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 | |
|---|---|---|---|---|---|---|
2351
iShares International Select Dividend ETF
IDV
$8.59B
| $1.21M | ﹤0.01% |
45,800
+1,000
| +2% | +$27.3K |
|
|
BRY
2352
DELISTED
Berry Corp
BRY
| $1.2M | ﹤0.01% |
174,900
-126,700
| -42% | -$913K |
|
|
FSP
2353
Franklin Street Properties
FSP
$46.3M
| $1.2M | ﹤0.01% |
829,879
-248,013
| -23% | -$343K |
|
2354
Kewaunee Scientific
KEQU
$105M
| $1.2M | ﹤0.01% |
79,411
-3,300
| -4% | -$52.9K |
|
|
NXGN
2355
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $1.2M | ﹤0.01% |
74,076
-86,900
| -54% | -$1.44M |
|
|
AHT
2356
Ashford Hospitality Trust
AHT
$19.9M
| $1.2M | ﹤0.01% |
32,180
+4,810
| +18% | +$181K |
|
|
AIOT
2357
PowerFleet Inc
AIOT
$421M
| $1.2M | ﹤0.01% |
400,002
+115,192
| +40% | +$346K |
|
2358
iShares Global Infrastructure ETF
IGF
$10.7B
| $1.2M | ﹤0.01% |
25,500
+10,800
| +73% | +$516K |
|
2359
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
| $1.2M | ﹤0.01% |
+11,200
| New | +$1.13M |
|
2360
iShares MSCI Intl Value Factor ETF
IVLU
$4.56B
| $1.2M | ﹤0.01% |
46,964
+24,664
| +111% | +$623K |
|
2361
Karyopharm Therapeutics
KPTI
$45.6M
| $1.2M | ﹤0.01% |
44,493
-4,554
| -9% | -$196K |
|
2362
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
| $1.19M | ﹤0.01% |
+63,600
| New | +$1.09M |
|
2363
Lifetime Brands
LCUT
$226M
| $1.19M | ﹤0.01% |
210,700
+79,800
| +61% | +$408K |
|
2364
Kiniksa Pharmaceuticals
KNSA
$5.98B
| $1.19M | ﹤0.01% |
84,447
-53,733
| -39% | -$719K |
|
|
SBT
2365
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $1.19M | ﹤0.01% |
217,174
-5,100
| -2% | -$26.8K |
|
2366
loanDepot
LDI
$309M
| $1.19M | ﹤0.01% |
559,979
-9,721
| -2% | -$17.9K |
|
|
MLVF
2367
DELISTED
Malvern Bancorp, Inc.
MLVF
| $1.19M | ﹤0.01% |
75,302
-14,978
| -17% | -$227K |
|
|
DSEY
2368
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $1.19M | ﹤0.01% |
141,400
-90,200
| -39% | -$745K |
|
2369
Compugen
CGEN
$225M
| $1.18M | ﹤0.01% |
1,038,400
+100,300
| +11% | +$87.4K |
|
2370
Evolus
EOLS
$534M
| $1.18M | ﹤0.01% |
162,900
-63,529
| -28% | -$548K |
|
2371
AnaptysBio
ANAB
$1.66B
| $1.18M | ﹤0.01% |
58,000
-13,600
| -19% | -$276K |
|
2372
MediaAlpha
MAX
$831M
| $1.18M | ﹤0.01% |
114,500
-84,300
| -42% | -$762K |
|
2373
NetSol Technologies
NTWK
$48.3M
| $1.18M | ﹤0.01% |
498,401
-7,973
| -2% | -$18.7K |
|
2374
Boston Properties
BXP
$11B
| $1.18M | ﹤0.01% |
20,400
-119,022
| -85% | -$6.19M |
|
2375
iShares Russell Top 200 Growth ETF
IWY
$16.7B
| $1.17M | ﹤0.01% |
7,400
+3,598
| +95% | +$525K |
|
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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.