Renaissance Technologies opens a fresh CrowdStrike position worth $571,561,334
As seen on the 24/7 Wall St. homepage on August 13, 2026.
- Shares
- 749K
- Value
- $572M
- % of portfolio
- 0.8%
As of Jun 30, 2026 · disclosed Aug 13, 2026 · ~45 days stale — may not reflect current positions.
Renaissance Technologies disclosed a brand-new CrowdStrike stake as of June 30, now roughly 0.8% of its 3,140-name book, an outsized weight for a quant fund that spreads bets thin. NVIDIA remains its largest disclosed long, while Goldman Sachs, Bank of America and Arm dropped off the list entirely.
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Renaissance Technologies, which spreads a 3,140-name book to limit concentration, just put roughly 0.8% of it into a brand-new CrowdStrike position worth $571,561,334 as of June 30, 2026. That weight is an outsized single bet by its standards, disclosed in its August 13, 2026 13F filing with the SEC. Quant conviction in cybersecurity is worth watching here.
Renaissance also let Goldman Sachs, Bank of America, and Arm drop off the disclosed holdings list entirely, while NVIDIA remains its largest disclosed long.
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The filing also showed meaningful exits elsewhere. Goldman Sachs, Bank of America, and Arm dropped off the disclosed holdings list entirely, suggesting those positions were eliminated or trimmed below the SEC reporting threshold during the quarter.
NVIDIA remains Renaissance's largest disclosed long, placing CrowdStrike inside a book that already leans into high-growth technology. For investors tracking how sophisticated quant money is positioning in cybersecurity, a new stake of this size from a fund that spreads bets this thin is a signal worth noting.
Mentioned: CRWD