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 | |
|---|---|---|---|---|---|---|
1551
West Bancorporation
WTBA
$511M
| $4.04M | 0.01% |
219,152
| – | – |
|
1552
Lemonade
LMND
$4.1B
| $4.02M | 0.01% |
238,441
+228,187
| +2,225% | +$3.57M |
|
1553
Bankunited
BKU
$3.41B
| $4.01M | 0.01% |
186,200
+52,600
| +39% | +$1.08M |
|
1554
Concentrix
CNXC
$1.52B
| $4.01M | 0.01% |
49,700
-34,100
| -41% | -$3.19M |
|
1555
Warby Parker
WRBY
$3.2B
| $4.01M | 0.01% |
343,200
-36,300
| -10% | -$413K |
|
|
OPTU
1556
Optimum Communications Inc
OPTU
$228M
| $4M | 0.01% |
1,325,970
+713,770
| +117% | +$2.03M |
|
1557
Travelzoo
TZOO
$74.4M
| $4M | 0.01% |
506,701
+118,300
| +30% | +$952K |
|
1558
News Corp Class B
NWS
$17.8B
| $3.99M | 0.01% |
202,330
-232,800
| -54% | -$4.26M |
|
1559
Capital Group Dividend Value ETF
CGDV
$39.1B
| $3.99M | 0.01% |
147,500
+125,900
| +583% | +$3.23M |
|
|
SGMO
1560
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $3.99M | 0.01% |
3,067,496
-165,299
| -5% | -$226K |
|
1561
Huron Consulting
HURN
$2.47B
| $3.99M | 0.01% |
46,958
+13,600
| +41% | +$1.12M |
|
1562
MGIC Investment
MTG
$6.33B
| $3.98M | 0.01% |
252,289
+121,489
| +93% | +$1.8M |
|
|
PDM
1563
Piedmont Realty Trust
PDM
$1.2B
| $3.98M | 0.01% |
547,900
-1,007,100
| -65% | -$6.7M |
|
1564
PRA Group
PRAA
$762M
| $3.97M | 0.01% |
173,811
-89,200
| -34% | -$2.47M |
|
1565
Digi International
DGII
$3.23B
| $3.97M | 0.01% |
100,749
-35,135
| -26% | -$1.21M |
|
1566
VanEck Intermediate Muni ETF
ITM
$2.14B
| $3.95M | 0.01% |
85,700
-183,200
| -68% | -$8.45M |
|
1567
VanEck High Yield Muni ETF
HYD
$4.42B
| $3.94M | 0.01% |
76,800
-133,500
| -63% | -$6.84M |
|
1568
Comfort Systems
FIX
$60.8B
| $3.94M | 0.01% |
24,000
-77,200
| -76% | -$11.5M |
|
1569
Millicom
TIGO
$15.8B
| $3.92M | 0.01% |
257,476
-6,565
| -2% | -$117K |
|
1570
Marchex
MCHX
$80.6M
| $3.91M | 0.01% |
1,843,464
-11,800
| -0.6% | -$23K |
|
|
TPIC
1571
DELISTED
TPI Composites
TPIC
| $3.91M | 0.01% |
376,731
+94,131
| +33% | +$1.05M |
|
|
WBA
1572
DELISTED
Walgreens Boots Alliance
WBA
| $3.89M | 0.01% |
136,600
-1,547,700
| -92% | -$50.4M |
|
1573
White Mountains Insurance
WTM
$5.11B
| $3.89M | 0.01% |
2,800
+1,100
| +65% | +$1.55M |
|
1574
Minerals Technologies
MTX
$2.26B
| $3.89M | 0.01% |
+67,400
| New | +$3.92M |
|
|
FFIC
1575
DELISTED
Flushing Financial
FFIC
| $3.87M | 0.01% |
315,000
-24,300
| -7% | -$306K |
|
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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.