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Non-Tech : Kirk's Market Thoughts
COHR 175.93+1.6%1:44 PM EST
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To: w0z who wrote (23665)3/24/2025 3:09:15 PM
From: Kirk ©  Read Replies (2) of 26986
 
Interesting. Thanks for the update.
Renaissance Technologies Llc has disclosed 3,533 total holdings in their latest SEC filings.
It looks like they might own one of everything!
Their #6 holding is one of the small caps I've recommended since the teens... SFM at 0.84% of their portfolio. Recommendation has been for several months now to be sure to be on house money.

It looks like they added to SFM but not the HUGE percentage change they added to POET which shows it pinged on their radar to make that big % buy.

Their top holding is PLTR at 2.6%.

I came close to buying PLTR around $6 but chickened out and added more to COHR instead. PLTR was hard to beat since that price!

POET is down in the noise at 0.03% and doesn't make the heat map of top holdings, so I'd probably limit my risk to that percentage.

fintel.io

Good luck!

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