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 | |
|---|---|---|---|---|---|---|
1926
Knowles
KN
$3.29B
| $3.62M | ﹤0.01% |
271,774
+72,796
| +37% | +$1.07M |
|
1927
Harrow
HROW
$1.5B
| $3.62M | ﹤0.01% |
635,316
+542,200
| +582% | +$2.32M |
|
1928
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $3.62M | ﹤0.01% |
+34,300
| New | +$3.59M |
|
1929
CareDx
CDNA
$2.34B
| $3.61M | ﹤0.01% |
143,600
+48,900
| +52% | +$1.26M |
|
1930
First Business Financial Services
FBIZ
$598M
| $3.61M | ﹤0.01% |
184,900
-23,700
| -11% | -$491K |
|
1931
Magnite
MGNI
$3.55B
| $3.6M | ﹤0.01% |
966,604
+390,709
| +68% | +$1.49M |
|
|
GEN
1932
DELISTED
Genesis Healthcare, Inc.
GEN
| $3.6M | ﹤0.01% |
3,053,411
+157,800
| +5% | +$234K |
|
|
WIN
1933
DELISTED
Windstream Holdings Inc
WIN
| $3.6M | ﹤0.01% |
1,723,408
-54,600
| -3% | -$203K |
|
|
ADAP
1934
DELISTED
Adaptimmune Therapeutics
ADAP
| $3.6M | ﹤0.01% |
626,300
-407,500
| -39% | -$3.01M |
|
1935
Friedman Industries
FRD
$331M
| $3.6M | ﹤0.01% |
510,120
-44,105
| -8% | -$367K |
|
1936
TG Therapeutics
TGTX
$7.46B
| $3.59M | ﹤0.01% |
875,900
+523,400
| +148% | +$2.6M |
|
1937
Adeia
ADEA
$3.29B
| $3.59M | ﹤0.01% |
737,856
-757,890
| -51% | -$2.95M |
|
1938
Air T
AIRT
$79.2M
| $3.58M | ﹤0.01% |
219,212
+2,550
| +1% | +$56.3K |
|
1939
Axcelis
ACLS
$4.33B
| $3.58M | ﹤0.01% |
200,899
-28,800
| -13% | -$512K |
|
1940
James Hardie Industries
JHX
$18B
| $3.57M | ﹤0.01% |
304,227
+6,900
| +2% | +$85.7K |
|
1941
Hecla Mining
HL
$12.3B
| $3.57M | ﹤0.01% |
1,513,190
+1,147,900
| +314% | +$2.94M |
|
1942
Nordson
NDSN
$17.2B
| $3.57M | ﹤0.01% |
+29,909
| New | +$3.67M |
|
1943
Xenon Pharmaceuticals
XENE
$6.03B
| $3.57M | ﹤0.01% |
565,700
+38,363
| +7% | +$341K |
|
|
PSXP
1944
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $3.56M | ﹤0.01% |
84,600
+76,204
| +908% | +$3.69M |
|
1945
DHI Group
DHX
$171M
| $3.55M | ﹤0.01% |
2,336,000
+62,700
| +3% | +$108K |
|
|
ACRE
1946
Ares Commercial Real Estate
ACRE
$262M
| $3.55M | ﹤0.01% |
272,200
+99,700
| +58% | +$1.39M |
|
1947
Enviri
NVRI
$579M
| $3.55M | ﹤0.01% |
178,600
+34,800
| +24% | +$863K |
|
|
KALV
1948
DELISTED
KalVista Pharmaceuticals
KALV
| $3.54M | ﹤0.01% |
179,229
+61,880
| +53% | +$1.24M |
|
1949
First Bancorp
FBP
$4.53B
| $3.53M | ﹤0.01% |
410,500
-547,142
| -57% | -$4.89M |
|
1950
MakeMyTrip
MMYT
$5.68B
| $3.52M | ﹤0.01% |
144,853
+55,898
| +63% | +$1.34M |
|
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.