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 | |
|---|---|---|---|---|---|---|
1351
Trex
TREX
$5.05B
| $9.34M | 0.01% |
314,600
-275,800
| -47% | -$8.63M |
|
|
SPA
1352
DELISTED
Sparton
SPA
| $9.34M | 0.01% |
513,235
-95,700
| -16% | -$1.4M |
|
|
FARM
1353
DELISTED
Farmer Brothers
FARM
| $9.33M | 0.01% |
400,100
+21,100
| +6% | +$510K |
|
|
TPH
1354
DELISTED
Tri Pointe Homes
TPH
| $9.33M | 0.01% |
+853,936
| New | +$10.1M |
|
|
NOA
1355
North American Construction
NOA
$373M
| $9.32M | 0.01% |
1,047,600
-108,700
| -9% | -$1.07M |
|
1356
Brinker International
EAT
$10.1B
| $9.31M | 0.01% |
211,700
-301,300
| -59% | -$14.3M |
|
1357
Goldgroup Mining Inc.
GORO
$210M
| $9.27M | 0.01% |
2,317,434
+521,604
| +29% | +$2.35M |
|
|
TWO
1358
Two Harbors Investment
TWO
$1.26B
| $9.21M | 0.01% |
179,415
-242,950
| -58% | -$13.8M |
|
1359
KBR
KBR
$4.84B
| $9.21M | 0.01% |
607,000
-580,050
| -49% | -$10.8M |
|
1360
Autoliv
ALV
$8.96B
| $9.19M | 0.01% |
130,561
-55,239
| -30% | -$4.48M |
|
1361
AbbVie
ABBV
$441B
| $9.17M | 0.01% |
99,500
-1,120,556
| -92% | -$98.5M |
|
1362
Allot
ALLT
$381M
| $9.17M | 0.01% |
1,510,646
+164,410
| +12% | +$1.08M |
|
1363
Boise Cascade
BCC
$2.9B
| $9.15M | 0.01% |
383,500
+194,500
| +103% | +$5.59M |
|
1364
United Natural Foods
UNFI
$2.9B
| $9.13M | 0.01% |
861,750
+543,300
| +171% | +$11.4M |
|
1365
Blackrock
BLK
$182B
| $9.11M | 0.01% |
23,200
-195,800
| -89% | -$80.2M |
|
1366
Globe Life
GL
$14.1B
| $9.11M | 0.01% |
122,200
+54,700
| +81% | +$4.55M |
|
1367
Generac Holdings
GNRC
$12.9B
| $9.07M | 0.01% |
182,600
+133,000
| +268% | +$7.13M |
|
1368
Huron Consulting
HURN
$2.43B
| $9.03M | 0.01% |
176,058
+15,900
| +10% | +$809K |
|
1369
OR Royalties Inc
OR
$6.19B
| $9.03M | 0.01% |
1,028,200
+277,626
| +37% | +$2.18M |
|
|
STFC
1370
DELISTED
State Auto Financial Corp
STFC
| $9.03M | 0.01% |
265,200
+5,800
| +2% | +$189K |
|
1371
Quanex
NX
$958M
| $9.02M | 0.01% |
664,000
-83,500
| -11% | -$1.27M |
|
|
AXON
1372
Axon Enterprise
AXON
$49.8B
| $8.97M | 0.01% |
205,152
+12,600
| +7% | +$654K |
|
1373
MillerKnoll
MLKN
$1.61B
| $8.97M | 0.01% |
296,465
+28,700
| +11% | +$954K |
|
1374
Canadian Natural Resources
CNQ
$99.5B
| $8.96M | 0.01% |
756,561
-199,095
| -21% | -$2.68M |
|
|
CHK
1375
DELISTED
Chesapeake Energy Corporation
CHK
| $8.94M | 0.01% |
21,276
-18,635
| -47% | -$12.8M |
|
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.