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
|
+$535M |
| 2 |
Meta Platforms (Facebook)
META
|
+$388M |
| 3 |
SLB Ltd
SLB
|
+$348M |
| 4 |
Visa
V
|
+$230M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$203M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$350M |
| 2 |
Chevron
CVX
|
+$349M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$337M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
ELME
376
Elme Communities
ELME
$145M
| $55.9M | 0.06% |
2,431,800
+286,000
| +13% | +$7.87M |
|
377
Skyworks Solutions
SWKS
$10.5B
| $55.8M | 0.06% |
+833,284
| New | +$64.3M |
|
|
TSS
378
DELISTED
Total System Services, Inc.
TSS
| $55.8M | 0.06% |
686,965
+293,300
| +75% | +$26M |
|
379
Fortis
FTS
$28.8B
| $55.8M | 0.06% |
1,672,400
+113,109
| +7% | +$3.81M |
|
|
ETFC
380
DELISTED
E*Trade Financial Corporation
ETFC
| $55.8M | 0.06% |
1,271,140
-68,894
| -5% | -$3.38M |
|
381
Teradyne
TER
$64.1B
| $55.3M | 0.06% |
1,763,100
+860,800
| +95% | +$29.2M |
|
382
Louisiana-Pacific
LPX
$5.2B
| $55.3M | 0.06% |
2,489,700
+79,700
| +3% | +$1.81M |
|
383
Amphenol
APH
$204B
| $55.3M | 0.06% |
+2,729,600
| New | +$58.6M |
|
|
MIME
384
DELISTED
Mimecast Limited
MIME
| $55.2M | 0.06% |
1,640,700
+73,409
| +5% | +$2.56M |
|
385
Empire State Realty Trust
ESRT
$838M
| $54.9M | 0.06% |
3,858,148
+782,800
| +25% | +$12.2M |
|
386
Waste Management
WM
$89.8B
| $54.7M | 0.06% |
615,200
-654,300
| -52% | -$58.7M |
|
387
Colliers International
CIGI
$5.39B
| $54.7M | 0.06% |
994,000
+89,200
| +10% | +$5.67M |
|
388
Televisa
TV
$1.5B
| $54.7M | 0.06% |
4,347,424
+2,696,299
| +163% | +$39.5M |
|
389
ASML
ASML
$709B
| $54.6M | 0.06% |
+350,549
| New | +$59.5M |
|
390
Shake Shack
SHAK
$2.98B
| $54.4M | 0.06% |
1,198,400
+379,834
| +46% | +$19.6M |
|
|
EV
391
DELISTED
Eaton Vance Corp.
EV
| $54.1M | 0.06% |
1,538,100
+1,526,800
| +13,512% | +$64.5M |
|
|
PDM
392
Piedmont Realty Trust
PDM
$1.21B
| $54M | 0.06% |
3,166,900
+488,000
| +18% | +$8.87M |
|
393
Boeing
BA
$182B
| $53.7M | 0.06% |
+166,400
| New | +$57.5M |
|
394
Tandem Diabetes Care
TNDM
$1.61B
| $53.6M | 0.06% |
1,412,327
+1,016,733
| +257% | +$35.9M |
|
395
American Financial Group
AFG
$12.1B
| $53.5M | 0.06% |
591,509
+27,200
| +5% | +$2.73M |
|
396
Hasbro
HAS
$13.7B
| $53.4M | 0.06% |
+657,400
| New | +$61.1M |
|
397
VF Corp
VFC
$5.81B
| $53.4M | 0.06% |
794,588
+300,970
| +61% | +$23M |
|
398
CarGurus
CARG
$3.4B
| $53.4M | 0.06% |
1,582,100
+980,200
| +163% | +$39.3M |
|
399
Canadian Pacific Kansas City
CP
$82.5B
| $53.2M | 0.06% |
+1,497,505
| New | +$59.9M |
|
400
RingCentral
RNG
$5.71B
| $53.1M | 0.06% |
643,816
-772,000
| -55% | -$60.8M |
|
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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.