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 | |
|---|---|---|---|---|---|---|
1651
Atara Biotherapeutics
ATRA
$76.7M
| $3.41M | ﹤0.01% |
84,676
+27,168
| +47% | +$1.54M |
|
1652
Addus HomeCare
ADUS
$2.2B
| $3.4M | ﹤0.01% |
36,700
+15,500
| +73% | +$1.48M |
|
1653
Provident Financial
PROV
$113M
| $3.4M | ﹤0.01% |
266,747
-3,800
| -1% | -$48.4K |
|
1654
Dime Commercial Bancshares
DCOM
$1.82B
| $3.4M | ﹤0.01% |
192,704
+15,239
| +9% | +$284K |
|
1655
VanEck Junior Gold Miners ETF
GDXJ
$8.33B
| $3.4M | ﹤0.01% |
+95,200
| New | +$3.7M |
|
1656
Archrock
AROC
$5.85B
| $3.39M | ﹤0.01% |
330,905
-353,823
| -52% | -$3.49M |
|
1657
Credo Technology Group
CRDO
$49.6B
| $3.39M | ﹤0.01% |
195,638
-87,900
| -31% | -$1.04M |
|
1658
OceanFirst Financial
OCFC
$1.88B
| $3.39M | ﹤0.01% |
216,952
+1,500
| +0.7% | +$23.4K |
|
1659
PNC Financial Services
PNC
$102B
| $3.39M | ﹤0.01% |
+26,899
| New | +$3.29M |
|
1660
Culp Inc
CULP
$43.2M
| $3.38M | ﹤0.01% |
680,917
-4,400
| -0.6% | -$22.1K |
|
1661
Associated Banc-Corp
ASB
$6.07B
| $3.38M | ﹤0.01% |
208,131
+73,300
| +54% | +$1.21M |
|
1662
Omega Flex
OFLX
$291M
| $3.37M | ﹤0.01% |
32,480
+9,100
| +39% | +$976K |
|
1663
InfuSystem Holdings
INFU
$249M
| $3.37M | ﹤0.01% |
349,509
+6,300
| +2% | +$57K |
|
1664
Franklin Electric
FELE
$4.68B
| $3.36M | ﹤0.01% |
32,694
+8,021
| +33% | +$753K |
|
|
TAST
1665
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $3.36M | ﹤0.01% |
667,496
+495,096
| +287% | +$2.24M |
|
1666
Wolverine World Wide
WWW
$1.63B
| $3.35M | ﹤0.01% |
228,100
+38,500
| +20% | +$588K |
|
1667
Gates Industrial Corporation Ltd.
GTES
$7B
| $3.34M | ﹤0.01% |
+247,800
| New | +$3.21M |
|
1668
Hyliion Holdings
HYLN
$734M
| $3.33M | ﹤0.01% |
1,996,800
-664,300
| -25% | -$1.12M |
|
1669
Heartland Express
HTLD
$979M
| $3.3M | ﹤0.01% |
201,282
-18,467
| -8% | -$288K |
|
1670
ANI Pharmaceuticals
ANIP
$1.72B
| $3.3M | ﹤0.01% |
+61,302
| New | +$2.72M |
|
|
PENG
1671
Penguin Solutions Inc
PENG
$3.12B
| $3.29M | ﹤0.01% |
113,472
-432,000
| -79% | -$8.66M |
|
|
ALPN
1672
DELISTED
Alpine Immune Sciences Inc
ALPN
| $3.28M | ﹤0.01% |
319,294
-11,000
| -3% | -$99.2K |
|
1673
Ryan Specialty Holdings
RYAN
$11B
| $3.28M | ﹤0.01% |
73,020
-67,080
| -48% | -$2.82M |
|
1674
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
| $3.27M | ﹤0.01% |
60,200
+51,100
| +562% | +$2.77M |
|
1675
China Yuchai International
CYD
$1.71B
| $3.27M | ﹤0.01% |
311,580
-15,200
| -5% | -$128K |
|
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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.