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 | |
|---|---|---|---|---|---|---|
2001
Eagle Bancorp
EGBN
$877M
| $1.99M | ﹤0.01% |
94,080
+40,400
| +75% | +$951K |
|
2002
Kura Oncology
KURA
$882M
| $1.99M | ﹤0.01% |
188,100
+171,500
| +1,033% | +$2.03M |
|
2003
AMCON Distributing
DIT
$66.4M
| $1.99M | ﹤0.01% |
14,694
-180
| -1% | -$23K |
|
|
FM
2004
DELISTED
iShares Frontier and Select EM ETF
FM
| $1.99M | ﹤0.01% |
76,800
+50,400
| +191% | +$1.28M |
|
2005
Southern First Bancshares
SFST
$607M
| $1.98M | ﹤0.01% |
80,007
+8,200
| +11% | +$214K |
|
2006
First Watch Restaurant Group
FWRG
$800M
| $1.98M | ﹤0.01% |
117,100
+13,500
| +13% | +$224K |
|
2007
Northwest Natural Holdings
NWN
$2.12B
| $1.98M | ﹤0.01% |
45,946
+38,546
| +521% | +$1.74M |
|
2008
WEC Energy
WEC
$35.6B
| $1.97M | ﹤0.01% |
22,302
-228,400
| -91% | -$21.1M |
|
|
LBC
2009
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $1.97M | ﹤0.01% |
220,568
-4,200
| -2% | -$38.1K |
|
2010
HF Sinclair
DINO
$15.6B
| $1.97M | ﹤0.01% |
44,082
-433,100
| -91% | -$18.9M |
|
2011
Jack in the Box
JACK
$358M
| $1.95M | ﹤0.01% |
20,000
-138,300
| -87% | -$12.6M |
|
2012
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
| $1.95M | ﹤0.01% |
13,500
-6,600
| -33% | -$928K |
|
2013
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12.1B
| $1.95M | ﹤0.01% |
85,200
+39,152
| +85% | +$889K |
|
2014
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.5B
| $1.94M | ﹤0.01% |
31,800
+2,200
| +7% | +$126K |
|
|
ADVM
2015
DELISTED
Adverum Biotechnologies
ADVM
| $1.93M | ﹤0.01% |
121,664
+7,990
| +7% | +$84K |
|
2016
Health Catalyst
HCAT
$132M
| $1.93M | ﹤0.01% |
154,600
-112,469
| -42% | -$1.34M |
|
2017
Goodyear
GT
$1.78B
| $1.93M | ﹤0.01% |
141,254
-1,352,600
| -91% | -$16.9M |
|
2018
CytomX Therapeutics
CTMX
$760M
| $1.93M | ﹤0.01% |
1,122,400
+272,100
| +32% | +$452K |
|
2019
Vanguard S&P 500 Growth ETF
VOOG
$27.4B
| $1.93M | ﹤0.01% |
45,600
+10,800
| +31% | +$429K |
|
2020
Equity Bancshares
EQBK
$1.06B
| $1.93M | ﹤0.01% |
84,500
-1,000
| -1% | -$23.4K |
|
|
HONE
2021
DELISTED
HarborOne Bancorp
HONE
| $1.92M | ﹤0.01% |
221,546
+51,041
| +30% | +$487K |
|
2022
CSP Inc
CSPI
$83.3M
| $1.92M | ﹤0.01% |
322,526
-3,400
| -1% | -$21.8K |
|
2023
Lennar Class B
LEN.B
$20.1B
| $1.92M | ﹤0.01% |
17,884
+316
| +2% | +$29.7K |
|
2024
Four Corners Property Trust
FCPT
$2.74B
| $1.92M | ﹤0.01% |
+75,600
| New | +$1.96M |
|
2025
Verra Mobility
VRRM
$714M
| $1.92M | ﹤0.01% |
97,300
-33,200
| -25% | -$586K |
|
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.