Jim Simons’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Jim Simons’s Portfolio NCDL Stock Details NCDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$782K	Sell	63,000 -89,024	-59%	-$1.19M	﹤0.01%	2429
2026 Q1	$1.93M	Buy	152,024 +33,918	+29%	+$455K	﹤0.01%	1915
2025 Q4	$1.58M	Sell	118,106 -15,191	-11%	-$216K	﹤0.01%	2021
2025 Q3	$1.84M	Buy	133,297 +9,597	+8%	+$154K	﹤0.01%	2131
2025 Q2	$2M	Sell	123,700 -310,900	-72%	-$4.92M	﹤0.01%	2105
2025 Q1	$7.38M	Buy	434,600 +166,700	+62%	+$2.86M	0.01%	1184
2024 Q4	$4.5M	Buy	267,900 +159,100	+146%	+$2.73M	0.01%	1517
2024 Q3	$1.9M	Buy	108,800 +77,600	+249%	+$1.36M	﹤0.01%	2059
2024 Q2	$543K	Buy	+31,200	New	+$549K	﹤0.01%	2660

Other funds holding NCDL

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jim Simons's NCDL Position: Q2 2026 in Review

Jim Simons reduced its Nuveen Churchill Direct Lending (NCDL) stake by 59% in Q2 2026, selling an estimated $1.19M and leaving 63,000 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Jim Simons first reported a position in NCDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.38M in Q1 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Jim Simons held 63,000 shares of Nuveen Churchill Direct Lending worth $782K as of Q2 2026.
Jim Simons sold 89,024 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $1.19M.
Nuveen Churchill Direct Lending made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2429 holding.
Jim Simons first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 9 quarters since.
Jim Simons's Nuveen Churchill Direct Lending position peaked at $7.38M in Q1 2025.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

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