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RenTec Portfolio Surpasses $72 Billion, NVIDIA Becomes Largest Stake

Guavy AI Editorial Team
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Renaissance Technologies' (RenTec) portfolio has grown to approximately $72.6 billion, according to its Q2 2026 13F filing.

The firm's largest stake is now in NVIDIA (NVDA), making up about 1.95% of the total portfolio.

RenTec increased its stakes significantly in NVDA, Alphabet (GOOGL), Meta Platforms (META), Palantir (PLTR), Chevron (CVX), Tesla (TSLA), and Taiwan Semiconductor (TSM).

In contrast, RenTec reduced its positions in Intel (INTC), United Therapeutics (UTHR), Exelixis (EXEL), VeriSign (VRSN), Apple (AAPL), Franco-Nevada (FNV), Roblox (RBLX), Micron (MU), and Robinhood (HOOD).

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