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
|
+$693M |
| 2 |
Meta Platforms (Facebook)
META
|
+$446M |
| 3 |
Johnson & Johnson
JNJ
|
+$306M |
| 4 |
Evergy
EVRG
|
+$288M |
| 5 |
Walmart Inc
WMT
|
+$265M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$596M |
| 2 |
Booking.com
BKNG
|
+$519M |
| 3 |
Amazon
AMZN
|
+$518M |
| 4 |
Eli Lilly
LLY
|
+$268M |
| 5 |
UnitedHealth
UNH
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.51% |
| 2 | Technology | 14.39% |
| 3 | Financials | 11.76% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Powell Industries
POWL
$7.58B
| $11.8M | 0.01% |
1,014,969
-3,831
| -0.4% | -$42.2K |
|
1252
KBR
KBR
$4.72B
| $11.8M | 0.01% |
657,200
+546,700
| +495% | +$9.51M |
|
1253
KLA
KLAC
$279B
| $11.8M | 0.01% |
1,148,220
+156,220
| +16% | +$1.7M |
|
1254
Curtiss-Wright
CW
$25.6B
| $11.8M | 0.01% |
98,900
+50,400
| +104% | +$6.57M |
|
1255
Employers Holdings
EIG
$870M
| $11.8M | 0.01% |
292,500
-89,300
| -23% | -$3.63M |
|
1256
First Financial Bancorp
FFBC
$3.61B
| $11.7M | 0.01% |
+382,880
| New | +$12M |
|
|
TSC
1257
DELISTED
TriState Capital Holdings, Inc.
TSC
| $11.7M | 0.01% |
448,500
-79,700
| -15% | -$2.02M |
|
|
PRMW
1258
DELISTED
Primo Water Corporation
PRMW
| $11.7M | 0.01% |
705,498
-644,002
| -48% | -$9.99M |
|
|
GLIBA
1259
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $11.7M | 0.01% |
258,910
-5,800
| -2% | -$267K |
|
1260
Zumiez
ZUMZ
$319M
| $11.7M | 0.01% |
465,900
+222,200
| +91% | +$5.53M |
|
1261
American Vanguard Corp
AVD
$65.8M
| $11.7M | 0.01% |
508,252
-101,800
| -17% | -$2.25M |
|
1262
RLJ Lodging Trust
RLJ
$1.68B
| $11.6M | 0.01% |
528,082
+9,550
| +2% | +$206K |
|
|
FARM
1263
DELISTED
Farmer Brothers
FARM
| $11.6M | 0.01% |
380,900
-18,500
| -5% | -$533K |
|
1264
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $11.6M | 0.01% |
435,800
+27,400
| +7% | +$756K |
|
|
PDCE
1265
DELISTED
PDC Energy, Inc.
PDCE
| $11.6M | 0.01% |
+191,539
| New | +$11M |
|
1266
ANI Pharmaceuticals
ANIP
$1.72B
| $11.6M | 0.01% |
173,300
-2,400
| -1% | -$150K |
|
|
AJRD
1267
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $11.6M | 0.01% |
392,495
-846,700
| -68% | -$24.5M |
|
|
ANCX
1268
DELISTED
Access National Corp
ANCX
| $11.6M | 0.01% |
404,695
+1,890
| +0.5% | +$54.2K |
|
1269
Maximus
MMS
$2.87B
| $11.6M | 0.01% |
186,000
-32,590
| -15% | -$2.11M |
|
1270
Adeia
ADEA
$3.15B
| $11.6M | 0.01% |
2,711,772
-570,780
| -17% | -$3.08M |
|
|
AIMC
1271
DELISTED
Altra Industrial Motion Corp
AIMC
| $11.5M | 0.01% |
267,504
-21,296
| -7% | -$930K |
|
1272
Costamare
CMRE
$1.74B
| $11.5M | 0.01% |
1,437,400
+619,700
| +76% | +$4.52M |
|
1273
Terreno Realty
TRNO
$7.51B
| $11.4M | 0.01% |
302,300
-73,900
| -20% | -$2.72M |
|
|
TGE
1274
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
| $11.3M | 0.01% |
511,800
+419,000
| +452% | +$8.88M |
|
1275
Global Payments
GPN
$24.1B
| $11.3M | 0.01% |
101,645
-275,100
| -73% | -$31.1M |
|
Similar funds
Jim Simons's Q2 2018 Portfolio in Review
As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.
Against the trend, Jim Simons opened a new position in Apple worth $707M.
- Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
- Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
- Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
- Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
- Jim Simons opened 412 new positions and closed 524 in Q2 2018.
- Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.
Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.