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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
+3.08%
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
$114B
AUM Growth
+$3.58B
(+3.3%)
Cap. Flow
+$1.84B
Cap. Flow % of AUM
Cap. Flow %
1.62%
Top 10 Holdings %
Top 10 Hldgs %
9.08%
Holding
3,913
New
494
Increased
1,846
Reduced
1,145
Closed
397
Avg Time Held
2.4
years
Top 10 Avg Time Held
0.9
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$453M |
| 2 |
CELG
Celgene Corp
CELG
|
+$391M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$378M |
| 5 |
Johnson & Johnson
JNJ
|
+$356M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$307M |
| 2 |
Costco
COST
|
+$279M |
| 3 |
Lowe's Companies
LOW
|
+$273M |
| 4 |
Microsoft
MSFT
|
+$230M |
| 5 |
Chevron
CVX
|
+$225M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 18.07% |
| 2 | Technology | 14.35% |
| 3 | Financials | 11.23% |
| 4 | Consumer Discretionary | 9.89% |
| 5 | Real Estate | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
VeriSign
VRSN
$27.7B
| $1.61B | 1.42% |
7,688,276
+357,400
| +5% | +$70.2M |
2013 Q2
24 quarters
|
|
2
Chipotle Mexican Grill
CMG
$36B
| $1.31B | 1.16% |
89,574,950
+16,555,000
| +23% | +$233M |
2016 Q4
10 quarters
|
|
3
Novo Nordisk
NVO
$173B
| $1.15B | 1.01% |
45,043,832
+2,354,000
| +6% | +$58.2M |
2013 Q2
24 quarters
|
|
4
Palo Alto Networks
PANW
$319B
| $1.03B | 0.91% |
30,446,100
+3,541,200
| +13% | +$132M |
2015 Q2
16 quarters
|
|
5
Vertex Pharmaceuticals
VRTX
$131B
| $1.02B | 0.9% |
5,555,817
+477,100
| +9% | +$83.4M |
2017 Q1
9 quarters
|
|
|
6
Bristol-Myers Squibb
BMY
$126B
| $939M | 0.83% |
20,698,607
+8,347,432
| +68% | +$389M |
2016 Q2
12 quarters
|
|
7
Gilead Sciences
GILD
$197B
| $861M | 0.76% |
12,740,248
+4,620,000
| +57% | +$304M |
2014 Q4
18 quarters
|
|
|
CELG
8
DELISTED
Celgene Corp
CELG
| $826M | 0.73% |
8,935,785
+4,122,685
| +86% | +$391M |
2016 Q2
12 quarters
|
|
9
Starbucks
SBUX
$117B
| $788M | 0.69% |
9,403,002
-1,670,984
| -15% | -$131M |
2018 Q4
2 quarters
|
|
10
Humana
HUM
$50.1B
| $780M | 0.69% |
2,940,100
-170,900
| -5% | -$43.3M |
2015 Q2
16 quarters
|
|
11
PepsiCo
PEP
$185B
| $774M | 0.68% |
5,900,214
-1,288,300
| -18% | -$165M |
2013 Q2
24 quarters
|
|
12
Duke Energy
DUK
$97B
| $743M | 0.65% |
8,419,329
+263,100
| +3% | +$23.3M |
2014 Q1
21 quarters
|
|
13
Align Technology
ALGN
$10.8B
| $695M | 0.61% |
2,537,681
+277,681
| +12% | +$83.9M |
2013 Q2
24 quarters
|
|
14
Meta Platforms (Facebook)
META
$1.61T
| $661M | 0.58% |
3,423,861
-434,835
| -11% | -$79.4M |
2018 Q2
4 quarters
|
|
15
Domino's
DPZ
$10.3B
| $648M | 0.57% |
2,330,000
-443,500
| -16% | -$121M |
2013 Q2
24 quarters
|
|
|
VMW
16
DELISTED
VMware, Inc
VMW
| $644M | 0.57% |
3,850,311
-732,489
| -16% | -$137M |
2014 Q3
19 quarters
|
|
|
ABMD
17
DELISTED
Abiomed Inc
ABMD
| $633M | 0.56% |
2,431,723
+370,800
| +18% | +$98.4M |
2015 Q1
17 quarters
|
|
18
Petrobras
PBR
$145B
| $627M | 0.55% |
40,251,000
+5,532,200
| +16% | +$84.4M |
2016 Q2
12 quarters
|
|
19
GSK
GSK
$102B
| $611M | 0.54% |
12,209,425
+791,345
| +7% | +$39.7M |
2013 Q2
24 quarters
|
|
|
20
Johnson & Johnson
JNJ
$641B
| $605M | 0.53% |
4,341,162
+2,572,695
| +145% | +$356M |
2015 Q3
15 quarters
|
|
21
Atlassian
TEAM
$56.6B
| $603M | 0.53% |
4,607,600
+756,100
| +20% | +$91.1M |
2016 Q2
12 quarters
|
|
22
Biogen
BIIB
$37.3B
| $581M | 0.51% |
2,483,077
+851,263
| +52% | +$197M |
2018 Q1
5 quarters
|
|
23
Hershey
HSY
$33.8B
| $568M | 0.5% |
4,240,564
+1,589,800
| +60% | +$202M |
2013 Q2
24 quarters
|
|
24
TSMC
TSM
$2.2T
| $560M | 0.49% |
14,302,152
+5,643,870
| +65% | +$232M |
2018 Q1
5 quarters
|
|
|
25
GE Aerospace
GE
$299B
| $559M | 0.49% |
10,687,984
+7,676,498
| +255% | +$378M |
2019 Q1
1 quarter
|
|
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Jim Simons's Q2 2019 Portfolio in Review
As of Q2 2019, Jim Simons held 3,913 positions worth $114B, up 3.3% from $110B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons's Q2 2019 filing shows 494 new, 1,846 increased, 1,145 reduced and 397 closed positions. Its largest new stake was Apple: 9,290,160 shares worth $460M. The largest sale was UnitedHealth, an estimated $307M.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q2 2019 buy was Apple: 9,290,160 shares worth $460M.
- Jim Simons added most to Celgene Corp in Q2 2019, an estimated $391M increase.
- Jim Simons's biggest Q2 2019 reduction was Microsoft, cutting an estimated $230M.
- Jim Simons fully exited UnitedHealth in Q2 2019, selling an estimated $307M.
- Jim Simons's ten largest holdings make up 9.1% of its $114B portfolio in Q2 2019.
- Jim Simons opened 494 new positions and closed 397 in Q2 2019.
- Jim Simons's portfolio value rose 3.3% quarter-over-quarter to $114B.
Based on Renaissance Technologies's 13F filing for Q2 2019, filed 12 Aug 2019.