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 | |
|---|---|---|---|---|---|---|
426
PVH
PVH
$3.83B
| $52.6M | 0.06% |
351,370
-130,400
| -27% | -$20.5M |
|
|
MFA
427
MFA Financial
MFA
$925M
| $52.4M | 0.06% |
1,729,689
+361,364
| +26% | +$11.1M |
|
428
Louisiana-Pacific
LPX
$5.19B
| $52.4M | 0.06% |
1,925,100
+12,800
| +0.7% | +$369K |
|
429
RE/MAX Holdings
RMAX
$262M
| $52.4M | 0.06% |
998,100
+64,900
| +7% | +$3.57M |
|
430
Rambus
RMBS
$11B
| $52.2M | 0.06% |
4,163,500
-238,286
| -5% | -$3.22M |
|
431
Estee Lauder
EL
$32.1B
| $52M | 0.06% |
364,400
+200,100
| +122% | +$29.6M |
|
432
Ryman Hospitality Properties
RHP
$7.84B
| $51.9M | 0.06% |
623,641
+198,000
| +47% | +$16M |
|
433
W.R. Berkley
WRB
$26B
| $51.8M | 0.06% |
2,415,488
-192,037
| -7% | -$4.27M |
|
434
Trade Desk
TTD
$6.29B
| $51.8M | 0.06% |
5,521,050
+2,662,050
| +93% | +$18.8M |
|
435
CoreCivic
CXW
$3.3B
| $51.8M | 0.06% |
2,166,703
+299,113
| +16% | +$6.31M |
|
436
J.M. Smucker
SJM
$12.7B
| $51.8M | 0.06% |
+481,503
| New | +$54.1M |
|
|
HSII
437
DELISTED
Heidrick & Struggles
HSII
| $51.4M | 0.06% |
1,467,239
+292,839
| +25% | +$10.6M |
|
438
Dollar Tree
DLTR
$24.7B
| $51.2M | 0.06% |
+602,903
| New | +$55.6M |
|
439
LivePerson
LPSN
$34.5M
| $50.9M | 0.06% |
160,735
-21,625
| -12% | -$6.11M |
|
440
Perrigo
PRGO
$1.74B
| $50.9M | 0.06% |
697,508
+617,600
| +773% | +$47.6M |
|
441
United Microelectronic
UMC
$48.7B
| $50.3M | 0.05% |
17,839,989
+1,254,600
| +8% | +$3.42M |
|
442
Starwood Property Trust
STWD
$6.12B
| $50.2M | 0.05% |
2,313,484
+1,267,400
| +121% | +$27.3M |
|
443
Oneok
OKE
$58B
| $50.2M | 0.05% |
718,814
-544,877
| -43% | -$35.1M |
|
444
Axogen
AXGN
$2.64B
| $50.2M | 0.05% |
998,300
+110,500
| +12% | +$4.87M |
|
|
GOOD
445
Gladstone Commercial Corp
GOOD
$627M
| $50M | 0.05% |
2,599,100
-68,300
| -3% | -$1.24M |
|
|
LSXMK
446
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $49.1M | 0.05% |
1,419,952
-15,099
| -1% | -$504K |
|
447
Host Hotels & Resorts
HST
$15.6B
| $49M | 0.05% |
2,327,965
+534,500
| +30% | +$10.9M |
|
|
AUO
448
DELISTED
AU Optronics Corp
AUO
| $49M | 0.05% |
11,588,400
-9,284
| -0.1% | -$39.9K |
|
|
VCRA
449
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $48.8M | 0.05% |
1,632,200
-32,400
| -2% | -$860K |
|
450
Stellantis
STLA
$20.1B
| $48.5M | 0.05% |
2,565,300
-2,522,223
| -50% | -$55.3M |
|
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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.