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 | |
|---|---|---|---|---|---|---|
1
Colgate-Palmolive
CL
$73.6B
| $824M | 1.88% |
12,590,800
-152,300
| -1% | -$10.3M |
|
|
NVO
2
Novo Nordisk
NVO
$207B
| $771M | 1.76% |
28,174,000
-853,200
| -3% | -$24M |
|
3
Alaska Air
ALK
$5.4B
| $389M | 0.89% |
6,045,200
-778,100
| -11% | -$50.1M |
|
4
Domino's
DPZ
$11.8B
| $378M | 0.86% |
3,336,184
-112,716
| -3% | -$12.2M |
|
|
LLTC
5
DELISTED
Linear Technology Corp
LLTC
| $358M | 0.82% |
8,094,500
-816,100
| -9% | -$38M |
|
6
NetEase
NTES
$81.9B
| $357M | 0.81% |
12,317,000
-569,000
| -4% | -$15.2M |
|
7
VeriSign
VRSN
$26B
| $312M | 0.71% |
5,049,376
+168,200
| +3% | +$10.8M |
|
|
8
Microsoft
MSFT
$3.74T
| $306M | 0.7% |
+6,935,684
| New | +$316M |
|
9
Hershey
HSY
$36.6B
| $282M | 0.64% |
3,174,600
-137,100
| -4% | -$12.9M |
|
10
Amgen
AMGN
$224B
| $272M | 0.62% |
1,770,245
+246,200
| +16% | +$39.4M |
|
11
Becton Dickinson
BDX
$49.4B
| $259M | 0.59% |
1,875,100
-127,408
| -6% | -$17.6M |
|
12
AstraZeneca
AZN
$246B
| $251M | 0.57% |
3,934,600
+780,200
| +25% | +$53.4M |
|
|
13
Alphabet (Google) Class C
GOOG
$4.19T
| $245M | 0.56% |
9,364,420
+4,898,192
| +110% | +$131M |
|
14
Ryanair
RYAAY
$30.8B
| $237M | 0.54% |
8,093,709
-441,643
| -5% | -$12.3M |
|
15
Cboe Global Markets
CBOE
$29.5B
| $229M | 0.52% |
3,998,400
+150,800
| +4% | +$8.69M |
|
16
Mastercard
MA
$492B
| $223M | 0.51% |
2,385,300
+199,500
| +9% | +$18.3M |
|
17
Allegiant Air
ALGT
$2.37B
| $216M | 0.49% |
1,213,900
-56,000
| -4% | -$9.29M |
|
18
Apple
AAPL
$4.45T
| $215M | 0.49% |
6,850,932
-2,024,800
| -23% | -$64.8M |
|
19
Ventas
VTR
$44.6B
| $199M | 0.45% |
2,801,979
+1,214,247
| +76% | +$94.9M |
|
20
Walmart Inc
WMT
$901B
| $193M | 0.44% |
8,163,600
+3,281,400
| +67% | +$83.7M |
|
21
Union Pacific
UNP
$174B
| $193M | 0.44% |
2,021,400
+74,068
| +4% | +$7.72M |
|
|
MJN
22
DELISTED
Mead Johnson Nutrition Company
MJN
| $190M | 0.43% |
2,108,000
+1,123,000
| +114% | +$108M |
|
23
Chipotle Mexican Grill
CMG
$40.5B
| $190M | 0.43% |
15,675,000
+4,895,000
| +45% | +$61.9M |
|
24
Huntington Ingalls Industries
HII
$12.9B
| $178M | 0.41% |
1,579,900
-108,600
| -6% | -$13.8M |
|
|
25
Alibaba
BABA
$306B
| $177M | 0.4% |
+2,156,200
| New | +$185M |
|
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.