RENAISSANCE GROUP LLC 13F Holdings
CIK 0000944234
As of Sep 30, 2025, RENAISSANCE GROUP LLC reported 239 positions worth $2.6B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 71,538 | $51.4M | 1.95% |
| BROADCOM INC | AVGO | Technology | 154,060 | $50.8M | 1.93% |
| ALPHABET INC | GOOGL | Equity | 201,322 | $48.9M | 1.85% |
| MICROSOFT CORP | MSFT | Technology | 91,249 | $47.3M | 1.79% |
| ARISTA NETWORKS INC | ANET | Technology | 321,021 | $46.8M | 1.77% |
| EMCOR GROUP INC | EME | Industrials | 69,206 | $45.0M | 1.70% |
| META PLATFORMS INC | META | Communication Services | 61,035 | $44.8M | 1.70% |
| APPLE INC | AAPL | Technology | 175,234 | $44.6M | 1.69% |
| COMFORT SYSTEMS USA INC | FIX | Industrials | 52,704 | $43.5M | 1.65% |
| AMPHENOL CORP-CL A | APH | Technology | 350,848 | $43.4M | 1.64% |
| NETFLIX INC | NFLX | Communication Services | 35,736 | $42.8M | 1.62% |
| KLA CORP | KLAC | Technology | 39,227 | $42.3M | 1.60% |
| APPLIED MATERIALS INC | AMAT | Technology | 204,410 | $41.9M | 1.59% |
| AMAZON.COM INC | AMZN | Equity | 179,869 | $39.5M | 1.50% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 110,648 | $38.9M | 1.47% |
| HOULIHAN LOKEY INC | HLI | Financial Services | 186,182 | $38.2M | 1.45% |
| PTC INC | PTC | Technology | 187,924 | $38.2M | 1.45% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 353,774 | $38.1M | 1.44% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 82,919 | $37.9M | 1.44% |
| MCKESSON CORP | MCK | Healthcare | 48,726 | $37.6M | 1.43% |
| TAPESTRY INC | TPR | Consumer Cyclical | 328,888 | $37.2M | 1.41% |
| JONES LANG LASALLE INC | JLL | Real Estate | 124,785 | $37.2M | 1.41% |
| ABBVIE INC | ABBV | Equity | 157,948 | $36.6M | 1.39% |
| UBER TECHNOLOGIES INC | UBER | Technology | 370,900 | $36.3M | 1.38% |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 66,187 | $36.2M | 1.37% |