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 | |
|---|---|---|---|---|---|---|
|
TUP
2551
DELISTED
Tupperware Brands Corporation
TUP
| $1.14M | ﹤0.01% |
27,600
+18,000
| +188% | +$789K |
|
|
SNMX
2552
DELISTED
Senomyx, Inc.
SNMX
| $1.14M | ﹤0.01% |
947,100
+119,500
| +14% | +$143K |
|
2553
Tyler Technologies
TYL
$12.8B
| $1.13M | ﹤0.01% |
5,100
-30,400
| -86% | -$6.84M |
|
2554
Vanguard Morningstar Value ETF
VTV
$194B
| $1.13M | ﹤0.01% |
+10,900
| New | +$1.14M |
|
2555
Protalix BioTherapeutics
PLX
$200M
| $1.12M | ﹤0.01% |
261,470
+30,520
| +13% | +$136K |
|
2556
Energy Fuels
UUUU
$3.61B
| $1.12M | ﹤0.01% |
+493,719
| New | +$974K |
|
2557
iShares Russell 3000 ETF
IWV
$20.5B
| $1.12M | ﹤0.01% |
+6,900
| New | +$1.11M |
|
2558
Kimbell Royalty Partners
KRP
$1.52B
| $1.12M | ﹤0.01% |
+50,715
| New | +$1.01M |
|
2559
FreightCar America
RAIL
$243M
| $1.12M | ﹤0.01% |
66,500
+1,800
| +3% | +$27.7K |
|
2560
VanEck Intermediate Muni ETF
ITM
$2.14B
| $1.11M | ﹤0.01% |
+23,654
| New | +$1.11M |
|
|
BGG
2561
DELISTED
Briggs & Stratton Corp.
BGG
| $1.11M | ﹤0.01% |
+63,213
| New | +$1.2M |
|
|
MRUS
2562
DELISTED
Merus
MRUS
| $1.1M | ﹤0.01% |
48,200
+10,200
| +27% | +$190K |
|
|
SNMP
2563
DELISTED
Evolve Transition Infrastructure LP
SNMP
| $1.1M | ﹤0.01% |
3,097
+1,660
| +116% | +$601K |
|
|
SMTX
2564
DELISTED
SMTC Corporation
SMTX
| $1.09M | ﹤0.01% |
371,665
+49,966
| +16% | +$136K |
|
2565
Babcock & Wilcox
BW
$1.41B
| $1.09M | ﹤0.01% |
+45,881
| New | +$1.22M |
|
|
AINC
2566
DELISTED
Ashford Inc.
AINC
| $1.09M | ﹤0.01% |
16,846
+11,266
| +202% | +$924K |
|
2567
Invesco S&P 500 Equal Weight ETF
RSP
$99.8B
| $1.09M | ﹤0.01% |
+10,700
| New | +$1.08M |
|
2568
Live Oak Bancshares
LOB
$1.99B
| $1.07M | ﹤0.01% |
35,000
-15,600
| -31% | -$457K |
|
2569
Realty Income
O
$59.8B
| $1.07M | ﹤0.01% |
20,537
-44,995
| -69% | -$2.28M |
|
2570
iShares Russell 1000 Value ETF
IWD
$84B
| $1.07M | ﹤0.01% |
+8,800
| New | +$1.07M |
|
|
XPLR
2571
DELISTED
Xplore Technologies Corp.
XPLR
| $1.07M | ﹤0.01% |
277,810
-20,090
| -7% | -$65.4K |
|
|
PBFX
2572
DELISTED
PBF LOGISTICS LP
PBFX
| $1.07M | ﹤0.01% |
50,772
-34,928
| -41% | -$705K |
|
2573
iShares Russell Mid-Cap Value ETF
IWS
$16B
| $1.06M | ﹤0.01% |
12,018
+1,600
| +15% | +$141K |
|
|
MBCN
2574
DELISTED
Middlefield Banc Corp
MBCN
| $1.06M | ﹤0.01% |
41,944
+32,944
| +366% | +$855K |
|
|
MRIN
2575
DELISTED
Marin Software
MRIN
| $1.06M | ﹤0.01% |
30,540
+3,912
| +15% | +$154K |
|
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.