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 | |
|---|---|---|---|---|---|---|
2526
Biglari Holdings Class B
BH
$1.2B
| $1.1M | ﹤0.01% |
9,657
+6,927
| +254% | +$1.02M |
|
2527
Global Ship Lease
GSL
$1.52B
| $1.09M | ﹤0.01% |
220,826
+17,848
| +9% | +$125K |
|
|
CIR
2528
DELISTED
CIRCOR International, Inc
CIR
| $1.09M | ﹤0.01% |
+51,383
| New | +$1.71M |
|
2529
iShares MSCI Canada ETF
EWC
$6.56B
| $1.08M | ﹤0.01% |
+45,300
| New | +$1.2M |
|
|
ALTR
2530
DELISTED
Altair Engineering Inc
ALTR
| $1.08M | ﹤0.01% |
39,300
+25,700
| +189% | +$847K |
|
2531
iShares S&P 500 Value ETF
IVE
$50.4B
| $1.08M | ﹤0.01% |
+10,700
| New | +$1.17M |
|
2532
Schwab US REIT ETF
SCHH
$11.4B
| $1.08M | ﹤0.01% |
56,200
+37,600
| +202% | +$768K |
|
|
CGRN
2533
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
| $1.08M | ﹤0.01% |
180,527
+30,044
| +20% | +$236K |
|
2534
LGL Group
LGL
$93.7M
| $1.08M | ﹤0.01% |
469,672
-16,182
| -3% | -$39.7K |
|
2535
Aspen Aerogels
ASPN
$485M
| $1.08M | ﹤0.01% |
506,501
+37,700
| +8% | +$128K |
|
|
JCAP
2536
DELISTED
Jernigan Capital, Inc.
JCAP
| $1.08M | ﹤0.01% |
54,294
-22,106
| -29% | -$450K |
|
|
PHIIK
2537
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
| $1.08M | ﹤0.01% |
581,690
+76,565
| +15% | +$443K |
|
|
AUTO
2538
DELISTED
AutoWeb, Inc. Common Stock
AUTO
| $1.07M | ﹤0.01% |
351,990
+18,990
| +6% | +$46K |
|
|
TRCB
2539
DELISTED
Two River Bancorp
TRCB
| $1.07M | ﹤0.01% |
70,387
-4,970
| -7% | -$76.1K |
|
2540
Red Robin
RRGB
$185M
| $1.07M | ﹤0.01% |
40,000
-71,466
| -64% | -$2.41M |
|
2541
AMCON Distributing
DIT
$66.4M
| $1.07M | ﹤0.01% |
16,050
| – | – |
|
2542
iShares MSCI Turkey ETF
TUR
$222M
| $1.06M | ﹤0.01% |
+43,100
| New | +$1.06M |
|
|
STRS
2543
DELISTED
STRATUS PPTYS INC
STRS
| $1.06M | ﹤0.01% |
44,100
-3,300
| -7% | -$91.1K |
|
2544
Lifetime Brands
LCUT
$225M
| $1.06M | ﹤0.01% |
105,300
-55,732
| -35% | -$588K |
|
|
TGH
2545
DELISTED
Textainer Group Holdings limited
TGH
| $1.06M | ﹤0.01% |
+106,007
| New | +$1.18M |
|
|
SHOS
2546
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
| $1.06M | ﹤0.01% |
495,800
+21,400
| +5% | +$50.8K |
|
|
STZ.B
2547
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
| $1.05M | ﹤0.01% |
6,400
| – | – |
|
2548
Lisata Therapeutics
LSTA
$10.3M
| $1.05M | ﹤0.01% |
19,673
+949
| +5% | +$66K |
|
|
EPZM
2549
DELISTED
Epizyme, Inc
EPZM
| $1.05M | ﹤0.01% |
+170,388
| New | +$1.3M |
|
2550
Scansource
SCSC
$1.08B
| $1.05M | ﹤0.01% |
30,512
+11,202
| +58% | +$422K |
|
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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.