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 | |
|---|---|---|---|---|---|---|
|
LVLT
26
DELISTED
Level 3 Communications Inc
LVLT
| $172M | 0.39% |
3,259,553
-943,800
| -22% | -$51.7M |
|
|
BCR
27
DELISTED
CR Bard Inc.
BCR
| $163M | 0.37% |
957,500
-155,400
| -14% | -$26.6M |
|
28
Costco
COST
$419B
| $157M | 0.36% |
1,160,939
-34,061
| -3% | -$4.9M |
|
29
Southwest Airlines
LUV
$22.3B
| $154M | 0.35% |
4,657,980
+2,146,080
| +85% | +$83.9M |
|
|
30
Gilead Sciences
GILD
$168B
| $153M | 0.35% |
1,310,100
-2,721,948
| -68% | -$297M |
|
31
Duke Energy
DUK
$96.1B
| $152M | 0.35% |
2,148,367
-21,600
| -1% | -$1.63M |
|
|
B
32
Barrick Mining
B
$67.2B
| $150M | 0.34% |
14,030,102
+673,000
| +5% | +$8.2M |
|
33
Amdocs
DOX
$6.1B
| $147M | 0.34% |
2,700,700
-478,700
| -15% | -$26.3M |
|
34
Sempra
SRE
$55.9B
| $147M | 0.33% |
2,968,800
+926,400
| +45% | +$49M |
|
35
PLDT
PHI
$4.23B
| $143M | 0.33% |
2,298,315
-16,585
| -0.7% | -$1.06M |
|
36
Manhattan Associates
MANH
$11.4B
| $143M | 0.33% |
2,392,900
-158,600
| -6% | -$8.78M |
|
37
United Therapeutics
UTHR
$22.1B
| $141M | 0.32% |
811,578
+365,078
| +82% | +$65.7M |
|
38
Berkshire Hathaway Class B
BRK.B
$1.11T
| $138M | 0.31% |
1,011,500
-374,300
| -27% | -$53.4M |
|
39
GSK
GSK
$102B
| $135M | 0.31% |
2,596,880
+506,800
| +24% | +$28.5M |
|
40
Welltower
WELL
$163B
| $135M | 0.31% |
2,051,763
+619,363
| +43% | +$44.4M |
|
41
Nokia
NOK
$52.7B
| $132M | 0.3% |
19,318,600
+2,897,100
| +18% | +$21.1M |
|
|
CYBX
42
DELISTED
CYBERONICS INC
CYBX
| $131M | 0.3% |
2,203,094
+137,900
| +7% | +$8.68M |
|
|
VGR
43
DELISTED
Vector Group Ltd.
VGR
| $130M | 0.3% |
9,999,838
+402,921
| +4% | +$5.01M |
|
|
44
Verizon
VZ
$196B
| $128M | 0.29% |
+2,755,602
| New | +$135M |
|
45
Cinemark Holdings
CNK
$4.25B
| $126M | 0.29% |
3,133,300
+276,600
| +10% | +$11.5M |
|
|
BT
46
DELISTED
BT Group plc (ADR)
BT
| $124M | 0.28% |
3,499,400
+90,200
| +3% | +$3.15M |
|
|
47
McKesson
MCK
$105B
| $123M | 0.28% |
+546,400
| New | +$126M |
|
48
Teva Pharmaceuticals
TEVA
$42.5B
| $123M | 0.28% |
2,075,763
+736,800
| +55% | +$45.5M |
|
49
Clorox
CLX
$13.1B
| $118M | 0.27% |
1,138,700
+225,200
| +25% | +$24.3M |
|
50
Visa
V
$677B
| $117M | 0.27% |
1,748,400
-2,533,500
| -59% | -$172M |
|
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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.