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 | |
|---|---|---|---|---|---|---|
|
FGP
1526
DELISTED
Ferrellgas Partners, L.P.
FGP
| $4.36M | 0.01% |
+193,314
| New | +$4.59M |
|
|
PEI
1527
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $4.36M | 0.01% |
13,607
-16,765
| -55% | -$5.65M |
|
|
CLD
1528
DELISTED
Cloud Peak Energy Inc
CLD
| $4.35M | 0.01% |
934,200
-4,096
| -0.4% | -$23.7K |
|
1529
Nice
NICE
$5.99B
| $4.35M | 0.01% |
+68,344
| New | +$4.31M |
|
|
ENZN
1530
DELISTED
ENZON PHARMACEUTICALS INC
ENZN
| $4.34M | 0.01% |
3,614,909
+1,429,002
| +65% | +$1.82M |
|
|
COR
1531
DELISTED
Coresite Realty Corporation
COR
| $4.33M | 0.01% |
95,400
+2,500
| +3% | +$119K |
|
1532
NVE Corp
NVEC
$587M
| $4.33M | 0.01% |
55,273
+23,273
| +73% | +$1.65M |
|
|
USAK
1533
DELISTED
USA Truck Inc
USAK
| $4.33M | 0.01% |
203,846
+15,246
| +8% | +$378K |
|
|
XIN
1534
DELISTED
Xinyuan Real Estate
XIN
| $4.32M | 0.01% |
134,010
-5,180
| -4% | -$165K |
|
1535
Delek US
DK
$4.01B
| $4.31M | 0.01% |
117,000
-8,100
| -6% | -$304K |
|
1536
Orthofix Medical
OFIX
$421M
| $4.29M | 0.01% |
129,679
+85,855
| +196% | +$2.95M |
|
|
SASR
1537
DELISTED
Sandy Spring Bancorp Inc
SASR
| $4.29M | 0.01% |
153,400
+23,300
| +18% | +$621K |
|
|
AHRT
1538
AH Realty Trust
AHRT
$506M
| $4.29M | 0.01% |
429,000
+63,377
| +17% | +$662K |
|
1539
Peoples Bancorp
PEBO
$1.49B
| $4.28M | 0.01% |
183,299
+61,614
| +51% | +$1.45M |
|
1540
Acacia Research
ACTG
$448M
| $4.27M | 0.01% |
487,200
+219,800
| +82% | +$2.26M |
|
1541
Applied Industrial Technologies
AIT
$13.4B
| $4.27M | 0.01% |
107,750
+66,200
| +159% | +$2.81M |
|
1542
Apogee Enterprises
APOG
$889M
| $4.27M | 0.01% |
81,083
+62,990
| +348% | +$3.4M |
|
1543
Caesars Entertainment
CZR
$6.06B
| $4.26M | 0.01% |
545,400
+144,000
| +36% | +$1.07M |
|
1544
NewMarket
NEU
$8.85B
| $4.26M | 0.01% |
+9,600
| New | +$4.42M |
|
1545
TTM Technologies
TTMI
$14.7B
| $4.25M | 0.01% |
425,314
+363,714
| +590% | +$3.54M |
|
|
DMND
1546
DELISTED
DIAMOND FOODS, INC.
DMND
| $4.25M | 0.01% |
135,400
+79,100
| +140% | +$2.41M |
|
|
MRSH
1547
Marsh
MRSH
$89.6B
| $4.24M | 0.01% |
74,800
-268,100
| -78% | -$15.5M |
|
1548
Seacoast Banking Corp of Florida
SBCF
$3.5B
| $4.22M | 0.01% |
266,904
+48,404
| +22% | +$716K |
|
1549
Vishay Intertechnology
VSH
$5.38B
| $4.21M | 0.01% |
360,225
+331,325
| +1,146% | +$4.27M |
|
1550
Benchmark Electronics
BHE
$2.94B
| $4.2M | 0.01% |
192,650
+101,800
| +112% | +$2.41M |
|
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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.