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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
+2.84%
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
$91.4B
AUM Growth
+$733M
Cap. Flow
+$421M
Cap. Flow %
0.46%
Top 10 Hldgs %
9%
Holding
3,782
New
474
Increased
1,645
Reduced
1,192
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$729M
2
BKNG icon
Booking.com
BKNG
+$309M
3
PEP icon
PepsiCo
PEP
+$294M
4
CMCSA icon
Comcast
CMCSA
+$285M
5
NFLX icon
Netflix
NFLX
+$242M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$778M
2
WMT icon
Walmart Inc
WMT
+$382M
3
GE icon
GE Aerospace
GE
+$361M
4
NTES icon
NetEase
NTES
+$344M
5
BDX icon
Becton Dickinson
BDX
+$343M

Sector Composition

Rank Sector Weight
1 Healthcare 16.7%
2 Technology 14.02%
3 Consumer Discretionary 11.09%
4 Financials 10.92%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRFS
3376
DELISTED
BRF SA
BRFS
– –
-1,163,700
Closed -$13.1M
CACI icon
3377
CACI
CACI
$14.9B
– –
-75,700
Closed -$10M
CAG icon
3378
Conagra Brands
CAG
$7.17B
– –
-15,100
Closed -$569K
CAH icon
3379
Cardinal Health
CAH
$55B
– –
-77,900
Closed -$4.77M
CBRL icon
3380
Cracker Barrel
CBRL
$1.28B
– –
-1,832
Closed -$291K
CCRN
3381
DELISTED
Cross Country Healthcare
CCRN
– –
-12,200
Closed -$156K
CHCI icon
3382
Comstock Holding Companies
CHCI
$156M
– –
-28,984
Closed -$49K
CHDN icon
3383
Churchill Downs
CHDN
$6.11B
– –
-5,250
Closed -$204K
CLS icon
3384
Celestica
CLS
$42.4B
– –
-927,188
Closed -$9.72M
CNET icon
3385
ZW Data Action Technologies
CNET
$5.36M
– –
-602
Closed -$13K
CPB icon
3386
Campbell Soup
CPB
$6.74B
– –
-1,418,800
Closed -$68.3M
CPSH icon
3387
CPS Technologies
CPSH
$87.5M
– –
-22,000
Closed -$37K
CREG
3388
DELISTED
Smart Powerr
CREG
– –
-73
Closed -$204K
CRS icon
3389
Carpenter Technology
CRS
$26.5B
– –
-190,800
Closed -$9.73M
CTAS icon
3390
Cintas
CTAS
$82.1B
– –
-2,335,472
Closed -$91M
CUBI icon
3391
Customers Bancorp
CUBI
$2.8B
– –
-91,520
Closed -$2.38M
CWH icon
3392
Camping World
CWH
$655M
– –
-419,200
Closed -$18.8M
CX icon
3393
Cemex
CX
$16.2B
– –
-4,981,493
Closed -$37.4M
DAL icon
3394
Delta Air Lines
DAL
$59B
– –
-1,451,000
Closed -$81.3M
DB icon
3395
Deutsche Bank
DB
$72.2B
– –
-914,338
Closed -$17.4M
DBRG icon
3396
DigitalBridge
DBRG
$2.95B
– –
-244,927
Closed -$11.2M
DDM icon
3397
ProShares Ultra Dow30
DDM
$544M
– –
-30,600
Closed -$674K
DGRW icon
3398
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-6,200
Closed -$257K
DIA icon
3399
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
– –
-14,500
Closed -$3.59M
DIOD icon
3400
Diodes
DIOD
$4.9B
– –
-77,951
Closed -$2.23M
134 135
136
137 138

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Jim Simons's Q1 2018 Portfolio in Review

As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
  • Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
  • Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
  • Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
  • Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
  • Jim Simons opened 474 new positions and closed 438 in Q1 2018.
  • Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.

Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.