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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
CCL icon
3276
Carnival Corporation Ltd
CCL
$38.1B
– –
-1,169,700
Closed -$76.7M
CCK icon
3277
Crown Holdings
CCK
$13.1B
– –
-531,600
Closed -$27M
CCS icon
3278
Century Communities
CCS
$2B
– –
-131,456
Closed -$3.94M
CDW icon
3279
CDW
CDW
$17.1B
– –
-115,600
Closed -$8.13M
CDXS icon
3280
Codexis
CDXS
$173M
– –
-116,400
Closed -$1.28M
CHD icon
3281
Church & Dwight Co
CHD
$24.2B
– –
-860,000
Closed -$43.3M
CHNR icon
3282
China Natural Resources
CHNR
$5.14M
– –
-365
Closed -$32K
CIG icon
3283
CEMIG Preferred Shares
CIG
$5.66B
– –
-576,503
Closed -$758K
CMA
3284
DELISTED
Comerica
CMA
– –
-437,347
Closed -$42M
CMC icon
3285
Commercial Metals
CMC
$7.93B
– –
-314,600
Closed -$6.44M
CNC icon
3286
Centene
CNC
$32.9B
– –
-595,432
Closed -$31.8M
CNMD icon
3287
CONMED
CNMD
$1.49B
– –
-41,781
Closed -$2.65M
COF icon
3288
Capital One
COF
$136B
– –
-201,099
Closed -$19.3M
COLB icon
3289
Columbia Banking Systems
COLB
$9.1B
– –
-30,178
Closed -$1.27M
COLL icon
3290
Collegium Pharmaceutical
COLL
$838M
– –
-13,500
Closed -$345K
COO icon
3291
Cooper Companies
COO
$15B
– –
-552,392
Closed -$31.6M
CPAC
3292
Cementos Pacasmayo
CPAC
$1.02B
– –
-11,109
Closed -$133K
CPRI icon
3293
Capri Holdings
CPRI
$1.76B
– –
-290,700
Closed -$18M
CPT icon
3294
Camden Property Trust
CPT
$10.9B
– –
-206,700
Closed -$17.4M
CQQQ icon
3295
Invesco China Technology ETF
CQQQ
$3.23B
– –
-4,090
Closed -$245K
CRI icon
3296
Carter's
CRI
$1.43B
– –
-79,200
Closed -$8.24M
CSL icon
3297
Carlisle Companies
CSL
$15.3B
– –
-64,000
Closed -$6.68M
CTRA
3298
DELISTED
Coterra Energy
CTRA
– –
-980,900
Closed -$23.5M
CVBF icon
3299
CVB Financial
CVBF
$4.05B
– –
-96,194
Closed -$2.18M
CVS icon
3300
CVS Health
CVS
$121B
– –
-1,919,505
Closed -$119M
130 131
132
133 134

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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.