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 | |
|---|---|---|---|---|---|---|
|
QBAK
2501
DELISTED
Qualstar Corp
QBAK
| $1.26M | ﹤0.01% |
163,001
+9,599
| +6% | +$93.8K |
|
2502
Kforce
KFRC
$1.04B
| $1.26M | ﹤0.01% |
36,749
-24,400
| -40% | -$770K |
|
|
DDE
2503
DELISTED
Dover Downs Gaming & Entertain
DDE
| $1.26M | ﹤0.01% |
705,346
+52,646
| +8% | +$83.5K |
|
|
NYRT
2504
DELISTED
New York REIT, Inc.
NYRT
| $1.25M | ﹤0.01% |
+68,690
| New | +$1.36M |
|
2505
Scansource
SCSC
$1.06B
| $1.25M | ﹤0.01% |
31,014
-198,696
| -86% | -$7.49M |
|
2506
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
| $1.25M | ﹤0.01% |
+24,100
| New | +$1.25M |
|
2507
National CineMedia
NCMI
$246M
| $1.25M | ﹤0.01% |
+14,828
| New | +$1.01M |
|
2508
Virtus Investment Partners
VRTS
$1.12B
| $1.25M | ﹤0.01% |
9,729
-22,891
| -70% | -$2.84M |
|
|
SIR
2509
DELISTED
SELECT INCOME REIT
SIR
| $1.25M | ﹤0.01% |
126,035
-663,162
| -84% | -$5.96M |
|
2510
LCI Industries
LCII
$2.62B
| $1.24M | ﹤0.01% |
+13,800
| New | +$1.28M |
|
2511
MIND Technology
MIND
$42.9M
| $1.24M | ﹤0.01% |
30,820
+3,130
| +11% | +$115K |
|
2512
Anterix
ATEX
$1.82B
| $1.24M | ﹤0.01% |
49,500
+42,000
| +560% | +$1.17M |
|
|
EGL
2513
DELISTED
Engility Holdings, Inc.
EGL
| $1.24M | ﹤0.01% |
40,300
-18,000
| -31% | -$514K |
|
|
STRR
2514
Star Equity Holdings
STRR
$37.8M
| $1.23M | ﹤0.01% |
75,710
+7,190
| +10% | +$126K |
|
|
IPAS
2515
DELISTED
Ipass Inc Common Stock
IPAS
| $1.23M | ﹤0.01% |
355,411
+26,221
| +8% | +$97K |
|
|
EMMS
2516
DELISTED
Emmis Communications Corp
EMMS
| $1.22M | ﹤0.01% |
245,970
+22,769
| +10% | +$110K |
|
2517
Inovio Pharmaceuticals
INO
$93.7M
| $1.22M | ﹤0.01% |
25,973
-3,175
| -11% | -$175K |
|
2518
SELLAS Life Sciences
SLS
$2.41B
| $1.22M | ﹤0.01% |
7,147
+3,966
| +125% | +$1.09M |
|
2519
Hennessy Advisors
HNNA
$79.4M
| $1.22M | ﹤0.01% |
70,120
+8,270
| +13% | +$156K |
|
|
PTN
2520
Palatin Technologies
PTN
$18M
| $1.22M | ﹤0.01% |
1,002
-1,195
| -54% | -$1.74M |
|
|
CHSP
2521
DELISTED
Chesapeake Lodging Trust
CHSP
| $1.22M | ﹤0.01% |
38,400
-6,900
| -15% | -$211K |
|
2522
Brinker International
EAT
$10.2B
| $1.21M | ﹤0.01% |
+25,400
| New | +$1.13M |
|
|
ATAXZ
2523
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
| $1.2M | ﹤0.01% |
189,442
+2,400
| +1% | +$15.2K |
|
|
SCU
2524
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
| $1.2M | ﹤0.01% |
62,080
-7,040
| -10% | -$150K |
|
|
CRHM
2525
DELISTED
CRH Medical Corporation
CRHM
| $1.19M | ﹤0.01% |
383,600
+120,800
| +46% | +$385K |
|
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.