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 | |
|---|---|---|---|---|---|---|
1626
Vicor
VICR
$10.4B
| $3.53M | 0.01% |
65,300
-73,100
| -53% | -$3.61M |
|
1627
Turning Point Brands
TPB
$1.73B
| $3.52M | 0.01% |
146,752
+17,800
| +14% | +$400K |
|
1628
Arvinas
ARVN
$589M
| $3.52M | 0.01% |
141,600
+92,700
| +190% | +$2.38M |
|
1629
Knowles
KN
$3.23B
| $3.51M | 0.01% |
194,400
-137,000
| -41% | -$2.3M |
|
1630
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
| $3.5M | 0.01% |
+207,495
| New | +$3.48M |
|
1631
DigitalOcean
DOCN
$15.6B
| $3.48M | 0.01% |
86,800
-116,700
| -57% | -$4.3M |
|
1632
Telos
TLS
$344M
| $3.48M | 0.01% |
1,359,400
+286,900
| +27% | +$680K |
|
|
GRP.U
1633
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $3.48M | 0.01% |
58,900
+7,900
| +15% | +$477K |
|
1634
Mercer International
MERC
$33.8M
| $3.48M | 0.01% |
430,600
-111,100
| -21% | -$1.01M |
|
1635
Lloyds Banking Group
LYG
$90B
| $3.47M | 0.01% |
1,577,900
+347,200
| +28% | +$796K |
|
1636
Southern Missouri Bancorp
SMBC
$850M
| $3.47M | 0.01% |
90,134
-23,800
| -21% | -$877K |
|
1637
Gran Tierra Energy
GTE
$336M
| $3.46M | 0.01% |
705,480
+94,460
| +15% | +$625K |
|
1638
Privia Health
PRVA
$2.78B
| $3.46M | 0.01% |
132,409
-328,600
| -71% | -$8.68M |
|
1639
TriMas Corp
TRS
$1.39B
| $3.45M | 0.01% |
125,570
+24,215
| +24% | +$640K |
|
|
MRSN
1640
DELISTED
Mersana Therapeutics
MRSN
| $3.45M | 0.01% |
41,917
-8,104
| -16% | -$1.19M |
|
1641
Twilio
TWLO
$38.3B
| $3.45M | 0.01% |
54,200
-161,600
| -75% | -$9.54M |
|
1642
Algoma Steel
ASTL
$471M
| $3.44M | 0.01% |
483,900
-611,700
| -56% | -$4.54M |
|
1643
Boston Omaha
BOC
$431M
| $3.43M | ﹤0.01% |
182,300
+91,100
| +100% | +$1.85M |
|
1644
The Joint Corp
JYNT
$119M
| $3.43M | ﹤0.01% |
254,178
+59,300
| +30% | +$871K |
|
1645
La-Z-Boy
LZB
$1.67B
| $3.42M | ﹤0.01% |
119,600
+82,400
| +222% | +$2.3M |
|
1646
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
| $3.42M | ﹤0.01% |
+41,100
| New | +$3.13M |
|
|
NINE
1647
DELISTED
Nine Energy Service
NINE
| $3.42M | ﹤0.01% |
893,436
-181,400
| -17% | -$699K |
|
1648
Covenant Logistics
CVLG
$880M
| $3.42M | ﹤0.01% |
156,000
+69,400
| +80% | +$1.34M |
|
1649
Ambarella
AMBA
$3.6B
| $3.41M | ﹤0.01% |
40,800
+14,300
| +54% | +$1.05M |
|
|
SUP
1650
DELISTED
Superior Industries International
SUP
| $3.41M | ﹤0.01% |
947,452
+15,743
| +2% | +$64K |
|
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.