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
|
+$693M |
| 2 |
Meta Platforms (Facebook)
META
|
+$446M |
| 3 |
Johnson & Johnson
JNJ
|
+$306M |
| 4 |
Evergy
EVRG
|
+$288M |
| 5 |
Walmart Inc
WMT
|
+$265M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$596M |
| 2 |
Booking.com
BKNG
|
+$519M |
| 3 |
Amazon
AMZN
|
+$518M |
| 4 |
Eli Lilly
LLY
|
+$268M |
| 5 |
UnitedHealth
UNH
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.51% |
| 2 | Technology | 14.39% |
| 3 | Financials | 11.76% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Kewaunee Scientific
KEQU
$104M
| $3.39M | ﹤0.01% |
94,200
+4,698
| +5% | +$159K |
|
2002
Magnite
MGNI
$3.49B
| $3.38M | ﹤0.01% |
1,185,473
-445,427
| -27% | -$1.06M |
|
|
VLP
2003
DELISTED
Valero Energy Partners LP
VLP
| $3.37M | ﹤0.01% |
88,600
-6,478
| -7% | -$256K |
|
2004
ZTO Express
ZTO
$17.6B
| $3.36M | ﹤0.01% |
168,100
+20,300
| +14% | +$366K |
|
2005
Vitamin Cottage Natural Grocers
NGVC
$632M
| $3.35M | ﹤0.01% |
263,300
+52,500
| +25% | +$507K |
|
2006
National Bankshares
NKSH
$271M
| $3.35M | ﹤0.01% |
72,200
+6,700
| +10% | +$313K |
|
2007
Silvercrest Asset Management
SAMG
$78.6M
| $3.35M | ﹤0.01% |
205,300
+29,700
| +17% | +$473K |
|
|
HOLI
2008
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
| $3.34M | ﹤0.01% |
+151,018
| New | +$3.54M |
|
2009
Diodes
DIOD
$4.93B
| $3.34M | ﹤0.01% |
+96,851
| New | +$3.19M |
|
|
LN
2010
DELISTED
LINE Corporation
LN
| $3.33M | ﹤0.01% |
81,200
+9,300
| +13% | +$351K |
|
2011
WEX
WEX
$6.48B
| $3.33M | ﹤0.01% |
17,500
-246,800
| -93% | -$43M |
|
|
SMTA
2012
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
| $3.33M | ﹤0.01% |
+323,588
| New | +$3.22M |
|
|
DFRG
2013
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
| $3.33M | ﹤0.01% |
264,379
+80,398
| +44% | +$1.17M |
|
2014
Eldorado Gold
EGO
$10.4B
| $3.33M | ﹤0.01% |
+669,680
| New | +$3.44M |
|
2015
Farmers National Banc Corp
FMNB
$957M
| $3.33M | ﹤0.01% |
208,500
+19,400
| +10% | +$298K |
|
|
INN
2016
Summit Hotel Properties
INN
$656M
| $3.32M | ﹤0.01% |
232,252
-88,300
| -28% | -$1.28M |
|
|
EDGW
2017
DELISTED
Edgewater Technology Inc
EDGW
| $3.32M | ﹤0.01% |
613,276
+9,476
| +2% | +$52.6K |
|
2018
American Homes 4 Rent
AMH
$12.2B
| $3.31M | ﹤0.01% |
149,395
-1,462,000
| -91% | -$29.9M |
|
|
CNXM
2019
DELISTED
CNX Midstream Partners LP
CNXM
| $3.31M | ﹤0.01% |
170,800
+90,500
| +113% | +$1.72M |
|
|
HPJ
2020
DELISTED
Highpower International Inc
HPJ
| $3.3M | ﹤0.01% |
1,064,800
-2,600
| -0.2% | -$8.51K |
|
|
LUNA
2021
DELISTED
Luna Innovations Incorporated
LUNA
| $3.29M | ﹤0.01% |
1,104,905
+87,000
| +9% | +$280K |
|
2022
Hubbell
HUBB
$27.1B
| $3.29M | ﹤0.01% |
31,100
-299,800
| -91% | -$33.2M |
|
|
SOHO
2023
DELISTED
Sotherly Hotels
SOHO
| $3.28M | ﹤0.01% |
470,529
+155,129
| +49% | +$1.06M |
|
|
MGIC
2024
DELISTED
Magic Software Enterprises
MGIC
| $3.28M | ﹤0.01% |
394,952
+2,900
| +0.7% | +$24.1K |
|
2025
Perion Network
PERI
$377M
| $3.27M | ﹤0.01% |
930,533
+96,466
| +12% | +$285K |
|
Similar funds
Jim Simons's Q2 2018 Portfolio in Review
As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.
Against the trend, Jim Simons opened a new position in Apple worth $707M.
- Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
- Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
- Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
- Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
- Jim Simons opened 412 new positions and closed 524 in Q2 2018.
- Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.
Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.