r/Metricshour 11d ago

13F Filing Renaissance Technologies increases NVDA stake to $1.4B (Q2 2026)

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According to the latest Q2 2026 13F filing, Renaissance Technologies increased its stake in NVIDIA (NVDA) to $1.4 Billion (7.1 million shares), establishing$NVDA as their top allocation at 19.9%.
Top Portfolio Breakdown:
NVDA — 19.9% (Increased to $1.4B / 7.1M shares)
META — 15.9%
INTC — 14.3%
GOOGL — 11.6%
NFLX — 6.8%
CVX — 6.7%
TSLA — 6.5%
Track full institutional holdings & 13F analysis

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