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 | |
|---|---|---|---|---|---|---|
|
CMBT
2476
CMB.TECH NV
CMBT
$4.96B
| $1.32M | ﹤0.01% |
+143,094
| New | +$1.26M |
|
2477
Norwood Financial Corp
NWFL
$378M
| $1.31M | ﹤0.01% |
36,450
+1,899
| +5% | +$59.9K |
|
|
ABTX
2478
DELISTED
Allegiance Bancshares
ABTX
| $1.31M | ﹤0.01% |
30,203
-2,397
| -7% | -$101K |
|
|
TIVO
2479
DELISTED
Tivo Inc
TIVO
| $1.31M | ﹤0.01% |
+97,235
| New | +$1.38M |
|
2480
Dine Brands
DIN
$444M
| $1.3M | ﹤0.01% |
17,400
-26,100
| -60% | -$1.89M |
|
2481
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $1.3M | ﹤0.01% |
12,400
+7,400
| +148% | +$775K |
|
|
TRT
2482
Trio-Tech International
TRT
$119M
| $1.3M | ﹤0.01% |
580,800
+15,200
| +3% | +$38.6K |
|
2483
iShares Latin America 40 ETF
ILF
$3.7B
| $1.3M | ﹤0.01% |
43,800
+28,000
| +177% | +$946K |
|
2484
Emerson Radio
MSN
$7.79M
| $1.29M | ﹤0.01% |
887,200
+5,500
| +0.6% | +$8.02K |
|
2485
Vanguard FTSE Developed Markets ETF
VEA
$239B
| $1.29M | ﹤0.01% |
+30,187
| New | +$1.35M |
|
2486
American Superconductor
AMSC
$1.57B
| $1.29M | ﹤0.01% |
184,888
-128,800
| -41% | -$842K |
|
2487
iShares Russell 2000 Value ETF
IWN
$14.7B
| $1.29M | ﹤0.01% |
+9,800
| New | +$1.26M |
|
|
RPT
2488
Rithm Property Trust
RPT
$101M
| $1.29M | ﹤0.01% |
17,029
+7,835
| +85% | +$603K |
|
2489
United Parks & Resorts
PRKS
$2.07B
| $1.29M | ﹤0.01% |
+59,100
| New | +$1.05M |
|
2490
Matthews International
MATW
$725M
| $1.28M | ﹤0.01% |
21,853
-154,000
| -88% | -$8.22M |
|
2491
Identive
INVE
$64.1M
| $1.28M | ﹤0.01% |
331,263
+8,024
| +2% | +$30.7K |
|
2492
Coffee Holding Co
JVA
$20M
| $1.28M | ﹤0.01% |
237,454
+38,554
| +19% | +$176K |
|
|
STRS
2493
DELISTED
STRATUS PPTYS INC
STRS
| $1.28M | ﹤0.01% |
41,900
+11,508
| +38% | +$359K |
|
|
TBI
2494
Trueblue
TBI
$301M
| $1.28M | ﹤0.01% |
47,500
-99,400
| -68% | -$2.63M |
|
2495
AXT Inc
AXTI
$5.16B
| $1.28M | ﹤0.01% |
181,200
-283,800
| -61% | -$1.98M |
|
|
MANT
2496
DELISTED
Mantech International Corp
MANT
| $1.28M | ﹤0.01% |
23,800
-145,500
| -86% | -$8.11M |
|
2497
Lisata Therapeutics
LSTA
$10.5M
| $1.27M | ﹤0.01% |
13,104
+3,301
| +34% | +$233K |
|
|
ADAM
2498
Adamas Trust
ADAM
$918M
| $1.27M | ﹤0.01% |
+52,800
| New | +$1.29M |
|
2499
Seacoast Banking Corp of Florida
SBCF
$3.47B
| $1.27M | ﹤0.01% |
40,160
-126,240
| -76% | -$3.75M |
|
|
TULP
2500
Bloomia Holdings
TULP
| $1.27M | ﹤0.01% |
110,929
+5,358
| +5% | +$68.2K |
|
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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.