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 | |
|---|---|---|---|---|---|---|
2101
CSP Inc
CSPI
$81.1M
| $2.54M | ﹤0.01% |
518,890
-11,910
| -2% | -$70.9K |
|
2102
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
| $2.54M | ﹤0.01% |
25,115
-81,885
| -77% | -$8.3M |
|
|
OTIC
2103
DELISTED
Otonomy, Inc.
OTIC
| $2.53M | ﹤0.01% |
1,368,841
-70,859
| -5% | -$167K |
|
|
BAS
2104
DELISTED
Basis Energy Services, Inc.
BAS
| $2.53M | ﹤0.01% |
658,500
+542,700
| +469% | +$3.98M |
|
2105
Verastem
VSTM
$596M
| $2.52M | ﹤0.01% |
+62,475
| New | +$3.81M |
|
2106
Southwest Gas
SWX
$6.71B
| $2.52M | ﹤0.01% |
+32,916
| New | +$2.64M |
|
2107
Champion Homes
SKY
$5.13B
| $2.51M | ﹤0.01% |
170,900
+5,300
| +3% | +$117K |
|
2108
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
| $2.5M | ﹤0.01% |
30,167
-42,933
| -59% | -$3.54M |
|
2109
Alico
ALCO
$297M
| $2.49M | ﹤0.01% |
84,497
-13,794
| -14% | -$452K |
|
2110
MacroGenics
MGNX
$268M
| $2.49M | ﹤0.01% |
196,100
+37,077
| +23% | +$622K |
|
2111
FTAI Aviation
FTAI
$22.3B
| $2.49M | ﹤0.01% |
203,194
-147,501
| -42% | -$2.06M |
|
|
AQUA
2112
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $2.49M | ﹤0.01% |
+259,000
| New | +$2.99M |
|
|
ARD
2113
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
| $2.47M | ﹤0.01% |
222,990
+131,590
| +144% | +$1.77M |
|
|
DRD
2114
DRDGold
DRD
$2.1B
| $2.46M | ﹤0.01% |
1,183,996
+2,825
| +0.2% | +$6.44K |
|
|
VSTO
2115
DELISTED
Vista Outdoor Inc.
VSTO
| $2.46M | ﹤0.01% |
216,900
-103,000
| -32% | -$1.35M |
|
2116
Option Care Health
OPCH
$3.59B
| $2.46M | ﹤0.01% |
+172,256
| New | +$2.27M |
|
|
MAG
2117
DELISTED
MAG Silver
MAG
| $2.46M | ﹤0.01% |
335,532
+232,932
| +227% | +$1.69M |
|
2118
Gaia
GAIA
$37.1M
| $2.46M | ﹤0.01% |
237,100
-135,800
| -36% | -$1.79M |
|
2119
Warrior Met Coal
HCC
$5.19B
| $2.45M | ﹤0.01% |
101,800
+41,700
| +69% | +$1.07M |
|
2120
Caterpillar
CAT
$394B
| $2.45M | ﹤0.01% |
19,300
+15,600
| +422% | +$2.03M |
|
2121
Companhia Siderúrgica Nacional
SID
$1.17B
| $2.44M | ﹤0.01% |
1,112,600
+719,400
| +183% | +$1.72M |
|
2122
AMES National
ATLO
$280M
| $2.44M | ﹤0.01% |
95,800
-14,965
| -14% | -$406K |
|
|
JAX
2123
DELISTED
J. Alexander's Holdings, Inc.
JAX
| $2.44M | ﹤0.01% |
295,855
+17,655
| +6% | +$174K |
|
2124
StoneX
SNEX
$8.09B
| $2.43M | ﹤0.01% |
336,778
+252,492
| +300% | +$2.14M |
|
2125
Corvus Pharmaceuticals
CRVS
$1.25B
| $2.43M | ﹤0.01% |
662,300
+265,400
| +67% | +$1.81M |
|
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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.