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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
TCRT icon
3526
Alaunos Therapeutics
TCRT
$4.81M
– –
-1,602
Closed -$942K
TJX icon
3527
TJX Companies
TJX
$172B
– –
-795,600
Closed -$32.4M
TMUS icon
3528
T-Mobile US
TMUS
$192B
– –
-172,650
Closed -$10.5M
TSCO icon
3529
Tractor Supply
TSCO
$18.4B
– –
-1,216,000
Closed -$15.3M
TSN icon
3530
Tyson Foods
TSN
$19.9B
– –
-847,000
Closed -$62M
TT icon
3531
Trane Technologies
TT
$106B
– –
-90,568
Closed -$7.74M
TUR icon
3532
iShares MSCI Turkey ETF
TUR
$215M
– –
-9,900
Closed -$420K
TVTX icon
3533
Travere Therapeutics
TVTX
$5.68B
– –
-138,200
Closed -$3.09M
TXMD icon
3534
TherapeuticsMD
TXMD
$24M
– –
-3,662
Closed -$892K
TXT icon
3535
Textron
TXT
$15.2B
– –
-965,500
Closed -$56.9M
UA icon
3536
Under Armour Class C
UA
$2.23B
– –
-378,600
Closed -$5.43M
UAA icon
3537
Under Armour
UAA
$2.29B
– –
-1,168,200
Closed -$19.1M
UAMY icon
3538
United States Antimony
UAMY
$975M
– –
-22,000
Closed -$6K
UBSI icon
3539
United Bankshares
UBSI
$6.61B
– –
-146,204
Closed -$5.15M
UHAL icon
3540
U-Haul Holding Co
UHAL
$14.3B
– –
-386,660
Closed -$13.3M
UVE icon
3541
Universal Insurance Holdings
UVE
$1.19B
– –
-24,200
Closed -$772K
VC icon
3542
Visteon
VC
$2.83B
– –
-142,200
Closed -$15.7M
VFC icon
3543
VF Corp
VFC
$5.81B
– –
-590,791
Closed -$41.2M
VFH icon
3544
Vanguard Financials ETF
VFH
$13.8B
– –
-4,500
Closed -$313K
VHT icon
3545
Vanguard Health Care ETF
VHT
$19B
– –
-1,700
Closed -$261K
VIS icon
3546
Vanguard Industrials ETF
VIS
$8.49B
– –
-2,100
Closed -$292K
VKTX icon
3547
Viking Therapeutics
VKTX
$3.94B
– –
-832,500
Closed -$3.64M
VNM icon
3548
VanEck Vietnam ETF
VNM
$507M
– –
-41,900
Closed -$820K
VNQ icon
3549
Vanguard Real Estate ETF
VNQ
$38.3B
– –
-52,200
Closed -$3.94M
VONG icon
3550
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
– –
-9,200
Closed -$321K
140 141
142
143 144

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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.