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 |
Amazon
AMZN
|
+$405M |
| 2 |
Gilead Sciences
GILD
|
+$314M |
| 3 |
Union Pacific
UNP
|
+$229M |
| 4 |
Intel
INTC
|
+$224M |
| 5 |
Meta Platforms (Facebook)
META
|
+$207M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
McDonald's
MCD
|
+$342M |
| 2 |
SWY
SAFEWAY INC
SWY
|
+$210M |
| 3 |
TSMC
TSM
|
+$174M |
| 4 |
GSK
GSK
|
+$156M |
| 5 |
Johnson & Johnson
JNJ
|
+$149M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.02% |
| 2 | Technology | 12.83% |
| 3 | Consumer Discretionary | 11.4% |
| 4 | Industrials | 11.11% |
| 5 | Consumer Staples | 10.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Colgate-Palmolive
CL
$76B
| $884M | 1.88% |
12,743,100
+167,700
| +1% | +$11.6M |
2013 Q2
7 quarters
|
|
2
Novo Nordisk
NVO
$176B
| $775M | 1.65% |
29,027,200
-2,202,000
| -7% | -$50.7M |
2013 Q2
7 quarters
|
|
3
Alaska Air
ALK
$3.99B
| $452M | 0.96% |
6,823,300
-988,300
| -13% | -$64.1M |
2013 Q2
7 quarters
|
|
|
4
Amazon
AMZN
$2.59T
| $429M | 0.91% |
+23,057,100
| New | +$405M |
2015 Q1
0 quarters
|
|
|
LLTC
5
DELISTED
Linear Technology Corp
LLTC
| $417M | 0.89% |
8,910,600
-1,075,100
| -11% | -$50.3M |
2013 Q2
7 quarters
|
|
|
6
Gilead Sciences
GILD
$212B
| $396M | 0.84% |
4,032,048
+3,090,648
| +328% | +$314M |
2014 Q4
1 quarter
|
|
7
Domino's
DPZ
$10.3B
| $347M | 0.74% |
3,448,900
-158,900
| -4% | -$16M |
2013 Q2
7 quarters
|
|
8
Hershey
HSY
$33.3B
| $334M | 0.71% |
3,311,700
-994,900
| -23% | -$104M |
2013 Q2
7 quarters
|
|
9
VeriSign
VRSN
$27.6B
| $327M | 0.7% |
4,881,176
+316,600
| +7% | +$19.2M |
2013 Q2
7 quarters
|
|
10
Becton Dickinson
BDX
$53.9B
| $281M | 0.6% |
2,002,508
-712,410
| -26% | -$100M |
2013 Q3
6 quarters
|
|
11
Visa
V
$773B
| $280M | 0.6% |
4,281,900
+2,782,700
| +186% | +$184M |
2013 Q3
6 quarters
|
|
12
Apple
AAPL
$5.03T
| $276M | 0.59% |
8,875,732
+1,857,200
| +26% | +$56.1M |
2014 Q4
1 quarter
|
|
13
NetEase
NTES
$72.8B
| $271M | 0.58% |
12,886,000
-342,000
| -3% | -$7.23M |
2013 Q2
7 quarters
|
|
14
Allegiant Air
ALGT
$1.95B
| $244M | 0.52% |
1,269,900
-103,600
| -8% | -$18.6M |
2013 Q2
7 quarters
|
|
15
Amgen
AMGN
$252B
| $244M | 0.52% |
1,524,045
+1,053,600
| +224% | +$166M |
2013 Q2
7 quarters
|
|
16
Huntington Ingalls Industries
HII
$12.5B
| $237M | 0.5% |
1,688,500
+36,400
| +2% | +$4.69M |
2013 Q2
7 quarters
|
|
17
Ryanair
RYAAY
$27.8B
| $234M | 0.5% |
8,535,352
-93,876
| -1% | -$2.51M |
2013 Q2
7 quarters
|
|
|
LVLT
18
DELISTED
Level 3 Communications Inc
LVLT
| $226M | 0.48% |
4,203,353
-927
| -0% | -$48.3K |
2013 Q4
5 quarters
|
|
19
Cboe Global Markets
CBOE
$35B
| $221M | 0.47% |
3,847,600
+99,200
| +3% | +$6.18M |
2013 Q2
7 quarters
|
|
20
PepsiCo
PEP
$187B
| $220M | 0.47% |
2,302,462
-148,500
| -6% | -$14.4M |
2013 Q2
7 quarters
|
|
|
21
Meta Platforms (Facebook)
META
$1.6T
| $218M | 0.46% |
+2,646,695
| New | +$207M |
2015 Q1
0 quarters
|
|
22
AstraZeneca
AZN
$289B
| $216M | 0.46% |
3,154,400
+866,500
| +38% | +$60.2M |
2013 Q2
7 quarters
|
|
|
23
Intel
INTC
$348B
| $215M | 0.46% |
6,871,594
+6,624,500
| +2,681% | +$224M |
2013 Q2
7 quarters
|
|
|
24
Union Pacific
UNP
$181B
| $211M | 0.45% |
+1,947,332
| New | +$229M |
2015 Q1
0 quarters
|
|
25
Coca-Cola
KO
$405B
| $204M | 0.43% |
5,035,500
+3,087,201
| +158% | +$129M |
2014 Q3
2 quarters
|
|
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Jim Simons's Q1 2015 Portfolio in Review
As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.
Jim Simons deployed $4.24B of net new capital in Q1 2015, opening 632 new positions and adding to 1,636 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.
- Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
- Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
- Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
- Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
- Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
- Jim Simons opened 632 new positions and closed 438 in Q1 2015.
- Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.
Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.