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 | 15.48% |
| 2 | Technology | 13.21% |
| 3 | Financials | 10.74% |
| 4 | Real Estate | 9.97% |
| 5 | Utilities | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Regeneron Pharmaceuticals
REGN
$82.1B
| $131M | 0.14% |
349,862
+81,800
| +31% | +$29.9M |
|
|
RTN
152
DELISTED
Raytheon Company
RTN
| $130M | 0.14% |
+844,600
| New | +$151M |
|
153
Mastercard
MA
$492B
| $129M | 0.14% |
684,444
+20,444
| +3% | +$4.06M |
|
|
CCMP
154
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $126M | 0.14% |
1,324,066
+65,257
| +5% | +$6.4M |
|
155
Douglas Emmett
DEI
$1.92B
| $126M | 0.14% |
3,694,200
+169,300
| +5% | +$6.08M |
|
|
GHDX
156
DELISTED
Genomic Health, Inc.
GHDX
| $125M | 0.14% |
1,947,100
+164,000
| +9% | +$11.5M |
|
157
BCE
BCE
$21.8B
| $125M | 0.14% |
3,171,498
-452,473
| -12% | -$18.5M |
|
158
Medifast
MED
$130M
| $124M | 0.14% |
990,000
+31,600
| +3% | +$5.41M |
|
159
Enterprise Products Partners
EPD
$81.8B
| $123M | 0.13% |
5,011,149
+3,925,100
| +361% | +$105M |
|
|
MZTI
160
The Marzetti Company
MZTI
$3.15B
| $123M | 0.13% |
696,400
-22,362
| -3% | -$3.81M |
|
161
AGNC Investment
AGNC
$12.9B
| $122M | 0.13% |
6,981,929
+3,031,800
| +77% | +$54M |
|
162
PVH
PVH
$3.91B
| $121M | 0.13% |
1,301,345
+1,142,345
| +718% | +$131M |
|
163
Philip Morris
PM
$290B
| $119M | 0.13% |
1,789,400
+1,104,400
| +161% | +$92.2M |
|
164
Diageo
DEO
$52.8B
| $119M | 0.13% |
841,900
+55,600
| +7% | +$7.82M |
|
|
HZNP
165
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $119M | 0.13% |
6,066,275
+45,700
| +0.8% | +$896K |
|
166
Accenture
ACN
$110B
| $118M | 0.13% |
838,400
+564,700
| +206% | +$89.3M |
|
167
NVIDIA
NVDA
$5.27T
| $117M | 0.13% |
35,175,720
-48,482,880
| -58% | -$232M |
|
168
DexCom
DXCM
$33.8B
| $117M | 0.13% |
3,898,352
+1,566,116
| +67% | +$49.7M |
|
169
Exelixis
EXEL
$12.7B
| $116M | 0.13% |
5,919,727
+1,821,017
| +44% | +$32.5M |
|
170
Ecopetrol
EC
$35B
| $116M | 0.13% |
7,304,100
-278,424
| -4% | -$5.97M |
|
171
Chunghwa Telecom
CHT
$32.9B
| $116M | 0.13% |
3,240,692
+30,344
| +0.9% | +$1.06M |
|
172
HEICO Corp Class A
HEI.A
$37B
| $116M | 0.13% |
1,835,645
-26,407
| -1% | -$1.77M |
|
173
Altria Group
MO
$109B
| $115M | 0.13% |
2,334,800
+1,604,155
| +220% | +$92.9M |
|
174
FirstCash
FCFS
$9.04B
| $115M | 0.13% |
1,584,424
+91,800
| +6% | +$7.32M |
|
|
TRCO
175
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $115M | 0.13% |
2,524,100
+1,452,700
| +136% | +$58.8M |
|
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 15% of assets, down from 18% 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.