We are live on !
Find out more
Jim Simons Renaissance Technologies
AUM
$72.6B
Turnover
31.08%
1-Year Est. Return
54.88%
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.
This Fund
S&P 500
This Quarter Est. Return
+6.82%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.92%
AUM
$97.3B
AUM Growth
+$5.53B
(+6%)
Cap. Flow
+$1.38B
Cap. Flow % of AUM
Cap. Flow %
1.41%
Top 10 Holdings %
Top 10 Hldgs %
9.68%
Holding
3,734
New
508
Increased
1,623
Reduced
1,168
Closed
410
Avg Time Held
2.2
years
Top 10 Avg Time Held
0.8
years
Top 20 Avg Time Held
1.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$327M |
| 2 |
Chipotle Mexican Grill
CMG
|
+$271M |
| 3 |
Chevron
CVX
|
+$264M |
| 4 |
JPMorgan Chase
JPM
|
+$233M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$224M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$707M |
| 2 |
Johnson & Johnson
JNJ
|
+$396M |
| 3 |
Amazon
AMZN
|
+$312M |
| 4 |
Walmart Inc
WMT
|
+$285M |
| 5 |
Intuitive Surgical
ISRG
|
+$262M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 18.72% |
| 2 | Technology | 15.53% |
| 3 | Financials | 11.25% |
| 4 | Consumer Discretionary | 9.23% |
| 5 | Real Estate | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
VeriSign
VRSN
$27.5B
| $1.13B | 1.16% |
7,037,800
+122,700
| +2% | +$18.8M |
2013 Q2
21 quarters
|
|
2
Align Technology
ALGN
$10.9B
| $1.09B | 1.12% |
2,778,381
-116,419
| -4% | -$43M |
2013 Q2
21 quarters
|
|
3
Humana
HUM
$49.5B
| $1.07B | 1.1% |
3,174,800
+391,300
| +14% | +$127M |
2015 Q2
13 quarters
|
|
4
Palo Alto Networks
PANW
$323B
| $1.05B | 1.08% |
27,907,200
+5,553,000
| +25% | +$202M |
2015 Q2
13 quarters
|
|
5
Domino's
DPZ
$10.2B
| $939M | 0.96% |
3,183,800
-267,700
| -8% | -$75.8M |
2013 Q2
21 quarters
|
|
6
Novo Nordisk
NVO
$169B
| $927M | 0.95% |
39,333,342
+1,048,742
| +3% | +$25.6M |
2013 Q2
21 quarters
|
|
7
Amgen
AMGN
$244B
| $853M | 0.88% |
4,115,145
+311,545
| +8% | +$61.4M |
2013 Q2
21 quarters
|
|
|
VMW
8
DELISTED
VMware, Inc
VMW
| $802M | 0.82% |
5,136,168
-153,632
| -3% | -$23.5M |
2014 Q3
16 quarters
|
|
9
Vertex Pharmaceuticals
VRTX
$134B
| $788M | 0.81% |
4,089,117
+38,500
| +1% | +$6.86M |
2017 Q1
6 quarters
|
|
|
ABMD
10
DELISTED
Abiomed Inc
ABMD
| $773M | 0.79% |
1,719,023
+167,600
| +11% | +$66.1M |
2015 Q1
14 quarters
|
|
11
PepsiCo
PEP
$181B
| $740M | 0.76% |
6,620,250
-342,600
| -5% | -$38.8M |
2013 Q2
21 quarters
|
|
12
Progressive
PGR
$131B
| $605M | 0.62% |
8,511,700
+1,416,800
| +20% | +$91.1M |
2015 Q4
11 quarters
|
|
13
Crown Castle
CCI
$37.3B
| $602M | 0.62% |
5,405,300
+115,597
| +2% | +$12.9M |
2015 Q1
14 quarters
|
|
14
NVIDIA
NVDA
$5.2T
| $588M | 0.6% |
83,658,600
+24,066,880
| +40% | +$157M |
2013 Q4
19 quarters
|
|
15
Bristol-Myers Squibb
BMY
$124B
| $580M | 0.6% |
9,344,000
-1,203,200
| -11% | -$71.4M |
2016 Q2
9 quarters
|
|
16
Molina Healthcare
MOH
$10.3B
| $556M | 0.57% |
3,738,755
+932,905
| +33% | +$119M |
2013 Q2
21 quarters
|
|
17
BP
BP
$128B
| $550M | 0.57% |
12,486,038
+2,862,723
| +30% | +$120M |
2017 Q2
5 quarters
|
|
18
Meta Platforms (Facebook)
META
$1.59T
| $548M | 0.56% |
3,332,556
+865,068
| +35% | +$157M |
2018 Q2
1 quarter
|
|
19
Duke Energy
DUK
$96.3B
| $484M | 0.5% |
6,051,129
+1,980,562
| +49% | +$160M |
2014 Q1
18 quarters
|
|
20
Dell
DELL
$314B
| $483M | 0.5% |
17,725,684
-2,049,218
| -10% | -$54.7M |
2017 Q1
6 quarters
|
|
21
FirstEnergy
FE
$26.8B
| $458M | 0.47% |
12,312,308
+304,900
| +3% | +$11.1M |
2014 Q1
18 quarters
|
|
22
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $456M | 0.47% |
4,002,003
+139,203
| +4% | +$15.9M |
2013 Q2
21 quarters
|
|
23
Idexx Laboratories
IDXX
$44.3B
| $444M | 0.46% |
1,778,004
-391,925
| -18% | -$95.1M |
2013 Q2
21 quarters
|
|
24
Colgate-Palmolive
CL
$73.1B
| $444M | 0.46% |
6,627,800
-573,100
| -8% | -$38.2M |
2013 Q2
21 quarters
|
|
25
Cboe Global Markets
CBOE
$33.5B
| $439M | 0.45% |
4,570,700
-619,500
| -12% | -$62.5M |
2013 Q2
21 quarters
|
|
Similar funds
Jim Simons's Q3 2018 Portfolio in Review
As of Q3 2018, Jim Simons held 3,734 positions worth $97.3B, up 6% from $91.7B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Jim Simons's Q3 2018 filing shows 508 new, 1,623 increased, 1,168 reduced and 410 closed positions. Its largest new stake was JPMorgan Chase: 2,054,913 shares worth $232M. The largest sale was Apple, an estimated $707M.
By sector, the portfolio is most concentrated in Healthcare at 19% of assets, up from 18% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q3 2018 buy was JPMorgan Chase: 2,054,913 shares worth $232M.
- Jim Simons added most to Twenty-First Century Fox, Inc. Class A in Q3 2018, an estimated $327M increase.
- Jim Simons's biggest Q3 2018 reduction was Johnson & Johnson, cutting an estimated $396M.
- Jim Simons fully exited Apple in Q3 2018, selling an estimated $707M.
- Jim Simons's ten largest holdings make up 9.7% of its $97.3B portfolio in Q3 2018.
- Jim Simons opened 508 new positions and closed 410 in Q3 2018.
- Jim Simons's portfolio value rose 6% quarter-over-quarter to $97.3B.
Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.