Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$693M |
| 2 |
Meta Platforms (Facebook)
META
|
+$446M |
| 3 |
Johnson & Johnson
JNJ
|
+$306M |
| 4 |
Evergy
EVRG
|
+$288M |
| 5 |
Walmart Inc
WMT
|
+$265M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$596M |
| 2 |
Booking.com
BKNG
|
+$519M |
| 3 |
Amazon
AMZN
|
+$518M |
| 4 |
Eli Lilly
LLY
|
+$268M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
CARB
376
DELISTED
Carbonite Inc
CARB
| $58.5M | 0.06% |
1,675,000
-34,700
| -2% | -$1.19M |
|
|
HPR
377
DELISTED
HighPoint Resources Corporation
HPR
| $58.4M | 0.06% |
192,050
+11,896
| +7% | +$3.75M |
|
378
Ventas
VTR
$45.5B
| $58.3M | 0.06% |
1,023,600
-1,125,002
| -52% | -$58.9M |
|
379
Public Service Enterprise Group
PEG
$37.9B
| $58.2M | 0.06% |
1,075,600
+209,700
| +24% | +$10.8M |
|
380
American Public Education
APEI
$828M
| $58.2M | 0.06% |
1,383,100
+225,800
| +20% | +$9.44M |
|
|
MIME
381
DELISTED
Mimecast Limited
MIME
| $58.2M | 0.06% |
1,411,890
+147,590
| +12% | +$6M |
|
382
Fidelity National Financial
FNF
$12.8B
| $57.9M | 0.06% |
1,599,936
-388,440
| -20% | -$14.1M |
|
|
CNR
383
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $57.8M | 0.06% |
2,753,000
+213,000
| +8% | +$4.08M |
|
384
Darden Restaurants
DRI
$25.1B
| $57.8M | 0.06% |
539,900
+482,800
| +846% | +$44.2M |
|
385
Inogen
INGN
$156M
| $57.7M | 0.06% |
309,814
+51,314
| +20% | +$8.54M |
|
386
Exelon
EXC
$46.5B
| $57.5M | 0.06% |
1,891,158
-186,079
| -9% | -$5.33M |
|
|
MLNX
387
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $57.4M | 0.06% |
681,483
+285,800
| +72% | +$23.4M |
|
388
Zoetis
ZTS
$30B
| $57.3M | 0.06% |
672,800
+321,900
| +92% | +$27.2M |
|
389
SSR Mining
SSRM
$6.65B
| $57.2M | 0.06% |
5,794,500
-41,200
| -0.7% | -$419K |
|
|
TSG
390
DELISTED
The Stars Group Inc.
TSG
| $56.9M | 0.06% |
1,566,200
-14,300
| -0.9% | -$477K |
|
|
SRDX
391
DELISTED
Surmodics
SRDX
| $56.4M | 0.06% |
1,022,300
+23,900
| +2% | +$1.1M |
|
392
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $56.1M | 0.06% |
603,800
+47,300
| +8% | +$4.48M |
|
393
Cadence Design Systems
CDNS
$89.6B
| $56.1M | 0.06% |
1,295,200
-120,600
| -9% | -$4.96M |
|
|
CKH
394
DELISTED
Seacor Holdings Inc.
CKH
| $56M | 0.06% |
978,700
+317,400
| +48% | +$17.3M |
|
|
CDK
395
DELISTED
CDK Global, Inc.
CDK
| $55.9M | 0.06% |
858,700
+288,200
| +51% | +$18.6M |
|
|
VAR
396
DELISTED
Varian Medical Systems, Inc.
VAR
| $55.8M | 0.06% |
490,800
-290,100
| -37% | -$34.7M |
|
397
Viatris
VTRS
$18.7B
| $55.7M | 0.06% |
1,541,013
+118,613
| +8% | +$4.65M |
|
398
Southwest Airlines
LUV
$22B
| $55.2M | 0.06% |
+1,085,280
| New | +$57.1M |
|
|
CXO
399
DELISTED
CONCHO RESOURCES INC.
CXO
| $55.2M | 0.06% |
399,100
+220,777
| +124% | +$31.6M |
|
400
Moody's
MCO
$82.7B
| $55M | 0.06% |
322,300
-171,500
| -35% | -$29M |
|
Similar funds
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.