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 | |
|---|---|---|---|---|---|---|
1926
Xeris Biopharma Holdings
XERS
$1.55B
| $2.25M | ﹤0.01% |
858,694
+254,800
| +42% | +$649K |
|
1927
Palo Alto Networks
PANW
$315B
| $2.25M | ﹤0.01% |
17,600
-172,800
| -91% | -$18M |
|
|
ALE
1928
DELISTED
Allete
ALE
| $2.24M | ﹤0.01% |
+38,599
| New | +$2.38M |
|
|
LTC
1929
LTC Properties
LTC
$2.1B
| $2.23M | ﹤0.01% |
67,500
+20,900
| +45% | +$698K |
|
1930
Banc of California
BANC
$3.1B
| $2.23M | ﹤0.01% |
192,113
-119,100
| -38% | -$1.37M |
|
1931
China Automotive Systems
CAAS
$138M
| $2.23M | ﹤0.01% |
452,294
-23,345
| -5% | -$113K |
|
1932
TPG
TPG
$8.16B
| $2.22M | ﹤0.01% |
76,000
+50,900
| +203% | +$1.43M |
|
1933
Veracyte
VCYT
$3.59B
| $2.22M | ﹤0.01% |
+87,299
| New | +$2.12M |
|
1934
AeroVironment
AVAV
$9.81B
| $2.21M | ﹤0.01% |
21,636
-23,400
| -52% | -$2.36M |
|
|
LSEA
1935
DELISTED
Landsea Homes
LSEA
| $2.21M | ﹤0.01% |
236,600
+176,900
| +296% | +$1.24M |
|
1936
Booz Allen Hamilton
BAH
$9.43B
| $2.21M | ﹤0.01% |
19,794
-313,300
| -94% | -$31M |
|
1937
Caesarstone
CSTE
$104M
| $2.2M | ﹤0.01% |
419,211
+34,433
| +9% | +$156K |
|
1938
Mirion Technologies
MIR
$3.79B
| $2.18M | ﹤0.01% |
258,496
+124,396
| +93% | +$1.01M |
|
1939
Apogee Enterprises
APOG
$897M
| $2.18M | ﹤0.01% |
+45,983
| New | +$1.92M |
|
|
PRPH
1940
DELISTED
ProPhase Labs
PRPH
| $2.18M | ﹤0.01% |
30,051
-5,500
| -15% | -$448K |
|
1941
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.85B
| $2.18M | ﹤0.01% |
60,561
+50,161
| +482% | +$1.78M |
|
1942
Garrett Motion
GTX
$5.47B
| $2.18M | ﹤0.01% |
287,532
+69,932
| +32% | +$561K |
|
|
SOL
1943
DELISTED
Emeren Group
SOL
| $2.17M | ﹤0.01% |
572,800
+452,902
| +378% | +$1.76M |
|
|
AMWD
1944
DELISTED
American Woodmark
AMWD
| $2.17M | ﹤0.01% |
28,371
-15,030
| -35% | -$873K |
|
1945
Truist Financial
TFC
$64.7B
| $2.16M | ﹤0.01% |
71,317
-434,425
| -86% | -$13.5M |
|
|
ASAI
1946
DELISTED
Sendas Distribuidora S.A. American Depositary Share (each representing five common shares)
ASAI
| $2.16M | ﹤0.01% |
149,700
-382,805
| -72% | -$4.89M |
|
|
IBTX
1947
DELISTED
Independent Bank Group, Inc.
IBTX
| $2.16M | ﹤0.01% |
62,443
+20,500
| +49% | +$761K |
|
|
AMK
1948
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $2.15M | ﹤0.01% |
72,600
+33,200
| +84% | +$975K |
|
1949
Arcosa
ACA
$7.12B
| $2.14M | ﹤0.01% |
28,300
-45,300
| -62% | -$3.05M |
|
1950
Primis Financial Corp
FRST
$411M
| $2.14M | ﹤0.01% |
254,470
+1,457
| +0.6% | +$12.2K |
|
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.