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 | |
|---|---|---|---|---|---|---|
1276
Northeast Bank
NBN
$1.17B
| $6.4M | 0.01% |
153,645
-12,777
| -8% | -$485K |
|
1277
Timberland Bancorp
TSBK
$360M
| $6.4M | 0.01% |
250,289
+400
| +0.2% | +$9.99K |
|
1278
Eastern Bankshares
EBC
$5.38B
| $6.4M | 0.01% |
521,600
-267,300
| -34% | -$3.17M |
|
1279
Bank of Hawaii
BOH
$3.15B
| $6.39M | 0.01% |
155,100
+56,065
| +57% | +$2.48M |
|
1280
Enovis
ENOV
$1.41B
| $6.39M | 0.01% |
99,667
-13,500
| -12% | -$769K |
|
1281
Tucows
TCX
$137M
| $6.38M | 0.01% |
229,951
-38,759
| -14% | -$1M |
|
1282
Lincoln National
LNC
$8.53B
| $6.37M | 0.01% |
247,274
-791,600
| -76% | -$17.4M |
|
1283
Mizuho Financial
MFG
$134B
| $6.36M | 0.01% |
2,072,005
+337,202
| +19% | +$1M |
|
1284
Alpha and Omega Semiconductor
AOSL
$944M
| $6.36M | 0.01% |
193,800
-21,600
| -10% | -$581K |
|
1285
Phillips Edison & Co
PECO
$5.2B
| $6.36M | 0.01% |
186,500
-95,200
| -34% | -$2.97M |
|
1286
CGI
GIB
$15.1B
| $6.34M | 0.01% |
60,100
-42,400
| -41% | -$4.32M |
|
1287
InterContinental Hotels
IHG
$23.6B
| $6.33M | 0.01% |
89,900
+55,500
| +161% | +$3.81M |
|
1288
Rentokil
RTO
$12.1B
| $6.33M | 0.01% |
162,200
+146,800
| +953% | +$5.75M |
|
1289
Korn Ferry
KFY
$4.27B
| $6.3M | 0.01% |
127,246
-93,753
| -42% | -$4.61M |
|
1290
G. Willi-Food International
WILC
$388M
| $6.3M | 0.01% |
513,452
-10,200
| -2% | -$133K |
|
1291
West Fraser Timber
WFG
$5.52B
| $6.29M | 0.01% |
73,200
-43,800
| -37% | -$3.3M |
|
1292
Revolve Group
RVLV
$1.7B
| $6.28M | 0.01% |
383,100
+255,792
| +201% | +$4.77M |
|
|
CWAN
1293
DELISTED
Clearwater Analytics
CWAN
| $6.28M | 0.01% |
395,500
+143,400
| +57% | +$2.26M |
|
1294
Ardelyx
ARDX
$1B
| $6.26M | 0.01% |
1,846,993
-1,290,700
| -41% | -$5.29M |
|
1295
Braskem
BAK
$829M
| $6.26M | 0.01% |
537,300
+59,300
| +12% | +$561K |
|
1296
Amcor
AMCR
$21.5B
| $6.25M | 0.01% |
+125,287
| New | +$6.53M |
|
|
KC
1297
Kingsoft Cloud Holdings
KC
$3.41B
| $6.24M | 0.01% |
1,023,600
-319,900
| -24% | -$1.9M |
|
1298
Diana Shipping
DSX
$309M
| $6.23M | 0.01% |
2,115,927
-118,258
| -5% | -$362K |
|
1299
Puma Biotechnology
PBYI
$459M
| $6.21M | 0.01% |
1,758,013
-76,900
| -4% | -$240K |
|
1300
Celestica
CLS
$45.7B
| $6.2M | 0.01% |
427,501
+404
| +0.1% | +$5K |
|
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.