# Renaissance Technologies Cut Nvidia Stake 99.7% in Third Quarter

By Enna Lee

Canonical URL: https://www.tokenpost.com/news/investing/56110
Published: 2026-11-13T00:39:11.000Z
Updated: 2026-11-13T00:39:11.000Z
Section: Investing

> Micron Technology and Advanced Micro Devices ranked as the fund’s two largest disclosed holdings, and it opened a position in SpaceX valued at about $621 million.

Renaissance Technologies reduced its Nvidia shares by 99.7% in the third quarter, while Micron Technology and Advanced Micro Devices ranked first and second among its disclosed holdings, reshaping the fund’s stock portfolio toward other semiconductor companies.

The fund’s 2026 third-quarter 13F filing valued its Nvidia position in the previous quarter at about $1.42 billion. Micron led the disclosed holdings at $1.62 billion, followed by AMD at $1.21 billion.

Other large positions included United Therapeutics at $908 million, Intel at $835 million, Alphabet at $828 million and UnitedHealth at $817 million. The filing also listed a new SpaceX position valued at about $621 million.

Renaissance cut its share counts in Meta by 99.9%, Apple by 99.8% and Amazon by 99.5%. Its Palantir position fell 71%.

The fund increased its share count in SanDisk by 5,451%, Micron by 619%, UnitedHealth by 507% and AMD by 140%. It fully exited positions in Blackstone, an S&P 500 exchange-traded fund, Marvell Technology and Danaher.