Renaissance Technologies Q2 2026 13F: largest position changes西蒙斯 (Renaissance Technologies) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜西蒙斯 (Renaissance Technologies)

截至2026年6月30日｜美股多头市值 $69.3B

重点增持

• 加仓 +181%｜英伟达 (NVDA)｜期末 $1.4B

• 加仓 +698%｜脸书 (META)｜期末 $1.1B

• 加仓 +327%｜谷歌 (GOOGL)｜期末 $828M

重点减持

• 减仓 -48%｜苹果 (AAPL)｜期末 $781M

• 减仓 -90%｜美光科技 (MU)｜期末 $731M

• 减仓 -99%｜闪迪公司 (SNDK)｜期末 $508M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Renaissance Technologies

as of 2026-06-30 | reported long value $69.3B

Largest additions

• Shares +181% | NVIDIA Corporation (NVDA) | quarter-end $1.4B

• Shares +698% | Facebook (META) | quarter-end $1.1B

• Shares +327% | Google (GOOGL) | quarter-end $828M

Largest reductions

• Shares -48% | Apple Inc. (AAPL) | quarter-end $781M

• Shares -90% | Micron Technology, Inc. (MU) | quarter-end $731M

• Shares -99% | Sandisk Corporation (SNDK) | quarter-end $508M

Note: 13F is a delayed quarter-end holdings snapshot.