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 | 14.3% |
| 2 | Technology | 13.94% |
| 3 | Industrials | 10.57% |
| 4 | Financials | 10.5% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ACOR
1001
DELISTED
Acorda Therapeutics
ACOR
| $9.48M | 0.02% |
2,369
-289
| -11% | -$1.12M |
|
1002
Atlantic Union Bankshares
AUB
$6.09B
| $9.47M | 0.02% |
407,705
+23,100
| +6% | +$514K |
|
1003
ICICI Bank
IBN
$106B
| $9.47M | 0.02% |
1,000,157
+957,587
| +2,249% | +$9M |
|
1004
Empire State Realty Trust
ESRT
$817M
| $9.47M | 0.02% |
555,000
-108,400
| -16% | -$1.95M |
|
1005
Hackett Group
HCKT
$278M
| $9.41M | 0.02% |
700,995
+123,551
| +21% | +$1.34M |
|
|
CTRA
1006
DELISTED
Coterra Energy
CTRA
| $9.41M | 0.02% |
+298,400
| New | +$9.96M |
|
|
SNOW
1007
DELISTED
Intrawest Resorts Holdings, Inc.
SNOW
| $9.39M | 0.02% |
808,500
+665,200
| +464% | +$7.32M |
|
1008
Cavco Industries
CVCO
$4.6B
| $9.36M | 0.02% |
124,021
+36,221
| +41% | +$2.6M |
|
1009
Middleby
MIDD
$5.29B
| $9.31M | 0.02% |
82,970
+77,300
| +1,363% | +$8.27M |
|
|
RALY
1010
DELISTED
RALLY SOFTWARE DEV CORP
RALY
| $9.3M | 0.02% |
478,259
+274,759
| +135% | +$4.53M |
|
|
NTL
1011
DELISTED
Nortel Invesora 1/20 Ser B Shr
NTL
| $9.3M | 0.02% |
509,500
| – | – |
|
1012
Hyatt Hotels
H
$16.8B
| $9.29M | 0.02% |
163,800
-79,400
| -33% | -$4.62M |
|
1013
American Financial Group
AFG
$12B
| $9.28M | 0.02% |
142,700
+66,900
| +88% | +$4.32M |
|
|
LMNX
1014
DELISTED
Luminex Corp
LMNX
| $9.28M | 0.02% |
537,715
+231,815
| +76% | +$3.88M |
|
|
CCC
1015
DELISTED
Calgon Carbon Corp
CCC
| $9.27M | 0.02% |
478,500
+31,500
| +7% | +$675K |
|
1016
Shutterstock
SSTK
$217M
| $9.25M | 0.02% |
157,800
+77,500
| +97% | +$5.07M |
|
|
MNDT
1017
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $9.24M | 0.02% |
189,000
-985,260
| -84% | -$44.6M |
|
1018
Bloomin' Brands
BLMN
$924M
| $9.21M | 0.02% |
+431,400
| New | +$9.71M |
|
|
MYCC
1019
DELISTED
ClubCorp Holdings, Inc.
MYCC
| $9.21M | 0.02% |
385,500
+129,803
| +51% | +$2.87M |
|
1020
Valley National Bancorp
VLY
$8.3B
| $9.21M | 0.02% |
892,800
+269,612
| +43% | +$2.63M |
|
1021
T-Mobile US
TMUS
$197B
| $9.2M | 0.02% |
+237,350
| New | +$8.5M |
|
1022
Gold Fields
GFI
$35.4B
| $9.2M | 0.02% |
2,848,100
-150,900
| -5% | -$565K |
|
1023
Merit Medical Systems
MMSI
$5.45B
| $9.19M | 0.02% |
426,739
+158,214
| +59% | +$3.21M |
|
1024
Atmos Energy
ATO
$28.7B
| $9.19M | 0.02% |
179,200
+1,800
| +1% | +$96.4K |
|
1025
AMC Entertainment Holdings
AMC
$2.35B
| $9.18M | 0.02% |
29,930
+5,620
| +23% | +$1.73M |
|
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 14% of assets, up from 14% 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.