Institutions / Renaissance Group LLC

Renaissance Group LLC

CIK 944234 · Institution · as of Dec 31, 2025
Portfolio value
$2.49B
Positions
240
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 240 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$53.28M170,2162.1%
Broadcom Inc.$47.87M138,3271.9%
Apple Inc.$44.83M164,8851.8%
Kla Corp$44.66M36,7571.8%
Amphenol Corp /De$44.21M327,1531.8%
Microsoft Corp$42.36M87,5851.7%
Tapestry Inc$40.47M316,7661.6%
Amazon.com Inc$40.16M173,9711.6%
Jones Lang LaSalle Inc$40.05M119,0161.6%
Arista Networks, Inc.ANETCommon Stock$39.64M302,5481.6%
AppLovin Corp$39.46M58,5661.6%
Applied Materials Inc /De$39.21M152,5841.6%
Ulta Beauty, Inc.$38.92M64,3321.6%
Meta Platforms Inc$37.96M57,5041.5%
McKesson Corp$37.90M46,2041.5%
Cardinal Health Inc$37.21M181,0521.5%
Amgen Inc$36.95M112,8821.5%
Jabil Inc$36.44M159,7941.5%
Lam Research Corp$36.42M212,7821.5%
Rockwell Automation Inc$36.26M93,1891.5%
Comfort Systems USA Inc$36.21M38,7961.5%
Visa Inc$35.98M102,5781.4%
Mastercard Inc$35.89M62,8731.4%
Neurocrine Biosciences Inc$35.78M252,2931.4%
AbbVie Inc.$35.75M156,4541.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.