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 | |
|---|---|---|---|---|---|---|
3026
Iron Mountain
IRM
$37B
| $245K | ﹤0.01% |
+7,014
| New | +$237K |
|
|
MAGN
3027
Magnera Corp
MAGN
$443M
| $245K | ﹤0.01% |
+962
| New | +$238K |
|
3028
Urban One Class A
UONE
$23.3M
| $244K | ﹤0.01% |
10,020
-10
| -0.1% | -$222 |
|
3029
Veru
VERU
$46.7M
| $244K | ﹤0.01% |
12,080
-5,060
| -30% | -$97.1K |
|
3030
Jabil
JBL
$38.4B
| $243K | ﹤0.01% |
8,800
-210,200
| -96% | -$5.91M |
|
3031
Xtant Medical Holdings
XTNT
$43.5M
| $242K | ﹤0.01% |
43,648
+3,400
| +8% | +$22.7K |
|
|
CEMI
3032
DELISTED
Chembio diagnostics, Inc.
CEMI
| $241K | ﹤0.01% |
+21,700
| New | +$195K |
|
|
PHX
3033
DELISTED
PHX Minerals
PHX
| $239K | ﹤0.01% |
+12,500
| New | +$251K |
|
|
APEX
3034
DELISTED
Apex Global Brands Inc. Common Stock
APEX
| $239K | ﹤0.01% |
14,260
+603
| +4% | +$16.4K |
|
3035
Inspired Entertainment
INSE
$163M
| $238K | ﹤0.01% |
+38,142
| New | +$221K |
|
3036
Smith Micro Software
SMSI
$17M
| $238K | ﹤0.01% |
2,601
-877
| -25% | -$72.8K |
|
|
DFBG
3037
DELISTED
Differential Brands Group Inc
DFBG
| $238K | ﹤0.01% |
61,782
+13,500
| +28% | +$16.8K |
|
3038
Galectin Therapeutics
GALT
$317M
| $237K | ﹤0.01% |
+37,300
| New | +$182K |
|
|
ORKA
3039
Oruka Therapeutics
ORKA
$7.11B
| $233K | ﹤0.01% |
1,941
-529
| -21% | -$62.1K |
|
|
RDGT
3040
Ridgetech Inc
RDGT
$3.56M
| $230K | ﹤0.01% |
4
| – | – |
|
|
IMV
3041
DELISTED
IMV Inc. Common Shares
IMV
| $230K | ﹤0.01% |
+4,481
| New | +$249K |
|
3042
Barnwell Industries
BRN
$13.8M
| $229K | ﹤0.01% |
109,000
+6,500
| +6% | +$11.8K |
|
|
GLDD
3043
DELISTED
Great Lakes Dredge & Dock
GLDD
| $229K | ﹤0.01% |
43,600
+1,500
| +4% | +$7.39K |
|
3044
Taylor Devices
TAYD
$172M
| $229K | ﹤0.01% |
22,400
-2,000
| -8% | -$20.6K |
|
3045
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.97B
| $228K | ﹤0.01% |
5,304
-2,096
| -28% | -$94.5K |
|
|
MRTX
3046
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $227K | ﹤0.01% |
+4,600
| New | +$174K |
|
3047
Electromed
ELMD
$352M
| $226K | ﹤0.01% |
41,700
+11,901
| +40% | +$62.7K |
|
3048
Hawthorn Bancshares
HWBK
$276M
| $226K | ﹤0.01% |
+12,530
| New | +$218K |
|
3049
Sonoma Pharmaceuticals
SNOA
$6.56M
| $226K | ﹤0.01% |
506
+179
| +55% | +$117K |
|
3050
Vanguard Russell 1000 ETF
VONE
$8.68B
| $225K | ﹤0.01% |
+1,800
| New | +$224K |
|
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.