Renaissance Technologies, the quantitative hedge fund founded by the late mathematician Jim Simons, initiated a significant new stake in cybersecurity leader CrowdStrike. According to its latest quarterly disclosure with the SEC, the firm acquired 748,960 shares valued at approximately $571.56 million. As a 13F filing, this report reflects positions held as of June 30, 2026, meaning the transactions occurred between April and June of that year.
The investment gives Renaissance a 0.79% portfolio weight in the company. This move was part of a broader adjustment in the firm's portfolio during the second quarter, which also saw increased investment in technology names related to semiconductors and data centers. The addition of a major cybersecurity player like CrowdStrike aligns with this theme and marks a substantial new holding for the influential trading firm.