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 | |
|---|---|---|---|---|---|---|
901
AXIS Capital
AXS
$7.26B
| $10.8M | 0.02% |
201,500
+10,508
| +6% | +$566K |
|
902
News Corp Class A
NWSA
$15.5B
| $10.8M | 0.02% |
736,878
-3,622
| -0.5% | -$55.6K |
|
|
KONA
903
DELISTED
Kona Grill, Inc.
KONA
| $10.7M | 0.02% |
553,059
-2,700
| -0.5% | -$61.3K |
|
904
Calix
CALX
$2.51B
| $10.7M | 0.02% |
1,409,500
+276,882
| +24% | +$2.26M |
|
905
Quantum Corp
QMCO
$973M
| $10.7M | 0.02% |
39,904
+11,947
| +43% | +$3.65M |
|
906
Avient
AVNT
$4.16B
| $10.7M | 0.02% |
273,658
-67,600
| -20% | -$2.64M |
|
|
CBPX
907
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
| $10.7M | 0.02% |
505,652
+128,052
| +34% | +$2.87M |
|
908
RPC Inc
RES
$1.4B
| $10.7M | 0.02% |
772,572
+306,153
| +66% | +$4.52M |
|
|
MNTA
909
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $10.6M | 0.02% |
466,851
+232,400
| +99% | +$4.63M |
|
|
BKMU
910
DELISTED
Bank Mutual Corp
BKMU
| $10.6M | 0.02% |
1,388,159
+169,359
| +14% | +$1.23M |
|
|
BMR
911
DELISTED
BIOMED REALTY TRUST INC
BMR
| $10.6M | 0.02% |
549,400
+164,200
| +43% | +$3.4M |
|
|
SWN
912
DELISTED
Southwestern Energy Company
SWN
| $10.6M | 0.02% |
+467,348
| New | +$12M |
|
|
OA
913
DELISTED
Orbital ATK, Inc.
OA
| $10.6M | 0.02% |
+144,812
| New | +$10.9M |
|
914
Sibanye-Stillwater
SBSW
$7.42B
| $10.6M | 0.02% |
1,744,273
+177,259
| +11% | +$1.29M |
|
|
BSTC
915
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $10.6M | 0.02% |
205,489
+26,289
| +15% | +$1.12M |
|
|
CHU
916
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $10.6M | 0.02% |
674,100
+420,200
| +165% | +$7.36M |
|
|
CSH
917
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $10.6M | 0.02% |
404,000
-34,363
| -8% | -$912K |
|
918
Ingles Markets
IMKTA
$1.66B
| $10.6M | 0.02% |
221,300
-44,100
| -17% | -$2.13M |
|
|
CARB
919
DELISTED
Carbonite Inc
CARB
| $10.6M | 0.02% |
894,600
+153,600
| +21% | +$1.72M |
|
|
TERP
920
DELISTED
TerraForm Power, Inc
TERP
| $10.6M | 0.02% |
278,100
-74,700
| -21% | -$2.95M |
|
921
Washington Trust Bancorp
WASH
$750M
| $10.6M | 0.02% |
267,437
+38,969
| +17% | +$1.48M |
|
922
UDR
UDR
$12B
| $10.5M | 0.02% |
328,800
-154,500
| -32% | -$5.07M |
|
923
Guidewire Software
GWRE
$14.4B
| $10.5M | 0.02% |
+198,500
| New | +$10.2M |
|
924
Equifax
EFX
$21.2B
| $10.5M | 0.02% |
+108,095
| New | +$10.5M |
|
|
HES
925
DELISTED
Hess
HES
| $10.5M | 0.02% |
156,463
-550,200
| -78% | -$39M |
|
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.