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文藝復興 RENAISSANCE TECHNOLOGIES LLC · 13F · 2026-06-30 季末 · 申報 2026-08-13

申報規模 72.6B(上季 63.9B,+13.6%) · 3140 個部位 · 前 60 大顯示如下。方塊大小 = 權重, = 本季加碼、 = 減碼、灰 = 不變或新進。

NVDA6.9% · +181%NVDA 輝達 · 6.86% · 1.4B · 股數季變化 +180.6%META5.5% · +698%META Meta(臉書) · 5.51% · 1.1B · 股數季變化 +698.5%INTC4.9% · -1%INTC 英特爾 · 4.94% · 1.0B · 股數季變化 -1.0%UTHR4.5% · -4%UTHR UNITED THERAPEUTICS CORP DEL · 4.48% · 926M · 股數季變化 -4.4%PLTR4.3% · +8%PLTR Palantir · 4.27% · 883M · 股數季變化 +8.3%GOOGL4.0% · +327%GOOGL Alphabet(Google)A股 · 4.01% · 828M · 股數季變化 +327.2%EXEL3.5% · -2%EXEL EXELIXIS INC · 3.53% · 731M · 股數季變化 -2.2%VRSN3.0% · -13%VRSN VERISIGN INC · 2.98% · 616M · 股數季變化 -13.1%KGC2.8% · -3%KGC KINROSS GOLD CORP · 2.83% · 585M · 股數季變化 -3.1%CRWD2.8%CRWD CrowdStrike · 2.76% · 572M · 新進STRL2.7% · -12%STRL STERLING INFRASTRUCTURE INC · 2.73% · 564M · 股數季變化 -12.4%GOOGL2.7% · +684%GOOGL Alphabet(Google)A股 · 2.69% · 557M · 股數季變化 +684.0%AMZN2.6%AMZN 亞馬遜 · 2.64% · 546M · 新進AGX2.5% · +6%AGX ARGAN INC · 2.50% · 518M · 股數季變化 +6.1%NFLX2.3% · +275718%NFLX 網飛 · 2.34% · 485M · 股數季變化 +275718.1%CVX2.3% · +42%CVX 雪佛龍 · 2.30% · 476M · 股數季變化 +42.4%TSLA2.3% · +426%TSLA 特斯拉 · 2.26% · 467M · 股數季變化 +425.8%AMD2.2% · +282%AMD 超微 · 2.24% · 464M · 股數季變化 +282.4%AAPL2.2% · -48%AAPL 蘋果 · 2.22% · 459M · 股數季變化 -48.4%CORT2.2% · -7%CORT CORCEPT THERAPEUTICS INC · 2.21% · 457M · 股數季變化 -7.4%ETSY2.2% · +0%ETSY ETSY INC · 2.18% · 451M · 股數季變化 +0.5%STX2.1% · +47%STX 希捷 · 2.13% · 441M · 股數季變化 +47.3%FNV2.1% · -8%FNV FRANCO NEV CORP · 2.05% · 425M · 股數季變化 -8.2%TXN2.0% · +65%TXN 德州儀器 · 2.02% · 418M · 股數季變化 +64.7%W2.0% · -9%W WAYFAIR INC · 2.02% · 417M · 股數季變化 -9.2%TSM2.0% · +49%TSM 台積電 ADR · 1.96% · 405M · 股數季變化 +49.5%INCY1.9% · -4%INCY INCYTE CORP · 1.93% · 398M · 股數季變化 -3.8%NBIX1.9% · -3%NBIX NEUROCRINE BIOSCIENCES INC · 1.90% · 394M · 股數季變化 -3.4%RBLX1.8% · -4%RBLX Roblox · 1.79% · 371M · 股數季變化 -4.4%WDC1.7% · -53%WDC 威騰 · 1.66% · 343M · 股數季變化 -53.1%ALKS1.6% · +5%ALKS ALKERMES PLC · 1.64% · 339M · 股數季變化 +4.9%CVNA1.6% · +326%CVNA Carvana · 1.63% · 337M · 股數季變化 +326.4%AVGO 博通 · 1.55% · 321M · 股數季變化 +7.1%P EVERPURE INC · 1.39% · 288M · 股數季變化 -2.8%GILD1.4% · +3%GILD 吉利德 · 1.35% · 280M · 股數季變化 +3.0%DELL1.3% · -10%DELL 戴爾 · 1.35% · 279M · 股數季變化 -10.4%MCK1.3% · +208%MCK MCKESSON CORP · 1.32% · 273M · 股數季變化 +208.0%AZO1.3% · +146%AZO AutoZone · 1.30% · 269M · 股數季變化 +146.4%TJX1.3% · +625%TJX TJX · 1.27% · 262M · 股數季變化 +625.1%RDDT1.2% · -7%RDDT REDDIT INC · 1.22% · 252M · 股數季變化 -7.4%

