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 |
Amazon
AMZN
|
+$729M |
| 2 |
Booking.com
BKNG
|
+$309M |
| 3 |
PepsiCo
PEP
|
+$294M |
| 4 |
Comcast
CMCSA
|
+$285M |
| 5 |
Netflix
NFLX
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$778M |
| 2 |
Walmart Inc
WMT
|
+$382M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
NetEase
NTES
|
+$344M |
| 5 |
Becton Dickinson
BDX
|
+$343M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.7% |
| 2 | Technology | 14.02% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Financials | 10.92% |
| 5 | Industrials | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CPLA
251
DELISTED
Capella Education Company
CPLA
| $84.6M | 0.09% |
968,625
+8,200
| +0.9% | +$673K |
|
252
Ulta Beauty
ULTA
$23.3B
| $84M | 0.09% |
+411,400
| New | +$89M |
|
253
UGI
UGI
$7.54B
| $83.9M | 0.09% |
1,889,650
+400,900
| +27% | +$18M |
|
|
EQC
254
DELISTED
Equity Commonwealth
EQC
| $83M | 0.09% |
2,705,975
+527,800
| +24% | +$15.7M |
|
255
Mondelez International
MDLZ
$78.9B
| $82.9M | 0.09% |
+1,987,198
| New | +$86.3M |
|
256
WD-40
WDFC
$3.13B
| $82.5M | 0.09% |
626,600
+12,015
| +2% | +$1.52M |
|
|
MOMO
257
Hello Group
MOMO
$861M
| $82M | 0.09% |
2,194,600
-1,002,600
| -31% | -$31.9M |
|
258
Alcoa
AA
$14.3B
| $81.7M | 0.09% |
1,818,196
-301,200
| -14% | -$14.9M |
|
259
Huntington Ingalls Industries
HII
$12.9B
| $81.7M | 0.09% |
317,100
-122,200
| -28% | -$30.3M |
|
|
ATVI
260
DELISTED
Activision Blizzard
ATVI
| $81.3M | 0.09% |
+1,204,798
| New | +$85.1M |
|
|
HTZ
261
DELISTED
Hertz Global Holdings, Inc.
HTZ
| $81.3M | 0.09% |
4,712,240
+2,721,240
| +137% | +$49.8M |
|
262
DXC Technology
DXC
$1.73B
| $81.2M | 0.09% |
933,470
-20,577
| -2% | -$1.8M |
|
263
Banco Bradesco
BBD
$35B
| $80.7M | 0.09% |
11,934,694
+5,004,938
| +72% | +$33.4M |
|
|
CEO
264
DELISTED
CNOOC Limited
CEO
| $80.6M | 0.09% |
544,820
+39,820
| +8% | +$5.98M |
|
|
WWE
265
DELISTED
World Wrestling Entertainment
WWE
| $80.5M | 0.09% |
2,234,400
+1,380,600
| +162% | +$48.6M |
|
266
Moody's
MCO
$82.5B
| $79.7M | 0.09% |
493,800
+27,300
| +6% | +$4.42M |
|
267
Idacorp
IDA
$8.11B
| $79.5M | 0.09% |
900,100
+235,700
| +35% | +$19.9M |
|
268
Bausch Health
BHC
$2.33B
| $79.2M | 0.09% |
4,975,689
-5,675,500
| -53% | -$106M |
|
269
BGC Group
BGC
$4.83B
| $79M | 0.09% |
9,130,568
+3,280,583
| +56% | +$29.5M |
|
270
Corcept Therapeutics
CORT
$12.1B
| $78.9M | 0.09% |
4,798,500
-156,000
| -3% | -$2.89M |
|
271
Walt Disney
DIS
$179B
| $78.9M | 0.09% |
785,407
+769,607
| +4,871% | +$81.8M |
|
272
Casella Waste Systems
CWST
$5.89B
| $78.7M | 0.09% |
3,368,242
+156,642
| +5% | +$3.84M |
|
273
FirstCash
FCFS
$9.04B
| $78.5M | 0.09% |
966,224
+288,000
| +42% | +$21.5M |
|
|
LLL
274
DELISTED
L3 Technologies, Inc.
LLL
| $78.2M | 0.09% |
376,000
+56,500
| +18% | +$11.7M |
|
|
WIFI
275
DELISTED
Boingo Wireless, Inc.
WIFI
| $78.1M | 0.09% |
3,153,700
+152,700
| +5% | +$3.76M |
|
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Jim Simons's Q1 2018 Portfolio in Review
As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
- Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
- Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
- Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
- Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
- Jim Simons opened 474 new positions and closed 438 in Q1 2018.
- Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.
Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.