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 | |
|---|---|---|---|---|---|---|
1101
CMS Energy
CMS
$22.2B
| $8.26M | 0.02% |
259,300
-809,400
| -76% | -$27.2M |
|
|
BWP
1102
DELISTED
Boardwalk Pipeline Partners
BWP
| $8.25M | 0.02% |
568,312
+66,916
| +13% | +$1.09M |
|
1103
Goodyear
GT
$1.79B
| $8.23M | 0.02% |
273,000
-618,700
| -69% | -$18.4M |
|
1104
Liberty Media Series C
FWONK
$26.2B
| $8.23M | 0.02% |
323,826
+21,757
| +7% | +$586K |
|
|
FOE
1105
DELISTED
Ferro Corporation
FOE
| $8.23M | 0.02% |
490,200
+226,000
| +86% | +$3.27M |
|
1106
American Homes 4 Rent
AMH
$12.3B
| $8.2M | 0.02% |
511,400
-240,300
| -32% | -$4.03M |
|
1107
Forward Air
FWRD
$660M
| $8.2M | 0.02% |
156,900
-50,539
| -24% | -$2.66M |
|
|
PSEM
1108
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
| $8.17M | 0.02% |
621,500
+77,000
| +14% | +$1.04M |
|
1109
Moog Inc Class A
MOG.A
$13.8B
| $8.16M | 0.02% |
115,400
+31,800
| +38% | +$2.25M |
|
1110
Ovintiv
OVV
$17.5B
| $8.14M | 0.02% |
147,800
-714,840
| -83% | -$45.5M |
|
1111
Lindsay Corp
LNN
$1.18B
| $8.11M | 0.02% |
92,300
+28,900
| +46% | +$2.29M |
|
|
TBNK
1112
DELISTED
Territorial Bancorp Inc.
TBNK
| $8.11M | 0.02% |
334,297
+18,197
| +6% | +$424K |
|
1113
New York Times
NYT
$10.4B
| $8.11M | 0.02% |
593,904
+228,904
| +63% | +$3.16M |
|
1114
Alliant Energy
LNT
$18.2B
| $8.1M | 0.02% |
280,800
+124,800
| +80% | +$3.78M |
|
|
TWTR
1115
DELISTED
Twitter, Inc.
TWTR
| $8.05M | 0.02% |
222,400
-2,401,000
| -92% | -$98.1M |
|
|
LDL
1116
DELISTED
Lydall, Inc.
LDL
| $8.03M | 0.02% |
271,600
+11,600
| +4% | +$336K |
|
1117
First Interstate BancSystem
FIBK
$3.73B
| $8.01M | 0.02% |
288,700
-8,400
| -3% | -$233K |
|
1118
National Bank Holdings
NBHC
$1.94B
| $7.98M | 0.02% |
383,100
-14,200
| -4% | -$276K |
|
1119
TTEC Holdings
TTEC
$81.8M
| $7.95M | 0.02% |
293,600
-57,128
| -16% | -$1.49M |
|
1120
World Kinect Corp
WKC
$1.9B
| $7.94M | 0.02% |
+165,600
| New | +$8.67M |
|
1121
MYR Group
MYRG
$5.19B
| $7.93M | 0.02% |
256,200
+139,193
| +119% | +$4.18M |
|
1122
SK Telecom
SKM
$15B
| $7.93M | 0.02% |
194,179
+189,315
| +3,892% | +$8.28M |
|
1123
Veeco
VECO
$3.27B
| $7.88M | 0.02% |
274,100
+206,000
| +302% | +$6.32M |
|
1124
Sabre
SABR
$884M
| $7.87M | 0.02% |
+330,500
| New | +$8.33M |
|
1125
Rockwell Automation
ROK
$49.9B
| $7.87M | 0.02% |
63,100
-195,900
| -76% | -$23.6M |
|
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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 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.