新進部位6 個(前 60 大內)

CRWD CROWDSTRIKE HLDGS INC572M · 0.79%
AMZN AMAZON COM INC546M · 0.75%
MDT MEDTRONIC PLC248M · 0.34%
COP CONOCOPHILLIPS210M · 0.29%
SHEL SHELL PLC209M · 0.29%
INTU INTUIT200M · 0.27%

加碼股數增加 1% 以上

NVDA NVIDIA CORPORATION+181% · 1.95%
META META PLATFORMS INC+698% · 1.57%
PLTR PALANTIR TECHNOLOGIES INC+8% · 1.22%
GOOGL ALPHABET INC+327% · 1.14%
GOOGL ALPHABET INC+684% · 0.77%
AGX ARGAN INC+6% · 0.71%
NFLX NETFLIX INC.+275718% · 0.67%
CVX CHEVRON CORPORATION+42% · 0.66%
TSLA TESLA INC+426% · 0.64%
AMD ADVANCED MICRO DEVICES INC+282% · 0.64%
STX SEAGATE TECHNOLOGY HLDNGS +47% · 0.61%
TXN TEXAS INSTRS INC+65% · 0.58%

減碼股數減少 1% 以上

INTC INTEL CORP-1% · 1.41%
UTHR UNITED THERAPEUTICS CORP D-4% · 1.27%
EXEL EXELIXIS INC-2% · 1.01%
VRSN VERISIGN INC-13% · 0.85%
KGC KINROSS GOLD CORP-3% · 0.8%
STRL STERLING INFRASTRUCTURE IN-12% · 0.78%
AAPL APPLE INC-48% · 0.63%
CORT CORCEPT THERAPEUTICS INC-7% · 0.63%
FNV FRANCO NEV CORP-8% · 0.58%
W WAYFAIR INC-9% · 0.57%
INCY INCYTE CORP-4% · 0.55%
NBIX NEUROCRINE BIOSCIENCES INC-3% · 0.54%

