Back to funds
View filing
SIMS INVESTMENT MANAGEMENT, LLC
hedge fundUpdated 23 days agoManaged by Sims Investment Management, Llc • Latest filing Q3 2026
Portfolio value
$320.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
86.8%
Weight of largest holdings
Annualized return
15.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $276.4M |
| Q4 2025 | $282.9M |
| Q1 2026 | $272.1M |
| Q2 2026 | $323.4M |
| Q3 2026 | $320.3M |
Top holdings
39 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $101.4M | 3.38M | 31.64% | Added(+0.9%) | |
| 2 | $56.6M | 1.74M | 17.68% | Added(+0.1%) | |
| 3 | $22M | 1.19M | 6.87% | Added(+8.6%) | |
| 4 | ? N/A GLOBAL X FDS | $19.1M | 461.2K | 5.98% | Added(+5.2%) |
| 5 | $18.9M | 582.0K | 5.91% | Added(+2.3%) | |
| 6 | $17.7M | 390.0K | 5.53% | Added(+3.9%) | |
| 7 | $15.5M | 50.8K | 4.83% | Added(+1.9%) | |
| 8 | $11.3M | 471.7K | 3.51% | Added(+3.5%) | |
| 9 | $7.8M | 10.6K | 2.45% | Trimmed(-0.1%) | |
| 10 | $7.7M | 35.5K | 2.39% | Added(+11.7%) | |
| 11 | $6.6M | 10.9K | 2.07% | Trimmed(-0.4%) | |
| 12 | $5.8M | 385.4K | 1.80% | Trimmed(-0.2%) | |
| 13 | $4.2M | 53.7K | 1.30% | Added(+15.4%) | |
| 14 | $3.5M | 51.5K | 1.10% | Added(+3.4%) | |
| 15 | $3.4M | 43.4K | 1.05% | Added(+9.1%) | |
| 16 | $2.5M | 3.6K | 0.78% | Added(+0.1%) | |
| 17 | $2M | 5.6K | 0.62% | Trimmed(-0.9%) | |
| 18 | $1.8M | 36.8K | 0.57% | Trimmed(-0.9%) | |
| 19 | $1.5M | 100.5K | 0.48% | Unchanged | |
| 20 | $1.4M | 56.8K | 0.43% | Added(+1.0%) |