PALANTIR
PALANTIR TECHNOLOGIES INC
Mkt Val
$1,562,587,167,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
6.73%
BACK TO GURUS
REDDIT
13F FILING • September 30, 2025
Jim Simons (Renaissance Tech)
Renaissance Tech
Assets Under Management
Total market value of reported 13F holdings
$23211.9B
+0.00%
Top Conviction
Largest holding by portfolio weight
PALANTIR
+0.00%
Holdings Count
Number of positions reported
49
Report Date
Date of the 13F filing
September 30, 2025
[ PORTFOLIO VIEW ]|Category Analysis
49 positions
Active Filter
All|49 assets
Total Value
$23,211,941,853,000.00
Total P&L
+$0.00(+0.00%)
Top Movers
▲—
▼—
[ POSITIONS ]|49 assets
LIVE
ALPHABET
ALPHABET INC
Mkt Val
$1,052,607,934,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
4.53%
NVIDIA
NVIDIA CORPORATION
Mkt Val
$1,050,193,666,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
4.52%
ROBLOX
ROBLOX CORP
Mkt Val
$953,508,670,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
4.11%
UNITED
UNITED THERAPEUTICS CORP DEL
Mkt Val
$911,107,660,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.93%
VERISIGN
VERISIGN INC
Mkt Val
$886,312,663,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.82%
APPLOVIN
APPLOVIN CORP
Mkt Val
$719,568,949,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.10%
MICROSOFT
MICROSOFT CORP
Mkt Val
$683,126,166,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.94%
KINROSS
KINROSS GOLD CORP
Mkt Val
$648,096,201,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.79%
EXELIXIS
EXELIXIS INC
Mkt Val
$638,467,686,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.75%
FRANCO
FRANCO NEV CORP
Mkt Val
$635,163,766,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.74%
GILEAD
GILEAD SCIENCES INC
Mkt Val
$606,364,584,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.61%
DOORDASH
DOORDASH INC
Mkt Val
$532,339,100,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.29%
HIMS
HIMS & HERS HEALTH INC
Mkt Val
$515,973,445,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.22%
REDDIT INC
Mkt Val
$512,931,748,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.21%
CORCEPT
CORCEPT THERAPEUTICS INC
Mkt Val
$506,085,629,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.18%
WAYFAIR
WAYFAIR INC
Mkt Val
$466,907,096,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.01%
SPOTIFY
SPOTIFY TECHNOLOGY S A
Mkt Val
$458,995,222,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.98%
SPROUTS
SPROUTS FMRS MKT INC
Mkt Val
$444,322,227,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.91%
GE
GE VERNOVA INC
Mkt Val
$440,441,802,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.90%
FORD
FORD MTR CO
Mkt Val
$419,864,280,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.81%
ETSY
ETSY INC
Mkt Val
$398,595,004,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.72%
INCYTE
INCYTE CORP
Mkt Val
$384,030,875,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.65%
CARVANA
CARVANA CO
Mkt Val
$382,186,371,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.65%
NUTANIX
NUTANIX INC