持股明細 前 60 大 · 季末市值

代號發行人類型股數季末市值權重上季股數季變化
NVDANVIDIA CORPORATION · 輝達股票7.1M1.4B1.95%2.5M+181%
METAMETA PLATFORMS INC · Meta(臉書)股票2.0M1.1B1.57%253K+698%
INTCINTEL CORP · 英特爾股票7.3M1.0B1.41%7.4M-1%
UTHRUNITED THERAPEUTICS CORP DEL股票1.7M926M1.27%1.8M-4%
PLTRPALANTIR TECHNOLOGIES INC · Palantir股票7.6M883M1.22%7.0M+8%
GOOGLALPHABET INC · Alphabet(Google)A股股票2.3M828M1.14%542K+327%
EXELEXELIXIS INC股票13.4M731M1.01%13.7M-2%
VRSNVERISIGN INC股票2.4M616M0.85%2.8M-13%
KGCKINROSS GOLD CORP股票24.7M585M0.8%25.5M-3%
CRWDCROWDSTRIKE HLDGS INC · CrowdStrike股票749K572M0.79%新進新進
STRLSTERLING INFRASTRUCTURE INC股票672K564M0.78%767K-12%
GOOGLALPHABET INC · Alphabet(Google)A股股票1.6M557M0.77%201K+684%
AMZNAMAZON COM INC · 亞馬遜股票2.3M546M0.75%新進新進
AGXARGAN INC股票648K518M0.71%611K+6%
NFLXNETFLIX INC. · 網飛股票6.8M485M0.67%2.5K+275718%
CVXCHEVRON CORPORATION · 雪佛龍股票2.9M476M0.66%2.0M+42%
TSLATESLA INC · 特斯拉股票1.1M467M0.64%211K+426%
AMDADVANCED MICRO DEVICES INC · 超微股票830K464M0.64%217K+282%
AAPLAPPLE INC · 蘋果股票1.6M459M0.63%3.1M-48%
CORTCORCEPT THERAPEUTICS INC股票5.3M457M0.63%5.7M-7%
ETSYETSY INC股票6.0M451M0.62%6.0M+0%
STXSEAGATE TECHNOLOGY HLDNGS PL · 希捷股票457K441M0.61%310K+47%
FNVFRANCO NEV CORP股票2.0M425M0.58%2.2M-8%
TXNTEXAS INSTRS INC · 德州儀器股票1.4M418M0.58%851K+65%
WWAYFAIR INC股票4.5M417M0.57%5.0M-9%
TSMTAIWAN SEMICONDUCTOR MANUFAC · 台積電 ADR股票849K405M0.56%568K+49%
INCYINCYTE CORP股票3.5M398M0.55%3.7M-4%
NBIXNEUROCRINE BIOSCIENCES INC股票2.3M394M0.54%2.4M-3%
RBLXROBLOX CORP · Roblox股票6.8M371M0.51%7.1M-4%
WDCWESTERN DIGITAL CORP · 威騰股票537K343M0.47%1.1M-53%
ALKSALKERMES PLC股票6.5M339M0.47%6.2M+5%
CVNACARVANA CO · Carvana股票5.1M337M0.46%1.2M+326%
AVGOBROADCOM INC · 博通股票850K321M0.44%794K+7%
PEVERPURE INC股票3.7M288M0.4%3.8M-3%
GILDGILEAD SCIENCES INC · 吉利德股票2.2M280M0.39%2.2M+3%
DELLDELL TECHNOLOGIES INC · 戴爾股票647K279M0.38%722K-10%
MCKMCKESSON CORP股票361K273M0.38%117K+208%
AZOAUTOZONE INC · AutoZone股票84.3K269M0.37%34.2K+146%
TJXTJX COS INC NEW · TJX股票1.7M262M0.36%239K+625%
RDDTREDDIT INC股票1.5M252M0.35%1.6M-7%
CBOECBOE GLOBAL MKTS INC股票1.0M249M0.34%1.1M-7%
MDTMEDTRONIC PLC · 美敦力股票3.2M248M0.34%新進新進
MUMICRON TECHNOLOGY INC · 美光股票212K244M0.34%2.2M-90%
NVMINOVA LTD股票449K244M0.34%511K-12%
CRDOCREDO TECHNOLOGY GROUP HOLDI · Credo股票844K230M0.32%362K+133%
MSTRSTRATEGY INC · Strategy(微策略)股票2.6M222M0.31%2.1M+20%
ABNBAIRBNB INC · Airbnb股票1.5M221M0.3%1.8M-16%
HOODROBINHOOD MKTS INC · Robinhood股票2.2M220M0.3%5.1M-57%
MEDPMEDPACE HLDGS INC股票416K220M0.3%505K-18%
ALSNALLISON TRANSMISSION HLDGS I股票1.9M219M0.3%2.3M-14%
COPCONOCOPHILLIPS · 康菲石油股票2.0M210M0.29%新進新進
SHELSHELL PLC · 殼牌 ADR股票2.7M209M0.29%新進新進
ZMZOOM COMMUNICATIONS INC股票2.4M205M0.28%2.5M-3%
BEBLOOM ENERGY CORP股票676K205M0.28%536K+26%
ISRGINTUITIVE SURGICAL INC · 直覺手術股票504K201M0.28%139K+262%
INTUINTUIT · Intuit股票765K200M0.27%新進新進
SMCISUPER MICRO COMPUTER INC · 美超微股票6.8M199M0.27%59.4K+11324%
DBXDROPBOX INC股票7.2M198M0.27%7.7M-7%
MELIMERCADOLIBRE股票116K198M0.27%120K-3%
ROKUROKU INC股票1.4M197M0.27%1.6M-9%

13F 申報的是季末部位,申報時可能已經變動。賣權 / 買權以名目股數申報,不能跟股票部位相加。