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 | 20.33% |
| 2 | Healthcare | 16.97% |
| 3 | Consumer Discretionary | 12.86% |
| 4 | Consumer Staples | 9.14% |
| 5 | Industrials | 9.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Capital Group Global Growth Equity ETF
CGGO
$12.1B
| $1.7M | ﹤0.01% |
69,800
+33,100
| +90% | +$780K |
|
|
GBIO
2102
DELISTED
Generation Bio
GBIO
| $1.7M | ﹤0.01% |
30,810
+2,110
| +7% | +$96.8K |
|
2103
Lantronix
LTRX
$272M
| $1.7M | ﹤0.01% |
402,694
-6,600
| -2% | -$28.1K |
|
2104
Embecta
EMBC
$290M
| $1.69M | ﹤0.01% |
78,200
-2,800
| -3% | -$76.3K |
|
2105
Bread Financial
BFH
$4.46B
| $1.69M | ﹤0.01% |
+53,742
| New | +$1.54M |
|
|
PPIH
2106
Perma-Pipe International
PPIH
$216M
| $1.69M | ﹤0.01% |
177,193
-4,600
| -3% | -$48.4K |
|
2107
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
| $1.68M | ﹤0.01% |
41,900
+17,400
| +71% | +$697K |
|
2108
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.61B
| $1.68M | ﹤0.01% |
30,600
-14,500
| -32% | -$802K |
|
2109
Credicorp
BAP
$29.6B
| $1.68M | ﹤0.01% |
11,385
-54,652
| -83% | -$7.5M |
|
2110
iShares MSCI Canada ETF
EWC
$6.55B
| $1.68M | ﹤0.01% |
+48,000
| New | +$1.66M |
|
2111
iShares Core MSCI Europe ETF
IEUR
$9.15B
| $1.67M | ﹤0.01% |
31,803
+23,803
| +298% | +$1.27M |
|
|
LOMA
2112
Loma Negra
LOMA
$1.13B
| $1.67M | ﹤0.01% |
245,801
+136,413
| +125% | +$888K |
|
2113
Espey Mfg & Electronics Corp
ESP
$195M
| $1.67M | ﹤0.01% |
99,712
+12,800
| +15% | +$248K |
|
2114
Yext
YEXT
$613M
| $1.67M | ﹤0.01% |
147,700
+30,000
| +25% | +$285K |
|
2115
Applied Optoelectronics
AAOI
$11B
| $1.67M | ﹤0.01% |
280,100
+68,100
| +32% | +$179K |
|
|
BNT
2116
Brookfield Wealth Solutions
BNT
$12.2B
| $1.67M | ﹤0.01% |
73,950
-6,900
| -9% | -$148K |
|
|
PFIE
2117
DELISTED
Profire Energy, Inc
PFIE
| $1.67M | ﹤0.01% |
1,356,195
-35,600
| -3% | -$44.2K |
|
2118
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
| $1.66M | ﹤0.01% |
32,300
+20,700
| +178% | +$1.04M |
|
|
DAWN
2119
DELISTED
Day One Biopharmaceuticals
DAWN
| $1.66M | ﹤0.01% |
139,164
-239,936
| -63% | -$3.13M |
|
|
TRTX
2120
TPG RE Finance Trust
TRTX
$610M
| $1.66M | ﹤0.01% |
224,194
-92,200
| -29% | -$624K |
|
|
ONC
2121
BeOne Medicines Ltd
ONC
$40.6B
| $1.66M | ﹤0.01% |
+9,300
| New | +$2.14M |
|
|
STCN
2122
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $1.65M | ﹤0.01% |
196,779
-1,302
| -0.7% | -$11K |
|
2123
Tennant Co
TNC
$1.15B
| $1.65M | ﹤0.01% |
+20,290
| New | +$1.52M |
|
2124
Hilltop Holdings
HTH
$2.25B
| $1.65M | ﹤0.01% |
52,284
-10,300
| -16% | -$315K |
|
2125
Hurco Companies Inc
HURC
$144M
| $1.64M | ﹤0.01% |
75,894
+20,012
| +36% | +$453K |
|
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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.