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 | |
|---|---|---|---|---|---|---|
1226
Lakeland Industries
LAKE
$119M
| $6.86M | 0.01% |
477,002
-6,700
| -1% | -$83.8K |
|
1227
S&P Global
SPGI
$122B
| $6.86M | 0.01% |
17,115
-447,807
| -96% | -$164M |
|
|
LBAI
1228
DELISTED
Lakeland Bancorp Inc
LBAI
| $6.86M | 0.01% |
512,375
-7,800
| -1% | -$109K |
|
1229
Tilly's
TLYS
$124M
| $6.86M | 0.01% |
978,612
-35,400
| -3% | -$260K |
|
1230
Select Water Solutions
WTTR
$2.71B
| $6.85M | 0.01% |
845,533
+139,034
| +20% | +$1.05M |
|
|
SAND
1231
DELISTED
Sandstorm Gold
SAND
| $6.85M | 0.01% |
1,337,300
-786,300
| -37% | -$4.38M |
|
1232
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
| $6.85M | 0.01% |
148,300
-96,590
| -39% | -$4.47M |
|
1233
Acacia Research
ACTG
$453M
| $6.84M | 0.01% |
1,645,100
-2,412
| -0.1% | -$9.73K |
|
1234
Blackbaud
BLKB
$2B
| $6.83M | 0.01% |
95,897
+90,797
| +1,780% | +$6.38M |
|
1235
Navient
NAVI
$850M
| $6.83M | 0.01% |
367,400
+56,500
| +18% | +$929K |
|
1236
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
| $6.83M | 0.01% |
80,400
-302,400
| -79% | -$23.2M |
|
1237
Synaptics
SYNA
$4.32B
| $6.82M | 0.01% |
79,927
-9,400
| -11% | -$816K |
|
|
CD
1238
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $6.82M | 0.01% |
952,600
-85,200
| -8% | -$544K |
|
1239
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $6.8M | 0.01% |
+62,900
| New | +$6.8M |
|
|
ORC
1240
Orchid Island Capital
ORC
$1.33B
| $6.8M | 0.01% |
657,115
+423,055
| +181% | +$4.37M |
|
1241
Preferred Bank
PFBC
$1.28B
| $6.79M | 0.01% |
123,455
-7,300
| -6% | -$367K |
|
|
MASI
1242
DELISTED
Masimo
MASI
| $6.78M | 0.01% |
41,230
-40,070
| -49% | -$6.98M |
|
1243
NACCO Industries
NC
$322M
| $6.78M | 0.01% |
195,718
-4,700
| -2% | -$161K |
|
1244
Organon & Co
OGN
$3.6B
| $6.77M | 0.01% |
325,500
-153,000
| -32% | -$3.33M |
|
1245
DraftKings
DKNG
$12.6B
| $6.75M | 0.01% |
+253,930
| New | +$5.85M |
|
1246
CTS Corp
CTS
$1.81B
| $6.74M | 0.01% |
158,200
+16,200
| +11% | +$712K |
|
1247
Jackson Financial
JXN
$8.98B
| $6.71M | 0.01% |
219,303
+88,344
| +67% | +$2.85M |
|
|
FLIC
1248
DELISTED
First of Long Island Corp
FLIC
| $6.71M | 0.01% |
558,250
+7,800
| +1% | +$90.7K |
|
|
UBA
1249
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $6.68M | 0.01% |
314,417
+19,000
| +6% | +$355K |
|
1250
Vitamin Cottage Natural Grocers
NGVC
$644M
| $6.68M | 0.01% |
544,909
-25,300
| -4% | -$285K |
|
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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.