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
|
+$693M |
| 2 |
Meta Platforms (Facebook)
META
|
+$446M |
| 3 |
Johnson & Johnson
JNJ
|
+$306M |
| 4 |
Evergy
EVRG
|
+$288M |
| 5 |
Walmart Inc
WMT
|
+$265M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$596M |
| 2 |
Booking.com
BKNG
|
+$519M |
| 3 |
Amazon
AMZN
|
+$518M |
| 4 |
Eli Lilly
LLY
|
+$268M |
| 5 |
UnitedHealth
UNH
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.51% |
| 2 | Technology | 14.39% |
| 3 | Financials | 11.76% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CPLA
226
DELISTED
Capella Education Company
CPLA
| $92.2M | 0.1% |
933,700
-34,925
| -4% | -$3.26M |
|
227
Atlassian
TEAM
$39.1B
| $92.1M | 0.1% |
1,473,400
-170,300
| -10% | -$10.5M |
|
228
ICU Medical
ICUI
$4.55B
| $91.8M | 0.1% |
312,500
+3,400
| +1% | +$929K |
|
229
Rayonier
RYN
$6.45B
| $91.7M | 0.1% |
2,612,721
+541,911
| +26% | +$18.5M |
|
230
MSCI
MSCI
$40.8B
| $91.7M | 0.1% |
554,100
-106,600
| -16% | -$16.8M |
|
|
AVTA
231
DELISTED
Avantax, Inc. Common Stock
AVTA
| $90.7M | 0.1% |
2,452,600
+193,600
| +9% | +$6.24M |
|
232
Telephone and Data Systems
TDS
$3.84B
| $90.7M | 0.1% |
3,308,508
+57,416
| +2% | +$1.56M |
|
|
STMP
233
DELISTED
Stamps.com, Inc.
STMP
| $90.5M | 0.1% |
357,600
+147,000
| +70% | +$35.4M |
|
234
Portland General Electric
POR
$5.69B
| $90.2M | 0.1% |
2,110,300
-107,600
| -5% | -$4.43M |
|
|
TXNM
235
TXNM Energy Inc
TXNM
$5.91B
| $89.7M | 0.1% |
2,305,200
+25,900
| +1% | +$992K |
|
236
WD-40
WDFC
$3.13B
| $89M | 0.1% |
608,400
-18,200
| -3% | -$2.51M |
|
237
Idacorp
IDA
$8.11B
| $88.9M | 0.1% |
963,700
+63,600
| +7% | +$5.71M |
|
|
XLNX
238
DELISTED
Xilinx Inc
XLNX
| $88.8M | 0.1% |
1,360,005
+1,314,105
| +2,863% | +$89.6M |
|
|
FCE.A
239
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $88.6M | 0.1% |
3,884,563
+773,400
| +25% | +$15.9M |
|
240
Casella Waste Systems
CWST
$5.89B
| $88.2M | 0.1% |
3,442,142
+73,900
| +2% | +$1.82M |
|
241
Western Digital
WDC
$151B
| $87.8M | 0.1% |
1,501,405
-1,648,899
| -52% | -$105M |
|
242
Bio-Rad Laboratories Class A
BIO
$9.53B
| $87.4M | 0.1% |
303,000
-40,700
| -12% | -$11.2M |
|
243
Pan American Silver
PAAS
$21.8B
| $87.4M | 0.1% |
4,882,905
+508,305
| +12% | +$8.76M |
|
244
Exelixis
EXEL
$12.7B
| $86.9M | 0.09% |
4,037,810
+885,000
| +28% | +$18.3M |
|
245
FIVE9
FIVN
$2.44B
| $86.8M | 0.09% |
2,510,900
-54,800
| -2% | -$1.77M |
|
246
Mastercard
MA
$492B
| $86.5M | 0.09% |
440,300
-324,400
| -42% | -$61M |
|
|
VR
247
DELISTED
Validus Hold Ltd
VR
| $86.4M | 0.09% |
1,277,500
+397,000
| +45% | +$26.9M |
|
|
KSU
248
DELISTED
Kansas City Southern
KSU
| $86M | 0.09% |
811,600
+327,700
| +68% | +$35.6M |
|
|
GGP
249
DELISTED
GGP Inc.
GGP
| $86M | 0.09% |
4,207,738
+3,951,738
| +1,544% | +$80.2M |
|
250
Chevron
CVX
$386B
| $85.9M | 0.09% |
679,284
+311,400
| +85% | +$38.7M |
|
Similar funds
Jim Simons's Q2 2018 Portfolio in Review
As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.
Against the trend, Jim Simons opened a new position in Apple worth $707M.
- Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
- Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
- Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
- Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
- Jim Simons opened 412 new positions and closed 524 in Q2 2018.
- Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.
Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.