---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000853646.md"
description: "New: Renaissance Technologies (founded by Jim Simons) just dropped their Q2 2026 13FCurrently a $72.6B portfolio with 3,140 positionsHere's what changed:Top Buys (approx):• Meta $Meta Platforms(META.US): +$995M• Nvidia $NVIDIA(NVDA.US): +$978M• Intel $Intel(INTC.US): +$696M• Alphabet $Alphabet - C(GOOG.US): +$672M• CrowdStrike $CrowdStrike(CRWD.US): +$572M• Amazon $Amazon(AMZN.US): +$546MTop Sells (approx):• SanDisk $Sandisk(SNDK.US): -$497M• Micron $Micron Tech(MU.US): -$487M• Apple $Apple(AAPL.US): -$322M• Linde $Linde(LIN.US): -$310M• Vertiv $Vertiv(VRT.US): -$232M• Nu Holdings $NU Holdings(NU.US): -$196MLooks like they're rotating into mega-cap AI and cybersecurity while cutting memory/chip supply-chain and industrial names"
datetime: "2026-08-13T20:57:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000853646.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000853646.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000853646.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# New: Renaissance Technologies (founded by Jim Simo…


### Related Stocks

- [NU.US](https://longbridge.com/en/quote/NU.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [04335.HK](https://longbridge.com/en/quote/04335.HK.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**