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 |
Baidu
BIDU
|
+$462M |
| 2 |
AGN
Allergan plc
AGN
|
+$390M |
| 3 |
AT&T
T
|
+$371M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$353M |
| 5 |
NextEra Energy
NEE
|
+$326M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$1.97B |
| 2 |
Meta Platforms (Facebook)
META
|
+$435M |
| 3 |
Pfizer
PFE
|
+$377M |
| 4 |
GE Aerospace
GE
|
+$354M |
| 5 |
Starbucks
SBUX
|
+$323M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 25.43% |
| 2 | Technology | 12.71% |
| 3 | Consumer Staples | 9.79% |
| 4 | Financials | 8.2% |
| 5 | Utilities | 8.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Coca-Cola Femsa
KOF
$23.1B
| $69.8M | 0.07% |
1,734,205
+132,105
| +8% | +$7.44M |
|
302
ArcelorMittal
MT
$55.7B
| $69.7M | 0.07% |
7,469,734
-110,629
| -1% | -$1.55M |
|
303
CorVel
CRVL
$3.11B
| $68.6M | 0.07% |
3,776,757
-169,473
| -4% | -$4.41M |
|
304
Citigroup
C
$231B
| $68.2M | 0.07% |
+1,620,142
| New | +$109M |
|
305
Sabesp
SBS
$17.8B
| $67.6M | 0.07% |
47,246,354
+931,268
| +2% | +$2.28M |
|
306
Adobe
ADBE
$102B
| $67.6M | 0.07% |
212,333
+180,100
| +559% | +$61.6M |
|
307
HDFC Bank
HDB
$119B
| $67.2M | 0.07% |
+3,492,402
| New | +$94M |
|
308
PLDT
PHI
$4.21B
| $67M | 0.07% |
3,258,554
-18,562
| -0.6% | -$368K |
|
|
TIF
309
DELISTED
Tiffany & Co.
TIF
| $66.9M | 0.06% |
+516,390
| New | +$68M |
|
310
Steel Dynamics
STLD
$37.5B
| $66.8M | 0.06% |
2,962,185
+424,385
| +17% | +$11.6M |
|
311
Sun Communities
SUI
$14.5B
| $66.2M | 0.06% |
529,850
+102,400
| +24% | +$15.5M |
|
312
Alamos Gold
AGI
$14.1B
| $66M | 0.06% |
13,201,471
+716,678
| +6% | +$4.21M |
|
|
EE
313
DELISTED
El Paso Electric Company
EE
| $65.5M | 0.06% |
963,194
-342,925
| -26% | -$23.2M |
|
314
DaVita
DVA
$11.4B
| $65.4M | 0.06% |
859,222
+42,122
| +5% | +$3.31M |
|
315
Sysco
SYY
$40.7B
| $65M | 0.06% |
1,425,600
-101,200
| -7% | -$7M |
|
316
Valvoline
VVV
$4.26B
| $64.6M | 0.06% |
4,937,524
+782,300
| +19% | +$15M |
|
|
LMNX
317
DELISTED
Luminex Corp
LMNX
| $63.7M | 0.06% |
2,312,702
+17,260
| +0.8% | +$424K |
|
318
Applied Materials
AMAT
$439B
| $63.5M | 0.06% |
1,384,948
+211,979
| +18% | +$12.2M |
|
319
UGI
UGI
$7.51B
| $63.4M | 0.06% |
2,376,509
+962,647
| +68% | +$36.5M |
|
|
HTO
320
H2O America
HTO
$2.62B
| $63.2M | 0.06% |
1,094,400
+25,500
| +2% | +$1.72M |
|
321
Petrobras Class A
PBR.A
$104B
| $62.4M | 0.06% |
11,576,819
+103,220
| +0.9% | +$1.16M |
|
322
Neurocrine Biosciences
NBIX
$16.1B
| $62.3M | 0.06% |
719,382
-19,790
| -3% | -$1.94M |
|
323
Mastercard
MA
$488B
| $62M | 0.06% |
256,500
+245,900
| +2,320% | +$73.1M |
|
324
Clearway Energy Class C
CWEN
$7.08B
| $61.8M | 0.06% |
3,289,375
+538,600
| +20% | +$11.2M |
|
325
NVR
NVR
$16.8B
| $61.7M | 0.06% |
24,012
+4,942
| +26% | +$17.7M |
|
Similar funds
Jim Simons's Q1 2020 Portfolio in Review
As of Q1 2020, Jim Simons held 4,047 positions worth $103B, down 21% from $130B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Jim Simons's Q1 2020 filing shows 573 new, 1,474 increased, 1,328 reduced and 645 closed positions. Its largest new stake was AT&T: 13,563,699 shares worth $299M. The largest sale was Tesla, an estimated $1.97B.
By sector, the portfolio is most concentrated in Healthcare at 25% of assets, up from 21% a quarter earlier, followed by Technology and Consumer Staples.
- Jim Simons's largest Q1 2020 buy was AT&T: 13,563,699 shares worth $299M.
- Jim Simons added most to Baidu in Q1 2020, an estimated $462M increase.
- Jim Simons's biggest Q1 2020 reduction was Tesla, cutting an estimated $1.97B.
- Jim Simons fully exited Phillips 66 in Q1 2020, selling an estimated $214M.
- Jim Simons's ten largest holdings make up 15% of its $103B portfolio in Q1 2020.
- Jim Simons opened 573 new positions and closed 645 in Q1 2020.
- Jim Simons's portfolio value fell 21% quarter-over-quarter to $103B.
Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.