Jim Simons Software—Infrastructure

Renaissance Technologies LLC

$70.6 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PLTR Palantir Technologies Inc.	$356B	$1.84 Billion 2.61% of portfolio	13,502,046	Q2 2025 Reduced 17.11%
HOOD Robinhood Markets, Inc.	$110B	$1.08 Billion 1.53% of portfolio	11,515,634	Q2 2025 Reduced 30.86%
VRSN Verisign Inc	$28.2B	$944 Million 1.34% of portfolio	3,267,369	Q2 2025 Added 8.41%
NTNX Nutanix, Inc.	$15.7B	$389 Million 0.55% of portfolio	5,094,400	Q2 2025 Added 10.42%
DBX Dropbox, Inc.	$8.53B	$289 Million 0.41% of portfolio	10,099,898	Q2 2025 Reduced 3.95%
FTNT Fortinet, Inc.	$66.9B	$218 Million 0.31% of portfolio	2,060,851	Q2 2025 Reduced 39.99%
ADBE Adobe Inc.	$166B	$212 Million 0.3% of portfolio	546,693	Q2 2025 Added 851.7%
MSFT Microsoft Corp	$3.86T	$188 Million 0.27% of portfolio	378,772	Q2 2025 Added 8.68%
GDDY Go Daddy Inc.	$20.8B	$157 Million 0.22% of portfolio	869,700	Q2 2025 Added 32.19%
WIX Wix.Com Ltd.	$7.91B	$132 Million 0.19% of portfolio	834,649	Q2 2025 Reduced 18.08%
TOST Toast, Inc.	$12.5B	$108 Million 0.15% of portfolio	2,443,812	Q2 2025 Added 58.94%
ZS Zscaler, Inc.	$44.4B	$87.6 Million 0.12% of portfolio	278,900	Q2 2025 Added 2,247.25%
MQ Marqeta, Inc.	$2.05B	$76.3 Million 0.11% of portfolio	13,088,388	Q2 2025 Added 11.44%
BOX Box Inc	$4.71B	$65.9 Million 0.09% of portfolio	1,927,626	Q2 2025 Added 29.02%
QLYS Qualys, Inc.	$4.9B	$51.5 Million 0.07% of portfolio	360,400	Q2 2025 Reduced 5.73%
OKTA Okta, Inc.	$13.6B	$51 Million 0.07% of portfolio	510,618	Q2 2025 Added 123.55%
ATEN A10 Networks, Inc.	$1.28B	$48.4 Million 0.07% of portfolio	2,499,906	Q2 2025 Added 6.09%
RDWR Radware LTD	$1.15B	$47.7 Million 0.07% of portfolio	1,620,230	Q2 2025 Added 1.31%
CLBT Cellebrite Di Ltd.	$3.42B	$43 Million 0.06% of portfolio	2,686,339	Q2 2025 Added 2.91%
BB Blackberry LTD	$2.64B	$41.7 Million 0.06% of portfolio	9,105,243	Q2 2025 Reduced 36.71%
AVPT Ave Point, Inc.	$2.76B	$40 Million 0.06% of portfolio	2,071,000	Q2 2025 Added 21.57%
FFIV F5, Inc.	$17.9B	$38.4 Million 0.05% of portfolio	130,562	Q2 2025 Reduced 48.14%
IOT Samsara Inc.	$4.12B	$37 Million 0.05% of portfolio	931,162	Q2 2025 New
MDB Mongo Db, Inc.	$22.4B	$26.4 Million 0.04% of portfolio	125,600	Q2 2025 New
TDC Teradata Corp	$2.14B	$26 Million 0.04% of portfolio	1,165,357	Q2 2025 Reduced 17.67%
RELY Remitly Global, Inc.	$2.69B	$23.6 Million 0.03% of portfolio	1,256,401	Q2 2025 Added 201.19%
PAYO Payoneer Global Inc.	$2.06B	$22.7 Million 0.03% of portfolio	3,307,200	Q2 2025 Reduced 19.43%
RAMP Live Ramp Holdings, Inc.	$1.88B	$21.4 Million 0.03% of portfolio	646,972	Q2 2025 Added 23.99%
