Jim Simons’s Kayne Anderson BDC KBDC Stock Holding History

Jim Simons’s Portfolio KBDC Stock Details KBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.39M	Buy	250,829 +105,507	+73%	+$1.52M	﹤0.01%	1668
2026 Q1	$1.99M	Buy	145,322 +73,322	+102%	+$1.03M	﹤0.01%	1898
2025 Q4	$1.03M	Sell	72,000 -86,559	-55%	-$1.26M	﹤0.01%	2259
2025 Q3	$2.11M	Sell	158,559 -135,941	-46%	-$2.06M	﹤0.01%	2038
2025 Q2	$4.49M	Sell	294,500 -93,200	-24%	-$1.47M	0.01%	1589
2025 Q1	$6.29M	Buy	387,700 +242,600	+167%	+$4.1M	0.01%	1280
2024 Q4	$2.4M	Buy	145,100 +123,900	+584%	+$2.04M	﹤0.01%	1940
2024 Q3	$344K	Buy	+21,200	New	+$342K	﹤0.01%	2930

Other funds holding KBDC

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

HF Capital Knoxville, Tennessee $297M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Jim Simons's KBDC Position: Q2 2026 in Review

Jim Simons increased its Kayne Anderson BDC (KBDC) stake by 73% in Q2 2026, buying an estimated $1.52M and bringing the position to 250,829 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Jim Simons first reported a position in KBDC in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.29M in Q1 2025. 67 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

Jim Simons held 250,829 shares of Kayne Anderson BDC worth $3.39M as of Q2 2026.
Jim Simons bought 105,507 Kayne Anderson BDC shares in Q2 2026, an estimated $1.52M.
Kayne Anderson BDC made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1668 holding.
Jim Simons first reported a position in Kayne Anderson BDC in Q3 2024 and has held it in 8 quarters since.
Jim Simons's Kayne Anderson BDC position peaked at $6.29M in Q1 2025.
67 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.