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 | |
|---|---|---|---|---|---|---|
1951
Montauk Renewables
MNTK
$265M
| $2.14M | ﹤0.01% |
288,010
-19,321
| -6% | -$133K |
|
|
LOGC
1952
DELISTED
ContextLogic
LOGC
| $2.14M | ﹤0.01% |
325,477
-12,120
| -4% | -$96K |
|
1953
Alerian MLP ETF
AMLP
$13.1B
| $2.14M | ﹤0.01% |
54,600
-8,100
| -13% | -$314K |
|
1954
Compañía de Minas Buenaventura
BVN
$8.79B
| $2.14M | ﹤0.01% |
+291,297
| New | +$2.15M |
|
1955
First Financial Bankshares
FFIN
$5.01B
| $2.14M | ﹤0.01% |
75,108
-167,900
| -69% | -$4.77M |
|
1956
Everspin Technologies
MRAM
$410M
| $2.14M | ﹤0.01% |
232,206
+54,900
| +31% | +$414K |
|
1957
RF Industries
RFIL
$143M
| $2.14M | ﹤0.01% |
515,108
-7,900
| -2% | -$33.4K |
|
1958
Airgain
AIRG
$69.3M
| $2.14M | ﹤0.01% |
395,653
-17,483
| -4% | -$97.8K |
|
|
MCHB
1959
Mechanics Bancorp
MCHB
$3.8B
| $2.14M | ﹤0.01% |
360,900
+289,412
| +405% | +$2.72M |
|
|
RTL
1960
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $2.13M | ﹤0.01% |
315,100
-197,900
| -39% | -$1.17M |
|
1961
iShares Core S&P US Value ETF
IUSV
$28B
| $2.13M | ﹤0.01% |
+27,200
| New | +$2.03M |
|
1962
Acco Brands
ACCO
$399M
| $2.13M | ﹤0.01% |
408,500
-41,741
| -9% | -$210K |
|
1963
First Trust North American Energy Infrastructure Fund
EMLP
$4.16B
| $2.11M | ﹤0.01% |
78,300
+54,400
| +228% | +$1.46M |
|
1964
Helix Energy Solutions
HLX
$1.49B
| $2.11M | ﹤0.01% |
286,126
-507,800
| -64% | -$3.61M |
|
1965
Newmont
NEM
$120B
| $2.11M | ﹤0.01% |
49,400
-429,946
| -90% | -$19.5M |
|
|
TIO
1966
DELISTED
Tingo Group, Inc. Common Stock
TIO
| $2.11M | ﹤0.01% |
1,741,234
+1,485,713
| +581% | +$3.35M |
|
|
CBL
1967
CBL Properties
CBL
$1.77B
| $2.1M | ﹤0.01% |
95,300
+28,100
| +42% | +$659K |
|
|
WW
1968
DELISTED
WW International
WW
| $2.1M | ﹤0.01% |
312,012
-281,888
| -47% | -$2M |
|
1969
Northeast Community Bancorp
NECB
$371M
| $2.1M | ﹤0.01% |
140,800
-30,900
| -18% | -$417K |
|
1970
FTI Consulting
FCN
$4.24B
| $2.09M | ﹤0.01% |
11,000
-3,000
| -21% | -$567K |
|
|
BRFS
1971
DELISTED
BRF SA
BRFS
| $2.09M | ﹤0.01% |
1,098,060
-882,600
| -45% | -$1.36M |
|
1972
Alta Equipment Group
ALTG
$254M
| $2.08M | ﹤0.01% |
120,300
+12,300
| +11% | +$182K |
|
1973
American Outdoor Brands
AOUT
$159M
| $2.07M | ﹤0.01% |
238,968
+4,600
| +2% | +$38.3K |
|
1974
Orion Energy Systems
OESX
$84.2M
| $2.07M | ﹤0.01% |
127,201
+140
| +0.1% | +$2.29K |
|
1975
Tarsus Pharmaceuticals
TARS
$3.07B
| $2.07M | ﹤0.01% |
114,500
+40,500
| +55% | +$644K |
|
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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.