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 | 16.12% |
| 2 | Technology | 13.68% |
| 3 | Financials | 11.18% |
| 4 | Real Estate | 10.07% |
| 5 | Consumer Discretionary | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Coca-Cola
KO
$376B
| $15.4M | 0.02% |
324,600
-3,720,900
| -92% | -$178M |
|
|
LTC
1052
LTC Properties
LTC
$2.1B
| $15.4M | 0.02% |
368,400
+302,300
| +457% | +$13.2M |
|
1053
Ceragon Networks
CRNT
$198M
| $15.3M | 0.02% |
4,052,658
+582,367
| +17% | +$2.21M |
|
1054
Booking.com
BKNG
$160B
| $15.3M | 0.02% |
+222,300
| New | +$16.3M |
|
1055
Watts Water Technologies
WTS
$12.9B
| $15.3M | 0.02% |
237,312
-24,488
| -9% | -$1.76M |
|
1056
Truist Financial
TFC
$64.7B
| $15.3M | 0.02% |
+353,162
| New | +$17M |
|
1057
Pacira BioSciences
PCRX
$924M
| $15.3M | 0.02% |
355,300
+280,995
| +378% | +$13.1M |
|
1058
Atlantic Union Bankshares
AUB
$6.09B
| $15.3M | 0.02% |
540,473
+82,295
| +18% | +$2.77M |
|
1059
Deluxe
DLX
$1.09B
| $15.2M | 0.02% |
396,505
+278,751
| +237% | +$13.3M |
|
1060
CBIZ
CBZ
$2.96B
| $15.2M | 0.02% |
772,426
-186,855
| -19% | -$3.99M |
|
1061
Village Super Market
VLGEA
$627M
| $15.2M | 0.02% |
568,052
+21,955
| +4% | +$573K |
|
|
CPL
1062
DELISTED
CPFL Energia S.A.
CPL
| $15.2M | 0.02% |
1,025,586
-100
| -0% | -$1.36K |
|
|
EVRI
1063
DELISTED
Everi Holdings
EVRI
| $15.1M | 0.02% |
2,936,300
-300,999
| -9% | -$2.05M |
|
1064
CACI
CACI
$15B
| $15.1M | 0.02% |
104,818
+52,118
| +99% | +$8.87M |
|
1065
Walt Disney
DIS
$181B
| $15.1M | 0.02% |
137,407
-755,900
| -85% | -$85.9M |
|
1066
Cracker Barrel
CBRL
$1.31B
| $15.1M | 0.02% |
94,232
+12,100
| +15% | +$1.99M |
|
|
SYKE
1067
DELISTED
SYKES Enterprises Inc
SYKE
| $15M | 0.02% |
606,400
-2,300
| -0.4% | -$64.1K |
|
1068
Ethan Allen Interiors
ETD
$575M
| $15M | 0.02% |
852,500
+577,200
| +210% | +$11.3M |
|
|
HABT
1069
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $15M | 0.02% |
1,427,100
+182,200
| +15% | +$2.45M |
|
1070
SolarEdge
SEDG
$1.98B
| $15M | 0.02% |
426,000
-9,857
| -2% | -$377K |
|
1071
Vishay Intertechnology
VSH
$5.11B
| $14.9M | 0.02% |
830,025
-448,600
| -35% | -$8.46M |
|
1072
Bio-Rad Laboratories Class A
BIO
$9.68B
| $14.9M | 0.02% |
64,300
-7,900
| -11% | -$2.12M |
|
1073
Hain Celestial
HAIN
$53.9M
| $14.9M | 0.02% |
940,822
+205,000
| +28% | +$4.56M |
|
1074
Oshkosh
OSK
$9.41B
| $14.9M | 0.02% |
243,200
-61,000
| -20% | -$3.91M |
|
1075
Embotelladora Andina Series B
AKO.B
$4.89B
| $14.9M | 0.02% |
650,891
+4,591
| +0.7% | +$100K |
|
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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 16% of assets, down from 19% 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.