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 | |
|---|---|---|---|---|---|---|
|
LEXEA
1801
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $4.46M | ﹤0.01% |
+114,100
| New | +$4.75M |
|
1802
Halozyme
HALO
$11.2B
| $4.46M | ﹤0.01% |
304,600
-286,000
| -48% | -$4.56M |
|
|
SMMF
1803
DELISTED
Summit Financial Group, Inc.
SMMF
| $4.46M | ﹤0.01% |
230,735
-15,160
| -6% | -$319K |
|
|
SREV
1804
DELISTED
ServiceSource International, Inc.
SREV
| $4.43M | ﹤0.01% |
4,103,640
-340,999
| -8% | -$537K |
|
1805
Vaalco Energy
EGY
$608M
| $4.42M | ﹤0.01% |
3,006,117
+158,100
| +6% | +$302K |
|
|
GV
1806
DELISTED
Goldfield Corporation
GV
| $4.41M | ﹤0.01% |
1,950,090
-50,909
| -3% | -$160K |
|
|
BPFH
1807
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $4.39M | ﹤0.01% |
414,972
+278,700
| +205% | +$3.5M |
|
1808
Stellantis
STLA
$20.2B
| $4.38M | ﹤0.01% |
302,725
-2,689,872
| -90% | -$43.3M |
|
1809
Bright Horizons
BFAM
$3.75B
| $4.37M | ﹤0.01% |
39,200
-13,300
| -25% | -$1.53M |
|
1810
Lesaka Technologies
LSAK
$407M
| $4.36M | ﹤0.01% |
930,590
+263,690
| +40% | +$1.55M |
|
|
ITCL
1811
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
| $4.36M | ﹤0.01% |
320,200
+400
| +0.1% | +$5.69K |
|
1812
Kingstone Companies
KINS
$285M
| $4.35M | ﹤0.01% |
246,051
-5,355
| -2% | -$89.6K |
|
|
LL
1813
DELISTED
LL Flooring Holdings, Inc.
LL
| $4.35M | ﹤0.01% |
+457,075
| New | +$5.53M |
|
1814
Angi Inc
ANGI
$191M
| $4.35M | ﹤0.01% |
27,050
+12,516
| +86% | +$2.27M |
|
|
SCTL
1815
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $4.34M | ﹤0.01% |
681,042
+145,284
| +27% | +$909K |
|
1816
Wabash National
WNC
$512M
| $4.33M | ﹤0.01% |
331,400
+110,100
| +50% | +$1.62M |
|
|
MPX
1817
DELISTED
Marine Products Corp
MPX
| $4.33M | ﹤0.01% |
256,302
+15,302
| +6% | +$318K |
|
|
OSB
1818
DELISTED
Norbord Inc.
OSB
| $4.32M | ﹤0.01% |
162,500
-200,600
| -55% | -$5.46M |
|
|
NXEO
1819
DELISTED
Nexeo Solutions, Inc. Common Stock
NXEO
| $4.29M | ﹤0.01% |
499,500
-551,900
| -52% | -$5.57M |
|
1820
Napco Security Technologies
NSSC
$1.37B
| $4.29M | ﹤0.01% |
544,600
+8,200
| +2% | +$62.6K |
|
|
SPNS
1821
DELISTED
Sapiens International
SPNS
| $4.28M | ﹤0.01% |
388,200
-26,200
| -6% | -$301K |
|
1822
Republic Bancorp
RBCAA
$1.92B
| $4.27M | ﹤0.01% |
110,350
-10,350
| -9% | -$445K |
|
|
TCF
1823
DELISTED
TCF Financial Corporation Common Stock
TCF
| $4.27M | ﹤0.01% |
+116,669
| New | +$5.33M |
|
|
SRT
1824
DELISTED
Startek Inc.
SRT
| $4.27M | ﹤0.01% |
642,100
-65,400
| -9% | -$406K |
|
1825
Rafael Holdings
RFL
$103M
| $4.27M | ﹤0.01% |
545,884
+3,853
| +0.7% | +$32K |
|
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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.