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 | |
|---|---|---|---|---|---|---|
1601
Globe Life
GL
$14B
| $6.61M | 0.01% |
81,200
-53,800
| -40% | -$4.57M |
|
|
VIAB
1602
DELISTED
Viacom Inc. Class B
VIAB
| $6.61M | 0.01% |
219,100
+32,900
| +18% | +$968K |
|
1603
Sanmina
SANM
$11.1B
| $6.6M | 0.01% |
+225,333
| New | +$6.62M |
|
1604
China Yuchai International
CYD
$1.71B
| $6.6M | 0.01% |
304,014
+115,814
| +62% | +$2.5M |
|
|
SMMF
1605
DELISTED
Summit Financial Group, Inc.
SMMF
| $6.57M | 0.01% |
244,935
-4,900
| -2% | -$128K |
|
1606
D.R. Horton
DHI
$41.9B
| $6.56M | 0.01% |
160,038
-924,800
| -85% | -$39.9M |
|
|
JNP
1607
DELISTED
Juniper Pharmaceuticals, Inc. Common Stock
JNP
| $6.54M | 0.01% |
752,173
+91,623
| +14% | +$824K |
|
|
FFWM
1608
DELISTED
First Foundation Inc
FFWM
| $6.54M | 0.01% |
352,800
-4,500
| -1% | -$85.2K |
|
1609
Vaalco Energy
EGY
$592M
| $6.53M | 0.01% |
2,391,117
+318,046
| +15% | +$547K |
|
1610
Tronox
TROX
$958M
| $6.52M | 0.01% |
331,400
+312,400
| +1,644% | +$5.82M |
|
1611
First Hawaiian
FHB
$3.39B
| $6.5M | 0.01% |
224,000
+68,200
| +44% | +$1.97M |
|
|
BHR
1612
Braemar Hotels & Resorts
BHR
$139M
| $6.46M | 0.01% |
571,492
+461,974
| +422% | +$4.84M |
|
|
RVNC
1613
DELISTED
Revance Therapeutics, Inc.
RVNC
| $6.46M | 0.01% |
235,200
+85,300
| +57% | +$2.56M |
|
1614
ING
ING
$102B
| $6.44M | 0.01% |
449,810
-1,589,690
| -78% | -$25.3M |
|
|
AVDL
1615
DELISTED
Avadel Pharmaceuticals
AVDL
| $6.43M | 0.01% |
1,049,070
+267,270
| +34% | +$1.87M |
|
1616
Agilysys
AGYS
$3.25B
| $6.41M | 0.01% |
413,652
+92,152
| +29% | +$1.22M |
|
1617
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $6.41M | 0.01% |
133,490
+97,777
| +274% | +$4.67M |
|
1618
Red Rock Resorts
RRR
$3.67B
| $6.4M | 0.01% |
+191,100
| New | +$6.21M |
|
1619
Tootsie Roll Industries
TR
$3.02B
| $6.4M | 0.01% |
262,827
-36,565
| -12% | -$844K |
|
|
BRT
1620
BRT Apartments
BRT
$269M
| $6.4M | 0.01% |
501,860
+147,000
| +41% | +$1.82M |
|
1621
West Bancorporation
WTBA
$511M
| $6.4M | 0.01% |
254,300
+7,300
| +3% | +$186K |
|
1622
Standard BioTools
LAB
$294M
| $6.38M | 0.01% |
1,070,500
+118,200
| +12% | +$674K |
|
1623
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $6.37M | 0.01% |
120,000
+27,200
| +29% | +$1.45M |
|
|
TTOO
1624
DELISTED
T2 Biosystems, Inc
TTOO
| $6.36M | 0.01% |
164
+130
| +382% | +$4.93M |
|
|
EMBJ
1625
Embraer S.A. ADS
EMBJ
$13.2B
| $6.33M | 0.01% |
254,300
-385,400
| -60% | -$9.8M |
|
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.