
|
758
EXL Service
EXLS
$5.2B
| $16.9M | 0.02% |
561,000
-138,000
| -20% | -$4.35M |
|
759
Macerich
MAC
$6.99B
| $16.9M | 0.02% |
1,503,254
+30,767
| +2% | +$313K |
|
760
Camden Property Trust
CPT
$10.9B
| $16.9M | 0.02% |
154,800
+94,800
| +158% | +$10.2M |
|
761
BILL Holdings
BILL
$4.85B
| $16.8M | 0.02% |
143,500
-205,200
| -59% | -$19.5M |
|
762
Tootsie Roll Industries
TR
$3.05B
| $16.8M | 0.02% |
517,235
+77,330
| +18% | +$2.82M |
|
763
Williams Companies
WMB
$90.1B
| $16.7M | 0.02% |
+511,485
| New | +$15.4M |
|
764
ArcBest
ARCB
$3.14B
| $16.6M | 0.02% |
168,004
-114,835
| -41% | -$10.3M |
|
765
Tyson Foods
TSN
$19.6B
| $16.6M | 0.02% |
324,900
-224,400
| -41% | -$12.2M |
|
766
FerroAtlántica
GSM
$832M
| $16.6M | 0.02% |
3,471,194
-508,200
| -13% | -$2.34M |
|
767
Anika Therapeutics
ANIK
$295M
| $16.5M | 0.02% |
633,229
+57,812
| +10% | +$1.55M |
|
768
Telus
TU
$15B
| $16.4M | 0.02% |
842,800
-655,066
| -44% | -$13.2M |
|
769
AbCellera Biologics
ABCL
$3.18B
| $16.4M | 0.02% |
2,536,603
-274,900
| -10% | -$1.88M |
|
770
MaxLinear
MXL
$6.74B
| $16.3M | 0.02% |
516,313
+73,400
| +17% | +$2.12M |
|
771
Sabesp
SBS
$17.9B
| $16.3M | 0.02% |
7,096,381
+106,740
| +2% | +$214K |
|
772
Park Hotels & Resorts
PK
$2.99B
| $16.2M | 0.02% |
1,267,352
+192,500
| +18% | +$2.46M |
|
773
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
| $16.2M | 0.02% |
+292,500
| New | +$16M |
|
774
CRISPR Therapeutics
CRSP
$5.22B
| $16.2M | 0.02% |
287,800
-207,303
| -42% | -$11.8M |
|
775
Lyft
LYFT
$6.28B
| $16.2M | 0.02% |
1,684,199
-583,600
| -26% | -$5.61M |
|
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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.