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 |
Eli Lilly
LLY
|
+$671M |
| 2 |
McDonald's
MCD
|
+$636M |
| 3 |
TSMC
TSM
|
+$515M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$465M |
| 5 |
Colgate-Palmolive
CL
|
+$458M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.45% |
| 2 | Healthcare | 11.94% |
| 3 | Consumer Discretionary | 11.58% |
| 4 | Consumer Staples | 10.68% |
| 5 | Financials | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
McDonald's
MCD
$194B
| $629M | 1.65% |
+6,354,900
| New | +$636M |
|
|
2
Eli Lilly
LLY
$1.08T
| $605M | 1.59% |
+12,326,205
| New | +$671M |
|
|
3
TSMC
TSM
$2.19T
| $512M | 1.34% |
+27,950,671
| New | +$515M |
|
|
4
Colgate-Palmolive
CL
$73.6B
| $442M | 1.16% |
+7,707,800
| New | +$458M |
|
|
NVO
5
Novo Nordisk
NVO
$207B
| $433M | 1.14% |
+27,946,000
| New | +$465M |
|
6
Bristol-Myers Squibb
BMY
$130B
| $381M | 1% |
+8,530,800
| New | +$370M |
|
|
LLTC
7
DELISTED
Linear Technology Corp
LLTC
| $367M | 0.96% |
+9,972,600
| New | +$366M |
|
8
Hershey
HSY
$36.6B
| $345M | 0.9% |
+3,859,700
| New | +$341M |
|
9
Intel
INTC
$493B
| $332M | 0.87% |
+13,701,200
| New | +$324M |
|
10
Biogen
BIIB
$30.1B
| $300M | 0.79% |
+1,393,500
| New | +$298M |
|
11
Apple
AAPL
$4.45T
| $283M | 0.74% |
+20,005,636
| New | +$308M |
|
|
WFM
12
DELISTED
Whole Foods Market Inc
WFM
| $270M | 0.71% |
+5,239,948
| New | +$253M |
|
13
Philip Morris
PM
$290B
| $267M | 0.7% |
+3,080,700
| New | +$286M |
|
|
CELG
14
DELISTED
Celgene Corp
CELG
| $262M | 0.69% |
+4,478,538
| New | +$270M |
|
15
Alaska Air
ALK
$5.4B
| $239M | 0.63% |
+9,180,200
| New | +$271M |
|
16
Walmart Inc
WMT
$901B
| $236M | 0.62% |
+9,518,400
| New | +$244M |
|
17
TJX Companies
TJX
$172B
| $232M | 0.61% |
+9,277,600
| New | +$229M |
|
18
Mastercard
MA
$492B
| $222M | 0.58% |
+3,872,000
| New | +$215M |
|
19
IBM
IBM
$225B
| $211M | 0.55% |
+1,154,889
| New | +$225M |
|
20
Microsoft
MSFT
$3.74T
| $199M | 0.52% |
+5,760,284
| New | +$189M |
|
|
DTV
21
DELISTED
DIRECTV COM STK (DE)
DTV
| $198M | 0.52% |
+3,218,992
| New | +$193M |
|
22
CF Industries
CF
$17.8B
| $190M | 0.5% |
+5,552,750
| New | +$207M |
|
23
Verizon
VZ
$196B
| $188M | 0.49% |
+3,744,017
| New | +$191M |
|
|
DO
24
DELISTED
Diamond Offshore Drilling
DO
| $188M | 0.49% |
+2,734,000
| New | +$188M |
|
25
VeriSign
VRSN
$26B
| $184M | 0.48% |
+4,109,876
| New | +$190M |
|
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Jim Simons's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jim Simons, which disclosed 2,756 positions worth $38.1B. Its ten largest holdings account for 11% of the portfolio.
Its largest position is Eli Lilly: 12,326,205 shares worth $605M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q2 2013 buy was Eli Lilly: 12,326,205 shares worth $605M.
- Jim Simons's ten largest holdings make up 11% of its $38.1B portfolio in Q2 2013.
- Jim Simons disclosed 2,756 positions in Q2 2013, its first 13F filing on record.
Based on Renaissance Technologies's 13F filing for Q2 2013, filed 12 Aug 2013.