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 | |
|---|---|---|---|---|---|---|
401
SunCoke Energy
SXC
$788M
| $54.9M | 0.06% |
4,098,600
+635,200
| +18% | +$7.88M |
|
402
National Bank Holdings
NBHC
$1.92B
| $54.9M | 0.06% |
1,421,400
+4,300
| +0.3% | +$159K |
|
403
Itaú Unibanco
ITUB
$82.1B
| $54.8M | 0.06% |
10,888,403
+8,540,261
| +364% | +$53.1M |
|
404
CenterPoint Energy
CNP
$26.7B
| $54.8M | 0.06% |
1,977,400
-544,700
| -22% | -$14.3M |
|
405
Central Garden & Pet Co Class A
CENTA
$2.43B
| $54.7M | 0.06% |
1,688,000
+59,500
| +4% | +$1.82M |
|
|
406
UnitedHealth
UNH
$365B
| $54.6M | 0.06% |
222,626
-1,023,000
| -82% | -$246M |
|
|
XOXO
407
DELISTED
Xo Group Inc
XOXO
| $54.5M | 0.06% |
1,701,700
+42,000
| +3% | +$1.17M |
|
|
POLY
408
DELISTED
Plantronics, Inc.
POLY
| $54.3M | 0.06% |
712,500
+307,700
| +76% | +$21.3M |
|
|
CAJ
409
DELISTED
Canon, Inc.
CAJ
| $54.2M | 0.06% |
1,658,600
+657,300
| +66% | +$22.7M |
|
410
Sony
SONY
$137B
| $54.2M | 0.06% |
5,288,500
+310,500
| +6% | +$3.02M |
|
411
Wynn Resorts
WYNN
$10.8B
| $54.2M | 0.06% |
+323,600
| New | +$59.7M |
|
|
MASI
412
DELISTED
Masimo
MASI
| $54M | 0.06% |
552,626
+41,126
| +8% | +$3.91M |
|
413
Conduent
CNDT
$240M
| $53.8M | 0.06% |
2,963,000
-856,000
| -22% | -$16.5M |
|
414
BorgWarner
BWA
$14B
| $53.4M | 0.06% |
1,405,533
+552,283
| +65% | +$24.3M |
|
|
FIT
415
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $53.3M | 0.06% |
8,156,285
+909,585
| +13% | +$5.2M |
|
416
Toyota
TM
$224B
| $53.2M | 0.06% |
412,800
+75,000
| +22% | +$9.89M |
|
|
NVMI
417
Nova
NVMI
$13B
| $53.1M | 0.06% |
1,950,400
+41,600
| +2% | +$1.18M |
|
418
Exponent
EXPO
$3.19B
| $53.1M | 0.06% |
1,099,651
-67,949
| -6% | -$3.12M |
|
419
Supernus Pharmaceuticals
SUPN
$2.73B
| $52.9M | 0.06% |
884,690
+580,990
| +191% | +$30.1M |
|
|
IPCC
420
DELISTED
Infinity Property & Casualty C
IPCC
| $52.9M | 0.06% |
371,842
+26,100
| +8% | +$3.54M |
|
421
Allegiant Air
ALGT
$2.37B
| $52.9M | 0.06% |
380,800
-166,200
| -30% | -$25.6M |
|
422
Novanta
NOVT
$6.28B
| $52.8M | 0.06% |
846,900
-248,607
| -23% | -$15.2M |
|
423
Autoliv
ALV
$8.84B
| $52.8M | 0.06% |
524,577
+22,676
| +5% | +$2.42M |
|
424
Blackrock
BLK
$179B
| $52.7M | 0.06% |
105,700
+91,700
| +655% | +$48.5M |
|
|
RPAI
425
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $52.7M | 0.06% |
4,124,855
-813,900
| -16% | -$9.74M |
|
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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.