Whale Investor Holdings Daily

Renaissance's $770M Apple Bet — Q1 13F Season

A full daily recap of Q1 2026 institutional disclosures filed around the May 15 deadline — leads with Renaissance's contrarian $770M Apple new position, covers Baupost, Dodge & Cox, Akre Capital, ShawSpring, activist 13D/13G filings, insider cluster buys, and macro sector divergence.