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 | |
|---|---|---|---|---|---|---|
1301
JELD-WEN Holding
JELD
$169M
| $6.18M | 0.01% |
352,500
-67,800
| -16% | -$945K |
|
1302
DoubleVerify
DV
$2.04B
| $6.17M | 0.01% |
158,400
-149,500
| -49% | -$4.82M |
|
1303
Zeta Global
ZETA
$7.12B
| $6.16M | 0.01% |
721,400
+330,600
| +85% | +$3.02M |
|
1304
Jakks Pacific
JAKK
$294M
| $6.15M | 0.01% |
308,018
-22,800
| -7% | -$494K |
|
|
CIO
1305
DELISTED
City Office REIT
CIO
| $6.15M | 0.01% |
1,103,516
-304,600
| -22% | -$1.66M |
|
1306
Alliant Energy
LNT
$18.3B
| $6.14M | 0.01% |
117,000
-341,550
| -74% | -$18.3M |
|
|
TIXT
1307
DELISTED
TELUS International
TIXT
| $6.13M | 0.01% |
403,600
+138,950
| +53% | +$2.42M |
|
|
UCTT
1308
Ultra Clean Holdings
UCTT
$4.26B
| $6.12M | 0.01% |
159,200
-108,300
| -40% | -$3.49M |
|
1309
Conduent
CNDT
$246M
| $6.12M | 0.01% |
1,800,600
+99,500
| +6% | +$326K |
|
1310
Royal Bank of Canada
RY
$298B
| $6.12M | 0.01% |
64,000
-357,694
| -85% | -$34.1M |
|
1311
Transmedics
TMDX
$3.06B
| $6.11M | 0.01% |
72,799
+9,600
| +15% | +$735K |
|
|
BSCO
1312
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| $6.1M | 0.01% |
296,741
+59,031
| +25% | +$1.22M |
|
1313
Eli Lilly
LLY
$1.08T
| $6.1M | 0.01% |
13,009
-440,571
| -97% | -$185M |
|
1314
Dorian LPG
LPG
$1.96B
| $6.09M | 0.01% |
237,300
-130,100
| -35% | -$2.95M |
|
1315
PVH
PVH
$3.79B
| $6.08M | 0.01% |
71,570
+970
| +1% | +$81.8K |
|
1316
Haemonetics
HAE
$4.12B
| $6.08M | 0.01% |
71,400
+66,200
| +1,273% | +$5.6M |
|
1317
Golar LNG
GLNG
$5.25B
| $6.07M | 0.01% |
300,892
+143,800
| +92% | +$3.09M |
|
1318
Pricesmart
PSMT
$5.52B
| $6.04M | 0.01% |
81,565
-11,100
| -12% | -$817K |
|
1319
SPX Corp
SPXC
$10.9B
| $6.04M | 0.01% |
71,100
+60,200
| +552% | +$4.48M |
|
|
PCTI
1320
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $6.01M | 0.01% |
1,254,242
-22,697
| -2% | -$107K |
|
|
JHG
1321
DELISTED
Janus Henderson
JHG
| $6M | 0.01% |
220,200
-18,100
| -8% | -$483K |
|
1322
Autohome
ATHM
$2.6B
| $5.99M | 0.01% |
205,400
+78,906
| +62% | +$2.36M |
|
1323
Varex Imaging
VREX
$780M
| $5.99M | 0.01% |
254,080
+106,080
| +72% | +$2.21M |
|
1324
Evergy
EVRG
$19.2B
| $5.98M | 0.01% |
102,402
-98,900
| -49% | -$5.97M |
|
|
GLDD
1325
DELISTED
Great Lakes Dredge & Dock
GLDD
| $5.96M | 0.01% |
729,801
-355,700
| -33% | -$2.31M |
|
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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.