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 | |
|---|---|---|---|---|---|---|
1901
Kornit Digital
KRNT
$758M
| $2.32M | ﹤0.01% |
78,900
-216,513
| -73% | -$4.89M |
|
1902
JPMorgan BetaBuilders Europe ETF
BBEU
$9.53B
| $2.32M | ﹤0.01% |
+42,800
| New | +$2.33M |
|
1903
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
| $2.32M | ﹤0.01% |
+85,300
| New | +$2.2M |
|
1904
Heritage Financial
HFWA
$1.22B
| $2.31M | ﹤0.01% |
142,889
+84,000
| +143% | +$1.46M |
|
|
KEEL
1905
Keel Infrastructure Corp
KEEL
$2.04B
| $2.31M | ﹤0.01% |
+1,568,900
| New | +$1.82M |
|
1906
WisdomTree India Earnings Fund ETF
EPI
$2.04B
| $2.31M | ﹤0.01% |
66,300
+56,800
| +598% | +$1.88M |
|
|
SFBS
1907
ServisFirst Bancshares
SFBS
$4.95B
| $2.31M | ﹤0.01% |
56,320
-9,580
| -15% | -$443K |
|
1908
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
| $2.3M | ﹤0.01% |
71,261
+62,861
| +748% | +$2.01M |
|
1909
Nerdy
NRDY
$93.7M
| $2.3M | ﹤0.01% |
551,300
+183,200
| +50% | +$651K |
|
|
PRO
1910
DELISTED
PROS Holdings
PRO
| $2.3M | ﹤0.01% |
74,600
+10,700
| +17% | +$301K |
|
1911
Global Net Lease
GNL
$1.9B
| $2.3M | ﹤0.01% |
223,398
+76,798
| +52% | +$827K |
|
1912
Fortune Brands Innovations
FBIN
$5.83B
| $2.29M | ﹤0.01% |
31,900
-413,300
| -93% | -$26.3M |
|
1913
Cannae Holdings
CNNE
$675M
| $2.29M | ﹤0.01% |
113,405
+37,805
| +50% | +$726K |
|
|
CCC
1914
CCC Intelligent Solutions
CCC
$4.11B
| $2.28M | ﹤0.01% |
203,600
-148,000
| -42% | -$1.45M |
|
|
ELP
1915
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $2.28M | ﹤0.01% |
331,125
+269,625
| +438% | +$1.64M |
|
|
REVG
1916
DELISTED
REV Group
REVG
| $2.28M | ﹤0.01% |
172,026
+81,426
| +90% | +$930K |
|
|
NVTA
1917
DELISTED
Invitae Corporation
NVTA
| $2.28M | ﹤0.01% |
2,017,082
+1,896,600
| +1,574% | +$2.39M |
|
|
PHLT
1918
DELISTED
Performant Healthcare Inc
PHLT
| $2.28M | ﹤0.01% |
843,463
-8,800
| -1% | -$25.5K |
|
1919
Adaptive Biotechnologies
ADPT
$4.02B
| $2.27M | ﹤0.01% |
338,500
-55,500
| -14% | -$413K |
|
1920
Alight
ALIT
$377M
| $2.27M | ﹤0.01% |
+12,275
| New | +$2.18M |
|
1921
Zymeworks
ZYME
$1.77B
| $2.27M | ﹤0.01% |
262,137
+178,737
| +214% | +$1.6M |
|
|
AFCG
1922
AFC Gamma
AFCG
$64.3M
| $2.26M | ﹤0.01% |
265,172
-112,204
| -30% | -$910K |
|
1923
Miller Industries
MLR
$643M
| $2.26M | ﹤0.01% |
63,600
-3,200
| -5% | -$111K |
|
1924
Community Health Systems
CYH
$410M
| $2.25M | ﹤0.01% |
511,493
-963,900
| -65% | -$4.1M |
|
1925
Data I/O
DAIO
$30.8M
| $2.25M | ﹤0.01% |
524,543
+500
| +0.1% | +$2.22K |
|
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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.