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 | |
|---|---|---|---|---|---|---|
|
AGS
1176
DELISTED
PlayAGS
AGS
| $7.5M | 0.01% |
1,327,542
-107,000
| -7% | -$625K |
|
1177
UDR
UDR
$12.2B
| $7.5M | 0.01% |
+174,498
| New | +$7.18M |
|
|
PFC
1178
DELISTED
Premier Financial Corp. Common Stock
PFC
| $7.48M | 0.01% |
467,140
+6,720
| +1% | +$110K |
|
|
MRC
1179
DELISTED
MRC Global
MRC
| $7.48M | 0.01% |
742,500
+43,200
| +6% | +$408K |
|
1180
Cullen/Frost Bankers
CFR
$10.5B
| $7.45M | 0.01% |
+69,300
| New | +$7.24M |
|
1181
Black Hills Corp
BKH
$5.65B
| $7.44M | 0.01% |
+123,500
| New | +$7.83M |
|
1182
Hess Midstream
HESM
$5.17B
| $7.43M | 0.01% |
242,100
-22,600
| -9% | -$652K |
|
1183
MINISO
MNSO
$3.54B
| $7.42M | 0.01% |
436,900
+18,300
| +4% | +$305K |
|
1184
Q2 Holdings
QTWO
$3.94B
| $7.42M | 0.01% |
240,200
+195,000
| +431% | +$5.11M |
|
1185
Linde
LIN
$222B
| $7.39M | 0.01% |
19,400
-647,200
| -97% | -$236M |
|
1186
Ascendis Pharma A/S
ASND
$16.2B
| $7.38M | 0.01% |
+82,699
| New | +$7.2M |
|
|
SRCL
1187
DELISTED
Stericycle Inc
SRCL
| $7.38M | 0.01% |
158,820
+144,800
| +1,033% | +$6.34M |
|
|
BFS
1188
Saul Centers
BFS
$858M
| $7.36M | 0.01% |
199,774
+800
| +0.4% | +$28.8K |
|
1189
Franklin Covey
FC
$233M
| $7.33M | 0.01% |
167,903
+21,600
| +15% | +$800K |
|
1190
Western New England Bancorp
WNEB
$285M
| $7.32M | 0.01% |
1,253,654
+21,492
| +2% | +$139K |
|
1191
Methanex
MEOH
$4.18B
| $7.32M | 0.01% |
176,848
+24,298
| +16% | +$1.05M |
|
1192
Oshkosh
OSK
$9.47B
| $7.31M | 0.01% |
84,400
+32,200
| +62% | +$2.54M |
|
1193
UWM Holdings
UWMC
$2.49B
| $7.31M | 0.01% |
1,304,980
-12,920
| -1% | -$69.6K |
|
1194
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
| $7.3M | 0.01% |
143,700
+125,000
| +668% | +$6.14M |
|
1195
Invesco Variable Rate Preferred ETF
VRP
$3.01B
| $7.28M | 0.01% |
327,100
+86,200
| +36% | +$1.9M |
|
1196
Tejon Ranch
TRC
$447M
| $7.28M | 0.01% |
422,848
-16,300
| -4% | -$283K |
|
|
DADA
1197
DELISTED
Dada Nexus
DADA
| $7.25M | 0.01% |
1,364,800
+90,800
| +7% | +$550K |
|
1198
Paychex
PAYX
$43.2B
| $7.23M | 0.01% |
64,601
-27,800
| -30% | -$3.04M |
|
1199
Phibro Animal Health
PAHC
$1.39B
| $7.2M | 0.01% |
525,500
+1,500
| +0.3% | +$21.5K |
|
1200
KRONOS Worldwide
KRO
$961M
| $7.16M | 0.01% |
820,500
-132,200
| -14% | -$1.17M |
|
Similar funds
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.