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.	$357B	$1.84 Billion 2.61% of portfolio	13,502,046	Q2 2025 Reduced 17.11%
HOOD Robinhood Markets, Inc.	$113B	$1.08 Billion 1.53% of portfolio	11,515,634	Q2 2025 Reduced 30.86%
VRSN Verisign Inc	$28.3B	$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.	$8.38B	$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.	$160B	$212 Million 0.3% of portfolio	546,693	Q2 2025 Added 851.7%
MSFT Microsoft Corp	$3.85T	$188 Million 0.27% of portfolio	378,772	Q2 2025 Added 8.68%
GDDY Go Daddy Inc.	$20.7B	$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.	$12.2B	$108 Million 0.15% of portfolio	2,443,812	Q2 2025 Added 58.94%
ZS Zscaler, Inc.	$43.8B	$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.	$13.4B	$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.	$17.7B	$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.	$22.5B	$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	$63.4B	$17.1 Million 0.02% of portfolio	83,800	Q2 2025 New
CHKP Check Point Software Technologies LTD	$24.2B	$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.	$3.19B	$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.	$290M	$8.74 Million 0.01% of portfolio	1,213,896	Q2 2025 Reduced 4.79%
ALLT Allot Ltd.	$368M	$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	$2.44B	$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.	$133M	$2.41 Million 0.0% of portfolio	437,916	Q2 2025 Added 12.98%

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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.

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