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 | |
|---|---|---|---|---|---|---|
2376
Kelly Services Class A
KELYA
$558M
| $1.17M | ﹤0.01% |
+66,508
| New | +$1.15M |
|
|
LAND
2377
Gladstone Land Corp
LAND
$359M
| $1.17M | ﹤0.01% |
71,900
-28,000
| -28% | -$453K |
|
|
CTHR
2378
DELISTED
Charles & Colvard Ltd
CTHR
| $1.17M | ﹤0.01% |
122,121
-10,096
| -8% | -$100K |
|
2379
Tronox
TROX
$965M
| $1.16M | ﹤0.01% |
91,600
-239,500
| -72% | -$3.01M |
|
2380
AMES National
ATLO
$283M
| $1.16M | ﹤0.01% |
64,384
-2,600
| -4% | -$48.9K |
|
2381
Sensus Healthcare
SRTS
$48.1M
| $1.16M | ﹤0.01% |
367,934
+91,800
| +33% | +$332K |
|
|
SUPV
2382
Grupo Supervielle
SUPV
$730M
| $1.16M | ﹤0.01% |
372,069
-11,811
| -3% | -$29K |
|
2383
First Community Corp
FCCO
$324M
| $1.16M | ﹤0.01% |
66,569
+1,400
| +2% | +$25.7K |
|
|
GPMT
2384
Granite Point Mortgage Trust
GPMT
$58.8M
| $1.15M | ﹤0.01% |
217,700
+186,502
| +598% | +$885K |
|
|
STEL
2385
DELISTED
Stellar Bancorp
STEL
| $1.15M | ﹤0.01% |
50,396
+2,200
| +5% | +$51.3K |
|
2386
IBEX
IBEX
$477M
| $1.15M | ﹤0.01% |
54,016
+28,216
| +109% | +$603K |
|
|
UBP
2387
DELISTED
Urstadt Biddle Properties Inc.
UBP
| $1.15M | ﹤0.01% |
54,400
+5,100
| +10% | +$90.9K |
|
|
TCFC
2388
DELISTED
The Community Financial Corporation Common Stock
TCFC
| $1.15M | ﹤0.01% |
42,268
-4,770
| -10% | -$136K |
|
2389
Matrix Service
MTRX
$332M
| $1.14M | ﹤0.01% |
194,044
-44,306
| -19% | -$242K |
|
2390
Fulcrum Therapeutics
FULC
$282M
| $1.14M | ﹤0.01% |
344,810
-45,290
| -12% | -$133K |
|
|
ATYR
2391
aTyr Pharma
ATYR
$54.5M
| $1.14M | ﹤0.01% |
526,355
+368,700
| +234% | +$805K |
|
|
SCWX
2392
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $1.14M | ﹤0.01% |
157,140
+82,000
| +109% | +$680K |
|
2393
Talkspace
TALK
$871M
| $1.13M | ﹤0.01% |
891,715
+465,259
| +109% | +$452K |
|
2394
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
| $1.13M | ﹤0.01% |
44,200
-227,200
| -84% | -$5.73M |
|
2395
Cartesian Therapeutics
RNAC
$263M
| $1.12M | ﹤0.01% |
33,417
-2,353
| -7% | -$84.2K |
|
2396
Riverview Bancorp
RVSB
$106M
| $1.12M | ﹤0.01% |
222,804
-24,603
| -10% | -$120K |
|
|
SMLR
2397
DELISTED
Semler Scientific
SMLR
| $1.12M | ﹤0.01% |
42,800
+20,500
| +92% | +$540K |
|
|
NWLI
2398
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $1.12M | ﹤0.01% |
2,700
+600
| +29% | +$191K |
|
2399
Corvus Pharmaceuticals
CRVS
$1.27B
| $1.12M | ﹤0.01% |
489,673
-16,359
| -3% | -$34K |
|
2400
CS Disco
LAW
$288M
| $1.12M | ﹤0.01% |
136,400
-95,700
| -41% | -$656K |
|
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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.