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The 13F report shows that Renaissance Technologies LLC increased its holdings in ServiceNOW, Google Class C, American Airlines, Coinbase, and Costco in the first quarter. They also increased their holdings in Broadcom, Google Class A, Meta, Robinhood, and Walmart. They completely sold off Nike, Wells Fargo, AutoZone, UnitedHealth, and ADP. They reduced their holdings in Apple, Netflix, Nvidia, Palantir, and Nordea Class B shares. Their top holdings include Palantir, VeriSign, Robinhood, and Sprouts Farmers.
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