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 | |
|---|---|---|---|---|---|---|
1401
Consumer Portfolio Services
CPSS
$208M
| $5.31M | 0.01% |
455,358
-3,000
| -0.7% | -$32.4K |
|
1402
Ternium
TX
$10.6B
| $5.3M | 0.01% |
133,714
-32,286
| -19% | -$1.3M |
|
1403
Navigator Holdings
NVGS
$1.28B
| $5.3M | 0.01% |
407,385
+62,485
| +18% | +$831K |
|
1404
Cavco Industries
CVCO
$4.62B
| $5.3M | 0.01% |
17,955
-14,100
| -44% | -$4.05M |
|
1405
Ardagh Metal Packaging
AMBP
$3.13B
| $5.29M | 0.01% |
1,406,029
-391,100
| -22% | -$1.44M |
|
1406
Kadant
KAI
$3.89B
| $5.29M | 0.01% |
23,799
+12,022
| +102% | +$2.41M |
|
1407
American Financial Group
AFG
$12B
| $5.27M | 0.01% |
44,389
+39,789
| +865% | +$4.69M |
|
1408
Financial Institutions
FISI
$824M
| $5.26M | 0.01% |
334,400
+63,400
| +23% | +$1.07M |
|
1409
Brown-Forman Class A
BF.A
$13B
| $5.25M | 0.01% |
77,076
-6,200
| -7% | -$404K |
|
1410
Symbotic
SYM
$5.5B
| $5.23M | 0.01% |
122,262
+113,362
| +1,274% | +$3.72M |
|
1411
AngioDynamics
ANGO
$644M
| $5.23M | 0.01% |
501,714
+119,900
| +31% | +$1.15M |
|
1412
Old Second Bancorp
OSBC
$1.31B
| $5.23M | 0.01% |
400,625
-41,000
| -9% | -$522K |
|
1413
iShares MSCI Saudi Arabia ETF
KSA
$625M
| $5.21M | 0.01% |
126,013
+7,154
| +6% | +$292K |
|
1414
J&J Snack Foods
JJSF
$1.7B
| $5.2M | 0.01% |
32,856
-6,400
| -16% | -$993K |
|
1415
Donegal Group Class A
DGICA
$694M
| $5.17M | 0.01% |
358,111
-3,100
| -0.9% | -$45.8K |
|
1416
Mitek Systems
MITK
$850M
| $5.16M | 0.01% |
476,100
+183,600
| +63% | +$1.79M |
|
1417
Natural Gas Services Group
NGS
$475M
| $5.16M | 0.01% |
521,142
+47,243
| +10% | +$489K |
|
|
DX
1418
Dynex Capital
DX
$3.24B
| $5.15M | 0.01% |
409,400
-161,900
| -28% | -$1.89M |
|
1419
Genco Shipping & Trading
GNK
$1.12B
| $5.15M | 0.01% |
367,100
-193,630
| -35% | -$2.78M |
|
1420
NRG Energy
NRG
$25.2B
| $5.13M | 0.01% |
+137,316
| New | +$4.68M |
|
1421
Atea Pharmaceuticals
AVIR
$405M
| $5.1M | 0.01% |
1,363,382
+635,682
| +87% | +$2.38M |
|
1422
Marcus Corp
MCS
$919M
| $5.1M | 0.01% |
343,800
+69,500
| +25% | +$1.12M |
|
1423
Moog Inc Class A
MOG.A
$13.5B
| $5.1M | 0.01% |
47,000
-14,100
| -23% | -$1.4M |
|
1424
LeMaitre Vascular
LMAT
$1.89B
| $5.09M | 0.01% |
75,700
+15,600
| +26% | +$952K |
|
|
EGRX
1425
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $5.06M | 0.01% |
260,473
+51,623
| +25% | +$1.22M |
|
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.