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 | |
|---|---|---|---|---|---|---|
1176
New York Times
NYT
$10.5B
| $12.5M | 0.01% |
562,600
+44,600
| +9% | +$1.13M |
|
|
STBZ
1177
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
| $12.5M | 0.01% |
580,700
+361,300
| +165% | +$9.01M |
|
|
CUTR
1178
DELISTED
Cutera, Inc.
CUTR
| $12.5M | 0.01% |
735,766
-77,634
| -10% | -$1.58M |
|
|
CTRL
1179
DELISTED
Control4 Corporation
CTRL
| $12.4M | 0.01% |
701,900
+17,700
| +3% | +$419K |
|
1180
Unilever
UL
$134B
| $12.3M | 0.01% |
209,636
+90,258
| +76% | +$5.44M |
|
|
INVX
1181
Innovex International
INVX
$2.22B
| $12.3M | 0.01% |
409,380
+281,083
| +219% | +$11.3M |
|
|
MIXT
1182
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $12.3M | 0.01% |
785,500
-239,500
| -23% | -$3.82M |
|
1183
Tompkins Financial
TMP
$1.46B
| $12.3M | 0.01% |
163,792
+4,470
| +3% | +$342K |
|
1184
Mativ Holdings
MATV
$660M
| $12.3M | 0.01% |
489,700
-59,800
| -11% | -$1.84M |
|
1185
Reading International Class A
RDI
$36.6M
| $12.3M | 0.01% |
843,490
-104,300
| -11% | -$1.57M |
|
1186
Simulations Plus
SLP
$371M
| $12.3M | 0.01% |
616,300
+8,900
| +1% | +$176K |
|
1187
Graco
GGG
$13.2B
| $12.2M | 0.01% |
292,300
+194,500
| +199% | +$8.14M |
|
1188
Sasol
SSL
$7.33B
| $12.2M | 0.01% |
415,400
+183,900
| +79% | +$5.96M |
|
|
BBL
1189
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $12.2M | 0.01% |
290,100
+185,400
| +177% | +$7.61M |
|
|
FNHC
1190
DELISTED
FedNat Holding Company Common Stock
FNHC
| $12.1M | 0.01% |
609,900
-26,100
| -4% | -$573K |
|
1191
iShares MSCI Brazil ETF
EWZ
$8.6B
| $12M | 0.01% |
+315,000
| New | +$12.2M |
|
|
KIN
1192
DELISTED
Kindred Biosciences, Inc.
KIN
| $12M | 0.01% |
1,098,588
+44,788
| +4% | +$564K |
|
1193
Comtech Telecommunications
CMTL
$53M
| $12M | 0.01% |
494,050
-12,800
| -3% | -$359K |
|
|
REGI
1194
DELISTED
Renewable Energy Group, Inc.
REGI
| $12M | 0.01% |
466,903
-67,876
| -13% | -$1.83M |
|
|
SEE
1195
DELISTED
Sealed Air
SEE
| $12M | 0.01% |
+344,209
| New | +$12M |
|
1196
Myers Industries
MYE
$1.24B
| $12M | 0.01% |
793,500
+90,900
| +13% | +$1.49M |
|
|
TWOU
1197
DELISTED
2U Inc
TWOU
| $12M | 0.01% |
8,017
+7,234
| +924% | +$12.7M |
|
1198
Brown-Forman Class B
BF.B
$12.8B
| $11.9M | 0.01% |
250,578
+236,978
| +1,742% | +$11.3M |
|
1199
BlackBerry
BB
$5.25B
| $11.9M | 0.01% |
1,671,300
-480,780
| -22% | -$4.24M |
|
|
CSW
1200
CSW Industrials
CSW
$5.63B
| $11.9M | 0.01% |
245,500
-34,090
| -12% | -$1.69M |
|
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 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.