<div id="readability-page-1">ETF performance gap: XNTK’s 23.63% gain in 2026 beats QQQ’s 17.17%, driven by equal-weighting that lifts mid-cap tech influence. Coatue's tech reshuffle: Coatue increased stakes in TSM, Alphabet, and Netflix while exiting Oracle, Snowflake, and AMD, signaling a refined tech approach. Renaissance's portfolio focus: Renaissance Technologies held a diversified portfolio with tech and healthcare leading, and identified Micron and Sandisk as strong buys.</div>

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<p>XNTK outperformed QQQ with a 23.63% gain in 2026 compared to QQQ's 17.17%, attributed to its equal-weighting strategy favoring mid-cap tech. Coatue increased investments in TSM, Alphabet, and Netflix while exiting Oracle, Snowflake, and AMD. Renaissance Technologies maintained a diversified portfolio, highlighting Micron and Sandisk as strong buy candidates.</p>

- XNTK's performance in 2026, achieving a 23.63% gain, surpassed QQQ's 17.17%, attributed to equal-weighting that enhances mid-cap tech exposure.  
- Coatue increased investments in TSM, Alphabet, and Netflix while divesting from Oracle, Snowflake, and AMD, indicating a shift in its tech strategy.  
- Renaissance Technologies maintained a diversified portfolio with a strong emphasis on tech and healthcare, highlighting Micron and Sandisk as recommended investments.

XNTK's equal-weighted tech strategy widens lead over QQQ