Mkt Val
$377,514,521,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.63%
TAIWAN
TAIWAN SEMICONDUCTOR MFG LTD
Mkt Val
$375,064,127,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.62%
META
META PLATFORMS INC
Mkt Val
$354,337,935,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.53%
NEUROCRINE
NEUROCRINE BIOSCIENCES INC
Mkt Val
$339,480,533,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.46%
ADOBE
ADOBE INC
Mkt Val
$337,464,861,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.45%
ZOOM
ZOOM COMMUNICATIONS INC
Mkt Val
$330,424,710,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.42%
CBOE
CBOE GLOBAL MKTS INC
Mkt Val
$329,352,111,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.42%
NETFLIX
NETFLIX INC
Mkt Val
$325,422,732,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.40%
PURE
PURE STORAGE INC
Mkt Val
$321,219,593,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.38%
IONQ
IONQ INC
Mkt Val
$312,401,550,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.35%
STERLING
STERLING INFRASTRUCTURE INC
Mkt Val
$310,248,087,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.34%
AIRBNB
AIRBNB INC
Mkt Val
$303,631,622,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.31%
VERTEX
VERTEX PHARMACEUTICALS INC
Mkt Val
$288,203,176,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.24%
ROBINHOOD
ROBINHOOD MKTS INC
Mkt Val
$286,682,155,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.24%
DROPBOX
DROPBOX INC
Mkt Val
$283,499,643,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.22%
COMMVAULT
COMMVAULT SYS INC
Mkt Val
$269,726,032,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.16%
UNITEDHEALTH
UNITEDHEALTH GROUP INC
Mkt Val
$260,296,118,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.12%
ALLISON
ALLISON TRANSMISSION HLDGS I
Mkt Val
$257,536,445,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.11%
COLGATE
COLGATE PALMOLIVE CO
Mkt Val
$257,506,645,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.11%
COCA
COCA COLA CO
Mkt Val
$256,893,173,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.11%
NU
NU HLDGS LTD
Mkt Val
$256,816,466,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.11%
MEDPACE
MEDPACE HLDGS INC
Mkt Val
$253,783,206,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.09%
DOCUSIGN
DOCUSIGN INC
Mkt Val
$240,967,241,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.04%
NOVARTIS
NOVARTIS AG
Mkt Val
$240,813,047,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.04%
ATLASSIAN
ATLASSIAN CORPORATION
Mkt Val
$232,878,213,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.00%
ASSET | QTY | AVG | LAST | DAY % | MKT VAL | WEIGHT | P&L | RETURN | |
|---|---|---|---|---|---|---|---|---|---|
PA PALANTIRPALANTIR TECHNOLOGIES INC | 1,562,587,167,000 | $1.00 | $1.00 | 0.00% | $1,562,587,167,000.00 | 6.73% | +$0.00 | +0.00% | |
AL ALPHABETALPHABET INC | 1,052,607,934,000 | $1.00 | $1.00 | 0.00% | $1,052,607,934,000.00 | 4.53% | +$0.00 | +0.00% | |
