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 | |
|---|---|---|---|---|---|---|
2276
Civista Bancshares
CIVB
$598M
| $1.33M | ﹤0.01% |
76,265
-24,100
| -24% | -$384K |
|
|
AKYA
2277
DELISTED
Akoya BioSciences
AKYA
| $1.33M | ﹤0.01% |
+179,400
| New | +$1.2M |
|
2278
Grid Dynamics Holdings
GDYN
$630M
| $1.32M | ﹤0.01% |
142,994
+37,194
| +35% | +$373K |
|
2279
Movado Group
MOV
$799M
| $1.32M | ﹤0.01% |
49,300
-3,400
| -6% | -$89K |
|
|
TAIT
2280
DELISTED
Taitron Components
TAIT
| $1.32M | ﹤0.01% |
319,629
+15,756
| +5% | +$60.4K |
|
2281
Tredegar Corp
TG
$275M
| $1.32M | ﹤0.01% |
198,000
+151,600
| +327% | +$1.2M |
|
2282
Frequency Electronics
FEIM
$864M
| $1.32M | ﹤0.01% |
199,461
-1,900
| -0.9% | -$12.7K |
|
2283
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$753M
| $1.32M | ﹤0.01% |
+22,900
| New | +$1.35M |
|
2284
Protalix BioTherapeutics
PLX
$183M
| $1.32M | ﹤0.01% |
659,300
-550,450
| -46% | -$1.31M |
|
2285
Vanguard Morningstar Large-Cap ETF
VV
$54.9B
| $1.32M | ﹤0.01% |
+6,500
| New | +$1.25M |
|
2286
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$423M
| $1.31M | ﹤0.01% |
55,800
-48,200
| -46% | -$1.14M |
|
2287
Sonic Automotive
SAH
$2.53B
| $1.31M | ﹤0.01% |
27,526
+12,626
| +85% | +$582K |
|
2288
iShares MSCI Singapore ETF
EWS
$1.17B
| $1.31M | ﹤0.01% |
70,800
-20,353
| -22% | -$394K |
|
2289
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.88B
| $1.31M | ﹤0.01% |
50,100
-38,100
| -43% | -$990K |
|
2290
Upland Software
UPLD
$17.5M
| $1.31M | ﹤0.01% |
36,305
+1,513
| +4% | +$52.1K |
|
2291
VTEX
VTEX
$627M
| $1.31M | ﹤0.01% |
272,263
+192,763
| +242% | +$765K |
|
2292
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
| $1.31M | ﹤0.01% |
+13,400
| New | +$1.24M |
|
2293
ROBO Global Robotics & Automation Index ETF
ROBO
$2.13B
| $1.31M | ﹤0.01% |
22,299
+12,199
| +121% | +$671K |
|
|
TRIB
2294
Trinity Biotech
TRIB
$8.17M
| $1.31M | ﹤0.01% |
9,152
-27
| -0.3% | -$3.92K |
|
2295
Mastech Digital
MHH
$92.5M
| $1.3M | ﹤0.01% |
131,827
+29,605
| +29% | +$291K |
|
2296
iShares Global Healthcare ETF
IXJ
$4.19B
| $1.3M | ﹤0.01% |
+15,312
| New | +$1.31M |
|
2297
iShares MSCI Europe Financials ETF
EUFN
$4.32B
| $1.3M | ﹤0.01% |
67,800
+25,000
| +58% | +$482K |
|
2298
Norwood Financial Corp
NWFL
$379M
| $1.3M | ﹤0.01% |
43,975
+800
| +2% | +$21.9K |
|
2299
BARK
BARK
$94.8M
| $1.3M | ﹤0.01% |
48,815
-1,520
| -3% | -$36.6K |
|
2300
JPMorgan BetaBuilders Canada ETF
BBCA
$11.5B
| $1.3M | ﹤0.01% |
+21,170
| New | +$1.28M |
|
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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.