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 | |
|---|---|---|---|---|---|---|
1201
Nature's Sunshine
NATR
$276M
| $7.15M | 0.01% |
523,939
-66,900
| -11% | -$761K |
|
1202
TriNet
TNET
$3.12B
| $7.15M | 0.01% |
75,300
+10,700
| +17% | +$974K |
|
1203
First Busey Corp
BUSE
$2.59B
| $7.13M | 0.01% |
354,939
-2,400
| -0.7% | -$46.1K |
|
|
CHX
1204
DELISTED
ChampionX
CHX
| $7.12M | 0.01% |
229,416
+89,700
| +64% | +$2.47M |
|
1205
Affirm
AFRM
$25.3B
| $7.11M | 0.01% |
463,900
-611,500
| -57% | -$8.11M |
|
|
IAS
1206
DELISTED
Integral Ad Science
IAS
| $7.1M | 0.01% |
394,900
+196,800
| +99% | +$3.32M |
|
|
ACCD
1207
DELISTED
Accolade Inc
ACCD
| $7.08M | 0.01% |
525,600
-166,600
| -24% | -$2.16M |
|
1208
TriCo Bancshares
TCBK
$1.85B
| $7.08M | 0.01% |
213,143
-400
| -0.2% | -$14.3K |
|
|
TGB
1209
Trekor Metals
TGB
$3.13B
| $7.08M | 0.01% |
4,948,470
-154,400
| -3% | -$231K |
|
1210
MACOM Technology Solutions
MTSI
$24.2B
| $7.06M | 0.01% |
107,715
-400
| -0.4% | -$24.2K |
|
1211
Protolabs
PRLB
$2.19B
| $7.06M | 0.01% |
201,916
+51,416
| +34% | +$1.64M |
|
1212
SPDR Gold Trust
GLD
$142B
| $7.04M | 0.01% |
+39,500
| New | +$7.26M |
|
|
CCRN
1213
DELISTED
Cross Country Healthcare
CCRN
| $7.02M | 0.01% |
249,918
-353,300
| -59% | -$8.77M |
|
1214
Assured Guaranty
AGO
$3.31B
| $7M | 0.01% |
125,500
+45,600
| +57% | +$2.42M |
|
1215
LXP Industrial Trust
LXP
$3.58B
| $7M | 0.01% |
143,596
+5,460
| +4% | +$270K |
|
1216
Compañía de Cervecerías Unidas
CCU
$2.14B
| $6.97M | 0.01% |
429,498
+2,233
| +0.5% | +$35.6K |
|
|
AE
1217
DELISTED
Adams Resources & Energy Inc
AE
| $6.96M | 0.01% |
198,056
-9,686
| -5% | -$350K |
|
|
LOVE
1218
LoveSac
LOVE
$259M
| $6.96M | 0.01% |
258,100
-191,600
| -43% | -$4.89M |
|
1219
Semtech
SMTC
$12.9B
| $6.95M | 0.01% |
272,916
-666,900
| -71% | -$14.4M |
|
1220
Oceaneering
OII
$5.13B
| $6.95M | 0.01% |
371,400
+21,800
| +6% | +$376K |
|
1221
Douglas Elliman
DOUG
$185M
| $6.93M | 0.01% |
3,120,104
-58,690
| -2% | -$161K |
|
1222
Shopify
SHOP
$196B
| $6.92M | 0.01% |
107,000
+22,300
| +26% | +$1.26M |
|
1223
OR Royalties Inc
OR
$6.17B
| $6.92M | 0.01% |
450,074
-204,800
| -31% | -$3.31M |
|
|
XHR
1224
Xenia Hotels & Resorts
XHR
$1.76B
| $6.91M | 0.01% |
561,400
+152,400
| +37% | +$1.9M |
|
1225
Vital Farms
VITL
$499M
| $6.88M | 0.01% |
574,100
+173,300
| +43% | +$2.42M |
|
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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.