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 | |
|---|---|---|---|---|---|---|
2826
First Trust Financials AlphaDEX Fund
FXO
$1.13B
| $508K | ﹤0.01% |
16,200
+4,300
| +36% | +$136K |
|
|
CYAN
2827
DELISTED
Cyanotech Corp
CYAN
| $507K | ﹤0.01% |
130,000
+5,800
| +5% | +$24.8K |
|
2828
Harmonic Inc
HLIT
$1.3B
| $505K | ﹤0.01% |
+118,827
| New | +$467K |
|
2829
Vanguard Morningstar Mid-Cap ETF
VO
$110B
| $504K | ﹤0.01% |
12,800
-2,000
| -14% | -$78.5K |
|
2830
Visa
V
$671B
| $503K | ﹤0.01% |
3,800
-34,066
| -90% | -$4.38M |
|
2831
Geospace Technologies
GEOS
$67.9M
| $502K | ﹤0.01% |
35,700
+3,193
| +10% | +$37K |
|
2832
Plumas Bancorp
PLBC
$439M
| $502K | ﹤0.01% |
17,800
-900
| -5% | -$24.6K |
|
|
SPLP
2833
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
| $502K | ﹤0.01% |
29,800
-4,900
| -14% | -$84.7K |
|
2834
iShares Core S&P US Value ETF
IUSV
$27.8B
| $499K | ﹤0.01% |
9,300
-2,500
| -21% | -$135K |
|
2835
Alerian MLP ETF
AMLP
$13.2B
| $496K | ﹤0.01% |
9,821
-51,599
| -84% | -$2.62M |
|
2836
iShares Micro-Cap ETF
IWC
$1.5B
| $496K | ﹤0.01% |
+4,700
| New | +$480K |
|
|
HMHC
2837
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $496K | ﹤0.01% |
64,900
-39,400
| -38% | -$280K |
|
2838
Good Times Restaurants
GTIM
$15.8M
| $494K | ﹤0.01% |
131,670
+25,670
| +24% | +$87.5K |
|
|
BDSI
2839
DELISTED
BioDelivery Sciences International, Inc.
BDSI
| $492K | ﹤0.01% |
166,779
+113,779
| +215% | +$270K |
|
|
YRD
2840
Yiren Digital
YRD
$105M
| $488K | ﹤0.01% |
+23,000
| New | +$680K |
|
|
STRM
2841
DELISTED
Streamline Health Solutions
STRM
| $487K | ﹤0.01% |
23,040
+80
| +0.3% | +$1.83K |
|
|
ATYR
2842
aTyr Pharma
ATYR
$53M
| $486K | ﹤0.01% |
38,133
+10,412
| +38% | +$247K |
|
2843
Ziff Davis
ZD
$1.88B
| $485K | ﹤0.01% |
6,440
-13,225
| -67% | -$969K |
|
2844
Amdocs
DOX
$6.08B
| $483K | ﹤0.01% |
7,300
-296,200
| -98% | -$19.9M |
|
2845
VanEck Emerging Markets High Yield Bond ETF
HYEM
$526M
| $479K | ﹤0.01% |
+20,900
| New | +$489K |
|
2846
Meritage Homes
MTH
$4.75B
| $479K | ﹤0.01% |
21,800
-599,792
| -96% | -$13.5M |
|
|
INAP
2847
DELISTED
Internap Corporation
INAP
| $479K | ﹤0.01% |
45,930
-161,425
| -78% | -$1.84M |
|
2848
Alto Ingredients
ALTO
$315M
| $475K | ﹤0.01% |
182,600
+86,400
| +90% | +$275K |
|
2849
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
| $475K | ﹤0.01% |
8,900
-500
| -5% | -$26.9K |
|
2850
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
| $472K | ﹤0.01% |
22,827
-5,499
| -19% | -$122K |
|
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.