根据Renaissance Technologies最新的13F文件显示，该公司在2024年第三季度对其投资组合进行了调整，新增了美光科技、礼来制药和思科系统的持仓，同时清仓了博通、Coinbase Global（NASDAQ: COIN）和强生公司。
Renaissance Technologies在第三季度大幅增持了多家科技和金融公司，其中微软的持仓从约32.5万股增加至157万股，苹果持股从172万股增加至328万股，CME集团（NASDAQ: CME）的持仓从约61.9万股提升至140万股。
文件显示，该公司在第三季度减持了英伟达，持股从702万股降至353万股；对丹麦制药公司诺和诺德（Novo Nordisk）的B类股份（OTCPK: NONOF）持仓从916万股削减至819万股。此外，特斯拉的持股也大幅减少，从205万股降至约28.4万股。
Renaissance Technologies的最新投资布局反映出其对科技股的关注，并在多个医疗和金融行业的大型公司中进行了策略性的增减持。
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