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 | |
|---|---|---|---|---|---|---|
2176
Ampco-Pittsburgh
AP
$190M
| $1.53M | ﹤0.01% |
482,419
-5,659
| -1% | -$16.8K |
|
2177
Paymentus
PAY
$5.31B
| $1.53M | ﹤0.01% |
145,300
+32,500
| +29% | +$304K |
|
2178
ProShares Bitcoin Strategy ETF
BITO
$1.43B
| $1.53M | ﹤0.01% |
+90,300
| New | +$1.46M |
|
2179
Horizon Bancorp
HBNC
$1.05B
| $1.53M | ﹤0.01% |
147,116
-73,700
| -33% | -$732K |
|
2180
Landmark Bancorp
LARK
$197M
| $1.53M | ﹤0.01% |
81,062
-810
| -1% | -$14.6K |
|
|
HIMX
2181
Himax Technologies
HIMX
$2.56B
| $1.52M | ﹤0.01% |
225,900
-48,400
| -18% | -$340K |
|
2182
LCNB Corp
LCNB
$281M
| $1.52M | ﹤0.01% |
103,316
+2,900
| +3% | +$44.3K |
|
2183
Dimensional International Value ETF
DFIV
$21.7B
| $1.52M | ﹤0.01% |
+46,400
| New | +$1.52M |
|
2184
Maui Land & Pineapple Co
MLP
$310M
| $1.52M | ﹤0.01% |
106,749
+100
| +0.1% | +$1.26K |
|
2185
KLX Energy Services
KLXE
$36M
| $1.51M | ﹤0.01% |
155,500
-23,554
| -13% | -$232K |
|
2186
Patria Investments
PAX
$1.88B
| $1.51M | ﹤0.01% |
105,800
-138,700
| -57% | -$2.06M |
|
2187
AstroNova
ALOT
$227M
| $1.51M | ﹤0.01% |
104,142
-2,400
| -2% | -$35.8K |
|
|
REFI
2188
Chicago Atlantic Real Estate Finance
REFI
$268M
| $1.51M | ﹤0.01% |
99,700
+42,580
| +75% | +$618K |
|
2189
ARKO Corp
ARKO
$505M
| $1.51M | ﹤0.01% |
189,400
+6,900
| +4% | +$54.9K |
|
2190
Digimarc Corp
DMRC
$167M
| $1.5M | ﹤0.01% |
51,100
+30,000
| +142% | +$738K |
|
2191
Great Elm Group
GEG
$69M
| $1.5M | ﹤0.01% |
732,876
+17,076
| +2% | +$35.4K |
|
2192
HighPeak Energy
HPK
$912M
| $1.5M | ﹤0.01% |
137,500
+19,900
| +17% | +$335K |
|
|
GPGI
2193
GPGI Inc
GPGI
$3.85B
| $1.49M | ﹤0.01% |
261,987
+7,461
| +3% | +$44.7K |
|
2194
Urban One Class D
UONEK
$24.1M
| $1.49M | ﹤0.01% |
24,880
-190
| -0.8% | -$10.8K |
|
2195
Republic Bancorp
RBCAA
$1.91B
| $1.49M | ﹤0.01% |
35,100
+3,900
| +13% | +$163K |
|
|
AVID
2196
DELISTED
Avid Technology Inc
AVID
| $1.49M | ﹤0.01% |
58,500
-99,700
| -63% | -$2.58M |
|
2197
Annexon
ANNX
$862M
| $1.49M | ﹤0.01% |
422,200
+65,100
| +18% | +$285K |
|
2198
Advanced Energy
AEIS
$13.2B
| $1.49M | ﹤0.01% |
13,322
-9,700
| -42% | -$925K |
|
2199
Radcom
RDCM
$170M
| $1.48M | ﹤0.01% |
156,733
-6,600
| -4% | -$63K |
|
|
SEMR
2200
DELISTED
Semrush
SEMR
| $1.48M | ﹤0.01% |
154,600
-108,900
| -41% | -$962K |
|
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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.