Renaissance Technologies Boosts Nvidia Holding and Cuts Micron Stake
Renaissance Technologies reshuffled its tech portfolio, cutting its position to 211,600 shares from 2.16 million, selling all AppLovin and nearly exiting Sandisk. It started a new CrowdStrike position (~$572M) and increased its Amazon stake (~$546M). The fund added 4.56M Nvidia shares to reach 7.09M (~$1.42B) while significantly trimming Micron.