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 | |
|---|---|---|---|---|---|---|
3301
Mondelez International
MDLZ
$78.5B
| – | – |
-4,236,998
| Closed | -$153M |
|
3302
MDU Resources
MDU
$4.32B
| – | – |
-700,470
| Closed | -$5.68M |
|
|
3303
Meta Platforms (Facebook)
META
$1.49T
| – | – |
-2,646,695
| Closed | -$218M |
|
3304
MakeMyTrip
MMYT
$5.74B
| – | – |
-42,300
| Closed | -$929K |
|
3305
Marathon Petroleum
MPC
$95.5B
| – | – |
-1,146,234
| Closed | -$58.7M |
|
3306
MSC Industrial Direct
MSM
$6.61B
| – | – |
-207,100
| Closed | -$15M |
|
|
MTLS
3307
Materialise
MTLS
$395M
| – | – |
-16,300
| Closed | -$114K |
|
3308
Matrix Service
MTRX
$332M
| – | – |
-51,159
| Closed | -$898K |
|
3309
Noodles & Co
NDLS
$99.2M
| – | – |
-5,975
| Closed | -$834K |
|
3310
Newmont
NEM
$126B
| – | – |
-954,600
| Closed | -$20.7M |
|
3311
Netflix
NFLX
$308B
| – | – |
-19,817,000
| Closed | -$118M |
|
3312
Nektar Therapeutics
NKTR
$2.57B
| – | – |
-37,870
| Closed | -$6.25M |
|
3313
NOV
NOV
$7.43B
| – | – |
-660,010
| Closed | -$33M |
|
3314
ServiceNow
NOW
$128B
| – | – |
-1,185,000
| Closed | -$18.7M |
|
3315
Enpro
NPO
$7.18B
| – | – |
-70,600
| Closed | -$4.66M |
|
3316
Enviri
NVRI
$556M
| – | – |
-211,300
| Closed | -$3.65M |
|
3317
Newell Brands
NWL
$2.57B
| – | – |
-122,900
| Closed | -$4.8M |
|
|
ADAM
3318
Adamas Trust
ADAM
$915M
| – | – |
-108,433
| Closed | -$3.37M |
|
3319
O'Reilly Automotive
ORLY
$74.4B
| – | – |
-6,796,410
| Closed | -$98M |
|
3320
OneSpan
OSPN
$596M
| – | – |
-251,200
| Closed | -$5.41M |
|
3321
OSI Systems
OSIS
$3.79B
| – | – |
-27,508
| Closed | -$2.04M |
|
3322
Occidental Petroleum
OXY
$58.4B
| – | – |
-396,121
| Closed | -$28.9M |
|
3323
Penske Automotive Group
PAG
$14.3B
| – | – |
-30,000
| Closed | -$1.54M |
|
3324
Prosperity Bancshares
PB
$8.9B
| – | – |
-270,188
| Closed | -$14.2M |
|
3325
Petrobras Class A
PBR.A
$104B
| – | – |
-1,218,200
| Closed | -$7.42M |
|
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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.