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 | |
|---|---|---|---|---|---|---|
1476
iShares MSCI EAFE Value ETF
EFV
$30.1B
| $4.54M | 0.01% |
+92,800
| New | +$4.57M |
|
1477
ProFrac Holding
ACDC
$953M
| $4.54M | 0.01% |
+406,924
| New | +$4.82M |
|
1478
Resources Connection
RGP
$146M
| $4.53M | 0.01% |
288,201
+15,200
| +6% | +$236K |
|
1479
Ecopetrol
EC
$35.3B
| $4.53M | 0.01% |
441,595
-185,940
| -30% | -$1.88M |
|
|
OSG
1480
DELISTED
Overseas Shipholding Group Inc.
OSG
| $4.53M | 0.01% |
1,085,179
+330,700
| +44% | +$1.28M |
|
1481
Graham Corp
GHM
$1.3B
| $4.52M | 0.01% |
340,304
+45,536
| +15% | +$573K |
|
1482
Fox Factory Holding Corp
FOXF
$891M
| $4.51M | 0.01% |
41,593
-15,400
| -27% | -$1.58M |
|
1483
American Public Education
APEI
$834M
| $4.5M | 0.01% |
948,711
-91,800
| -9% | -$500K |
|
1484
ADMA Biologics
ADMA
$2.09B
| $4.48M | 0.01% |
1,213,735
+240,500
| +25% | +$891K |
|
1485
C&F Financial
CFFI
$288M
| $4.47M | 0.01% |
83,160
+1,160
| +1% | +$61.5K |
|
1486
Children's Place
PLCE
$52.9M
| $4.46M | 0.01% |
192,360
-38,600
| -17% | -$982K |
|
1487
Vertex
VERX
$2.15B
| $4.46M | 0.01% |
228,600
+66,400
| +41% | +$1.4M |
|
1488
Fossil Group
FOSL
$333M
| $4.45M | 0.01% |
1,732,285
+355,608
| +26% | +$977K |
|
|
BCOV
1489
DELISTED
Brightcove, Inc.
BCOV
| $4.44M | 0.01% |
1,106,251
-79,400
| -7% | -$321K |
|
1490
Hingham Institution for Saving
HIFS
$694M
| $4.43M | 0.01% |
20,789
+200
| +1% | +$40.8K |
|
1491
Sprout Social
SPT
$605M
| $4.43M | 0.01% |
95,900
-126,800
| -57% | -$6.03M |
|
1492
Dynatrace
DT
$14.6B
| $4.41M | 0.01% |
85,600
-282,800
| -77% | -$13.3M |
|
|
LGF.A
1493
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $4.4M | 0.01% |
498,778
+31,000
| +7% | +$326K |
|
1494
VanEck Oil Services ETF
OIH
$1.95B
| $4.4M | 0.01% |
15,290
+9,200
| +151% | +$2.5M |
|
|
ME
1495
DELISTED
23andMe Holding Co
ME
| $4.39M | 0.01% |
125,436
+48,866
| +64% | +$1.95M |
|
1496
dLocal
DLO
$4.34B
| $4.38M | 0.01% |
359,200
-13,700
| -4% | -$181K |
|
1497
Loews
L
$23.1B
| $4.38M | 0.01% |
+73,700
| New | +$4.27M |
|
1498
Bowman Consulting
BWMN
$732M
| $4.37M | 0.01% |
137,100
+45,500
| +50% | +$1.33M |
|
1499
Customers Bancorp
CUBI
$2.81B
| $4.36M | 0.01% |
144,020
-1,000
| -0.7% | -$22.4K |
|
|
DMC
1500
Del Monte Corp
DMC
$1.45B
| $4.35M | 0.01% |
169,200
+23,600
| +16% | +$651K |
|
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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.