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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
TGNA
3576
DELISTED
TEGNA Inc
TGNA
– –
-318,400
Closed -$4.48M
TISI icon
3577
Team
TISI
$104M
– –
-44,460
Closed -$6.63M
TKR icon
3578
Timken Company
TKR
$8.91B
– –
-129,400
Closed -$6.36M
TNL icon
3579
Travel + Leisure Co
TNL
$4.52B
– –
-52,053
Closed -$2.72M
TRC icon
3580
Tejon Ranch
TRC
$447M
– –
-110,899
Closed -$2.3M
TREX icon
3581
Trex
TREX
$5.07B
– –
-76,400
Closed -$2.07M
TS icon
3582
Tenaris
TS
$27B
– –
-674,200
Closed -$21.5M
TTMI icon
3583
TTM Technologies
TTMI
$13.8B
– –
-13,600
Closed -$213K
TWO
3584
Two Harbors Investment
TWO
$1.26B
– –
-350,613
Closed -$22.8M
UPS icon
3585
United Parcel Service
UPS
$88.8B
– –
-640,800
Closed -$76.4M
VAW icon
3586
Vanguard Materials ETF
VAW
$3.1B
– –
-3,200
Closed -$437K
VDC icon
3587
Vanguard Consumer Staples ETF
VDC
$7.92B
– –
-2,200
Closed -$321K
VEON icon
3588
VEON
VEON
$3.9B
– –
-2,397
Closed -$230K
VLO icon
3589
Valero Energy
VLO
$93.3B
– –
-390,988
Closed -$35.9M
VMC icon
3590
Vulcan Materials
VMC
$37.3B
– –
-193,465
Closed -$24.8M
VNET
3591
VNET Group
VNET
$2.14B
– –
-221,767
Closed -$1.77M
VOYA icon
3592
Voya Financial
VOYA
$8.9B
– –
-308,200
Closed -$15.2M
VTLE
3593
DELISTED
Vital Energy
VTLE
– –
-3,055
Closed -$648K
VVV icon
3594
Valvoline
VVV
$4.21B
– –
-1,015,073
Closed -$25.4M
VWO icon
3595
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-193,600
Closed -$8.89M
VWOB icon
3596
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
– –
-26,747
Closed -$2.15M
WAL icon
3597
Western Alliance Bancorporation
WAL
$8.89B
– –
-9,304
Closed -$527K
WBA
3598
DELISTED
Walgreens Boots Alliance
WBA
– –
-36,800
Closed -$2.67M
WD icon
3599
Walker & Dunlop
WD
$1.48B
– –
-33,200
Closed -$1.58M
WGO icon
3600
Winnebago Industries
WGO
$927M
– –
-181,000
Closed -$10.1M
142 143
144
145 146

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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.