Renaissance Technologies, the fund founded by the late Jim Simons, opened a new $572 million position in CrowdStrike Holdings (CRWD) in its Q2 2026 filing. It also nearly tripled its Nvidia Corporation (NVDA) stake, increased Meta Platforms (META), added Amazon.com (AMZN), exited AppLovin (APP), and cut Micron Technology (MU) sharply.
CrowdStrike is drawing increased attention as the cybersecurity story strengthens. Following Black Hat 2026 and the company’s latest threat report, cloud-related eCrime activity has jumped 171% in recent periods. Also, AI agent-triggered detections are rising at 2.5 times the rate of human-triggered ones.