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 | |
|---|---|---|---|---|---|---|
|
MBT
101
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $179M | 0.2% |
25,615,096
+1,654,550
| +7% | +$12.9M |
|
102
Agilent Technologies
A
$42.2B
| $178M | 0.2% |
2,645,400
+1,135,800
| +75% | +$76.4M |
|
103
RenaissanceRe
RNR
$13.2B
| $177M | 0.19% |
1,324,315
-84,882
| -6% | -$11.1M |
|
|
SAFM
104
DELISTED
Sanderson Farms Inc
SAFM
| $176M | 0.19% |
1,777,017
-10,900
| -0.6% | -$1.11M |
|
105
Ventas
VTR
$44.6B
| $173M | 0.19% |
2,947,620
+978,420
| +50% | +$57.7M |
|
106
CMS Energy
CMS
$21.8B
| $171M | 0.19% |
3,444,400
+532,100
| +18% | +$26.9M |
|
107
Royal Bank of Canada
RY
$292B
| $169M | 0.18% |
2,459,679
+553,100
| +29% | +$40.4M |
|
|
FBR
108
DELISTED
Fibria Celulose Sa
FBR
| $168M | 0.18% |
9,741,228
+1,358,800
| +16% | +$25M |
|
109
Cheniere Energy
LNG
$54.8B
| $167M | 0.18% |
2,829,388
+1,228,340
| +77% | +$75.6M |
|
110
Baidu
BIDU
$35.9B
| $167M | 0.18% |
1,050,300
+948,500
| +932% | +$177M |
|
111
National Beverage
FIZZ
$2.89B
| $166M | 0.18% |
4,633,800
+766,200
| +20% | +$35.3M |
|
112
Arista Networks
ANET
$250B
| $160M | 0.18% |
12,158,400
-2,558,400
| -17% | -$36.7M |
|
113
Sun Communities
SUI
$14.5B
| $159M | 0.17% |
1,559,800
+259,800
| +20% | +$26.5M |
|
114
WIX.com
WIX
$2.79B
| $157M | 0.17% |
1,739,700
+86,750
| +5% | +$8.19M |
|
115
Scotiabank
BNS
$108B
| $155M | 0.17% |
3,114,500
+578,000
| +23% | +$31.2M |
|
116
Kinder Morgan
KMI
$70.1B
| $155M | 0.17% |
10,077,500
+9,218,900
| +1,074% | +$156M |
|
117
Wayfair
W
$14.1B
| $155M | 0.17% |
1,718,700
+182,563
| +12% | +$19.2M |
|
118
Cogent Communications
CCOI
$554M
| $154M | 0.17% |
3,413,600
+41,700
| +1% | +$2.06M |
|
119
S&P Global
SPGI
$120B
| $154M | 0.17% |
906,284
-672,341
| -43% | -$120M |
|
120
Honeywell
HON
$72.9B
| $154M | 0.17% |
+1,236,065
| New | +$169M |
|
121
Rogers Communications
RCI
$19.1B
| $152M | 0.17% |
2,964,783
+375,583
| +15% | +$19.5M |
|
122
Dolby
DLB
$5.75B
| $152M | 0.17% |
2,455,400
-2,600
| -0.1% | -$175K |
|
123
Twilio
TWLO
$39.3B
| $151M | 0.17% |
1,694,000
+481,100
| +40% | +$39.1M |
|
124
NextEra Energy
NEE
$179B
| $149M | 0.16% |
3,432,400
-529,200
| -13% | -$23.1M |
|
125
Sysco
SYY
$40.3B
| $149M | 0.16% |
2,373,600
+396,082
| +20% | +$26.7M |
|
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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 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.