Renaissance Technologies (founded by Jim Simons) Q1 2026 13F
買入最多的股票：
$AAPL：+7.81 億美元
$NVDA：+2.78 億美元
$LIN：+2.58 億美元
$AVGO：+2.45 億美元
$AGI：+2.27 億美元
$JPM：+2.02 億美元
賣出最多的股票（約）：
$NFLX：-6.73 億美元
$PLTR：-5.42 億美元
$TSLA：-5.34 億美元
$PG：-4.28 億美元
$COST：-5.78 億美元
$MSFT：-3.29億美元
看來他們正在轉向大型科技股、能源股和黃金股，同時減持消費股和動量股。
買入最多的股票：
$AAPL：+7.81 億美元
$NVDA：+2.78 億美元
$LIN：+2.58 億美元
$AVGO：+2.45 億美元
$AGI：+2.27 億美元
$JPM：+2.02 億美元
賣出最多的股票（約）：
$NFLX：-6.73 億美元
$PLTR：-5.42 億美元
$TSLA：-5.34 億美元
$PG：-4.28 億美元
$COST：-5.78 億美元
$MSFT：-3.29億美元
看來他們正在轉向大型科技股、能源股和黃金股，同時減持消費股和動量股。
Show More
10 Buy & Hold FOREVER Dividend Growth Stocks:
💻 $MSFT – Microsoft
💳 $V – Visa
💰 $MA – Mastercard
🔬 $ASML – ASML Holding
📡 $AVGO – Broadcom
🛒 $COST – Costco Wholesale
📊 $SPGI – S&P Global
♻️ $WM – Waste Management
🛢️ $MPLX – MPLX LP
🏦 $JPM – JPMorgan Chase
Agree or Disagree?
💻 $MSFT – Microsoft
💳 $V – Visa
💰 $MA – Mastercard
🔬 $ASML – ASML Holding
📡 $AVGO – Broadcom
🛒 $COST – Costco Wholesale
📊 $SPGI – S&P Global
♻️ $WM – Waste Management
🛢️ $MPLX – MPLX LP
🏦 $JPM – JPMorgan Chase
Agree or Disagree?
Trump 将返税高达1660亿美元（超过1万亿人民币）给进口商 $WMT $COST $AMZN
The Kobeissi Letter: BREAKING: The US Government has begun refunding up to $166 billion in tariffs charged under President Trump after the Supreme Court ruled the policy unlawful.
Beginning today, businesses can file claims through a new customs system.
Over 330,000 importers across 53 million
The Kobeissi Letter: BREAKING: The US Government has begun refunding up to $166 billion in tariffs charged under President Trump after the Supreme Court ruled the policy unlawful.
Beginning today, businesses can file claims through a new customs system.
Over 330,000 importers across 53 million
Show More
7 Types of Economic Moats with Examples:
1. Network Effects ( $AMZN $V)
2. Economies of scale ( $COST $WMT)
3. Capital Intensive (Boeing & Airbus)
4. Switching Costs ( $MSCI $SPGI)
5. Brand Power ( $AAPL)
6. Intellectual Property ( $DIS)
7. Regulatory Moats ( $UNP $CP)
1. Network Effects ( $AMZN $V)
2. Economies of scale ( $COST $WMT)
3. Capital Intensive (Boeing & Airbus)
4. Switching Costs ( $MSCI $SPGI)
5. Brand Power ( $AAPL)
6. Intellectual Property ( $DIS)
7. Regulatory Moats ( $UNP $CP)
RT Patient Investor
7 Types of Economic Moats with Examples:
1. Network Effects ( $AMZN $V)
2. Economies of scale ( $COST $WMT)
3. Capital Intensive (Boeing & Airbus)
4. Switching Costs ( $MSCI $SPGI)
5. Brand Power ( $AAPL)
6. Intellectual Property ( $DIS)
7. Regulatory Moats ( $UNP $CP)
7 Types of Economic Moats with Examples:
1. Network Effects ( $AMZN $V)
2. Economies of scale ( $COST $WMT)
3. Capital Intensive (Boeing & Airbus)
4. Switching Costs ( $MSCI $SPGI)
5. Brand Power ( $AAPL)
6. Intellectual Property ( $DIS)
7. Regulatory Moats ( $UNP $CP)
Costco declared a quarterly dividend of $1.30/share with no increase
Here's $COST Dividend & Value Overview:
Here's $COST Dividend & Value Overview:
