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 | |
|---|---|---|---|---|---|---|
|
RETA
1651
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $5.57M | 0.01% |
99,300
+79,798
| +409% | +$4.87M |
|
1652
Gerdau
GGB
$9.3B
| $5.56M | 0.01% |
1,863,917
-7,696,206
| -81% | -$24.9M |
|
1653
Asbury Automotive
ABG
$3.78B
| $5.55M | 0.01% |
+83,200
| New | +$5.47M |
|
1654
Commerce Bancshares
CBSH
$8.64B
| $5.53M | 0.01% |
+137,906
| New | +$5.91M |
|
|
EXPR
1655
DELISTED
Express, Inc.
EXPR
| $5.52M | 0.01% |
54,030
+33,560
| +164% | +$5.18M |
|
1656
HUB Group
HUBG
$2.46B
| $5.51M | 0.01% |
297,472
+135,600
| +84% | +$2.91M |
|
1657
The Bancorp
TBBK
$2.84B
| $5.51M | 0.01% |
692,400
+155,000
| +29% | +$1.45M |
|
|
SRCL
1658
DELISTED
Stericycle Inc
SRCL
| $5.51M | 0.01% |
+150,220
| New | +$7.05M |
|
1659
Cato Corp
CATO
$67.9M
| $5.51M | 0.01% |
386,150
+276,400
| +252% | +$4.76M |
|
1660
Ternium
TX
$10.6B
| $5.5M | 0.01% |
203,000
-183,000
| -47% | -$5.46M |
|
1661
Talos Energy
TALO
$2.63B
| $5.49M | 0.01% |
336,638
-25,700
| -7% | -$607K |
|
|
COUP
1662
DELISTED
Coupa Software Incorporated
COUP
| $5.49M | 0.01% |
87,400
-293,000
| -77% | -$18.5M |
|
|
SCWX
1663
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $5.49M | 0.01% |
325,165
-92,135
| -22% | -$1.44M |
|
1664
Repligen
RGEN
$9.42B
| $5.49M | 0.01% |
+104,104
| New | +$6.11M |
|
|
GOV
1665
DELISTED
Government Properties Income Trust
GOV
| $5.48M | 0.01% |
797,670
+252,870
| +46% | +$2.25M |
|
1666
Terreno Realty
TRNO
$7.43B
| $5.47M | 0.01% |
155,600
+19,600
| +14% | +$732K |
|
1667
Vermilion Energy
VET
$1.73B
| $5.47M | 0.01% |
259,500
+126,800
| +96% | +$3.29M |
|
|
LGF.B
1668
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $5.46M | 0.01% |
367,100
-99,500
| -21% | -$1.8M |
|
1669
Shore Bancshares
SHBI
$800M
| $5.45M | 0.01% |
374,800
+200
| +0.1% | +$3.21K |
|
|
TGA
1670
DELISTED
Transglobe Energy Corp
TGA
| $5.43M | 0.01% |
2,906,467
-256,600
| -8% | -$603K |
|
1671
Prudential Financial
PRU
$43.2B
| $5.43M | 0.01% |
66,600
-933,900
| -93% | -$86M |
|
1672
Marchex
MCHX
$82M
| $5.43M | 0.01% |
2,047,634
+256,500
| +14% | +$722K |
|
1673
Bar Harbor Bankshares
BHB
$681M
| $5.42M | 0.01% |
241,850
+6,400
| +3% | +$159K |
|
1674
iShares Gold Trust
IAU
$64.9B
| $5.42M | 0.01% |
220,700
+133,000
| +152% | +$3.13M |
|
1675
Neurocrine Biosciences
NBIX
$15.5B
| $5.42M | 0.01% |
+75,841
| New | +$7.27M |
|
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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.