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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
-0.35%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$43.9B
AUM Growth
-$3.06B
Cap. Flow
-$2.38B
Cap. Flow %
-5.43%
Top 10 Hldgs %
9.68%
Holding
3,611
New
478
Increased
1,768
Reduced
921
Closed
415

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$316M
2
BABA icon
Alibaba
BABA
+$185M
3
VZ icon
Verizon
VZ
+$135M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131M
5
MCK icon
McKesson
MCK
+$126M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$449M
2
GILD icon
Gilead Sciences
GILD
+$297M
3
META icon
Meta Platforms (Facebook)
META
+$218M
4
INTC icon
Intel
INTC
+$215M
5
KO icon
Coca-Cola
KO
+$198M

Sector Composition

Rank Sector Weight
1 Healthcare 13.5%
2 Technology 12.69%
3 Industrials 10.47%
4 Financials 10.17%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAL icon
3226
Caleres
CAL
$461M
– –
-147,100
Closed -$4.83M
CANF
3227
Can-Fite BioPharma American Depositary Shares
CANF
$7.37M
– –
-28
Closed -$190K
CAPL icon
3228
CrossAmerica Partners
CAPL
$894M
– –
-51,601
Closed -$1.68M
CAT icon
3229
Caterpillar
CAT
$394B
– –
-710,600
Closed -$56.9M
CCK icon
3230
Crown Holdings
CCK
$13B
– –
-430,600
Closed -$23.3M
CDNA icon
3231
CareDx
CDNA
$2.45B
– –
-10,100
Closed -$56K
CERS icon
3232
Cerus
CERS
$570M
– –
-136,000
Closed -$567K
CHD icon
3233
Church & Dwight Co
CHD
$24B
– –
-508,600
Closed -$21.7M
CIG icon
3234
CEMIG Preferred Shares
CIG
$5.58B
– –
-2,290,920
Closed -$4.78M
CIM
3235
Chimera Investment
CIM
$1B
– –
-399,615
Closed -$18.8M
CLS icon
3236
Celestica
CLS
$45B
– –
-207,197
Closed -$2.3M
CLWT icon
3237
Euro Tech Holdings
CLWT
$12.2M
– –
-65,591
Closed -$51K
CNO icon
3238
CNO Financial Group
CNO
$5.06B
– –
-18,100
Closed -$312K
COF icon
3239
Capital One
COF
$137B
– –
-580,599
Closed -$45.8M
CPRX
3240
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-21,227
Closed -$92K
CPT icon
3241
Camden Property Trust
CPT
$11.1B
– –
-100,400
Closed -$7.84M
CRK icon
3242
Comstock Resources
CRK
$4.02B
– –
-7,936
Closed -$142K
CRMD icon
3243
CorMedix
CRMD
$630M
– –
-9,520
Closed -$468K
CSCO icon
3244
Cisco
CSCO
$443B
– –
-1,486,805
Closed -$40.9M
CSL icon
3245
Carlisle Companies
CSL
$15B
– –
-223,935
Closed -$20.7M
CSX icon
3246
CSX Corp
CSX
$92.9B
– –
-2,586,600
Closed -$28.6M
CVE icon
3247
Cenovus Energy
CVE
$56.4B
– –
-888,900
Closed -$15M
CWEN icon
3248
Clearway Energy Class C
CWEN
$7.02B
– –
-145,600
Closed -$3.69M
DOV icon
3249
Dover
DOV
$27.8B
– –
-74,404
Closed -$4.15M
DSWL icon
3250
Deswell Industries
DSWL
$50.7M
– –
-139,600
Closed -$257K
128 129
130
131 132

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Jim Simons's Q2 2015 Portfolio in Review

As of Q2 2015, Jim Simons held 3,611 positions worth $43.9B, down 6.5% from $47B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.

Jim Simons withdrew a net $2.38B in Q2 2015, closing 415 positions and reducing 921 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $218M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 13% a quarter earlier, followed by Technology and Industrials.

Against the trend, Jim Simons opened a new position in Microsoft worth $306M.

  • Jim Simons's largest Q2 2015 buy was Microsoft: 6,935,684 shares worth $306M.
  • Jim Simons added most to Alphabet (Google) Class C in Q2 2015, an estimated $131M increase.
  • Jim Simons's biggest Q2 2015 reduction was Amazon, cutting an estimated $449M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q2 2015, selling an estimated $218M.
  • Jim Simons's ten largest holdings make up 9.7% of its $43.9B portfolio in Q2 2015.
  • Jim Simons opened 478 new positions and closed 415 in Q2 2015.
  • Jim Simons's portfolio value fell 6.5% quarter-over-quarter to $43.9B.

Based on Renaissance Technologies's 13F filing for Q2 2015, filed 14 Aug 2015.