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 |
Amazon
AMZN
|
+$729M |
| 2 |
Booking.com
BKNG
|
+$309M |
| 3 |
PepsiCo
PEP
|
+$294M |
| 4 |
Comcast
CMCSA
|
+$285M |
| 5 |
Netflix
NFLX
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$778M |
| 2 |
Walmart Inc
WMT
|
+$382M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
NetEase
NTES
|
+$344M |
| 5 |
Becton Dickinson
BDX
|
+$343M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.7% |
| 2 | Technology | 14.02% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Financials | 10.92% |
| 5 | Industrials | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PGEM
601
DELISTED
Ply Gem Holdings, Inc.
PGEM
| $34.8M | 0.04% |
1,611,200
+93,600
| +6% | +$1.92M |
|
602
Starbucks
SBUX
$124B
| $34.8M | 0.04% |
601,000
+116,616
| +24% | +$6.74M |
|
603
Aramark
ARMK
$16.1B
| $34.7M | 0.04% |
1,214,784
-12,049
| -1% | -$369K |
|
|
AJRD
604
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $34.7M | 0.04% |
1,239,195
-802,700
| -39% | -$22.6M |
|
|
KBAL
605
DELISTED
Kimball International
KBAL
| $34.6M | 0.04% |
2,030,391
+343,000
| +20% | +$6.06M |
|
606
ING
ING
$102B
| $34.5M | 0.04% |
2,039,500
+2,027,490
| +16,882% | +$37.6M |
|
607
Bright Horizons
BFAM
$3.85B
| $34.5M | 0.04% |
346,000
+43,800
| +14% | +$4.26M |
|
|
XOXO
608
DELISTED
Xo Group Inc
XOXO
| $34.4M | 0.04% |
1,659,700
+127,500
| +8% | +$2.53M |
|
609
Methode Electronics
MEI
$593M
| $34.3M | 0.04% |
877,500
-90,200
| -9% | -$3.66M |
|
|
IBA
610
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $34.3M | 0.04% |
553,000
+6,100
| +1% | +$367K |
|
|
VIVO
611
DELISTED
Meridian Bioscience Inc
VIVO
| $34.2M | 0.04% |
2,410,776
+180,100
| +8% | +$2.67M |
|
|
PRA
612
DELISTED
ProAssurance
PRA
| $34.2M | 0.04% |
704,600
+59,100
| +9% | +$3.07M |
|
613
Twilio
TWLO
$38.3B
| $34.2M | 0.04% |
+895,800
| New | +$28.4M |
|
614
Empire State Realty Trust
ESRT
$836M
| $34.1M | 0.04% |
2,032,700
+68,100
| +3% | +$1.23M |
|
615
Quest Diagnostics
DGX
$26.1B
| $34.1M | 0.04% |
339,800
-525,400
| -61% | -$53.8M |
|
616
Graham Holdings Company
GHC
$4.97B
| $34M | 0.04% |
56,500
+2,500
| +5% | +$1.47M |
|
617
Pultegroup
PHM
$24.9B
| $33.8M | 0.04% |
+1,146,767
| New | +$35.6M |
|
|
ESIO
618
DELISTED
Electro Scientific Industries
ESIO
| $33.8M | 0.04% |
1,748,700
+158,800
| +10% | +$3.2M |
|
|
CKH
619
DELISTED
Seacor Holdings Inc.
CKH
| $33.8M | 0.04% |
661,300
+129,200
| +24% | +$6.05M |
|
|
COHR
620
DELISTED
Coherent Inc
COHR
| $33.8M | 0.04% |
180,200
-85,600
| -32% | -$20.6M |
|
621
Unilever
UL
$135B
| $33.7M | 0.04% |
539,947
+493,014
| +1,050% | +$30M |
|
622
Central Garden & Pet Co
CENT
$2.78B
| $33.7M | 0.04% |
980,220
+142,125
| +17% | +$4.49M |
|
623
Royal Caribbean
RCL
$82.9B
| $33.7M | 0.04% |
285,900
-615,000
| -68% | -$77.7M |
|
624
Dick's Sporting Goods
DKS
$18.1B
| $33.5M | 0.04% |
956,300
-1,085,500
| -53% | -$35.4M |
|
625
Fidelity National Information Services
FIS
$22.8B
| $33.5M | 0.04% |
+347,901
| New | +$34.1M |
|
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Jim Simons's Q1 2018 Portfolio in Review
As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
- Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
- Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
- Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
- Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
- Jim Simons opened 474 new positions and closed 438 in Q1 2018.
- Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.
Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.