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 | |
|---|---|---|---|---|---|---|
1976
BioAtla
BCAB
$5.61M
| $2.06M | ﹤0.01% |
13,749
+4,577
| +50% | +$787K |
|
1977
TTEC Holdings
TTEC
$77.4M
| $2.06M | ﹤0.01% |
+60,922
| New | +$2.09M |
|
|
KRON
1978
DELISTED
Kronos Bio
KRON
| $2.06M | ﹤0.01% |
1,197,300
+272,400
| +29% | +$432K |
|
1979
iHeartMedia
IHRT
$450M
| $2.05M | ﹤0.01% |
564,327
+93,643
| +20% | +$311K |
|
1980
Universal Electronics
UEIC
$75.8M
| $2.05M | ﹤0.01% |
213,023
+34,354
| +19% | +$318K |
|
1981
Rayonier
RYN
$6.47B
| $2.05M | ﹤0.01% |
71,882
-199,124
| -73% | -$5.55M |
|
|
TGH
1982
DELISTED
Textainer Group Holdings limited
TGH
| $2.05M | ﹤0.01% |
52,000
+45,400
| +688% | +$1.66M |
|
1983
Cousins Properties
CUZ
$4.85B
| $2.04M | ﹤0.01% |
+89,631
| New | +$1.87M |
|
1984
DXP Enterprises
DXPE
$3.04B
| $2.04M | ﹤0.01% |
56,100
+45,500
| +429% | +$1.37M |
|
1985
Triple Flag Precious Metals
TFPM
$6.64B
| $2.04M | ﹤0.01% |
148,200
+128,300
| +645% | +$1.93M |
|
1986
Rigel Pharmaceuticals
RIGL
$782M
| $2.04M | ﹤0.01% |
158,113
-39,759
| -20% | -$538K |
|
1987
ARS Pharmaceuticals
SPRY
$606M
| $2.04M | ﹤0.01% |
304,300
-26,300
| -8% | -$176K |
|
1988
Aquestive Therapeutics
AQST
$531M
| $2.03M | ﹤0.01% |
1,230,196
+711,396
| +137% | +$1.29M |
|
1989
Trustmark
TRMK
$2.79B
| $2.03M | ﹤0.01% |
96,103
+67,523
| +236% | +$1.52M |
|
1990
iShares California Muni Bond ETF
CMF
$4.63B
| $2.03M | ﹤0.01% |
35,600
-108,800
| -75% | -$6.2M |
|
|
GIFI
1991
DELISTED
Gulf Island Fabrication
GIFI
| $2.03M | ﹤0.01% |
623,424
+16,800
| +3% | +$56.8K |
|
|
HA
1992
DELISTED
Hawaiian Holdings, Inc.
HA
| $2.03M | ﹤0.01% |
188,100
-8,800
| -4% | -$76.2K |
|
1993
Avantis US Equity ETF
AVUS
$14.4B
| $2.02M | ﹤0.01% |
26,900
+19,500
| +264% | +$1.4M |
|
1994
AMREP Corp
AXR
$118M
| $2.02M | ﹤0.01% |
112,800
-7,000
| -6% | -$106K |
|
|
AEL
1995
DELISTED
American Equity Investment Life Holding Company
AEL
| $2.02M | ﹤0.01% |
+38,800
| New | +$1.56M |
|
1996
Bank of Marin Bancorp
BMRC
$462M
| $2.02M | ﹤0.01% |
114,168
+9,800
| +9% | +$178K |
|
1997
Otter Tail
OTTR
$3.87B
| $2.01M | ﹤0.01% |
25,504
-45,400
| -64% | -$3.41M |
|
1998
iShares Russell 3000 ETF
IWV
$20.6B
| $2.01M | ﹤0.01% |
+7,900
| New | +$1.9M |
|
1999
Hamilton Lane
HLNE
$5.69B
| $2M | ﹤0.01% |
25,031
-78,900
| -76% | -$5.67M |
|
2000
EverQuote
EVER
$867M
| $1.99M | ﹤0.01% |
306,628
+13,320
| +5% | +$112K |
|
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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.