AVDX Avid Xchange Holdings, Inc.	$1.98B	$18.7 Million 0.03% of portfolio	1,910,400	Q2 2025 Added 1,275.38%
PANW Palo Alto Networks Inc	$64.2B	$17.1 Million 0.02% of portfolio	83,800	Q2 2025 New
CHKP Check Point Software Technologies LTD	$24.7B	$12.9 Million 0.02% of portfolio	58,208	Q2 2025 Added 259.31%
EEFT Euronet Worldwide, Inc.	$4.33B	$12.8 Million 0.02% of portfolio	126,200	Q2 2025 Reduced 50.38%
CFLT Confluent, Inc.	$3.21B	$12.3 Million 0.02% of portfolio	495,200	Q2 2025 New
BAND Bandwidth Inc.	$374M	$11.4 Million 0.02% of portfolio	717,600	Q2 2025 Added 2.06%
S Sentinel One, Inc.	$3.53B	$11.3 Million 0.02% of portfolio	619,084	Q2 2025 New
VRNS Varonis Systems Inc	$6.84B	$11.3 Million 0.02% of portfolio	222,900	Q2 2025 Reduced 25.8%
NET Cloudflare, Inc.	$60.3B	$10.7 Million 0.02% of portfolio	54,600	Q2 2025 New
EVTC Evertec, Inc.	$2.02B	$10.1 Million 0.01% of portfolio	281,126	Q2 2025 Added 16.69%
DOCN Digital Ocean Holdings, Inc.	$3.98B	$9.85 Million 0.01% of portfolio	344,900	Q2 2025 Reduced 28.44%
PAYS Paysign, Inc.	$295M	$8.74 Million 0.01% of portfolio	1,213,896	Q2 2025 Reduced 4.79%
ALLT Allot Ltd.	$360M	$8.3 Million 0.01% of portfolio	970,299	Q2 2025 Added 2.24%
AKAM Akamai Technologies Inc	$14.4B	$6.89 Million 0.01% of portfolio	75,900	Q2 2025 New
DLO D Local LTD	$2.48B	$5.96 Million 0.01% of portfolio	526,000	Q2 2025 Added 62.34%
CCSI Consensus Cloud Solutions, Inc.	$519M	$5.37 Million 0.01% of portfolio	232,900	Q2 2025 Added 31.81%
CGNT Cognyte Software Ltd.	$552M	$5.34 Million 0.01% of portfolio	577,711	Q2 2025 Reduced 9.68%
YEXT Yext, Inc.	$1.03B	$4.62 Million 0.01% of portfolio	543,800	Q2 2025 Added 100.07%
TCX Tucows Inc	$197M	$2.92 Million 0.0% of portfolio	148,351	Q2 2025 Reduced 2.82%
RXT Rackspace Technology, Inc.	$314M	$2.56 Million 0.0% of portfolio	1,998,286	Q2 2025 Reduced 21.03%
CSGS Csg Systems International Inc	$2.1B	$2.44 Million 0.0% of portfolio	37,312	Q2 2025 Reduced 50.52%
BLZE Backblaze, Inc.	$132M	$2.41 Million 0.0% of portfolio	437,916	Q2 2025 Added 12.98%

Shares Options

Jim Simons

Jim Simons is the founder and chairman of Renaissance Technologies, a successful investment firm that uses quantitative approaches to investing. Simons is known for his expertise in mathematical modeling and has a reputation for being a skilled and successful investor. He has generated strong returns for his clients over the long term.

Track Jim Simons's portfolio

Track Jim Simons's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Renaissance Technologies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Renaissance Technologies LLC and Jim Simons with notifications on news.

Account