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 | |
|---|---|---|---|---|---|---|
2026
SPX Corp
SPXC
$10.9B
| $3.03M | ﹤0.01% |
+108,100
| New | +$3.16M |
|
|
SOHO
2027
DELISTED
Sotherly Hotels
SOHO
| $3.02M | ﹤0.01% |
537,913
-26,494
| -5% | -$178K |
|
|
MGIC
2028
DELISTED
Magic Software Enterprises
MGIC
| $3.01M | ﹤0.01% |
394,665
-37,387
| -9% | -$307K |
|
2029
Navios Maritime Partners
NMM
$2.33B
| $3M | ﹤0.01% |
235,567
+62,154
| +36% | +$1.27M |
|
2030
Riverview Bancorp
RVSB
$106M
| $3M | ﹤0.01% |
412,107
+12,900
| +3% | +$104K |
|
|
DCH
2031
Dauch Corp
DCH
$1.6B
| $2.99M | ﹤0.01% |
+269,385
| New | +$3.6M |
|
|
PFSW
2032
DELISTED
PFSweb, Inc.
PFSW
| $2.98M | ﹤0.01% |
579,939
-89,100
| -13% | -$573K |
|
2033
Farmers National Banc Corp
FMNB
$966M
| $2.97M | ﹤0.01% |
233,400
+3,783
| +2% | +$51.2K |
|
2034
Huntington Ingalls Industries
HII
$12.9B
| $2.97M | ﹤0.01% |
15,600
+11,100
| +247% | +$2.41M |
|
2035
Tejon Ranch
TRC
$442M
| $2.97M | ﹤0.01% |
179,100
+88,200
| +97% | +$1.64M |
|
2036
Lennar Class B
LEN.B
$20.6B
| $2.96M | ﹤0.01% |
99,446
-88,983
| -47% | -$2.93M |
|
2037
Amkor Technology
AMKR
$14.7B
| $2.96M | ﹤0.01% |
451,100
-221,400
| -33% | -$1.46M |
|
2038
Nicolet Bankshares
NIC
$3.75B
| $2.94M | ﹤0.01% |
60,290
-12,210
| -17% | -$633K |
|
|
SHPG
2039
DELISTED
Shire pic
SHPG
| $2.94M | ﹤0.01% |
+16,900
| New | +$2.96M |
|
2040
Valhi
VHI
$459M
| $2.93M | ﹤0.01% |
126,344
-11,606
| -8% | -$291K |
|
2041
Patterson-UTI
PTEN
$4.34B
| $2.92M | ﹤0.01% |
+282,653
| New | +$4.17M |
|
|
ZEN
2042
DELISTED
ZENDESK INC
ZEN
| $2.92M | ﹤0.01% |
50,100
-507,100
| -91% | -$29.2M |
|
2043
Embotelladora Andina Series A
AKO.A
$3.75B
| $2.92M | ﹤0.01% |
154,200
+500
| +0.3% | +$9.62K |
|
|
PFBI
2044
DELISTED
Premier Financial Bancorp
PFBI
| $2.91M | ﹤0.01% |
195,354
-5,934
| -3% | -$104K |
|
2045
AmeriServ Financial
ASRV
$85M
| $2.91M | ﹤0.01% |
722,167
-42,447
| -6% | -$179K |
|
|
ALSK
2046
DELISTED
Alaska Communications Systems
ALSK
| $2.9M | ﹤0.01% |
2,016,900
-127,438
| -6% | -$194K |
|
2047
Coty
COTY
$2.51B
| $2.9M | ﹤0.01% |
+441,906
| New | +$4.08M |
|
2048
Suburban Propane Partners
SPH
$1.18B
| $2.9M | ﹤0.01% |
150,304
-11,463
| -7% | -$258K |
|
|
GAU
2049
Galiano Gold
GAU
$547M
| $2.9M | ﹤0.01% |
4,533,626
+283,317
| +7% | +$207K |
|
2050
City Holding Co
CHCO
$2.07B
| $2.87M | ﹤0.01% |
42,470
+6,870
| +19% | +$505K |
|
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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 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.