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 | |
|---|---|---|---|---|---|---|
|
EVBG
1801
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $2.74M | ﹤0.01% |
102,000
+3,600
| +4% | +$97.1K |
|
1802
GCM Grosvenor
GCMG
$2.85B
| $2.74M | ﹤0.01% |
363,400
+52,100
| +17% | +$388K |
|
1803
ARK Innovation ETF
ARKK
$6.54B
| $2.74M | ﹤0.01% |
62,000
-19,000
| -23% | -$755K |
|
1804
i3 Verticals
IIIV
$325M
| $2.73M | ﹤0.01% |
119,415
+6,115
| +5% | +$143K |
|
1805
Integra LifeSciences
IART
$1.42B
| $2.73M | ﹤0.01% |
66,300
-98,191
| -60% | -$4.73M |
|
1806
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$306M
| $2.73M | ﹤0.01% |
+92,700
| New | +$2.71M |
|
1807
F&G Annuities & Life
FG
$3.59B
| $2.72M | ﹤0.01% |
+109,600
| New | +$2.15M |
|
1808
Howard Hughes
HHH
$4.04B
| $2.71M | ﹤0.01% |
36,086
-20,980
| -37% | -$1.52M |
|
1809
Expensify
EXFY
$202M
| $2.71M | ﹤0.01% |
339,700
+215,900
| +174% | +$1.58M |
|
1810
Clearwater Paper
CLW
$354M
| $2.71M | ﹤0.01% |
86,500
-4,200
| -5% | -$136K |
|
1811
QuinStreet
QNST
$1.19B
| $2.7M | ﹤0.01% |
305,700
-115,500
| -27% | -$1.16M |
|
1812
Unisys
UIS
$210M
| $2.69M | ﹤0.01% |
676,233
+133,600
| +25% | +$530K |
|
1813
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
| $2.69M | ﹤0.01% |
65,400
+13,991
| +27% | +$569K |
|
|
PWOD
1814
DELISTED
Penns Woods Bancorp
PWOD
| $2.68M | ﹤0.01% |
107,219
-3,738
| -3% | -$90.6K |
|
|
HRT
1815
DELISTED
HireRight Holdings Corporation
HRT
| $2.68M | ﹤0.01% |
236,900
+113,800
| +92% | +$1.19M |
|
1816
Palomar
PLMR
$3.37B
| $2.68M | ﹤0.01% |
46,100
+25,100
| +120% | +$1.34M |
|
1817
iShares MSCI USA Quality Factor ETF
QUAL
$48.4B
| $2.67M | ﹤0.01% |
19,800
+6,800
| +52% | +$865K |
|
1818
Oric Pharmaceuticals
ORIC
$1.42B
| $2.67M | ﹤0.01% |
343,700
-400
| -0.1% | -$2.27K |
|
1819
First Trust Smith Unconstrained Bond ETF
UCON
$3.29B
| $2.65M | ﹤0.01% |
109,700
+37,700
| +52% | +$918K |
|
1820
G-III Apparel Group
GIII
$1.43B
| $2.65M | ﹤0.01% |
137,403
-41,100
| -23% | -$707K |
|
1821
Olema Pharmaceuticals
OLMA
$920M
| $2.65M | ﹤0.01% |
292,900
+35,700
| +14% | +$216K |
|
1822
Cullinan Oncology
CGEM
$1.26B
| $2.64M | ﹤0.01% |
245,600
+6,400
| +3% | +$68K |
|
1823
FormFactor
FORM
$10.3B
| $2.64M | ﹤0.01% |
+77,168
| New | +$2.31M |
|
1824
FLEX LNG
FLNG
$1.64B
| $2.63M | ﹤0.01% |
86,284
+48,055
| +126% | +$1.54M |
|
|
PLYM
1825
DELISTED
Plymouth Industrial REIT
PLYM
| $2.63M | ﹤0.01% |
114,412
-28,800
| -20% | -$616K |
|
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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.