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 | |
|---|---|---|---|---|---|---|
|
SPNE
1601
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $6.06M | 0.01% |
332,100
-61,700
| -16% | -$1.04M |
|
1602
Brunswick
BC
$5.36B
| $6.05M | 0.01% |
130,200
-18,500
| -12% | -$989K |
|
1603
Tyler Technologies
TYL
$13.5B
| $6.05M | 0.01% |
+32,542
| New | +$6.43M |
|
1604
Teledyne Technologies
TDY
$31.5B
| $6.05M | 0.01% |
+29,200
| New | +$6.39M |
|
1605
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $6.01M | 0.01% |
57,835
-11,026
| -16% | -$1.15M |
|
|
TACO
1606
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
| $6M | 0.01% |
600,600
-171,100
| -22% | -$1.85M |
|
1607
Stock Yards Bancorp
SYBT
$2.64B
| $6M | 0.01% |
182,832
-64,718
| -26% | -$2.06M |
|
1608
WisdomTree
WT
$3.46B
| $5.99M | 0.01% |
900,480
+845,580
| +1,540% | +$6.14M |
|
|
MBTF
1609
DELISTED
MBT Financial Corporation
MBTF
| $5.98M | 0.01% |
643,147
+115,400
| +22% | +$1.27M |
|
1610
iShares MSCI Emerging Markets ETF
EEM
$30.5B
| $5.97M | 0.01% |
+152,900
| New | +$6.12M |
|
|
AFI
1611
DELISTED
Armstrong Flooring, Inc.
AFI
| $5.97M | 0.01% |
503,900
+78,455
| +18% | +$1.21M |
|
|
CUB
1612
DELISTED
Cubic Corporation
CUB
| $5.96M | 0.01% |
110,900
+78,105
| +238% | +$4.92M |
|
1613
Universal Logistics Holdings
ULH
$509M
| $5.95M | 0.01% |
329,150
-17,330
| -5% | -$454K |
|
|
FARO
1614
DELISTED
Faro Technologies
FARO
| $5.94M | 0.01% |
146,242
+46,000
| +46% | +$2.23M |
|
1615
Matador Resources
MTDR
$6.64B
| $5.94M | 0.01% |
+382,700
| New | +$9.62M |
|
1616
Community Bank
CBU
$3.46B
| $5.92M | 0.01% |
101,600
+50,692
| +100% | +$3.06M |
|
1617
AZZ Inc
AZZ
$4.55B
| $5.92M | 0.01% |
146,700
-21,000
| -13% | -$949K |
|
1618
Century Casinos
CNTY
$36M
| $5.91M | 0.01% |
798,997
-136,843
| -15% | -$935K |
|
1619
Galicia Financial Group
GGAL
$6.97B
| $5.9M | 0.01% |
214,083
+178,283
| +498% | +$4.53M |
|
1620
Liberty Media Series A
FWONA
$23.9B
| $5.86M | 0.01% |
205,891
+58,308
| +40% | +$1.72M |
|
|
SIFI
1621
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
| $5.8M | 0.01% |
456,035
-10,808
| -2% | -$146K |
|
1622
Builders FirstSource
BLDR
$7.8B
| $5.77M | 0.01% |
528,868
+260,838
| +97% | +$3.28M |
|
1623
Dawson Geophysical
DWSN
$99.1M
| $5.76M | 0.01% |
1,702,834
+43,329
| +3% | +$206K |
|
1624
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $5.75M | 0.01% |
168,100
+141,100
| +523% | +$5M |
|
1625
West Bancorporation
WTBA
$508M
| $5.75M | 0.01% |
301,202
+13,001
| +5% | +$275K |
|
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.