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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
-12.39%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$91.3B
AUM Growth
-$5.94B
Cap. Flow
+$8.84B
Cap. Flow %
9.68%
Top 10 Hldgs %
9.08%
Holding
3,847
New
522
Increased
1,588
Reduced
1,204
Closed
504

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$535M
2
META icon
Meta Platforms (Facebook)
META
+$388M
3
SLB icon
SLB Ltd
SLB
+$348M
4
V icon
Visa
V
+$230M
5
CMG icon
Chipotle Mexican Grill
CMG
+$203M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$350M
2
CVX icon
Chevron
CVX
+$349M
3
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$337M
4
DELL icon
Dell
DELL
+$332M
5
SODA
SodaStream International Ltd
SODA
+$251M

Sector Composition

Rank Sector Weight
1 Healthcare 15.48%
2 Technology 13.21%
3 Financials 10.74%
4 Real Estate 9.97%
5 Utilities 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPRX
3401
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-152,722
Closed -$577K
CQP icon
3402
Cheniere Energy
CQP
$32.6B
– –
-44,320
Closed -$1.75M
CRESY
3403
Cresud
CRESY
$752M
– –
-22,081
Closed -$281K
CSCO icon
3404
Cisco
CSCO
$447B
– –
-2,049,556
Closed -$99.7M
CSL icon
3405
Carlisle Companies
CSL
$14.9B
– –
-114,329
Closed -$13.9M
CSTE icon
3406
Caesarstone
CSTE
$105M
– –
-32,400
Closed -$601K
CVE icon
3407
Cenovus Energy
CVE
$56.4B
– –
-298,200
Closed -$2.99M
CVX icon
3408
Chevron
CVX
$388B
– –
-2,855,084
Closed -$349M
CYRX icon
3409
CryoPort
CYRX
$766M
– –
-24,200
Closed -$310K
DES icon
3410
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
– –
-19,900
Closed -$591K
DFJ icon
3411
WisdomTree Japan SmallCap Dividend Fund
DFJ
$404M
– –
-3,300
Closed -$255K
DGRW icon
3412
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
– –
-8,100
Closed -$359K
DHR icon
3413
Danaher
DHR
$143B
– –
-3,631,596
Closed -$350M
DK icon
3414
Delek US
DK
$4.18B
– –
-457,900
Closed -$19.4M
DKL icon
3415
Delek Logistics
DKL
$2.78B
– –
-16,807
Closed -$571K
DKS icon
3416
Dick's Sporting Goods
DKS
$18.1B
– –
-639,000
Closed -$22.7M
DLN icon
3417
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
– –
-5,400
Closed -$258K
DLR icon
3418
Digital Realty Trust
DLR
$73.1B
– –
-238,243
Closed -$26.8M
DLTR icon
3419
Dollar Tree
DLTR
$24.9B
– –
-2,803
Closed -$229K
DON icon
3420
WisdomTree US MidCap Dividend Fund
DON
$4.11B
– –
-20,500
Closed -$756K
DVA icon
3421
DaVita
DVA
$11.4B
– –
-634,800
Closed -$45.5M
DXC icon
3422
DXC Technology
DXC
$1.79B
– –
-808,800
Closed -$75.6M
AXIA.PR
3423
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
– –
-15,134
Closed -$54K
ECON icon
3424
Columbia Emerging Markets Consumer ETF
ECON
$313M
– –
-13,117
Closed -$292K
ECVT icon
3425
Ecovyst
ECVT
$1.1B
– –
-72,000
Closed -$1.26M
135 136
137
138 139

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Jim Simons's Q4 2018 Portfolio in Review

As of Q4 2018, Jim Simons held 3,847 positions worth $91.3B, down 6.1% from $97.3B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.

Jim Simons deployed $8.84B of net new capital in Q4 2018, opening 522 new positions and adding to 1,588 existing holdings. Its largest new stake was Apple: 11,041,936 shares worth $435M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, down from 18% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Dell, an estimated $332M trimmed.

  • Jim Simons's largest Q4 2018 buy was Apple: 11,041,936 shares worth $435M.
  • Jim Simons added most to Meta Platforms (Facebook) in Q4 2018, an estimated $388M increase.
  • Jim Simons's biggest Q4 2018 reduction was Dell, cutting an estimated $332M.
  • Jim Simons fully exited Danaher in Q4 2018, selling an estimated $350M.
  • Jim Simons's ten largest holdings make up 9.1% of its $91.3B portfolio in Q4 2018.
  • Jim Simons opened 522 new positions and closed 504 in Q4 2018.
  • Jim Simons's portfolio value fell 6.1% quarter-over-quarter to $91.3B.

Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.