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 | |
|---|---|---|---|---|---|---|
|
OMCC
2051
DELISTED
Old Market Capital Corp
OMCC
| $1.84M | ﹤0.01% |
368,751
-7,300
| -2% | -$36K |
|
2052
TETRA Technologies
TTI
$1.29B
| $1.84M | ﹤0.01% |
545,222
+194,946
| +56% | +$564K |
|
2053
VanEck Vietnam ETF
VNM
$506M
| $1.84M | ﹤0.01% |
138,600
-12,700
| -8% | -$159K |
|
2054
Fidelity National Financial
FNF
$12.8B
| $1.84M | ﹤0.01% |
51,099
-94,100
| -65% | -$3.28M |
|
2055
iShares MSCI Pacific ex Japan ETF
EPP
$2.24B
| $1.84M | ﹤0.01% |
43,500
-7,300
| -14% | -$316K |
|
2056
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
| $1.84M | ﹤0.01% |
+95,700
| New | +$1.77M |
|
|
MDRX
2057
DELISTED
Veradigm Inc. Common Stock
MDRX
| $1.83M | ﹤0.01% |
145,365
+39,000
| +37% | +$474K |
|
2058
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
| $1.83M | ﹤0.01% |
51,700
+36,600
| +242% | +$1.32M |
|
2059
German American Bancorp
GABC
$1.91B
| $1.83M | ﹤0.01% |
67,299
-35,149
| -34% | -$1.02M |
|
2060
Liberty Latin America Class A
LILA
$1.69B
| $1.82M | ﹤0.01% |
306,912
+42,601
| +16% | +$238K |
|
2061
Parke Bancorp
PKBK
$409M
| $1.82M | ﹤0.01% |
107,347
+1,100
| +1% | +$18.4K |
|
2062
Ceco Environmental
CECO
$4.44B
| $1.82M | ﹤0.01% |
136,183
+86,583
| +175% | +$1.08M |
|
2063
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.7B
| $1.82M | ﹤0.01% |
+35,000
| New | +$1.77M |
|
|
BLUE
2064
DELISTED
bluebird bio
BLUE
| $1.81M | ﹤0.01% |
+27,510
| New | +$2.01M |
|
|
BCYC
2065
Bicycle Therapeutics
BCYC
$284M
| $1.81M | ﹤0.01% |
70,900
+9,000
| +15% | +$209K |
|
|
STRR
2066
Star Equity Holdings
STRR
$37.5M
| $1.81M | ﹤0.01% |
84,002
-9,963
| -11% | -$212K |
|
2067
Viridian Therapeutics
VRDN
$2.49B
| $1.81M | ﹤0.01% |
76,000
+40,200
| +112% | +$1.03M |
|
|
OPRA
2068
Opera Ltd
OPRA
$1.78B
| $1.8M | ﹤0.01% |
90,400
+33,400
| +59% | +$477K |
|
|
DRRX
2069
DELISTED
DURECT Corp
DRRX
| $1.79M | ﹤0.01% |
362,526
+87,860
| +32% | +$445K |
|
|
ONT
2070
Onterris Inc
ONT
$576M
| $1.79M | ﹤0.01% |
42,616
+27,316
| +179% | +$982K |
|
2071
Aspen Aerogels
ASPN
$510M
| $1.79M | ﹤0.01% |
227,400
+193,900
| +579% | +$1.35M |
|
2072
NatWest
NWG
$76.9B
| $1.79M | ﹤0.01% |
292,800
+163,400
| +126% | +$1.07M |
|
2073
eHealth
EHTH
$39.7M
| $1.79M | ﹤0.01% |
222,728
-168,600
| -43% | -$1.35M |
|
2074
Lindsay Corp
LNN
$1.18B
| $1.79M | ﹤0.01% |
15,000
+13,400
| +838% | +$1.66M |
|
|
VRTV
2075
DELISTED
VERITIV CORPORATION
VRTV
| $1.78M | ﹤0.01% |
14,207
-43,993
| -76% | -$5.15M |
|
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.