NV NVIDIANVIDIA CORPORATION | 1,050,193,666,000 | $1.00 | $1.00 | 0.00% | $1,050,193,666,000.00 | 4.52% | +$0.00 | +0.00% | |
RO ROBLOXROBLOX CORP | 953,508,670,000 | $1.00 | $1.00 | 0.00% | $953,508,670,000.00 | 4.11% | +$0.00 | +0.00% | |
UN UNITEDUNITED THERAPEUTICS CORP DEL | 911,107,660,000 | $1.00 | $1.00 | 0.00% | $911,107,660,000.00 | 3.93% | +$0.00 | +0.00% | |
VE VERISIGNVERISIGN INC | 886,312,663,000 | $1.00 | $1.00 | 0.00% | $886,312,663,000.00 | 3.82% | +$0.00 | +0.00% | |
AP APPLOVINAPPLOVIN CORP | 719,568,949,000 | $1.00 | $1.00 | 0.00% | $719,568,949,000.00 | 3.10% | +$0.00 | +0.00% | |
MI MICROSOFTMICROSOFT CORP | 683,126,166,000 | $1.00 | $1.00 | 0.00% | $683,126,166,000.00 | 2.94% | +$0.00 | +0.00% | |
KI KINROSSKINROSS GOLD CORP | 648,096,201,000 | $1.00 | $1.00 | 0.00% | $648,096,201,000.00 | 2.79% | +$0.00 | +0.00% | |
EX EXELIXISEXELIXIS INC | 638,467,686,000 | $1.00 | $1.00 | 0.00% | $638,467,686,000.00 | 2.75% | +$0.00 | +0.00% | |
FR FRANCOFRANCO NEV CORP | 635,163,766,000 | $1.00 | $1.00 | 0.00% | $635,163,766,000.00 | 2.74% | +$0.00 | +0.00% | |
GI GILEADGILEAD SCIENCES INC | 606,364,584,000 | $1.00 | $1.00 | 0.00% | $606,364,584,000.00 | 2.61% | +$0.00 | +0.00% | |
DO DOORDASHDOORDASH INC | 532,339,100,000 | $1.00 | $1.00 | 0.00% | $532,339,100,000.00 | 2.29% | +$0.00 | +0.00% | |
HI HIMSHIMS & HERS HEALTH INC | 515,973,445,000 | $1.00 | $1.00 | 0.00% | $515,973,445,000.00 | 2.22% | +$0.00 | +0.00% | |
RE REDDITREDDIT INC | 512,931,748,000 | $1.00 | $1.00 | 0.00% | $512,931,748,000.00 | 2.21% | +$0.00 | +0.00% | |
CO CORCEPTCORCEPT THERAPEUTICS INC | 506,085,629,000 | $1.00 | $1.00 | 0.00% | $506,085,629,000.00 | 2.18% | +$0.00 | +0.00% | |
WA WAYFAIRWAYFAIR INC | 466,907,096,000 | $1.00 | $1.00 | 0.00% | $466,907,096,000.00 | 2.01% | +$0.00 | +0.00% | |
SP SPOTIFYSPOTIFY TECHNOLOGY S A | 458,995,222,000 | $1.00 | $1.00 | 0.00% | $458,995,222,000.00 | 1.98% | +$0.00 | +0.00% | |
SP SPROUTSSPROUTS FMRS MKT INC | 444,322,227,000 | $1.00 | $1.00 | 0.00% | $444,322,227,000.00 | 1.91% | +$0.00 | +0.00% | |
GE GEGE VERNOVA INC | 440,441,802,000 | $1.00 | $1.00 | 0.00% | $440,441,802,000.00 | 1.90% | +$0.00 | +0.00% | |
FO FORDFORD MTR CO | 419,864,280,000 | $1.00 | $1.00 | 0.00% | $419,864,280,000.00 | 1.81% | +$0.00 | +0.00% | |
ET ETSYETSY INC | 398,595,004,000 | $1.00 | $1.00 | 0.00% | $398,595,004,000.00 | 1.72% | +$0.00 | +0.00% | |
IN INCYTEINCYTE CORP | 384,030,875,000 | $1.00 | $1.00 | 0.00% | $384,030,875,000.00 | 1.65% | +$0.00 | +0.00% | |
CA CARVANACARVANA CO | 382,186,371,000 | $1.00 | $1.00 | 0.00% | $382,186,371,000.00 | 1.65% | +$0.00 | +0.00% | |
NU NUTANIXNUTANIX INC | 377,514,521,000 | $1.00 | $1.00 | 0.00% | $377,514,521,000.00 | 1.63% | +$0.00 | +0.00% | |
TA TAIWANTAIWAN SEMICONDUCTOR MFG LTD | 375,064,127,000 | $1.00 | $1.00 | 0.00% | $375,064,127,000.00 | 1.62% | +$0.00 | +0.00% | |
ME METAMETA PLATFORMS INC | 354,337,935,000 | $1.00 | $1.00 | 0.00% | $354,337,935,000.00 | 1.53% | +$0.00 | +0.00% | |
NE NEUROCRINENEUROCRINE BIOSCIENCES INC | 339,480,533,000 | $1.00 | $1.00 | 0.00% | $339,480,533,000.00 | 1.46% | +$0.00 | +0.00% | |
