Jim Simons - Renaissance Technologies LLC Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 13, 2025 | |
| Total Stocks | 3522 | |
| Portfolio Value | $75.17B |
Renaissance Technologies LLC Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 10.8 months | Style | Average duration positions are maintained |
| Position Count | 3332 | Style | Number of active positions in portfolio |
| Position Size | 0.1% | Risk | Typical allocation per position |
| Win Rate | 54.9% | Performance | Percentage of profitable positions |
| Average Return | 113.4% | Performance | Mean return across positions |
| Sharpe Ratio | 0.06 | Performance | Return per unit of risk taken |
Investment Case Study: PALANTIR TECHNOLOGIES INC (PLTR)
6/30/2021 - 8/18/2025
Performance Metrics
Total Return: 93,387.42%
Holding Period: 1510 days
Max Position Size: $1,840,598,254.00
Position Weight: 1.08%
Key Events
6/30/2021: ENTRY(800,400.00 shares) @ $0.03
9/30/2021: INCREASE(12,159,128.00 shares) @ $0.02
12/31/2021: INCREASE(1,696,483.00 shares) @ $0.02
3/31/2022: DECREASE(-2,141,164.00 shares) @ $0.01
6/30/2022: INCREASE(15,689,300.00 shares) @ $0.01
9/30/2022: INCREASE(4,925,900.00 shares) @ $0.01
12/31/2022: INCREASE(9,870,113.00 shares) @ $0.01
3/31/2023: DECREASE(-2,386,403.00 shares) @ $0.01
6/30/2023: DECREASE(-814,600.00 shares) @ $0.02
9/30/2023: INCREASE(3,805,496.00 shares) @ $0.02
12/31/2023: DECREASE(-13,227.00 shares) @ $0.02
3/31/2024: INCREASE(3,763,791.00 shares) @ $0.02
6/30/2024: DECREASE(-7,839,908.00 shares) @ $25.33
9/30/2024: DECREASE(-1,096,069.00 shares) @ $37.20
12/31/2024: DECREASE(-15,629,431.00 shares) @ $75.63
3/31/2025: DECREASE(-6,499,936.00 shares) @ $84.40
6/30/2025: DECREASE(-2,787,827.00 shares) @ $136.32
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure