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 | |
|---|---|---|---|---|---|---|
476
Five Below
FIVE
$13.4B
| $22.4M | 0.05% |
566,700
+497,000
| +713% | +$18M |
|
477
Old Dominion Freight Line
ODFL
$44.7B
| $22.4M | 0.05% |
978,981
+367,500
| +60% | +$8.74M |
|
478
Ziff Davis
ZD
$1.92B
| $22.4M | 0.05% |
378,810
-203,054
| -35% | -$12M |
|
479
COPT Defense Properties
CDP
$4.23B
| $22.3M | 0.05% |
949,000
+433,900
| +84% | +$11.6M |
|
480
Pinnacle West Capital
PNW
$12.2B
| $22.3M | 0.05% |
392,000
-800
| -0.2% | -$48.2K |
|
481
Portland General Electric
POR
$5.92B
| $22.3M | 0.05% |
672,200
+112,200
| +20% | +$3.93M |
|
482
Corning
GLW
$137B
| $22.3M | 0.05% |
1,129,300
-1,377,000
| -55% | -$29.5M |
|
483
Gentex
GNTX
$4.99B
| $22.3M | 0.05% |
1,356,696
+808,900
| +148% | +$14.1M |
|
484
Emergent Biosolutions
EBS
$230M
| $22.1M | 0.05% |
671,511
+84,700
| +14% | +$2.63M |
|
485
Align Technology
ALGN
$12.5B
| $22.1M | 0.05% |
351,981
+179,802
| +104% | +$10.6M |
|
486
White Mountains Insurance
WTM
$5.11B
| $22.1M | 0.05% |
33,700
+2,500
| +8% | +$1.66M |
|
|
MLNX
487
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $22M | 0.05% |
453,583
+398,400
| +722% | +$19.3M |
|
488
OGE Energy
OGE
$9.71B
| $21.9M | 0.05% |
767,100
-546,400
| -42% | -$17M |
|
489
Allegion
ALLE
$14.2B
| $21.9M | 0.05% |
364,300
-128,600
| -26% | -$7.88M |
|
|
NVMI
490
Nova
NVMI
$13.1B
| $21.9M | 0.05% |
1,752,700
+71,500
| +4% | +$863K |
|
491
Flowserve
FLS
$10.3B
| $21.9M | 0.05% |
416,000
+175,900
| +73% | +$9.81M |
|
|
PSB
492
DELISTED
PS Business Parks, Inc.
PSB
| $21.9M | 0.05% |
303,600
-4,900
| -2% | -$374K |
|
493
Packaging Corp of America
PKG
$22.9B
| $21.9M | 0.05% |
+350,400
| New | +$24.7M |
|
|
OUTR
494
DELISTED
OUTERWALL INC
OUTR
| $21.8M | 0.05% |
286,614
-80,686
| -22% | -$5.89M |
|
|
SPN
495
DELISTED
Superior Energy Services, Inc.
SPN
| $21.8M | 0.05% |
103,586
+77,633
| +299% | +$18.2M |
|
496
Myriad Genetics
MYGN
$303M
| $21.7M | 0.05% |
639,800
+366,100
| +134% | +$12.4M |
|
497
HSBC
HSBC
$358B
| $21.7M | 0.05% |
543,669
+301,634
| +125% | +$12.6M |
|
498
Colliers International
CIGI
$5.41B
| $21.7M | 0.05% |
563,826
-323,829
| -36% | -$12.5M |
|
499
Mid-America Apartment Communities
MAA
$15.6B
| $21.7M | 0.05% |
297,562
-110,100
| -27% | -$8.32M |
|
500
TripAdvisor
TRIP
$1.29B
| $21.6M | 0.05% |
248,300
+179,300
| +260% | +$14.6M |
|
Similar funds
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.