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 | |
|---|---|---|---|---|---|---|
826
KB Home
KBH
$3.42B
| $14.8M | 0.02% |
285,600
-146,800
| -34% | -$6.62M |
|
827
Microsoft
MSFT
$3.66T
| $14.7M | 0.02% |
43,299
+39,485
| +1,035% | +$12.4M |
|
828
Texas Pacific Land
TPL
$23.6B
| $14.7M | 0.02% |
100,800
+4,500
| +5% | +$722K |
|
829
TripAdvisor
TRIP
$1.26B
| $14.7M | 0.02% |
893,800
-404,700
| -31% | -$6.85M |
|
830
Ralph Lauren
RL
$23.6B
| $14.7M | 0.02% |
119,400
-37,200
| -24% | -$4.29M |
|
831
Freshworks
FRSH
$3.22B
| $14.7M | 0.02% |
837,100
+361,800
| +76% | +$5.44M |
|
|
EVRI
832
DELISTED
Everi Holdings
EVRI
| $14.6M | 0.02% |
1,009,700
-77,000
| -7% | -$1.17M |
|
833
A.O. Smith
AOS
$8.51B
| $14.6M | 0.02% |
+200,200
| New | +$13.7M |
|
834
Howmet Aerospace
HWM
$112B
| $14.5M | 0.02% |
+293,100
| New | +$13.1M |
|
835
Red Rock Resorts
RRR
$3.73B
| $14.5M | 0.02% |
309,100
-196,900
| -39% | -$9.15M |
|
|
THS
836
DELISTED
Treehouse Foods
THS
| $14.5M | 0.02% |
287,005
-28,402
| -9% | -$1.46M |
|
837
Harmony Biosciences
HRMY
$2.32B
| $14.4M | 0.02% |
410,400
-55,400
| -12% | -$1.91M |
|
838
NVE Corp
NVEC
$591M
| $14.4M | 0.02% |
147,700
+5,200
| +4% | +$451K |
|
839
Veeva Systems
VEEV
$39.2B
| $14.4M | 0.02% |
72,600
-338,100
| -82% | -$61.7M |
|
840
Southside Bancshares
SBSI
$979M
| $14.3M | 0.02% |
546,185
+31,957
| +6% | +$930K |
|
|
PBPB
841
DELISTED
Potbelly
PBPB
| $14.3M | 0.02% |
1,625,954
+24,307
| +2% | +$213K |
|
842
RadNet
RDNT
$6.06B
| $14.3M | 0.02% |
437,329
-51,541
| -11% | -$1.5M |
|
843
Old Republic International
ORI
$10.3B
| $14.2M | 0.02% |
564,985
-387,700
| -41% | -$9.71M |
|
|
ALX
844
Alexander's
ALX
$1.39B
| $14.2M | 0.02% |
77,326
-4,588
| -6% | -$825K |
|
845
First Trust Preferred Securities and Income ETF
FPE
$6.33B
| $14.2M | 0.02% |
+887,329
| New | +$14.1M |
|
846
Nabors Industries
NBR
$1.33B
| $14.2M | 0.02% |
152,125
+42,325
| +39% | +$4.3M |
|
847
Constellation Energy
CEG
$98.7B
| $14.1M | 0.02% |
153,700
-1,250,600
| -89% | -$104M |
|
848
PubMatic
PUBM
$783M
| $14M | 0.02% |
768,500
-83,800
| -10% | -$1.33M |
|
849
PetMed Express
PETS
$43M
| $14M | 0.02% |
1,018,469
+50,200
| +5% | +$754K |
|
850
Adeia
ADEA
$3.1B
| $14M | 0.02% |
1,275,543
+60,400
| +5% | +$551K |
|
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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.