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 | |
|---|---|---|---|---|---|---|
2151
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
| $1.59M | ﹤0.01% |
22,500
+18,900
| +525% | +$1.24M |
|
|
SRT
2152
DELISTED
Startek Inc.
SRT
| $1.59M | ﹤0.01% |
543,500
-3,000
| -0.5% | -$9.39K |
|
2153
BBVA Argentina
BBAR
$3.25B
| $1.58M | ﹤0.01% |
257,746
-56,954
| -18% | -$273K |
|
|
SBDS
2154
DELISTED
Solo Brands Inc
SBDS
| $1.58M | ﹤0.01% |
6,973
+6,578
| +1,665% | +$1.64M |
|
2155
Avantis International Small Cap Value ETF
AVDV
$19.9B
| $1.58M | ﹤0.01% |
27,400
+20,355
| +289% | +$1.19M |
|
2156
Atlas Energy Solutions
AESI
$1.47B
| $1.57M | ﹤0.01% |
+90,700
| New | +$1.58M |
|
2157
AdvanSix
ASIX
$427M
| $1.57M | ﹤0.01% |
45,000
-8,400
| -16% | -$305K |
|
2158
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.81B
| $1.57M | ﹤0.01% |
50,700
+31,300
| +161% | +$948K |
|
|
TBCH
2159
Turtle Beach Corp
TBCH
$230M
| $1.57M | ﹤0.01% |
134,870
+86,270
| +178% | +$962K |
|
2160
SoundThinking
SSTI
$107M
| $1.57M | ﹤0.01% |
71,632
-3,200
| -4% | -$83.8K |
|
2161
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
| $1.56M | ﹤0.01% |
+63,300
| New | +$1.55M |
|
2162
Heritage Global
HGBL
$37.2M
| $1.56M | ﹤0.01% |
431,617
+253,400
| +142% | +$835K |
|
|
HEPS
2163
D-Market Electronic Services & Trading
HEPS
$1.01B
| $1.56M | ﹤0.01% |
928,510
+403,910
| +77% | +$465K |
|
2164
Reading International Class A
RDI
$32.7M
| $1.56M | ﹤0.01% |
587,290
-9,800
| -2% | -$29.2K |
|
2165
iShares MSCI France ETF
EWQ
$332M
| $1.55M | ﹤0.01% |
40,318
-26,382
| -40% | -$1.01M |
|
2166
Dream Finders Homes
DFH
$1.35B
| $1.55M | ﹤0.01% |
62,900
+10,400
| +20% | +$187K |
|
2167
Kemper
KMPR
$1.56B
| $1.54M | ﹤0.01% |
+32,010
| New | +$1.55M |
|
2168
United-Guardian
UG
$33.3M
| $1.54M | ﹤0.01% |
186,963
-500
| -0.3% | -$4.6K |
|
|
RPTX
2169
DELISTED
Repare Therapeutics
RPTX
| $1.54M | ﹤0.01% |
145,900
-84,100
| -37% | -$867K |
|
|
KAMN
2170
DELISTED
Kaman Corp
KAMN
| $1.54M | ﹤0.01% |
63,310
-41,312
| -39% | -$933K |
|
|
GRSD
2171
Grandstand Limited Ordinary Shares
GRSD
$67.3M
| $1.54M | ﹤0.01% |
150,139
+112,439
| +298% | +$1.13M |
|
|
SVA
2172
DELISTED
Sinovac Biotech, Ltd
SVA
| $1.54M | ﹤0.01% |
+2,375,841
| New | +$1.54M |
|
2173
Flanigan's Enterprises
BDL
$80.7M
| $1.54M | ﹤0.01% |
50,099
-1,700
| -3% | -$50K |
|
2174
Epsilon Energy
EPSN
$161M
| $1.54M | ﹤0.01% |
287,664
-28,736
| -9% | -$149K |
|
2175
iShares MSCI Emerging Markets ETF
EEM
$30.5B
| $1.53M | ﹤0.01% |
38,800
-5,100
| -12% | -$201K |
|
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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.