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 | |
|---|---|---|---|---|---|---|
|
CEA
2101
DELISTED
China Eastern Airlines
CEA
| $2.8M | ﹤0.01% |
82,100
-4,700
| -5% | -$184K |
|
2102
Columbia Sportswear
COLM
$2.96B
| $2.8M | ﹤0.01% |
30,602
-90,700
| -75% | -$7.74M |
|
2103
Cheniere Energy
CQP
$32.6B
| $2.8M | ﹤0.01% |
+77,800
| New | +$2.56M |
|
|
JAX
2104
DELISTED
J. Alexander's Holdings, Inc.
JAX
| $2.79M | ﹤0.01% |
250,200
+16,879
| +7% | +$201K |
|
2105
Globant
GLOB
$1.77B
| $2.79M | ﹤0.01% |
49,100
-7,200
| -13% | -$360K |
|
2106
Regency Centers
REG
$14.1B
| $2.78M | ﹤0.01% |
44,785
-232,600
| -84% | -$13.6M |
|
2107
Escalade
ESCA
$287M
| $2.76M | ﹤0.01% |
195,992
-7,108
| -3% | -$99.1K |
|
|
PINC
2108
DELISTED
Premier
PINC
| $2.76M | ﹤0.01% |
+75,900
| New | +$2.51M |
|
|
SYNC
2109
DELISTED
Synacor, Inc.
SYNC
| $2.76M | ﹤0.01% |
1,379,300
+75,700
| +6% | +$138K |
|
|
PFIE
2110
DELISTED
Profire Energy, Inc
PFIE
| $2.75M | ﹤0.01% |
814,600
-15,940
| -2% | -$64.4K |
|
|
PMT
2111
PennyMac Mortgage Investment
PMT
$828M
| $2.75M | ﹤0.01% |
144,800
-186,806
| -56% | -$3.42M |
|
|
VRN
2112
DELISTED
Veren
VRN
| $2.75M | ﹤0.01% |
374,200
+295,000
| +372% | +$2.32M |
|
|
TRIB
2113
Trinity Biotech
TRIB
$8.01M
| $2.74M | ﹤0.01% |
3,652
+578
| +19% | +$417K |
|
2114
ASE Group
ASX
$103B
| $2.73M | ﹤0.01% |
594,260
-423,607
| -42% | -$2.33M |
|
2115
Trex
TREX
$5.1B
| $2.73M | ﹤0.01% |
+87,352
| New | +$2.53M |
|
|
IVAC
2116
DELISTED
Intevac Inc
IVAC
| $2.73M | ﹤0.01% |
561,900
-216,175
| -28% | -$1.15M |
|
2117
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $2.72M | ﹤0.01% |
+107,350
| New | +$2.71M |
|
2118
CareDx
CDNA
$2.45B
| $2.7M | ﹤0.01% |
220,700
+87,400
| +66% | +$1M |
|
|
CNSL
2119
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $2.7M | ﹤0.01% |
218,112
+113,978
| +109% | +$1.33M |
|
2120
Caesarstone
CSTE
$105M
| $2.69M | ﹤0.01% |
178,200
-48,840
| -22% | -$837K |
|
2121
Travel + Leisure Co
TNL
$4.58B
| $2.69M | ﹤0.01% |
+60,777
| New | +$3M |
|
2122
iShares Core S&P Mid-Cap ETF
IJH
$128B
| $2.69M | ﹤0.01% |
+69,000
| New | +$2.67M |
|
|
ISEE
2123
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $2.69M | ﹤0.01% |
984,698
-259,882
| -21% | -$717K |
|
2124
BioMarin Pharmaceuticals
BMRN
$13.3B
| $2.68M | ﹤0.01% |
28,471
-100,100
| -78% | -$8.77M |
|
2125
Dorchester Minerals
DMLP
$1.35B
| $2.67M | ﹤0.01% |
129,877
+5,733
| +5% | +$106K |
|
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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.