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 | |
|---|---|---|---|---|---|---|
|
AVDX
1001
DELISTED
AvidXchange
AVDX
| $10.4M | 0.02% |
1,000,400
+531,900
| +114% | +$4.78M |
|
|
NXRT
1002
NexPoint Residential Trust
NXRT
$631M
| $10.4M | 0.02% |
228,213
-54,900
| -19% | -$2.37M |
|
1003
Hawaiian Electric Industries
HE
$2.06B
| $10.4M | 0.01% |
286,300
-49,300
| -15% | -$1.86M |
|
1004
Crane Co
CR
$12.9B
| $10.3M | 0.01% |
+116,000
| New | +$8.95M |
|
|
EB
1005
DELISTED
Eventbrite
EB
| $10.3M | 0.01% |
1,081,700
+108,800
| +11% | +$856K |
|
1006
RBC Bearings
RBC
$17.6B
| $10.3M | 0.01% |
+47,500
| New | +$10.3M |
|
1007
Arcos Dorados Holdings
ARCO
$1.66B
| $10.3M | 0.01% |
1,006,534
+311,444
| +45% | +$2.66M |
|
1008
Piper Sandler
PIPR
$5.34B
| $10.3M | 0.01% |
318,780
-26,000
| -8% | -$859K |
|
1009
Strategic Education
STRA
$1.81B
| $10.3M | 0.01% |
151,678
+1,897
| +1% | +$155K |
|
1010
TORM
TRMD
$2.97B
| $10.3M | 0.01% |
425,300
+125,489
| +42% | +$3.49M |
|
1011
Rayonier Advanced Materials
RYAM
$561M
| $10.2M | 0.01% |
2,393,244
+139,630
| +6% | +$661K |
|
|
PRA
1012
DELISTED
ProAssurance
PRA
| $10.2M | 0.01% |
677,900
-53,500
| -7% | -$842K |
|
1013
Enanta Pharmaceuticals
ENTA
$393M
| $10.2M | 0.01% |
476,300
+48,836
| +11% | +$1.44M |
|
1014
Endava
DAVA
$162M
| $10.2M | 0.01% |
196,700
+91,166
| +86% | +$4.9M |
|
1015
Teekay Tankers
TNK
$2.81B
| $10.2M | 0.01% |
266,412
+10,500
| +4% | +$409K |
|
1016
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
| $10.2M | 0.01% |
+245,400
| New | +$9.76M |
|
1017
Independent Bank Corp
IBCP
$850M
| $10.2M | 0.01% |
599,100
-20,400
| -3% | -$350K |
|
1018
Mine Safety
MSA
$7.41B
| $10.2M | 0.01% |
58,400
-22,200
| -28% | -$3.18M |
|
1019
Willis Lease Finance
WLFC
$1.21B
| $10.1M | 0.01% |
777,891
-13,500
| -2% | -$209K |
|
1020
Celsius Holdings
CELH
$6.99B
| $10.1M | 0.01% |
+203,250
| New | +$8.08M |
|
1021
Fox Class A
FOXA
$26.5B
| $10.1M | 0.01% |
297,092
-902,300
| -75% | -$29.5M |
|
1022
CareDx
CDNA
$2.45B
| $10.1M | 0.01% |
1,184,100
+157,200
| +15% | +$1.31M |
|
1023
Aclaris Therapeutics
ACRS
$860M
| $10.1M | 0.01% |
969,552
-282,600
| -23% | -$2.56M |
|
1024
CVB Financial
CVBF
$4.05B
| $10M | 0.01% |
756,694
-112,700
| -13% | -$1.55M |
|
1025
Ducommun
DCO
$3.04B
| $10M | 0.01% |
230,600
+9,900
| +4% | +$467K |
|
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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.