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 |
Amazon
AMZN
|
+$729M |
| 2 |
Booking.com
BKNG
|
+$309M |
| 3 |
PepsiCo
PEP
|
+$294M |
| 4 |
Comcast
CMCSA
|
+$285M |
| 5 |
Netflix
NFLX
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$778M |
| 2 |
Walmart Inc
WMT
|
+$382M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
NetEase
NTES
|
+$344M |
| 5 |
Becton Dickinson
BDX
|
+$343M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.65% |
| 2 | Technology | 14.45% |
| 3 | Consumer Discretionary | 11.36% |
| 4 | Financials | 11.34% |
| 5 | Industrials | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
KIN
1701
DELISTED
Kindred Biosciences, Inc.
KIN
| $6.01M | 0.01% |
695,200
-31,863
| -4% | -$280K |
|
|
BVH
1702
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $6.01M | 0.01% |
130,520
+73,580
| +129% | +$3.27M |
|
|
PMT
1703
PennyMac Mortgage Investment
PMT
$824M
| $5.98M | 0.01% |
+331,606
| New | +$5.55M |
|
1704
Fortuna Silver Mines
FSM
$3.16B
| $5.98M | 0.01% |
1,147,400
+692,600
| +152% | +$3.34M |
|
|
GLOP
1705
DELISTED
GASLOG PARTNERS LP
GLOP
| $5.96M | 0.01% |
256,000
+150,700
| +143% | +$3.6M |
|
1706
Triumph Financial Inc
TFIN
$1.87B
| $5.95M | 0.01% |
144,300
+82,300
| +133% | +$3.22M |
|
1707
Vicor
VICR
$10.8B
| $5.94M | 0.01% |
208,000
+21,100
| +11% | +$453K |
|
1708
PTC Therapeutics
PTCT
$5.98B
| $5.93M | 0.01% |
219,200
-7,400
| -3% | -$187K |
|
1709
DMC Global
BOOM
$155M
| $5.92M | 0.01% |
221,468
+71,468
| +48% | +$1.71M |
|
|
HDNG
1710
DELISTED
Hardinge Inc
HDNG
| $5.92M | 0.01% |
323,300
-7,700
| -2% | -$140K |
|
1711
Clarus
CLAR
$140M
| $5.92M | 0.01% |
880,697
-29,626
| -3% | -$210K |
|
1712
Texas Capital Bancshares
TCBI
$4.39B
| $5.9M | 0.01% |
+65,610
| New | +$6.15M |
|
1713
First Northwest Bancorp
FNWB
$109M
| $5.9M | 0.01% |
349,100
+63,288
| +22% | +$1.05M |
|
|
TAST
1714
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $5.89M | 0.01% |
525,832
+128,532
| +32% | +$1.61M |
|
|
RLH
1715
DELISTED
Red Lions Hotel Corporation
RLH
| $5.88M | 0.01% |
603,000
+177,100
| +42% | +$1.81M |
|
|
SF
1716
Stifel
SF
$12.9B
| $5.84M | 0.01% |
+222,023
| New | +$6.29M |
|
1717
York Water
YORW
$541M
| $5.84M | 0.01% |
188,400
+30,500
| +19% | +$941K |
|
1718
UFP Industries
UFPI
$4.96B
| $5.83M | 0.01% |
179,709
+89,600
| +99% | +$3.18M |
|
1719
Zumiez
ZUMZ
$314M
| $5.82M | 0.01% |
+243,700
| New | +$5.21M |
|
|
BBU
1720
DELISTED
Brookfield Business Partners
BBU
| $5.82M | 0.01% |
251,929
-49,232
| -16% | -$1.15M |
|
1721
STAAR Surgical
STAA
$1.3B
| $5.81M | 0.01% |
392,800
+74,400
| +23% | +$1.16M |
|
|
TA
1722
DELISTED
TravelCenters of America LLC
TA
| $5.8M | 0.01% |
322,260
| – | – |
|
|
ZVO
1723
DELISTED
Zovio Inc. Common Stock
ZVO
| $5.78M | 0.01% |
858,158
-186,300
| -18% | -$1.38M |
|
|
VIAB
1724
DELISTED
Viacom Inc. Class B
VIAB
| $5.78M | 0.01% |
186,200
-356,300
| -66% | -$11.5M |
|
1725
iShares Russell 2000 ETF
IWM
$82.9B
| $5.75M | 0.01% |
+37,900
| New | +$5.85M |
|
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Jim Simons's Q1 2018 Portfolio in Review
As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
- Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
- Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
- Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
- Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
- Jim Simons opened 474 new positions and closed 438 in Q1 2018.
- Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.
Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.