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 | |
|---|---|---|---|---|---|---|
|
HMNF
2201
DELISTED
HMN Financial Inc
HMNF
| $1.48M | ﹤0.01% |
78,725
-3,171
| -4% | -$58.8K |
|
|
YMAB
2202
DELISTED
Y-mAbs Therapeutics
YMAB
| $1.47M | ﹤0.01% |
216,200
+128,800
| +147% | +$965K |
|
|
IBDP
2203
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| $1.47M | ﹤0.01% |
59,500
-16,880
| -22% | -$415K |
|
2204
Tapestry
TPR
$25.9B
| $1.46M | ﹤0.01% |
+34,200
| New | +$1.42M |
|
2205
SelectQuote
SLQT
$126M
| $1.46M | ﹤0.01% |
749,786
-698,513
| -48% | -$1.18M |
|
2206
Applovin
APP
$105B
| $1.46M | ﹤0.01% |
56,600
-1,057,400
| -95% | -$21.8M |
|
|
INN
2207
Summit Hotel Properties
INN
$656M
| $1.45M | ﹤0.01% |
222,600
+41,000
| +23% | +$271K |
|
|
RPC
2208
Ridgepost Capital
RPC
$972M
| $1.45M | ﹤0.01% |
127,900
+17,900
| +16% | +$190K |
|
|
TWKS
2209
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $1.44M | ﹤0.01% |
191,200
+10,900
| +6% | +$80.6K |
|
2210
Invesco S&P 500 Quality ETF
SPHQ
$20.1B
| $1.44M | ﹤0.01% |
+28,500
| New | +$1.37M |
|
2211
CNA Financial
CNA
$13.7B
| $1.44M | ﹤0.01% |
37,200
+4,500
| +14% | +$175K |
|
2212
Apyx Medical
APYX
$126M
| $1.44M | ﹤0.01% |
285,495
-45,600
| -14% | -$231K |
|
2213
Brinker International
EAT
$10.2B
| $1.44M | ﹤0.01% |
+39,200
| New | +$1.48M |
|
2214
Forum Energy Technologies
FET
$932M
| $1.44M | ﹤0.01% |
56,063
-19,812
| -26% | -$469K |
|
2215
Identive
INVE
$64.1M
| $1.43M | ﹤0.01% |
170,282
+2,430
| +1% | +$16.6K |
|
2216
iShares MSCI World ETF
URTH
$8.4B
| $1.43M | ﹤0.01% |
+11,500
| New | +$1.38M |
|
2217
Globalstar
GSAT
$10.8B
| $1.43M | ﹤0.01% |
88,225
+73,931
| +517% | +$1.19M |
|
|
GTHX
2218
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $1.42M | ﹤0.01% |
571,791
+128,816
| +29% | +$352K |
|
2219
Esquire Financial Holdings
ESQ
$1.61B
| $1.42M | ﹤0.01% |
31,100
-29,400
| -49% | -$1.21M |
|
2220
C4 Therapeutics
CCCC
$502M
| $1.42M | ﹤0.01% |
516,898
+190,818
| +59% | +$613K |
|
2221
Cellebrite
CLBT
$2.69B
| $1.42M | ﹤0.01% |
197,300
+120,700
| +158% | +$704K |
|
2222
Lennar Class A
LEN
$21.1B
| $1.42M | ﹤0.01% |
+11,707
| New | +$1.28M |
|
|
FARM
2223
DELISTED
Farmer Brothers
FARM
| $1.42M | ﹤0.01% |
512,300
+32,900
| +7% | +$88.8K |
|
2224
Consensus Cloud Solutions
CCSI
$695M
| $1.42M | ﹤0.01% |
45,695
+30,495
| +201% | +$1.07M |
|
|
NIU
2225
Niu Technologies
NIU
$162M
| $1.41M | ﹤0.01% |
354,100
-72,000
| -17% | -$279K |
|
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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.