Renaissance Technologies (founded by Jim Simons) just dropped their Q1 2026 13F
Currently a $63.9B portfolio with 3,213 positionsHere's what changed:Top Buys (approx):• Apple $Apple(AAPL.US): +$781M• Nvidia $NVIDIA(NVDA.US): +$278M• Linde $Linde(LIN.US): +$258M• Broadcom $Broadcom(AVGO.US): +$245M• Alamos Gold $Alamos Gold (AGI.US): +$227M• JPMorgan $JPMorgan Chase(JPM.US): +$202MTop Sells (approx):• Netflix $Netflix(NFLX.US): -$673M• Palantir $Palantir Tech(PLTR.US): -$542M• Tesla $Tesla(TSLA.US): -$534M• Procter & Gamble $Procter & Gamble(PG.US): -$428M• Costco $Costco Wholesale(COST.US): -$578M• Microsoft $Microsoft(MSFT.US): -$329MLooks like they're rotating into big tech, energy, and gold while cutting consumer names and momentum plays
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