AVPR

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Renaissance Technologies just filed its Q3 2026 13F

They sold 99.7% of their Nvidia $NVDA, weeks before the Jensen Huang scandal

Here’s everything you need to know about its recent 13F

Top 10 positions:

1. Micron $MU: $1.62B
2. Advanced Micro Devices $AMD: $1.21B
3. United Therapeutics $UTHR: $908M
4. Intel $INTC: $835M
5. Alphabet $GOOGL: $828M
6. UnitedHealth $UNH: $817M
7. Exelixis $EXEL: $747M
8. VeriSign $VRSN: $649M
9. SpaceX $SPCX: $621M
10. Corcept Therapeutics $CORT: $559M

New positions:

• SpaceX $SPCX: $621M
• Bank of America $BAC: $351M
• Goldman Sachs $GS: $245M
• VanEck Semiconductor ETF $SMH: $186M
• Booking Holdings $BKNG: $183M

Biggest adds:

• SanDisk $SNDK: +5,451% shares
• Micron $MU: +619% shares
• UnitedHealth $UNH: +507% shares
• Advanced Micro Devices $AMD: +140% shares

Biggest trims:

• Nvidia $NVDA: -99.7% shares, was $1.42B
• Meta $META: -99.9% shares, was $1.14B
• Apple $AAPL: -99.8% shares, was $459M
• Amazon $AMZN: -99.5% shares, was $546M
• Palantir $PLTR: -71% shares, was $883M

Full exits:

• Blackstone $BX: was $185M
• S&P 500 ETF $SPY: was $164M
• Marvell $MRVL: was $151M
• Danaher $DHR: was $145M

Summary: Renaissance dumped almost all of its Nvidia, Meta, Apple and Amazon and moved the money into memory chips, AMD and SpaceX

[Kalshi @Kalshi]

JUST IN: Micron pauses $4.5 billion Taiwan chip plant

[David SL @DavidL95409824]

@RabbiJeffx Tupac and his manager Leila SteinBERG

The CIA and the Mossad behind the “thug Life” era in the USA, the social engineering project to polarize an entire generation

[猫叔讲故事 @wakeup_arrow]

80年代，达赖喇嘛会见日本“奥姆真理教”教主麻原彰晃。

[𝑨𝒓𝒕 🎨 @_ArtMuseum]

The Eclipse of the Sun in Venice, July 6, 1842, by Ippolito Caffi (1842)

[AVPR @AVPR88]

@cryptorover

[Arkham @arkham]

ANDREW TATE GOT LIQUIDATED LONGING BITCOIN

So he decided to short the bottom instead.

Great call.

[AVPR @AVPR88]

You've reached your limit of 20 Grok questions per 24 hours for now. Please sign up for Premium or Premium+ to access more or check back later.

[AVPR @AVPR88]

https://t.co/Pufbk3nKjR

[AVPR @AVPR88]

https://t.co/yfImgBhj9d

[Austin Steinbart @AustinSteinbart]

https://t.co/Y2AVhO0IwT

[Austin Steinbart @AustinSteinbart]

https://t.co/CRpNPRYxuK

[Austin Steinbart @AustinSteinbart]

https://t.co/74sKbJ82M8

[AVPR @AVPR88]

29 pages of the CIA'S analysis and assessment of the gateway process

Бро, о чем речь?

[AVPR @AVPR88]

https://t.co/gUcqVj582w

[AVPR @AVPR88]

https://t.co/VTeVRcbarm

[AVPR @AVPR88]

https://t.co/vlDWJMNM08