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 | |
|---|---|---|---|---|---|---|
|
151
Alphabet (Google) Class C
GOOG
$4.19T
| $102M | 0.15% |
+846,800
| New | +$98M |
|
152
3M
MMM
$94.4B
| $102M | 0.15% |
1,214,179
-41,858
| -3% | -$3.56M |
|
153
Fortis
FTS
$28.6B
| $101M | 0.15% |
2,347,561
-230,800
| -9% | -$10.1M |
|
154
NIO
NIO
$11.6B
| $100M | 0.14% |
10,316,494
-474,900
| -4% | -$4.02M |
|
155
Wheaton Precious Metals
WPM
$61B
| $99.6M | 0.14% |
2,303,611
+353,697
| +18% | +$16.8M |
|
156
Ross Stores
ROST
$80.8B
| $99.1M | 0.14% |
883,386
-947,942
| -52% | -$99.7M |
|
157
Hilton Worldwide
HLT
$70.8B
| $98.7M | 0.14% |
678,000
-206,500
| -23% | -$29.4M |
|
158
Trip.com Group
TCOM
$29.1B
| $98.6M | 0.14% |
2,816,812
+1,824,300
| +184% | +$63.4M |
|
159
CVS Health
CVS
$120B
| $98.6M | 0.14% |
1,425,853
-3,644,100
| -72% | -$259M |
|
160
Royal Caribbean
RCL
$82.1B
| $97.8M | 0.14% |
942,600
+281,700
| +43% | +$22.1M |
|
161
Mercado Libre
MELI
$98.4B
| $94.6M | 0.14% |
79,891
+40,746
| +104% | +$51.2M |
|
162
Rollins
ROL
$17.8B
| $93.6M | 0.13% |
2,184,369
+833,700
| +62% | +$33.9M |
|
|
VGR
163
DELISTED
Vector Group Ltd.
VGR
| $93.4M | 0.13% |
7,291,554
-72,607
| -1% | -$895K |
|
164
AT&T
T
$168B
| $92.5M | 0.13% |
+5,798,117
| New | +$98.8M |
|
165
Citigroup
C
$228B
| $91.6M | 0.13% |
1,989,120
-918,200
| -32% | -$43M |
|
166
Sea Limited
SE
$80.5B
| $91.4M | 0.13% |
1,574,700
+1,381,000
| +713% | +$98.5M |
|
167
BP
BP
$111B
| $90.9M | 0.13% |
+2,575,782
| New | +$95.3M |
|
168
Zscaler
ZS
$28.9B
| $90.8M | 0.13% |
620,700
-599,000
| -49% | -$73.1M |
|
169
Gold Fields
GFI
$36B
| $90.7M | 0.13% |
6,560,884
+67,100
| +1% | +$1.02M |
|
170
Yum! Brands
YUM
$39.5B
| $90.5M | 0.13% |
653,400
-1,129,200
| -63% | -$153M |
|
171
Xylem
XYL
$28.8B
| $90.5M | 0.13% |
803,771
+44,814
| +6% | +$4.74M |
|
172
Albertsons Companies
ACI
$5.95B
| $90.4M | 0.13% |
4,143,805
-158,917
| -4% | -$3.31M |
|
173
Agnico Eagle Mines
AEM
$92B
| $90.1M | 0.13% |
1,802,763
+80,940
| +5% | +$4.38M |
|
174
Republic Services
RSG
$65.9B
| $89.8M | 0.13% |
586,461
-344,900
| -37% | -$49.3M |
|
175
United Airlines
UAL
$41B
| $89.7M | 0.13% |
1,634,800
+226,500
| +16% | +$10.7M |
|
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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.