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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
LBTYK icon
3476
Liberty Global Class C
LBTYK
$3.41B
– –
-649,515
Closed -$22M
LFCR icon
3477
Lifecore Biomedical
LFCR
$182M
– –
-15,000
Closed -$189K
LILAK icon
3478
Liberty Latin America Class C
LILAK
$1.65B
– –
-63,112
Closed -$1.07M
LOW icon
3479
Lowe's Companies
LOW
$122B
– –
-1,383,500
Closed -$129M
LRCX icon
3480
Lam Research
LRCX
$409B
– –
-2,037,560
Closed -$37.5M
LSCC icon
3481
Lattice Semiconductor
LSCC
$18.7B
– –
-471,924
Closed -$2.73M
LUV icon
3482
Southwest Airlines
LUV
$22.1B
– –
-17,500
Closed -$1.15M
MANH icon
3483
Manhattan Associates
MANH
$11.1B
– –
-306,760
Closed -$15.2M
MCHP icon
3484
Microchip Technology
MCHP
$44.8B
– –
-212,056
Closed -$9.32M
MDGL icon
3485
Madrigal Pharmaceuticals
MDGL
$12.4B
– –
-87,587
Closed -$8.04M
MDIV icon
3486
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$428M
– –
-16,600
Closed -$316K
MDT icon
3487
Medtronic
MDT
$114B
– –
-1,432,441
Closed -$116M
MDXG icon
3488
MiMedx Group
MDXG
$625M
– –
-550,500
Closed -$6.94M
META icon
3489
Meta Platforms (Facebook)
META
$1.51T
– –
-389,700
Closed -$68.8M
MGV icon
3490
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
– –
-3,099
Closed -$237K
MHK icon
3491
Mohawk Industries
MHK
$9.12B
– –
-101,900
Closed -$28.1M
CALY
3492
Callaway Golf Company
CALY
$3.01B
– –
-35,200
Closed -$490K
MPC icon
3493
Marathon Petroleum
MPC
$95.1B
– –
-1,999,800
Closed -$132M
MRCY icon
3494
Mercury Systems
MRCY
$6.72B
– –
-4,535
Closed -$233K
MRK icon
3495
Merck
MRK
$325B
– –
-17,711
Closed -$951K
MSFT icon
3496
Microsoft
MSFT
$3.67T
– –
-542,384
Closed -$46.4M
MTRX icon
3497
Matrix Service
MTRX
$333M
– –
-10,759
Closed -$192K
MTSI icon
3498
MACOM Technology Solutions
MTSI
$24.1B
– –
-39,915
Closed -$1.3M
MX icon
3499
Magnachip Semiconductor
MX
$144M
– –
-268,131
Closed -$2.67M
MXC icon
3500
Mexco Energy
MXC
$20.5M
– –
-15,300
Closed -$60K
138 139
140
141 142

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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.