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 |
Microsoft
MSFT
|
+$316M |
| 2 |
Alibaba
BABA
|
+$185M |
| 3 |
Verizon
VZ
|
+$135M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$131M |
| 5 |
McKesson
MCK
|
+$126M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$449M |
| 2 |
Gilead Sciences
GILD
|
+$297M |
| 3 |
Meta Platforms (Facebook)
META
|
+$218M |
| 4 |
Intel
INTC
|
+$215M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3276
Hovnanian Enterprises
HOV
$792M
| – | – |
-17,728
| Closed | -$1.58M |
|
3277
HUB Group
HUBG
$2.38B
| – | – |
-433,472
| Closed | -$8.52M |
|
3278
Huntsman Corp
HUN
$1.79B
| – | – |
-364,751
| Closed | -$8.09M |
|
3279
Huron Consulting
HURN
$2.37B
| – | – |
-13,758
| Closed | -$910K |
|
3280
MarineMax
HZO
$1.15B
| – | – |
-27,900
| Closed | -$740K |
|
3281
Interactive Brokers
IBKR
$41.6B
| – | – |
-144,400
| Closed | -$1.23M |
|
3282
IDEX
IEX
$17.7B
| – | – |
-49,025
| Closed | -$3.72M |
|
|
BRSL
3283
Brightstar Lottery PLC
BRSL
$2.05B
| – | – |
-1,938,500
| Closed | -$33.7M |
|
3284
IMAX
IMAX
$2.77B
| – | – |
-137,700
| Closed | -$4.64M |
|
|
3285
Intel
INTC
$509B
| – | – |
-6,871,594
| Closed | -$215M |
|
3286
Iridium Communications
IRDM
$5.24B
| – | – |
-68,100
| Closed | -$661K |
|
3287
Jacobs Solutions
J
$17B
| – | – |
-34,093
| Closed | -$1.27M |
|
3288
Johnson Controls International
JCI
$93.3B
| – | – |
-567,270
| Closed | -$30M |
|
3289
Johnson & Johnson
JNJ
$629B
| – | – |
-867,200
| Closed | -$87.2M |
|
3290
Lazard
LAZ
$4.23B
| – | – |
-501,400
| Closed | -$26.4M |
|
3291
Lear
LEA
$8.07B
| – | – |
-206,325
| Closed | -$22.9M |
|
3292
Lennar Class A
LEN
$20.7B
| – | – |
-412,345
| Closed | -$20.3M |
|
3293
Lifecore Biomedical
LFCR
$185M
| – | – |
-14,100
| Closed | -$197K |
|
3294
Lennox International
LII
$14.7B
| – | – |
-6,600
| Closed | -$737K |
|
3295
LKQ Corp
LKQ
$6.2B
| – | – |
-697,160
| Closed | -$17.8M |
|
3296
Eli Lilly
LLY
$1.09T
| – | – |
-418,805
| Closed | -$30.4M |
|
3297
Landstar System
LSTR
$6.24B
| – | – |
-172,740
| Closed | -$11.5M |
|
3298
Macy's
M
$6.25B
| – | – |
-371,264
| Closed | -$24.1M |
|
3299
McDonald's
MCD
$194B
| – | – |
-236,100
| Closed | -$23M |
|
3300
Madrigal Pharmaceuticals
MDGL
$12.5B
| – | – |
-18,763
| Closed | -$1.27M |
|
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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.