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
|
+$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 | 17.59% |
| 2 | Technology | 14.11% |
| 3 | Financials | 10.92% |
| 4 | Consumer Discretionary | 9.85% |
| 5 | Real Estate | 7.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
VeriSign
VRSN
$26B
| $1.61B | 1.42% |
7,688,276
+357,400
| +5% | +$70.2M |
|
2
Chipotle Mexican Grill
CMG
$40.5B
| $1.31B | 1.16% |
89,574,950
+16,555,000
| +23% | +$233M |
|
|
NVO
3
Novo Nordisk
NVO
$207B
| $1.15B | 1.01% |
45,043,832
+2,354,000
| +6% | +$58.2M |
|
4
Palo Alto Networks
PANW
$313B
| $1.03B | 0.91% |
30,446,100
+3,541,200
| +13% | +$132M |
|
5
Vertex Pharmaceuticals
VRTX
$134B
| $1.02B | 0.9% |
5,555,817
+477,100
| +9% | +$83.4M |
|
|
6
Bristol-Myers Squibb
BMY
$130B
| $939M | 0.83% |
20,698,607
+8,347,432
| +68% | +$389M |
|
7
Gilead Sciences
GILD
$168B
| $861M | 0.76% |
12,740,248
+4,620,000
| +57% | +$304M |
|
|
CELG
8
DELISTED
Celgene Corp
CELG
| $826M | 0.73% |
8,935,785
+4,122,685
| +86% | +$391M |
|
9
Starbucks
SBUX
$122B
| $788M | 0.69% |
9,403,002
-1,670,984
| -15% | -$131M |
|
10
Humana
HUM
$44.8B
| $780M | 0.69% |
2,940,100
-170,900
| -5% | -$43.3M |
|
11
PepsiCo
PEP
$189B
| $774M | 0.68% |
5,900,214
-1,288,300
| -18% | -$165M |
|
12
Duke Energy
DUK
$96.1B
| $743M | 0.65% |
8,419,329
+263,100
| +3% | +$23.3M |
|
13
Align Technology
ALGN
$12.3B
| $695M | 0.61% |
2,537,681
+277,681
| +12% | +$83.9M |
|
14
Meta Platforms (Facebook)
META
$1.53T
| $661M | 0.58% |
3,423,861
-434,835
| -11% | -$79.4M |
|
15
Domino's
DPZ
$11.8B
| $648M | 0.57% |
2,330,000
-443,500
| -16% | -$121M |
|
|
VMW
16
DELISTED
VMware, Inc
VMW
| $644M | 0.57% |
3,850,311
-732,489
| -16% | -$137M |
|
|
ABMD
17
DELISTED
Abiomed Inc
ABMD
| $633M | 0.56% |
2,431,723
+370,800
| +18% | +$98.4M |
|
18
Petrobras
PBR
$116B
| $627M | 0.55% |
40,251,000
+5,532,200
| +16% | +$84.4M |
|
19
GSK
GSK
$102B
| $611M | 0.54% |
12,209,425
+791,345
| +7% | +$39.7M |
|
|
20
Johnson & Johnson
JNJ
$626B
| $605M | 0.53% |
4,341,162
+2,572,695
| +145% | +$356M |
|
21
Atlassian
TEAM
$39.1B
| $603M | 0.53% |
4,607,600
+756,100
| +20% | +$91.1M |
|
22
Biogen
BIIB
$30.1B
| $581M | 0.51% |
2,483,077
+851,263
| +52% | +$197M |
|
23
Hershey
HSY
$36.6B
| $568M | 0.5% |
4,240,564
+1,589,800
| +60% | +$202M |
|
24
TSMC
TSM
$2.19T
| $560M | 0.49% |
14,302,152
+5,643,870
| +65% | +$232M |
|
|
25
GE Aerospace
GE
$382B
| $559M | 0.49% |
10,687,984
+7,676,498
| +255% | +$378M |
|
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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 495 new, 1,847 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 16% 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 495 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.