Dark mode is part of the Premium plan.

It is included in the free trial.

Sign inSee Premium
Create a free account
Create a free account

13F.ai Weekly › Nov 7 to Nov 13

13F.ai Weekly: Renaissance adds to Micron and AMD

Filings and disclosures dated Nov 7 to Nov 13. Sent November 14, 2026.

$1.39B
$24.2M
$217.7M

This week we lead with Renaissance Technologies' 13F report and its added positions in Micron and AMD, then cover insider buys at Six Flags and Starwood, large planned sales, deals, IPO registrations and trades disclosed by members of Congress.

Renaissance Technologies adds to Micron and AMD in its 13F report

Renaissance Technologies filed its 13F report on Nov 12. A 13F report is a fund manager's quarterly list of holdings, and this one covers positions as of Sep 30. The largest move we flagged in it was an added position in Micron Technology: the change was $1.39 billion, and the holding was valued at $1.62 billion at quarter end.

The second-largest move was in Advanced Micro Devices. Renaissance added $704.2 million, and the position was valued at $1.21 billion. Both are additions to existing holdings, not new positions. The report shows their size at quarter end. It does not show the day of each purchase, the price paid, or why the fund made the change.

The same report shows other large moves. Renaissance added $682.7 million to UnitedHealth Group, bringing that holding to $817.4 million, and added $472.3 million to Sandisk, valued at $481.0 million. It also reported one new position, Space Exploration Techn Corp, at $620.5 million.

One caveat applies to every 13F report: it is a snapshot as of a past date, Sep 30 here, filed weeks later. The holdings may have changed since then. The filing is on our Renaissance page, and the original is on EDGAR.

Renaissance was not the only large filer this week. Dodge & Cox reported adding $2.18 billion to Danaher, and First Eagle reported a new $1.01 billion position in Oneok.

Insider buys

The largest open-market purchases by company insiders, reported on Form 4 (transaction code P) and filed this week. Purchases of the same stock by the same person are one row.

See more on 13F.ai: Insider trades

Fund moves

The biggest new and increased positions in 13F reports filed this week by 21 notable funds. The dollar figure is an estimate: shares changed times the later price. A 13F shows holdings on the last day of a quarter and is filed up to 45 days later.

See more on 13F.ai: Notable funds

Planned insider sales

The largest of 776 Form 144 notices filed this week. A notice is a plan, not a sale: the person may sell less, later or not at all, and the value is the filer's own figure.

See more on 13F.ai: Planned insider sales

Corporate filings

Deals, IPO registrations and SEC enforcement releases dated this week. Being named in an SEC release is not a finding about a company.

Deals: 90 deals with filings (mergers, tender offers, going-private)
IPO filings: 19 registrations (3 filed, 15 amended, 1 withdrawn)
SEC enforcement: 4 releases (2 litigation releases, 2 administrative proceedings)

See more on 13F.ai: Deals · IPO filings · SEC enforcement

Public disclosures by members of Congress and executive-branch officials. They are shown as reported.

Congress

The largest of 98 trades disclosed this week under the STOCK Act. Amounts are the ranges the members reported, not exact figures, and a report can come up to 45 days after the trade.

See more on 13F.ai: Congress trades

13F.ai republishes public filings. This is information, not investment advice.

All issues · Get it by email