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 | |
|---|---|---|---|---|---|---|
|
CATC
2426
DELISTED
CAMBRIDGE BANCORP
CATC
| $1.08M | ﹤0.01% |
19,841
-160
| -0.8% | -$8.91K |
|
2427
Invesco Financial Preferred ETF
PGF
$669M
| $1.08M | ﹤0.01% |
75,009
-3,191
| -4% | -$46.1K |
|
2428
Fuel Tech
FTEK
$45.9M
| $1.07M | ﹤0.01% |
809,488
-55,456
| -6% | -$72.7K |
|
|
RTC
2429
DELISTED
Baijiayun Group
RTC
| $1.07M | ﹤0.01% |
26,079
-1,240
| -5% | -$47.9K |
|
2430
Global X US Infrastructure Development ETF
PAVE
$14.3B
| $1.06M | ﹤0.01% |
+33,900
| New | +$962K |
|
|
MBCN
2431
DELISTED
Middlefield Banc Corp
MBCN
| $1.06M | ﹤0.01% |
39,712
-300
| -0.7% | -$7.84K |
|
2432
Vanguard Communication Services ETF
VOX
$5.88B
| $1.06M | ﹤0.01% |
10,000
+5,600
| +127% | +$562K |
|
2433
Aware
AWRE
$26M
| $1.06M | ﹤0.01% |
670,840
+767
| +0.1% | +$1.26K |
|
2434
Oak Valley Bancorp
OVLY
$283M
| $1.06M | ﹤0.01% |
42,073
+28,814
| +217% | +$700K |
|
2435
Cognyte Software
CGNT
$692M
| $1.06M | ﹤0.01% |
173,500
+43,800
| +34% | +$204K |
|
2436
Lifecore Biomedical
LFCR
$179M
| $1.06M | ﹤0.01% |
109,251
-62,200
| -36% | -$380K |
|
2437
Markel Group
MKL
$22.8B
| $1.05M | ﹤0.01% |
761
-4,786
| -86% | -$6.42M |
|
2438
Good Times Restaurants
GTIM
$17.2M
| $1.05M | ﹤0.01% |
308,868
-8,638
| -3% | -$24.6K |
|
2439
Smith & Nephew
SNN
$12.6B
| $1.05M | ﹤0.01% |
32,550
-129,400
| -80% | -$4M |
|
2440
Flexible Solutions
FSI
$63.1M
| $1.05M | ﹤0.01% |
393,045
-6,502
| -2% | -$19.1K |
|
|
FGH
2441
DELISTED
FG Group Holdings Inc.
FGH
| $1.05M | ﹤0.01% |
546,430
-200
| -0% | -$378 |
|
|
MPX
2442
DELISTED
Marine Products Corp
MPX
| $1.05M | ﹤0.01% |
62,102
+8,600
| +16% | +$127K |
|
2443
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
| $1.04M | ﹤0.01% |
8,000
+6,200
| +344% | +$736K |
|
|
KLRS
2444
Kalaris Therapeutics
KLRS
$92.4M
| $1.04M | ﹤0.01% |
13,352
-6,118
| -31% | -$582K |
|
2445
ProPetro Holding
PUMP
$1.42B
| $1.04M | ﹤0.01% |
+126,300
| New | +$927K |
|
|
CTLP
2446
DELISTED
Cantaloupe
CTLP
| $1.04M | ﹤0.01% |
130,600
-29,400
| -18% | -$190K |
|
|
SSKN
2447
DELISTED
Strata Skin Sciences
SSKN
| $1.04M | ﹤0.01% |
109,315
-1,080
| -1% | -$10.6K |
|
2448
Zedge
ZDGE
$38.6M
| $1.03M | ﹤0.01% |
462,154
-92,260
| -17% | -$193K |
|
2449
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| $1.03M | ﹤0.01% |
+10,700
| New | +$975K |
|
|
HUT
2450
Hut 8
HUT
$10.2B
| $1.03M | ﹤0.01% |
+62,140
| New | +$637K |
|
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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.