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 |
Microsoft
MSFT
|
+$276M |
| 2 |
Procter & Gamble
PG
|
+$243M |
| 3 |
Analog Devices
ADI
|
+$188M |
| 4 |
Advanced Micro Devices
AMD
|
+$171M |
| 5 |
Home Depot
HD
|
+$162M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$1.95B |
| 2 |
Bristol-Myers Squibb
BMY
|
+$778M |
| 3 |
Walmart Inc
WMT
|
+$723M |
| 4 |
Zoom
ZM
|
+$642M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$573M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 22.93% |
| 2 | Technology | 16.65% |
| 3 | Consumer Staples | 12.19% |
| 4 | Consumer Discretionary | 9.52% |
| 5 | Communication Services | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
EverQuote
EVER
$864M
| $36.9M | 0.04% |
954,633
-115,390
| -11% | -$5.2M |
|
|
CVGW
477
DELISTED
Calavo Growers
CVGW
| $36.8M | 0.04% |
555,320
-34,500
| -6% | -$2.17M |
|
478
Autohome
ATHM
$2.6B
| $36.8M | 0.04% |
383,200
-22,818
| -6% | -$1.98M |
|
479
Builders FirstSource
BLDR
$7.91B
| $36.7M | 0.04% |
1,125,219
-1,798,300
| -62% | -$48.8M |
|
480
AT&T
T
$168B
| $36.7M | 0.04% |
1,702,926
-354,684
| -17% | -$7.93M |
|
481
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
| $36.5M | 0.04% |
349,900
+320,000
| +1,070% | +$33.5M |
|
|
MNR
482
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $36.3M | 0.04% |
2,622,200
-168,800
| -6% | -$2.41M |
|
483
Extra Space Storage
EXR
$31.6B
| $36.3M | 0.04% |
338,936
-66,400
| -16% | -$6.86M |
|
484
Universal Corp
UVV
$1.12B
| $36.2M | 0.04% |
863,711
+64,900
| +8% | +$2.78M |
|
485
Travere Therapeutics
TVTX
$5.79B
| $36.1M | 0.04% |
1,957,154
-21,334
| -1% | -$415K |
|
486
DHT Holdings
DHT
$3.09B
| $36M | 0.04% |
6,973,465
-2,074,154
| -23% | -$11.5M |
|
|
BAND
487
Bandwidth Inc
BAND
$1.74B
| $36M | 0.04% |
+206,100
| New | +$30.5M |
|
488
American Public Education
APEI
$828M
| $35.8M | 0.04% |
1,269,593
+3,900
| +0.3% | +$119K |
|
489
Dominion Energy
D
$60.3B
| $35.7M | 0.04% |
452,436
+212,500
| +89% | +$16.7M |
|
490
AstraZeneca
AZN
$244B
| $35.6M | 0.04% |
325,145
-1,369,833
| -81% | -$152M |
|
|
SEE
491
DELISTED
Sealed Air
SEE
| $35.6M | 0.04% |
916,309
+592,400
| +183% | +$22.6M |
|
|
BCPC
492
Balchem Corp
BCPC
$5.65B
| $35.5M | 0.04% |
364,108
+1,600
| +0.4% | +$157K |
|
493
Cameco
CCJ
$42.6B
| $35.5M | 0.04% |
3,517,300
-1,676,900
| -32% | -$18.2M |
|
|
LMNX
494
DELISTED
Luminex Corp
LMNX
| $35.5M | 0.04% |
1,353,042
-996,100
| -42% | -$30.6M |
|
495
Alto Ingredients
ALTO
$326M
| $35.4M | 0.04% |
4,836,486
+683,058
| +16% | +$2.37M |
|
|
VSLR
496
DELISTED
VIVINT SOLAR, INC.
VSLR
| $35.2M | 0.04% |
+830,700
| New | +$21.4M |
|
497
e.l.f. Beauty
ELF
$5.43B
| $35.1M | 0.04% |
1,911,900
+50,300
| +3% | +$952K |
|
498
Booz Allen Hamilton
BAH
$9.43B
| $35.1M | 0.04% |
422,994
-256,900
| -38% | -$21M |
|
499
Dynatrace
DT
$14.7B
| $35.1M | 0.04% |
854,900
+668,000
| +357% | +$27.4M |
|
500
Deckers Outdoor
DECK
$12.7B
| $34.9M | 0.03% |
952,800
-1,314,588
| -58% | -$45.5M |
|
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Jim Simons's Q3 2020 Portfolio in Review
As of Q3 2020, Jim Simons held 3,879 positions worth $100B, down 14% from $116B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Jim Simons withdrew a net $21.7B in Q3 2020, closing 544 positions and reducing 1,671 holdings. Its most notable exit was Alibaba, an estimated $426M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 23% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Staples.
Against the trend, Jim Simons opened a new position in Microsoft worth $277M.
- Jim Simons's largest Q3 2020 buy was Microsoft: 1,315,812 shares worth $277M.
- Jim Simons added most to Procter & Gamble in Q3 2020, an estimated $243M increase.
- Jim Simons's biggest Q3 2020 reduction was Tesla, cutting an estimated $1.95B.
- Jim Simons fully exited Alibaba in Q3 2020, selling an estimated $426M.
- Jim Simons's ten largest holdings make up 15% of its $100B portfolio in Q3 2020.
- Jim Simons opened 490 new positions and closed 544 in Q3 2020.
- Jim Simons's portfolio value fell 14% quarter-over-quarter to $100B.
Based on Renaissance Technologies's 13F filing for Q3 2020, filed 13 Nov 2020.