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 | |
|---|---|---|---|---|---|---|
|
SKIS
2751
DELISTED
Peak Resorts, Inc.
SKIS
| $656K | ﹤0.01% |
131,298
+14,477
| +12% | +$70.9K |
|
|
AZRE
2752
DELISTED
Azure Power Global Limited
AZRE
| $654K | ﹤0.01% |
45,200
+8,200
| +22% | +$122K |
|
|
CHCT
2753
Community Healthcare Trust
CHCT
$430M
| $651K | ﹤0.01% |
21,800
-92,900
| -81% | -$2.49M |
|
|
VXRT
2754
DELISTED
Vaxart
VXRT
| $649K | ﹤0.01% |
214,062
+51,900
| +32% | +$239K |
|
2755
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
| $648K | ﹤0.01% |
21,904
+6,404
| +41% | +$190K |
|
2756
Union Bankshares
UNB
$120M
| $644K | ﹤0.01% |
12,400
+3,500
| +39% | +$180K |
|
2757
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
| $643K | ﹤0.01% |
+10,700
| New | +$673K |
|
2758
Vanguard Russell 2000 ETF
VTWO
$17.4B
| $643K | ﹤0.01% |
9,800
-2,000
| -17% | -$128K |
|
|
ESBK
2759
DELISTED
Elmira Savings Bank Elmira NY
ESBK
| $643K | ﹤0.01% |
31,485
-15
| -0% | -$297 |
|
2760
LXP Industrial Trust
LXP
$3.58B
| $641K | ﹤0.01% |
14,676
-122,580
| -89% | -$5.08M |
|
2761
Champions Oncology
CSBR
$68.8M
| $638K | ﹤0.01% |
100,600
+39,000
| +63% | +$187K |
|
2762
ImmuCell
ICCC
$99.3M
| $638K | ﹤0.01% |
93,600
+1,500
| +2% | +$10.8K |
|
|
ADXS
2763
DELISTED
Advaxis Inc
ADXS
| $633K | ﹤0.01% |
29,100
-37,060
| -56% | -$960K |
|
|
EGLT
2764
DELISTED
Egalet Corporation
EGLT
| $632K | ﹤0.01% |
1,499,800
+427,400
| +40% | +$238K |
|
2765
BGSF Inc
BGSF
$57.6M
| $630K | ﹤0.01% |
+27,100
| New | +$549K |
|
|
ANCB
2766
DELISTED
Anchor Bancorp
ANCB
| $625K | ﹤0.01% |
23,900
-400
| -2% | -$10.2K |
|
|
INXN
2767
DELISTED
Interxion Holding N.V.
INXN
| $624K | ﹤0.01% |
+9,997
| New | +$639K |
|
2768
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
| $621K | ﹤0.01% |
+9,297
| New | +$608K |
|
|
DCP
2769
DELISTED
DCP Midstream, LP
DCP
| $615K | ﹤0.01% |
15,556
-32,758
| -68% | -$1.26M |
|
|
PRPH
2770
DELISTED
ProPhase Labs
PRPH
| $613K | ﹤0.01% |
18,870
+3,150
| +20% | +$104K |
|
|
BKS
2771
DELISTED
Barnes & Noble
BKS
| $612K | ﹤0.01% |
+96,400
| New | +$545K |
|
2772
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.22B
| $606K | ﹤0.01% |
9,593
+3,993
| +71% | +$245K |
|
2773
Smith & Nephew
SNN
$12.5B
| $606K | ﹤0.01% |
16,150
-204,200
| -93% | -$7.59M |
|
2774
Gevo
GEVO
$391M
| $604K | ﹤0.01% |
158,844
+136,062
| +597% | +$945K |
|
|
ACRE
2775
Ares Commercial Real Estate
ACRE
$261M
| $603K | ﹤0.01% |
+43,700
| New | +$579K |
|
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.