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 | |
|---|---|---|---|---|---|---|
1826
Preformed Line Products
PLPC
$2.27B
| $4.26M | ﹤0.01% |
78,514
-4,286
| -5% | -$278K |
|
|
CTLP
1827
DELISTED
Cantaloupe
CTLP
| $4.25M | ﹤0.01% |
1,092,500
+822,183
| +304% | +$4.31M |
|
1828
Veeco
VECO
$3.2B
| $4.25M | ﹤0.01% |
572,981
+469,544
| +454% | +$4.02M |
|
1829
Strategy Inc
MSTR
$36.6B
| $4.23M | ﹤0.01% |
331,000
-372,000
| -53% | -$4.71M |
|
1830
Sociedad Química y Minera de Chile
SQM
$21.2B
| $4.22M | ﹤0.01% |
110,200
-59,800
| -35% | -$2.58M |
|
1831
Crawford & Co Class A
CRD.A
$632M
| $4.21M | ﹤0.01% |
473,205
+26,005
| +6% | +$234K |
|
|
RUTH
1832
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $4.2M | ﹤0.01% |
184,900
+135,943
| +278% | +$3.59M |
|
1833
Nexstar Media Group
NXST
$5.84B
| $4.19M | ﹤0.01% |
+53,305
| New | +$4.22M |
|
1834
Trimble
TRMB
$13.4B
| $4.18M | ﹤0.01% |
127,144
+65,400
| +106% | +$2.41M |
|
1835
Alpha Pro Tech
APT
$55.4M
| $4.16M | ﹤0.01% |
1,122,470
-84,247
| -7% | -$300K |
|
1836
OFG Bancorp
OFG
$2.28B
| $4.16M | ﹤0.01% |
252,586
-52,284
| -17% | -$880K |
|
1837
Rocky Mountain Chocolate Factory
RMCF
$11.5M
| $4.16M | ﹤0.01% |
487,939
-23,438
| -5% | -$205K |
|
1838
Vipshop
VIPS
$6.81B
| $4.16M | ﹤0.01% |
761,402
-1,099,679
| -59% | -$5.92M |
|
1839
Nelnet
NNI
$4.57B
| $4.15M | ﹤0.01% |
79,300
-29,400
| -27% | -$1.58M |
|
|
KW
1840
DELISTED
Kennedy-Wilson Holdings
KW
| $4.11M | ﹤0.01% |
226,310
+57,410
| +34% | +$1.1M |
|
1841
Iron Mountain
IRM
$38.5B
| $4.11M | ﹤0.01% |
126,700
-55,800
| -31% | -$1.83M |
|
1842
Willis Towers Watson
WTW
$30.8B
| $4.1M | ﹤0.01% |
27,020
-3,400
| -11% | -$509K |
|
1843
Marvell Technology
MRVL
$199B
| $4.1M | ﹤0.01% |
+253,187
| New | +$4.2M |
|
1844
Global Industrial
GIC
$1.48B
| $4.1M | ﹤0.01% |
171,500
+75,500
| +79% | +$2.14M |
|
|
GRMN
1845
Garmin
GRMN
$59.8B
| $4.1M | ﹤0.01% |
64,700
-148,342
| -70% | -$9.6M |
|
1846
Cameco
CCJ
$42.6B
| $4.09M | ﹤0.01% |
360,000
+70,500
| +24% | +$816K |
|
1847
Western Union
WU
$2.32B
| $4.09M | ﹤0.01% |
239,700
-148,700
| -38% | -$2.7M |
|
1848
Hovnanian Enterprises
HOV
$785M
| $4.09M | ﹤0.01% |
239,082
+7,450
| +3% | +$236K |
|
1849
Invesco Preferred ETF
PGX
$3.77B
| $4.07M | ﹤0.01% |
302,000
+238,604
| +376% | +$3.29M |
|
1850
Quest Diagnostics
DGX
$25.9B
| $4.07M | ﹤0.01% |
48,820
-210,580
| -81% | -$19.7M |
|
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.