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 |
Baidu
BIDU
|
+$462M |
| 2 |
AGN
Allergan plc
AGN
|
+$390M |
| 3 |
AT&T
T
|
+$371M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$353M |
| 5 |
NextEra Energy
NEE
|
+$326M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$1.97B |
| 2 |
Meta Platforms (Facebook)
META
|
+$435M |
| 3 |
Pfizer
PFE
|
+$377M |
| 4 |
GE Aerospace
GE
|
+$354M |
| 5 |
Starbucks
SBUX
|
+$323M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 25.68% |
| 2 | Technology | 12.88% |
| 3 | Consumer Staples | 9.84% |
| 4 | Communication Services | 9.02% |
| 5 | Financials | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IVAC
1976
DELISTED
Intevac Inc
IVAC
| $2.32M | ﹤0.01% |
567,777
-1,868
| -0.3% | -$11.2K |
|
|
CDTX
1977
DELISTED
Cidara Therapeutics
CDTX
| $2.32M | ﹤0.01% |
46,780
+6,997
| +18% | +$419K |
|
1978
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
| $2.31M | ﹤0.01% |
25,900
+2,200
| +9% | +$195K |
|
|
GRA
1979
DELISTED
W.R. Grace & Co.
GRA
| $2.31M | ﹤0.01% |
65,000
-188,900
| -74% | -$10.8M |
|
|
RADA
1980
DELISTED
Rada Electronic Industries Ltd
RADA
| $2.31M | ﹤0.01% |
658,836
+264,712
| +67% | +$1.37M |
|
1981
Warner Bros
WBD
$70.2B
| $2.3M | ﹤0.01% |
118,400
-193,950
| -62% | -$5.32M |
|
1982
Kadant
KAI
$3.95B
| $2.3M | ﹤0.01% |
30,800
-13,500
| -30% | -$1.28M |
|
1983
Apyx Medical
APYX
$128M
| $2.29M | ﹤0.01% |
637,595
+14,700
| +2% | +$98.7K |
|
1984
Werner Enterprises
WERN
$2.33B
| $2.29M | ﹤0.01% |
63,093
+17,430
| +38% | +$627K |
|
1985
CEMIG Preferred Shares
CIG
$5.52B
| $2.29M | ﹤0.01% |
2,636,393
-2,626,946
| -50% | -$4.05M |
|
1986
Cullen/Frost Bankers
CFR
$10.6B
| $2.27M | ﹤0.01% |
40,700
-11,600
| -22% | -$946K |
|
1987
StoneX
SNEX
$8.09B
| $2.27M | ﹤0.01% |
316,543
-73,047
| -19% | -$648K |
|
1988
Pure Cycle
PCYO
$271M
| $2.27M | ﹤0.01% |
203,200
+118,000
| +138% | +$1.43M |
|
|
SY
1989
So-Young International
SY
$225M
| $2.26M | ﹤0.01% |
+221,100
| New | +$2.7M |
|
1990
Freedom Holding
FRHC
$9.34B
| $2.26M | ﹤0.01% |
159,209
+63,353
| +66% | +$953K |
|
1991
BJ's Restaurants
BJRI
$1.45B
| $2.26M | ﹤0.01% |
162,529
+88,200
| +119% | +$2.83M |
|
1992
Brookfield Infrastructure Partners
BIP
$18.3B
| $2.25M | ﹤0.01% |
93,600
-267,936
| -74% | -$7.83M |
|
|
TGB
1993
Trekor Metals
TGB
$3.06B
| $2.25M | ﹤0.01% |
8,428,653
-550,504
| -6% | -$228K |
|
|
APTO
1994
DELISTED
Aptose Biosciences, Inc.
APTO
| $2.25M | ﹤0.01% |
849
+774
| +1,032% | +$2.31M |
|
|
BLDP
1995
Ballard Power Systems
BLDP
$814M
| $2.25M | ﹤0.01% |
+296,413
| New | +$2.88M |
|
1996
Rocky Mountain Chocolate Factory
RMCF
$11.5M
| $2.24M | ﹤0.01% |
467,291
-13,830
| -3% | -$107K |
|
1997
Ichor Holdings
ICHR
$2.66B
| $2.24M | ﹤0.01% |
+116,700
| New | +$3.53M |
|
1998
MakeMyTrip
MMYT
$5.68B
| $2.23M | ﹤0.01% |
186,853
+59,533
| +47% | +$1.29M |
|
|
CXO
1999
DELISTED
CONCHO RESOURCES INC.
CXO
| $2.23M | ﹤0.01% |
52,042
+10,542
| +25% | +$733K |
|
2000
SM Energy
SM
$8.03B
| $2.23M | ﹤0.01% |
+1,825,300
| New | +$12.9M |
|
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Jim Simons's Q1 2020 Portfolio in Review
As of Q1 2020, Jim Simons held 4,047 positions worth $103B, down 21% from $130B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Jim Simons's Q1 2020 filing shows 573 new, 1,474 increased, 1,328 reduced and 645 closed positions. Its largest new stake was AT&T: 13,563,699 shares worth $299M. The largest sale was Tesla, an estimated $1.97B.
By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 22% a quarter earlier, followed by Technology and Consumer Staples.
- Jim Simons's largest Q1 2020 buy was AT&T: 13,563,699 shares worth $299M.
- Jim Simons added most to Baidu in Q1 2020, an estimated $462M increase.
- Jim Simons's biggest Q1 2020 reduction was Tesla, cutting an estimated $1.97B.
- Jim Simons fully exited Phillips 66 in Q1 2020, selling an estimated $214M.
- Jim Simons's ten largest holdings make up 15% of its $103B portfolio in Q1 2020.
- Jim Simons opened 573 new positions and closed 645 in Q1 2020.
- Jim Simons's portfolio value fell 21% quarter-over-quarter to $103B.
Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.