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 | |
|---|---|---|---|---|---|---|
|
EVOL
2701
DELISTED
Evolving Systems, Inc.
EVOL
| $765K | ﹤0.01% |
645,236
+33,437
| +5% | +$55.9K |
|
|
MLNT
2702
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
| $761K | ﹤0.01% |
+191,898
| New | +$2.45M |
|
|
SMIT
2703
DELISTED
Schmitt Industries Inc
SMIT
| $758K | ﹤0.01% |
268,848
-15,562
| -5% | -$43.1K |
|
2704
Mueller Industries
MLI
$14.6B
| $757K | ﹤0.01% |
129,600
-28,000
| -18% | -$173K |
|
|
IVC
2705
DELISTED
Invacare Corporation
IVC
| $756K | ﹤0.01% |
+175,900
| New | +$1.55M |
|
2706
Virco
VIRC
$94.7M
| $755K | ﹤0.01% |
188,700
-7,400
| -4% | -$31.4K |
|
|
DERM
2707
DELISTED
Dermira, Inc.
DERM
| $754K | ﹤0.01% |
104,800
-86,500
| -45% | -$946K |
|
|
SIX
2708
DELISTED
Six Flags Entertainment Corp.
SIX
| $751K | ﹤0.01% |
13,500
-3,200
| -19% | -$191K |
|
2709
Omeros
OMER
$1.25B
| $749K | ﹤0.01% |
+67,235
| New | +$942K |
|
|
SKIS
2710
DELISTED
Peak Resorts, Inc.
SKIS
| $749K | ﹤0.01% |
160,042
-11,757
| -7% | -$59.6K |
|
|
ALEX
2711
DELISTED
Alexander & Baldwin
ALEX
| $745K | ﹤0.01% |
+40,531
| New | +$817K |
|
2712
Yatra Online
YTRA
$55.6M
| $745K | ﹤0.01% |
185,200
+55,200
| +42% | +$266K |
|
|
CDTX
2713
DELISTED
Cidara Therapeutics
CDTX
| $744K | ﹤0.01% |
15,825
+340
| +2% | +$24.3K |
|
|
NM
2714
DELISTED
Navios Maritime Holdings Inc.
NM
| $744K | ﹤0.01% |
271,505
+49,103
| +22% | +$218K |
|
|
PPLT
2715
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
| $743K | ﹤0.01% |
+98,730
| New | +$772K |
|
|
ESGR
2716
DELISTED
Enstar Group
ESGR
| $737K | ﹤0.01% |
+4,400
| New | +$796K |
|
2717
Global X SuperDividend ETF
SDIV
$1.21B
| $737K | ﹤0.01% |
+14,367
| New | +$814K |
|
|
TUES
2718
DELISTED
Tuesday Morning Corp
TUES
| $737K | ﹤0.01% |
433,298
+32,200
| +8% | +$86.7K |
|
2719
Protara Therapeutics
TARA
$232M
| $723K | ﹤0.01% |
7,965
-445
| -5% | -$31.4K |
|
|
TRT
2720
Trio-Tech International
TRT
$114M
| $722K | ﹤0.01% |
586,760
+360
| +0.1% | +$699 |
|
|
KWY
2721
Kingsway Corp
KWY
$284M
| $716K | ﹤0.01% |
249,629
-19,171
| -7% | -$47.8K |
|
2722
Belden
BDC
$5.31B
| $714K | ﹤0.01% |
+17,100
| New | +$930K |
|
|
JNCE
2723
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $714K | ﹤0.01% |
212,000
+44,953
| +27% | +$210K |
|
|
EMMS
2724
DELISTED
Emmis Communications Corp
EMMS
| $714K | ﹤0.01% |
238,309
-8,300
| -3% | -$32K |
|
|
OPOF
2725
DELISTED
Old Point Financial
OPOF
| $712K | ﹤0.01% |
32,635
-3,700
| -10% | -$95.3K |
|
Similar funds
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.