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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.52%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$91.7B
AUM Growth
+$307M
Cap. Flow
-$3.9B
Cap. Flow %
-4.25%
Top 10 Hldgs %
9.09%
Holding
3,750
New
412
Increased
1,673
Reduced
1,111
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$693M
2
META icon
Meta Platforms (Facebook)
META
+$446M
3
JNJ icon
Johnson & Johnson
JNJ
+$306M
4
EVRG icon
Evergy
EVRG
+$288M
5
WMT icon
Walmart Inc
WMT
+$265M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$596M
2
BKNG icon
Booking.com
BKNG
+$519M
3
AMZN icon
Amazon
AMZN
+$518M
4
LLY icon
Eli Lilly
LLY
+$268M
5
UNH icon
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
AACG
3126
ATA Creativity
AACG
$39.3M
$126K ﹤0.01%
30,100
-3,000
-9% -$15.6K
AXIA.PR
3127
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$123K ﹤0.01%
44,326
+8,461
+24% +$36.5K
SOFO
3128
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$123K ﹤0.01%
54,219
+1,700
+3% +$3.89K
PZG icon
3129
Paramount Gold Nevada
PZG
$130M
$122K ﹤0.01%
+97,200
New +$140K
HIND
3130
Vyome Holdings
HIND
$15.6M
– –
0
– –
SLNG icon
3131
Stabilis Solutions
SLNG
$102M
$121K ﹤0.01%
12,138
+563
+5% +$4.25K
THM
3132
International Tower Hill Mines
THM
$733M
$120K ﹤0.01%
+238,200
New +$148K
EMITF
3133
DELISTED
Elbit Imaging Ltd
EMITF
$119K ﹤0.01%
51,113
-1,000
-2% -$2.42K
AXU
3134
DELISTED
Alexco Resource Corp
AXU
$118K ﹤0.01%
88,400
+76,800
+662% +$109K
NTP
3135
DELISTED
Nam Tai Property Inc.
NTP
$118K ﹤0.01%
10,761
-46,781
-81% -$563K
CPHI icon
3136
China Pharma Holdings
CPHI
$46.6M
$112K ﹤0.01%
1,018
-147
-13% -$19.8K
AIFC
3137
AI Financial Corp
AIFC
$58.6M
$112K ﹤0.01%
32,500
-2,260
-7% -$8.79K
NH
3138
DELISTED
NantHealth, Inc
NH
$110K ﹤0.01%
2,207
+387
+21% +$19.2K
TRNX
3139
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
$110K ﹤0.01%
2,760
+1,357
+97% +$81K
CHCI icon
3140
Comstock Holding Companies
CHCI
$152M
$109K ﹤0.01%
+41,784
New +$111K
ARLZ
3141
DELISTED
Aralez Pharmaceuticals Inc.
ARLZ
$109K ﹤0.01%
310,400
+92,700
+43% +$76K
EMX
3142
DELISTED
EMX Royalty
EMX
$108K ﹤0.01%
105,400
+25,030
+31% +$24.8K
XPL icon
3143
Solitario Resources
XPL
$73.6M
$105K ﹤0.01%
243,283
+102,583
+73% +$44.8K
MDLY
3144
DELISTED
Medley Management Inc
MDLY
$105K ﹤0.01%
2,970
– –
CHMA
3145
DELISTED
Chiasma, Inc. Common Stock
CHMA
$103K ﹤0.01%
68,400
-30,613
-31% -$46.2K
KZIA
3146
Kazia Therapeutics
KZIA
$146M
$102K ﹤0.01%
687
– –
BDR
3147
DELISTED
Blonder Tongue Laboratories Inc
BDR
$101K ﹤0.01%
89,800
-900
-1% -$961
LEU icon
3148
Centrus Energy
LEU
$3.69B
$100K ﹤0.01%
29,100
+4,900
+20% +$17.8K
GNCA
3149
DELISTED
Genocea Biosciences, Inc.
GNCA
$99K ﹤0.01%
14,521
-30,500
-68% -$228K
VLRS
3150
Controladora Vuela Compania de Aviacion
VLRS
$906M
$98K ﹤0.01%
+19,200
New +$120K
124 125
126
127 128

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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.