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
|
+$535M |
| 2 |
Meta Platforms (Facebook)
META
|
+$388M |
| 3 |
SLB Ltd
SLB
|
+$348M |
| 4 |
Visa
V
|
+$230M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$203M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$350M |
| 2 |
Chevron
CVX
|
+$349M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$337M |
| 4 |
Dell
DELL
|
+$332M |
| 5 |
SODA
SodaStream International Ltd
SODA
|
+$251M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.48% |
| 2 | Technology | 13.21% |
| 3 | Financials | 10.74% |
| 4 | Real Estate | 9.97% |
| 5 | Utilities | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CARB
626
DELISTED
Carbonite Inc
CARB
| $32.1M | 0.04% |
1,270,089
-410,200
| -24% | -$12.2M |
|
627
Curtiss-Wright
CW
$25.4B
| $32.1M | 0.04% |
313,900
+270,000
| +615% | +$30.2M |
|
628
Future Fuel
FF
$249M
| $32M | 0.04% |
2,019,600
+69,300
| +4% | +$1.15M |
|
629
American Eagle Outfitters
AEO
$2.73B
| $32M | 0.04% |
1,655,900
+639,300
| +63% | +$13.3M |
|
630
Middlesex Water
MSEX
$1.11B
| $32M | 0.04% |
599,500
-400
| -0.1% | -$19.7K |
|
631
STMicroelectronics
STM
$48.1B
| $31.9M | 0.03% |
2,288,188
+1,490,704
| +187% | +$22.3M |
|
632
Avis
CAR
$4.84B
| $31.9M | 0.03% |
1,417,980
+600,780
| +74% | +$17.4M |
|
633
Radware
RDWR
$1.25B
| $31.7M | 0.03% |
1,396,900
-58,300
| -4% | -$1.35M |
|
634
Bank of Hawaii
BOH
$3.15B
| $31.7M | 0.03% |
470,400
+172,700
| +58% | +$13.2M |
|
|
SASR
635
DELISTED
Sandy Spring Bancorp Inc
SASR
| $31.7M | 0.03% |
1,009,978
+53,768
| +6% | +$1.9M |
|
|
CRCM
636
DELISTED
CARE.COM, INC.
CRCM
| $31.6M | 0.03% |
1,635,700
+29,100
| +2% | +$529K |
|
637
HubSpot
HUBS
$12B
| $31.6M | 0.03% |
251,100
-82,500
| -25% | -$10.8M |
|
638
Semtech
SMTC
$12.4B
| $31.3M | 0.03% |
683,016
-18,400
| -3% | -$876K |
|
|
AJRD
639
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $31.2M | 0.03% |
886,895
+340,300
| +62% | +$11.6M |
|
|
TIER
640
DELISTED
TIER REIT, Inc.
TIER
| $31.2M | 0.03% |
1,513,700
+238,700
| +19% | +$5.35M |
|
641
CubeSmart
CUBE
$9.4B
| $31.2M | 0.03% |
1,087,230
+718,230
| +195% | +$21.1M |
|
|
BERY
642
DELISTED
Berry Global Group, Inc.
BERY
| $31.2M | 0.03% |
714,533
+608,424
| +573% | +$26M |
|
643
Las Vegas Sands
LVS
$29.6B
| $31.1M | 0.03% |
598,300
-1,762,700
| -75% | -$95.6M |
|
644
WesBanco
WSBC
$4.1B
| $31M | 0.03% |
846,177
-2,387
| -0.3% | -$97.4K |
|
|
BSTC
645
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $30.8M | 0.03% |
508,347
-17,900
| -3% | -$1.07M |
|
646
Independence Realty Trust
IRT
$4.01B
| $30.7M | 0.03% |
3,347,499
+610,199
| +22% | +$6.02M |
|
647
Extra Space Storage
EXR
$31.6B
| $30.7M | 0.03% |
339,104
-83,296
| -20% | -$7.57M |
|
|
SOHU
648
Sohu.com
SOHU
$364M
| $30.6M | 0.03% |
1,756,500
-140,000
| -7% | -$2.67M |
|
649
McGrath RentCorp
MGRC
$2.94B
| $30.3M | 0.03% |
589,143
-85,152
| -13% | -$4.38M |
|
650
AppFolio
APPF
$7.22B
| $30.3M | 0.03% |
511,516
-32,484
| -6% | -$1.97M |
|
Similar funds
Jim Simons's Q4 2018 Portfolio in Review
As of Q4 2018, Jim Simons held 3,847 positions worth $91.3B, down 6.1% from $97.3B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons deployed $8.84B of net new capital in Q4 2018, opening 522 new positions and adding to 1,588 existing holdings. Its largest new stake was Apple: 11,041,936 shares worth $435M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, down from 18% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Dell, an estimated $332M trimmed.
- Jim Simons's largest Q4 2018 buy was Apple: 11,041,936 shares worth $435M.
- Jim Simons added most to Meta Platforms (Facebook) in Q4 2018, an estimated $388M increase.
- Jim Simons's biggest Q4 2018 reduction was Dell, cutting an estimated $332M.
- Jim Simons fully exited Danaher in Q4 2018, selling an estimated $350M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.3B portfolio in Q4 2018.
- Jim Simons opened 522 new positions and closed 504 in Q4 2018.
- Jim Simons's portfolio value fell 6.1% quarter-over-quarter to $91.3B.
Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.