PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  26 quarters on record

This page tracks every 13F SEC filing in which RENAISSANCE TECHNOLOGIES LLC reported a position in PALANTIR TECHNOLOGIES INC (PLTR). 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.

πŸ” Peak position
2.55% (2024 Q4)
πŸ“Š Avg. % of fund
1.53%
πŸ“… First filed
1999 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
26

Position Intelligence

RENAISSANCE TECHNOLOGIES LLC Γ— PLTR AI Analytics

πŸ“ˆ RENAISSANCE TECHNOLOGIES LLC outperformed the S&P 500 by +53.8% annually on this PLTR position. Timing score: 33% (6/18 decisions correct). Average cost basis: $14.53. Maximum drawdown during holding period: –75.6%.

πŸ“ˆ Position Alpha vs SPY
+53.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 53.8% per year on this position.
18 quarters analyzed

⏱️ Timing Score
33%

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

πŸ’° Entry Quality
$14.53
+1123.3% vs current ($177.75)

Best entry: $6.42 (2022 Q4)  Β·  Worst: $177.75 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–75.6%
max drawdown while held

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

πŸ’ͺ Fund Conviction
45%
buy-side decisions

9 adds Β· 11 trims. Bought during 6 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 2.43% 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)    PLTR 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 ADDED 8,796,727 +230,852 +2.7% 2.43% $1.56B $177.75
2025 Q3 REDUCED 8,565,875 -4,936,171 -36.6% 2.06% $1.56B $182.42
2025 Q2 REDUCED 13,502,046 -2,787,827 -17.1% 2.45% $1.84B $136.32
2025 Q1 REDUCED 16,289,873 -6,499,936 -28.5% 2.08% $1.37B $84.40
2024 Q4 REDUCED 22,789,809 -15,629,431 -40.7% 2.55% $1.72B $75.63
2024 Q3 REDUCED 38,419,240 -1,096,069 -2.8% 2.15% $1.43B $37.20
2024 Q2 REDUCED 39,515,309 -7,839,908 -16.6% 1.70% $1.00B $25.33
2024 Q1 ADDED 47,355,217 +3,763,791 +8.6% 1.71% $1.09B $23.01
2023 Q4 REDUCED 43,591,426 -13,227 -0.0% 1.16% $748.5M $17.17
2023 Q3 ADDED 43,604,653 +3,805,496 +9.6% 1.19% $697.7M $16.00
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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