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 | |
|---|---|---|---|---|---|---|
1301
Financial Institutions
FISI
$825M
| $10.1M | 0.01% |
392,700
+4,100
| +1% | +$116K |
|
|
EHIC
1302
DELISTED
eHi Car Services Limited
EHIC
| $10.1M | 0.01% |
959,900
-157,200
| -14% | -$1.69M |
|
|
FFNW
1303
DELISTED
First Financial Northwest, Inc
FFNW
| $10M | 0.01% |
649,000
-57,120
| -8% | -$873K |
|
|
CHA
1304
DELISTED
China Telecom Corporation, LTD
CHA
| $10M | 0.01% |
197,300
-13,400
| -6% | -$673K |
|
1305
DNOW Inc
DNOW
$2.98B
| $9.99M | 0.01% |
858,200
+364,600
| +74% | +$5.1M |
|
1306
Ezcorp Inc
EZPW
$1.8B
| $9.99M | 0.01% |
1,291,935
-137,665
| -10% | -$1.3M |
|
1307
Boyd Gaming
BYD
$6.1B
| $9.96M | 0.01% |
+479,100
| New | +$12.6M |
|
1308
Acacia Research
ACTG
$448M
| $9.95M | 0.01% |
3,338,800
-31,900
| -0.9% | -$98.7K |
|
1309
Bank of Marin Bancorp
BMRC
$460M
| $9.95M | 0.01% |
241,211
-12,989
| -5% | -$531K |
|
|
FONR
1310
DELISTED
Fonar
FONR
| $9.95M | 0.01% |
491,516
-3,700
| -0.7% | -$83.4K |
|
1311
Norwegian Cruise Line
NCLH
$8.73B
| $9.94M | 0.01% |
+234,400
| New | +$11.4M |
|
1312
Nasdaq
NDAQ
$54.2B
| $9.93M | 0.01% |
+365,100
| New | +$10.4M |
|
1313
The Greenbrier Companies
GBX
$1.41B
| $9.9M | 0.01% |
250,300
-15,700
| -6% | -$774K |
|
1314
Rush Enterprises Class B
RUSHB
$9.28B
| $9.89M | 0.01% |
624,825
-15,525
| -2% | -$253K |
|
|
DO
1315
DELISTED
Diamond Offshore Drilling
DO
| $9.86M | 0.01% |
1,044,100
+922,600
| +759% | +$13.1M |
|
1316
Powell Industries
POWL
$7.8B
| $9.85M | 0.01% |
1,182,000
+42,300
| +4% | +$419K |
|
1317
Oracle
ORCL
$438B
| $9.85M | 0.01% |
218,100
-2,874,132
| -93% | -$138M |
|
1318
Virtu Financial
VIRT
$5.13B
| $9.83M | 0.01% |
381,700
-469,800
| -55% | -$11.3M |
|
1319
Liberty Media Series C
FWONK
$26.3B
| $9.82M | 0.01% |
+330,847
| New | +$10.3M |
|
1320
Commercial Vehicle Group
CVGI
$130M
| $9.8M | 0.01% |
1,720,026
-225,974
| -12% | -$1.57M |
|
|
AAN.A
1321
DELISTED
The Aaron's Company Inc Class A
AAN.A
| $9.79M | 0.01% |
+232,900
| New | +$9.79M |
|
|
LADR
1322
Ladder Capital
LADR
$1.27B
| $9.78M | 0.01% |
632,030
-68,306
| -10% | -$1.16M |
|
1323
Linde
LIN
$222B
| $9.72M | 0.01% |
+62,300
| New | +$9.85M |
|
1324
Harmony Gold Mining
HMY
$12.1B
| $9.7M | 0.01% |
5,420,100
+1,290,400
| +31% | +$2.26M |
|
1325
Tootsie Roll Industries
TR
$3.05B
| $9.7M | 0.01% |
367,715
+48,814
| +15% | +$1.25M |
|
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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.