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 |
Baidu
BIDU
|
+$462M |
| 2 |
AGN
Allergan plc
AGN
|
+$390M |
| 3 |
AT&T
T
|
+$371M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$353M |
| 5 |
NextEra Energy
NEE
|
+$326M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$1.97B |
| 2 |
Meta Platforms (Facebook)
META
|
+$435M |
| 3 |
Pfizer
PFE
|
+$377M |
| 4 |
GE Aerospace
GE
|
+$354M |
| 5 |
Starbucks
SBUX
|
+$323M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 25.43% |
| 2 | Technology | 12.71% |
| 3 | Consumer Staples | 9.79% |
| 4 | Financials | 8.2% |
| 5 | Utilities | 8.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Lockheed Martin
LMT
$138B
| $48.6M | 0.05% |
143,422
-95,878
| -40% | -$37.7M |
|
402
Workiva
WK
$4.01B
| $48.4M | 0.05% |
1,497,600
-249,000
| -14% | -$10.4M |
|
|
NUAN
403
DELISTED
Nuance Communications, Inc.
NUAN
| $48.3M | 0.05% |
2,879,455
+616,000
| +27% | +$12M |
|
404
Vistra
VST
$49.1B
| $48M | 0.05% |
3,006,991
-3,109,708
| -51% | -$63.3M |
|
405
National Healthcare
NHC
$3.44B
| $47.8M | 0.05% |
665,800
-1,400
| -0.2% | -$111K |
|
406
O'Reilly Automotive
ORLY
$74.9B
| $47.7M | 0.05% |
2,377,920
-498,990
| -17% | -$12.8M |
|
|
CSR
407
Centerspace
CSR
$939M
| $47.4M | 0.05% |
862,332
+55,816
| +7% | +$4M |
|
408
Take-Two Interactive
TTWO
$45.2B
| $47.2M | 0.05% |
398,150
-294,400
| -43% | -$34.8M |
|
409
KB Home
KBH
$3.45B
| $46.7M | 0.05% |
2,580,190
+264,200
| +11% | +$8.46M |
|
410
Melco Resorts & Entertainment
MLCO
$2.14B
| $46.7M | 0.05% |
3,764,965
-547,211
| -13% | -$10.5M |
|
411
PetMed Express
PETS
$43.4M
| $46.5M | 0.05% |
1,614,169
-2,231
| -0.1% | -$58.5K |
|
412
SPS Commerce
SPSC
$2.86B
| $46.3M | 0.05% |
995,263
+223,000
| +29% | +$11.8M |
|
|
LKFT
413
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.84B
| $46.1M | 0.04% |
235,192
+233,792
| +16,699% | +$50.3M |
|
414
Liberty Global Class A
LBTYA
$3.58B
| $46.1M | 0.04% |
2,790,427
-1,384,769
| -33% | -$27.3M |
|
415
Colliers International
CIGI
$5.41B
| $46.1M | 0.04% |
959,400
+74,900
| +8% | +$5.62M |
|
416
Louisiana-Pacific
LPX
$5.18B
| $46M | 0.04% |
2,678,555
-237,800
| -8% | -$6.58M |
|
417
NiSource
NI
$20.2B
| $46M | 0.04% |
1,841,931
+1,633,431
| +783% | +$45.2M |
|
418
Diageo
DEO
$52.8B
| $45.7M | 0.04% |
359,600
+264,300
| +277% | +$39.6M |
|
419
CVR Energy
CVI
$3.58B
| $45.7M | 0.04% |
2,764,584
+365,205
| +15% | +$11M |
|
|
PTR
420
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $45.7M | 0.04% |
1,269,047
+62,947
| +5% | +$2.65M |
|
|
ATVI
421
DELISTED
Activision Blizzard
ATVI
| $45.5M | 0.04% |
+764,898
| New | +$45.4M |
|
422
Hamilton Lane
HLNE
$5.91B
| $45.5M | 0.04% |
822,500
-30,100
| -4% | -$1.88M |
|
423
Enanta Pharmaceuticals
ENTA
$391M
| $45.3M | 0.04% |
880,600
+149,000
| +20% | +$7.94M |
|
424
Papa John's
PZZA
$804M
| $44.8M | 0.04% |
839,968
-79,100
| -9% | -$4.76M |
|
425
Fomento Económico Mexicano
FMX
$39.7B
| $44.2M | 0.04% |
730,500
+337,700
| +86% | +$28.5M |
|
Similar funds
Jim Simons's Q1 2020 Portfolio in Review
As of Q1 2020, Jim Simons held 4,047 positions worth $103B, down 21% from $130B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Jim Simons's Q1 2020 filing shows 573 new, 1,474 increased, 1,328 reduced and 645 closed positions. Its largest new stake was AT&T: 13,563,699 shares worth $299M. The largest sale was Tesla, an estimated $1.97B.
By sector, the portfolio is most concentrated in Healthcare at 25% of assets, up from 21% a quarter earlier, followed by Technology and Consumer Staples.
- Jim Simons's largest Q1 2020 buy was AT&T: 13,563,699 shares worth $299M.
- Jim Simons added most to Baidu in Q1 2020, an estimated $462M increase.
- Jim Simons's biggest Q1 2020 reduction was Tesla, cutting an estimated $1.97B.
- Jim Simons fully exited Phillips 66 in Q1 2020, selling an estimated $214M.
- Jim Simons's ten largest holdings make up 15% of its $103B portfolio in Q1 2020.
- Jim Simons opened 573 new positions and closed 645 in Q1 2020.
- Jim Simons's portfolio value fell 21% quarter-over-quarter to $103B.
Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.