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
|
+$535M |
| 2 |
Meta Platforms (Facebook)
META
|
+$388M |
| 3 |
SLB Ltd
SLB
|
+$348M |
| 4 |
Visa
V
|
+$230M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$203M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$350M |
| 2 |
Chevron
CVX
|
+$349M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$337M |
| 4 |
Dell
DELL
|
+$332M |
| 5 |
SODA
SodaStream International Ltd
SODA
|
+$251M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.12% |
| 2 | Technology | 13.68% |
| 3 | Financials | 11.18% |
| 4 | Real Estate | 10.07% |
| 5 | Consumer Discretionary | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VIA
2501
DELISTED
Viacom Inc. Class A
VIA
| $1.16M | ﹤0.01% |
41,702
+8,452
| +25% | +$288K |
|
2502
Genasys
GNSS
$79.2M
| $1.16M | ﹤0.01% |
458,910
-36,946
| -7% | -$101K |
|
2503
Protalix BioTherapeutics
PLX
$180M
| $1.15M | ﹤0.01% |
370,297
+43,657
| +13% | +$207K |
|
2504
Prosperity Bancshares
PB
$9.01B
| $1.15M | ﹤0.01% |
+18,400
| New | +$1.21M |
|
2505
INNOVATE Corp
VATE
$106M
| $1.15M | ﹤0.01% |
43,410
-8,000
| -16% | -$337K |
|
2506
Twin Disc
TWIN
$353M
| $1.15M | ﹤0.01% |
77,598
-20,002
| -20% | -$368K |
|
2507
Fulton Financial
FULT
$4.72B
| $1.14M | ﹤0.01% |
73,745
-1,300
| -2% | -$21.2K |
|
2508
Kroger
KR
$34.9B
| $1.14M | ﹤0.01% |
+41,500
| New | +$1.2M |
|
|
PBT
2509
Permian Basin Royalty Trust
PBT
$1.54B
| $1.13M | ﹤0.01% |
191,901
+30,199
| +19% | +$213K |
|
2510
Radcom
RDCM
$171M
| $1.13M | ﹤0.01% |
152,133
-17,100
| -10% | -$153K |
|
2511
Copart
CPRT
$29.2B
| $1.13M | ﹤0.01% |
94,400
-77,200
| -45% | -$953K |
|
|
GHG
2512
GreenTree Hospitality
GHG
$112M
| $1.13M | ﹤0.01% |
86,800
-19,709
| -19% | -$248K |
|
|
LABL
2513
DELISTED
Multi-Color Corp
LABL
| $1.13M | ﹤0.01% |
+32,100
| New | +$1.52M |
|
|
ALO
2514
DELISTED
Alio Gold Inc
ALO
| $1.12M | ﹤0.01% |
1,338,682
-182,132
| -12% | -$136K |
|
2515
Colony Bankcorp
CBAN
$470M
| $1.12M | ﹤0.01% |
76,700
+2,100
| +3% | +$35.5K |
|
2516
National Vision
EYE
$1.49B
| $1.12M | ﹤0.01% |
+39,700
| New | +$1.51M |
|
|
AGRX
2517
DELISTED
Agile Therapeutics
AGRX
| $1.12M | ﹤0.01% |
970
+358
| +58% | +$549K |
|
|
FRED
2518
DELISTED
Fred's Inc
FRED
| $1.11M | ﹤0.01% |
589,545
+426,804
| +262% | +$1.11M |
|
|
XIN
2519
DELISTED
Xinyuan Real Estate
XIN
| $1.11M | ﹤0.01% |
29,260
-16,990
| -37% | -$695K |
|
2520
Shinhan Financial Group
SHG
$35.4B
| $1.11M | ﹤0.01% |
+31,300
| New | +$1.18M |
|
2521
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.05B
| $1.11M | ﹤0.01% |
37,900
+11,800
| +45% | +$371K |
|
|
MRIN
2522
DELISTED
Marin Software
MRIN
| $1.11M | ﹤0.01% |
34,711
+1,154
| +3% | +$22.8K |
|
2523
Marten Transport
MRTN
$1.24B
| $1.1M | ﹤0.01% |
+102,242
| New | +$1.28M |
|
|
ESND
2524
DELISTED
Essendant Inc.
ESND
| $1.1M | ﹤0.01% |
87,530
-108,092
| -55% | -$1.36M |
|
2525
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
| $1.1M | ﹤0.01% |
18,200
+11,004
| +153% | +$713K |
|
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Jim Simons's Q4 2018 Portfolio in Review
As of Q4 2018, Jim Simons held 3,847 positions worth $91.3B, down 6.1% from $97.3B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons deployed $8.84B of net new capital in Q4 2018, opening 522 new positions and adding to 1,588 existing holdings. Its largest new stake was Apple: 11,041,936 shares worth $435M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 19% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Dell, an estimated $332M trimmed.
- Jim Simons's largest Q4 2018 buy was Apple: 11,041,936 shares worth $435M.
- Jim Simons added most to Meta Platforms (Facebook) in Q4 2018, an estimated $388M increase.
- Jim Simons's biggest Q4 2018 reduction was Dell, cutting an estimated $332M.
- Jim Simons fully exited Danaher in Q4 2018, selling an estimated $350M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.3B portfolio in Q4 2018.
- Jim Simons opened 522 new positions and closed 504 in Q4 2018.
- Jim Simons's portfolio value fell 6.1% quarter-over-quarter to $91.3B.
Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.