APWC β€” ASIA PACIFIC WIRE & CABLE CO

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  29 quarters on record

This page tracks every 13F SEC filing in which RENAISSANCE TECHNOLOGIES LLC reported a position in ASIA PACIFIC WIRE & CABLE CO (APWC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

RENAISSANCE TECHNOLOGIES LLC Γ— APWC AI Analytics

πŸ“ˆ RENAISSANCE TECHNOLOGIES LLC outperformed the S&P 500 by +6.2% annually on this APWC position. Timing score: 44% (8/18 decisions correct). Average cost basis: $3.15. Maximum drawdown during holding period: –70.0%.

πŸ“ˆ Position Alpha vs SPY
+6.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.2% per year on this position.
21 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
8 of 18 add/trim decisions correct

πŸ’° Entry Quality
$3.15
-41.0% vs current ($1.86)

Best entry: $1.38 (2024 Q1)  Β·  Worst: $4.03 (2021 Q1)

πŸ›‘οΈ Drawdown Resilience
–70.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

10 adds Β· 10 trims. Bought during 3 of 12 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    APWC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 71,690 -710 -1.0% 0.00% $134K $1.86
2025 Q3 ADDED 72,400 +100 +0.1% 0.00% $149K $2.06
2025 Q2 UNCHANGED 72,300 β€” 0% 0.00% $123K $1.70
2025 Q1 REDUCED 72,300 -1,100 -1.5% 0.00% $110K $1.52
2024 Q4 ADDED 73,400 +200 +0.3% 0.00% $108K $1.47
2024 Q3 UNCHANGED 73,200 β€” 0% 0.00% $113K $1.55
2024 Q2 ADDED 73,200 +200 +0.3% 0.00% $116K $1.59
2024 Q1 ADDED 73,000 +600 +0.8% 0.00% $101K $1.38
2023 Q4 REDUCED 72,400 -600 -0.8% 0.00% $91K $1.25
2023 Q3 ADDED 73,000 +300 +0.4% 0.00% $102K $1.40
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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