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Aug 13 at 03:57 PM
New: Renaissance Technologies (founded by Jim Simons) just dropped their Q2 2026 13F
Currently 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
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