AD ADOBEADOBE INC | 337,464,861,000 | $1.00 | $1.00 | 0.00% | $337,464,861,000.00 | 1.45% | +$0.00 | +0.00% | |
ZO ZOOMZOOM COMMUNICATIONS INC | 330,424,710,000 | $1.00 | $1.00 | 0.00% | $330,424,710,000.00 | 1.42% | +$0.00 | +0.00% | |
CB CBOECBOE GLOBAL MKTS INC | 329,352,111,000 | $1.00 | $1.00 | 0.00% | $329,352,111,000.00 | 1.42% | +$0.00 | +0.00% | |
NE NETFLIXNETFLIX INC | 325,422,732,000 | $1.00 | $1.00 | 0.00% | $325,422,732,000.00 | 1.40% | +$0.00 | +0.00% | |
PU PUREPURE STORAGE INC | 321,219,593,000 | $1.00 | $1.00 | 0.00% | $321,219,593,000.00 | 1.38% | +$0.00 | +0.00% | |
IO IONQIONQ INC | 312,401,550,000 | $1.00 | $1.00 | 0.00% | $312,401,550,000.00 | 1.35% | +$0.00 | +0.00% | |
ST STERLINGSTERLING INFRASTRUCTURE INC | 310,248,087,000 | $1.00 | $1.00 | 0.00% | $310,248,087,000.00 | 1.34% | +$0.00 | +0.00% | |
AI AIRBNBAIRBNB INC | 303,631,622,000 | $1.00 | $1.00 | 0.00% | $303,631,622,000.00 | 1.31% | +$0.00 | +0.00% | |
VE VERTEXVERTEX PHARMACEUTICALS INC | 288,203,176,000 | $1.00 | $1.00 | 0.00% | $288,203,176,000.00 | 1.24% | +$0.00 | +0.00% | |
RO ROBINHOODROBINHOOD MKTS INC | 286,682,155,000 | $1.00 | $1.00 | 0.00% | $286,682,155,000.00 | 1.24% | +$0.00 | +0.00% | |
DR DROPBOXDROPBOX INC | 283,499,643,000 | $1.00 | $1.00 | 0.00% | $283,499,643,000.00 | 1.22% | +$0.00 | +0.00% | |
CO COMMVAULTCOMMVAULT SYS INC | 269,726,032,000 | $1.00 | $1.00 | 0.00% | $269,726,032,000.00 | 1.16% | +$0.00 | +0.00% | |
UN UNITEDHEALTHUNITEDHEALTH GROUP INC | 260,296,118,000 | $1.00 | $1.00 | 0.00% | $260,296,118,000.00 | 1.12% | +$0.00 | +0.00% | |
AL ALLISONALLISON TRANSMISSION HLDGS I | 257,536,445,000 | $1.00 | $1.00 | 0.00% | $257,536,445,000.00 | 1.11% | +$0.00 | +0.00% | |
CO COLGATECOLGATE PALMOLIVE CO | 257,506,645,000 | $1.00 | $1.00 | 0.00% | $257,506,645,000.00 | 1.11% | +$0.00 | +0.00% | |
CO COCACOCA COLA CO | 256,893,173,000 | $1.00 | $1.00 | 0.00% | $256,893,173,000.00 | 1.11% | +$0.00 | +0.00% | |
NU NUNU HLDGS LTD | 256,816,466,000 | $1.00 | $1.00 | 0.00% | $256,816,466,000.00 | 1.11% | +$0.00 | +0.00% | |
ME MEDPACEMEDPACE HLDGS INC | 253,783,206,000 | $1.00 | $1.00 | 0.00% | $253,783,206,000.00 | 1.09% | +$0.00 | +0.00% | |
DO DOCUSIGNDOCUSIGN INC | 240,967,241,000 | $1.00 | $1.00 | 0.00% | $240,967,241,000.00 | 1.04% | +$0.00 | +0.00% | |
NO NOVARTISNOVARTIS AG | 240,813,047,000 | $1.00 | $1.00 | 0.00% | $240,813,047,000.00 | 1.04% | +$0.00 | +0.00% | |
AT ATLASSIANATLASSIAN CORPORATION | 232,878,213,000 | $1.00 | $1.00 | 0.00% | $232,878,213,000.00 | 1.00% | +$0.00 | +0.00% |
49 positions|49 in profit0 in loss|Sorted by: MKT VAL
SINCE PURCHASE:+$0.00 (+0.00%)
MKT VAL:$23,211,941,853,000.00
Daily SummaryPortfolio Performance
Wed, Sep 16
Today's P&L
+$0.00
Compared with the previous close
Market breadth0 up/0 down
Best performer / today
No data
Worst performer / today
No data
What moved your portfolio
P&LNo data
Share of absolute daily P&L across all positions.
49 positions|0 up,0 down
[ INTRADAY ]|DAILY.SUM