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 | |
|---|---|---|---|---|---|---|
1451
Utz Brands
UTZ
$1.25B
| $4.77M | 0.01% |
291,801
+51,501
| +21% | +$884K |
|
|
TRUE
1452
DELISTED
TrueCar
TRUE
| $4.76M | 0.01% |
2,107,201
+5,600
| +0.3% | +$13.3K |
|
1453
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
| $4.76M | 0.01% |
43,100
+24,300
| +129% | +$2.68M |
|
1454
Build-A-Bear
BBW
$479M
| $4.76M | 0.01% |
222,079
-112,100
| -34% | -$2.45M |
|
1455
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
| $4.75M | 0.01% |
46,100
-132,442
| -74% | -$13.7M |
|
1456
Kennametal
KMT
$2.32B
| $4.73M | 0.01% |
+166,452
| New | +$4.46M |
|
|
CCRD
1457
DELISTED
CoreCard
CCRD
| $4.72M | 0.01% |
186,097
-8,499
| -4% | -$219K |
|
1458
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $4.71M | 0.01% |
+152,401
| New | +$4.66M |
|
1459
First Financial Corp
THFF
$974M
| $4.68M | 0.01% |
144,247
+43,088
| +43% | +$1.47M |
|
1460
Merit Medical Systems
MMSI
$5.42B
| $4.66M | 0.01% |
55,712
-7,800
| -12% | -$634K |
|
1461
JD.com
JD
$39.6B
| $4.66M | 0.01% |
136,500
+100,400
| +278% | +$3.65M |
|
1462
iShares S&P 500 Value ETF
IVE
$50.3B
| $4.66M | 0.01% |
+28,900
| New | +$4.45M |
|
1463
Atlanticus Holdings
ATLC
$1.48B
| $4.65M | 0.01% |
110,658
-18,300
| -14% | -$601K |
|
1464
Under Armour
UAA
$2.3B
| $4.65M | 0.01% |
643,552
-591,800
| -48% | -$4.76M |
|
|
SNCY
1465
DELISTED
Sun Country Airlines
SNCY
| $4.63M | 0.01% |
205,900
+134,585
| +189% | +$2.57M |
|
1466
Titan Machinery
TITN
$419M
| $4.63M | 0.01% |
156,900
+14,400
| +10% | +$434K |
|
1467
Ecovyst
ECVT
$1.1B
| $4.62M | 0.01% |
403,300
+99,800
| +33% | +$1.09M |
|
1468
GoPro
GPRO
$117M
| $4.62M | 0.01% |
1,115,800
+7,400
| +0.7% | +$31.7K |
|
1469
Cato Corp
CATO
$66.9M
| $4.61M | 0.01% |
574,052
-44,863
| -7% | -$372K |
|
1470
Kamada
KMDA
$417M
| $4.6M | 0.01% |
871,505
+22,300
| +3% | +$110K |
|
1471
Itron
ITRI
$4.49B
| $4.57M | 0.01% |
+63,361
| New | +$4.01M |
|
1472
Arthur J. Gallagher & Co
AJG
$65B
| $4.57M | 0.01% |
+20,800
| New | +$4.33M |
|
1473
US Foods
USFD
$23.8B
| $4.57M | 0.01% |
103,800
-725,500
| -87% | -$28.8M |
|
1474
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
| $4.56M | 0.01% |
88,000
-129,895
| -60% | -$6.74M |
|
1475
First Business Financial Services
FBIZ
$599M
| $4.55M | 0.01% |
154,465
-16,000
| -9% | -$454K |
|
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.