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 | |
|---|---|---|---|---|---|---|
|
SNP
176
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $114M | 0.13% |
1,619,500
+30,600
| +2% | +$2.56M |
|
|
TXNM
177
TXNM Energy Inc
TXNM
$5.91B
| $114M | 0.12% |
2,771,400
+282,800
| +11% | +$11.6M |
|
178
Alliant Energy
LNT
$17.8B
| $113M | 0.12% |
2,682,304
+913,191
| +52% | +$40.1M |
|
179
Sprouts Farmers Market
SFM
$7.87B
| $113M | 0.12% |
4,820,000
-22,200
| -0.5% | -$578K |
|
180
TripAdvisor
TRIP
$1.28B
| $113M | 0.12% |
2,099,200
+1,076,400
| +105% | +$59.6M |
|
181
Capitol Federal Financial
CFFN
$1.09B
| $113M | 0.12% |
8,824,297
+244,039
| +3% | +$3.13M |
|
182
Suncor Energy
SU
$74B
| $112M | 0.12% |
4,011,746
+2,921,426
| +268% | +$97.1M |
|
183
Rayonier
RYN
$6.45B
| $112M | 0.12% |
4,453,717
+1,015,538
| +30% | +$28.2M |
|
|
P
184
Everpure Inc
P
$36.4B
| $112M | 0.12% |
6,947,800
-632,200
| -8% | -$12.5M |
|
185
Strategic Education
STRA
$1.81B
| $111M | 0.12% |
979,544
+33,223
| +4% | +$4.23M |
|
186
Intuitive Surgical
ISRG
$142B
| $110M | 0.12% |
691,500
-1,356,000
| -66% | -$230M |
|
187
Live Nation Entertainment
LYV
$42.7B
| $110M | 0.12% |
2,234,267
+462,701
| +26% | +$24.4M |
|
188
Green Dot
GDOT
$764M
| $109M | 0.12% |
1,373,800
-194,200
| -12% | -$15.3M |
|
189
Ulta Beauty
ULTA
$23.3B
| $109M | 0.12% |
446,000
-16,905
| -4% | -$4.67M |
|
|
ECHO
190
EchoStar
ECHO
$25.6B
| $108M | 0.12% |
3,638,099
-130,142
| -3% | -$4.29M |
|
191
Telkom Indonesia
TLK
$14.4B
| $108M | 0.12% |
4,124,000
+158,300
| +4% | +$4.02M |
|
|
K
192
DELISTED
Kellanova
K
| $108M | 0.12% |
2,012,619
+1,711,437
| +568% | +$103M |
|
193
Idacorp
IDA
$8.11B
| $108M | 0.12% |
1,157,100
+100,700
| +10% | +$9.83M |
|
194
Tapestry
TPR
$32.4B
| $107M | 0.12% |
3,180,480
-1,751,100
| -36% | -$70.5M |
|
195
Teva Pharmaceuticals
TEVA
$42.5B
| $107M | 0.12% |
6,941,985
+3,472,322
| +100% | +$71.2M |
|
196
Innoviva
INVA
$1.5B
| $107M | 0.12% |
6,112,708
+1,410,299
| +30% | +$22.9M |
|
197
WD-40
WDFC
$3.13B
| $106M | 0.12% |
578,138
-14,462
| -2% | -$2.45M |
|
|
PXD
198
DELISTED
Pioneer Natural Resource Co.
PXD
| $106M | 0.12% |
805,122
+364,334
| +83% | +$55.7M |
|
199
Lam Research
LRCX
$390B
| $106M | 0.12% |
7,766,890
-2,222,670
| -22% | -$31.9M |
|
200
Sony
SONY
$138B
| $105M | 0.12% |
10,920,500
+3,668,000
| +51% | +$38.8M |
|
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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 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.