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 | |
|---|---|---|---|---|---|---|
|
HPP
2401
Hudson Pacific Properties
HPP
$777M
| $1.12M | ﹤0.01% |
37,914
-47,500
| -56% | -$1.7M |
|
2402
RxSight
RXST
$292M
| $1.12M | ﹤0.01% |
38,900
+24,600
| +172% | +$547K |
|
|
ALYA
2403
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
| $1.12M | ﹤0.01% |
686,233
-4,699
| -0.7% | -$8.67K |
|
2404
Live Ventures
LIVE
$33.5M
| $1.12M | ﹤0.01% |
42,599
-433
| -1% | -$12.2K |
|
2405
Black Diamond Therapeutics
BDTX
$116M
| $1.11M | ﹤0.01% |
220,700
+3,200
| +1% | +$6.54K |
|
2406
Pennant Group
PNTG
$1.34B
| $1.11M | ﹤0.01% |
90,800
+37,900
| +72% | +$482K |
|
2407
iShares US Telecommunications ETF
IYZ
$1.24B
| $1.11M | ﹤0.01% |
+50,300
| New | +$1.1M |
|
|
GNTY
2408
DELISTED
Guaranty Bancshares
GNTY
| $1.11M | ﹤0.01% |
41,029
-10,440
| -20% | -$264K |
|
2409
iShares MSCI Australia ETF
EWA
$1.45B
| $1.11M | ﹤0.01% |
49,200
+28,000
| +132% | +$640K |
|
2410
SI-BONE Inc
SIBN
$849M
| $1.11M | ﹤0.01% |
41,100
-90,300
| -69% | -$2.2M |
|
2411
Peoples Financial Services
PFIS
$717M
| $1.11M | ﹤0.01% |
25,281
+100
| +0.4% | +$4.07K |
|
|
NEX
2412
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $1.11M | ﹤0.01% |
123,868
-956,738
| -89% | -$7.89M |
|
2413
RGC Resources
RGCO
$225M
| $1.1M | ﹤0.01% |
55,104
+12,771
| +30% | +$263K |
|
2414
Avantis US Small Cap Value ETF
AVUV
$31B
| $1.1M | ﹤0.01% |
+14,200
| New | +$1.04M |
|
|
TBRG
2415
DELISTED
TruBridge
TBRG
| $1.1M | ﹤0.01% |
44,600
-10,800
| -19% | -$281K |
|
2416
ARK Blockchain & Fintech Innovation ETF
ARKF
$782M
| $1.1M | ﹤0.01% |
52,600
+37,900
| +258% | +$720K |
|
|
FRGI
2417
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $1.09M | ﹤0.01% |
137,900
+7,800
| +6% | +$61.8K |
|
2418
Cerus
CERS
$572M
| $1.09M | ﹤0.01% |
443,300
-321,700
| -42% | -$764K |
|
2419
Euroseas
ESEA
$525M
| $1.09M | ﹤0.01% |
61,615
-668
| -1% | -$10.9K |
|
|
JWN
2420
DELISTED
Nordstrom
JWN
| $1.09M | ﹤0.01% |
+53,100
| New | +$893K |
|
2421
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
| $1.08M | ﹤0.01% |
+43,323
| New | +$1.04M |
|
2422
Evolv Technologies
EVLV
$1.04B
| $1.08M | ﹤0.01% |
180,400
-10,400
| -5% | -$49.2K |
|
2423
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
| $1.08M | ﹤0.01% |
23,000
+13,000
| +130% | +$560K |
|
2424
State Street SPDR ICE Preferred Securities ETF
PSK
$685M
| $1.08M | ﹤0.01% |
32,300
+2,900
| +10% | +$97.1K |
|
2425
KBR
KBR
$4.81B
| $1.08M | ﹤0.01% |
+16,600
| New | +$990K |
|
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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.