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 | |
|---|---|---|---|---|---|---|
|
TLRD
1526
DELISTED
Tailored Brands, Inc.
TLRD
| $6.99M | 0.01% |
512,700
-380,100
| -43% | -$7.83M |
|
1527
Monarch Casino & Resort
MCRI
$2.22B
| $6.98M | 0.01% |
183,100
-26,200
| -13% | -$1.06M |
|
|
MRLN
1528
DELISTED
Marlin Business Services Corp
MRLN
| $6.98M | 0.01% |
312,700
-7,500
| -2% | -$193K |
|
1529
Western Alliance Bancorporation
WAL
$8.98B
| $6.97M | 0.01% |
+176,604
| New | +$8.35M |
|
|
PMD
1530
DELISTED
Psychemedics Corporation
PMD
| $6.97M | 0.01% |
439,000
-29,066
| -6% | -$501K |
|
1531
Silicon Laboratories
SLAB
$7.29B
| $6.96M | 0.01% |
88,298
+1,300
| +1% | +$108K |
|
1532
Newmont
NEM
$124B
| $6.95M | 0.01% |
200,700
+124,200
| +162% | +$4.03M |
|
1533
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
| $6.95M | 0.01% |
+235,000
| New | +$6.92M |
|
|
DISH
1534
DELISTED
DISH Network Corp.
DISH
| $6.94M | 0.01% |
277,800
-22,179
| -7% | -$696K |
|
1535
Patrick Industries
PATK
$2.76B
| $6.93M | 0.01% |
350,853
+195,900
| +126% | +$5.55M |
|
|
WAAS
1536
DELISTED
AquaVenture Holdings Limited
WAAS
| $6.92M | 0.01% |
366,400
-6,700
| -2% | -$121K |
|
|
KE
1537
Kimball Electronics
KE
$622M
| $6.9M | 0.01% |
445,575
+82,800
| +23% | +$1.46M |
|
1538
Peapack-Gladstone Financial
PGC
$828M
| $6.9M | 0.01% |
274,020
-45,700
| -14% | -$1.26M |
|
1539
Tower Semiconductor
TSEM
$30B
| $6.9M | 0.01% |
468,100
-20,800
| -4% | -$347K |
|
1540
Cathay General Bancorp
CATY
$4.33B
| $6.87M | 0.01% |
204,965
+175,194
| +588% | +$6.64M |
|
1541
Provident Financial
PROV
$113M
| $6.86M | 0.01% |
442,600
-14,000
| -3% | -$241K |
|
1542
DigitalBridge
DBRG
$2.94B
| $6.85M | 0.01% |
366,141
+64,389
| +21% | +$1.47M |
|
1543
Brookfield Renewable
BEP
$10.4B
| $6.83M | 0.01% |
494,341
+46,233
| +10% | +$692K |
|
1544
Oceaneering
OII
$5.2B
| $6.81M | 0.01% |
+562,600
| New | +$10.6M |
|
1545
Primis Financial Corp
FRST
$413M
| $6.78M | 0.01% |
513,026
+60,706
| +13% | +$916K |
|
|
TRK
1546
DELISTED
Speedway Motorsports, Inc.
TRK
| $6.78M | 0.01% |
416,788
+26,865
| +7% | +$442K |
|
1547
Grupo Aeroportuario del Sureste
ASR
$7.94B
| $6.78M | 0.01% |
45,000
+4,200
| +10% | +$680K |
|
|
TAST
1548
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $6.76M | 0.01% |
686,593
-364,007
| -35% | -$4.35M |
|
|
CNR
1549
Core Natural Resources Inc
CNR
$4.76B
| $6.75M | 0.01% |
212,900
+31,300
| +17% | +$1.15M |
|
1550
Bank OZK
OZK
$5.72B
| $6.74M | 0.01% |
+295,000
| New | +$8.18M |
|
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.