RENAISSANCE GROUP LLC Q1 2021 Filing

Filed May 13, 2021

Portfolio Value

$2.4T

Holdings

283

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
24,051$49.6B2.10%
2
HCAHCA HEALTHCARE INC
197,935$37.3B1.58%
3
HZNPHORIZON THERAPEUTICS PLC
390,233$35.9B1.52%
4
AAPLAPPLE INC
290,017$35.4B1.50%
5
MSFTMICROSOFT CORP
146,398$34.5B1.46%
6
METAFACEBOOK INC
116,618$34.3B1.45%
7
CDNSCADENCE DESIGN SYSTEMS INC
243,771$33.4B1.41%
8
FTNTFORTINET INC
179,480$33.1B1.40%
9
TXNTEXAS INSTRUMENTS INC
174,807$33.0B1.40%
10
PYPLPAYPAL HOLDINGS INC
135,894$33.0B1.40%
11
LOWLOWES COS INC
172,348$32.8B1.39%
12
CDWCDW CORP/DE
196,357$32.5B1.38%
13
LRCXEURLAM RESEARCH CORP
54,313$32.3B1.37%
14
HDHOME DEPOT INC
105,495$32.2B1.36%
15
ACNACCENTURE PLC
116,120$32.1B1.36%
16
NVDANVIDIA CORP
59,851$32.0B1.35%
17
UNHUNITEDHEALTH GROUP INC
85,716$31.9B1.35%
18
KLACKLA CORP
96,433$31.9B1.35%
19
ORLYO REILLY AUTOMOTIVE INC
61,540$31.2B1.32%
20
CBRECBRE GROUP INC
393,666$31.1B1.32%
21
MSIMOTOROLA SOLUTIONS INC
165,512$31.1B1.32%
22
ABGAMERISOURCEBERGEN CORP
263,139$31.1B1.31%
23
ROSTROSS STORES INC
258,581$31.0B1.31%
24
UNPUNION PACIFIC CORP
140,201$30.9B1.31%
25
CITCINTAS CORP
88,384$30.2B1.28%
26
RPMRPM INTERNATIONAL INC
324,059$29.8B1.26%
27
CMCSACOMCAST CORP
549,633$29.7B1.26%
28
ITWILLINOIS TOOL WORKS INC
134,199$29.7B1.26%
29
WMWASTE MANAGEMENT INC
230,228$29.7B1.26%
30
NOWSERVICENOW INC
59,377$29.7B1.26%
31
MLMMARTIN MARIETTA MATERIALS IN
87,755$29.5B1.25%
32
TMOTHERMO FISHER SCIENTIFIC INC
64,371$29.4B1.24%
33
APHAMPHENOL CORP
440,196$29.0B1.23%
34
PGRPROGRESSIVE CORP
300,175$28.7B1.21%
35
DGDOLLAR GENERAL CORP
138,658$28.1B1.19%
36
DCIDONALDSON CO INC
481,963$28.0B1.19%
37
MAMASTERCARD INC
78,609$28.0B1.18%
38
ZTSZOETIS INC
177,575$28.0B1.18%
39
PKNPERKINELMER INC
217,816$27.9B1.18%
40
ADBEADOBE INC
58,606$27.9B1.18%
41
PGPROCTER & GAMBLE CO
205,278$27.8B1.18%
42
SPGIS&P GLOBAL INC
78,701$27.8B1.17%
43
ABBVABBVIE INC
256,493$27.8B1.17%
44
GGENPACT LTD
645,252$27.6B1.17%
45
ABTABBOTT LABORATORIES
229,178$27.5B1.16%
46
CHDCHURCH & DWIGHT CO INC
313,091$27.3B1.16%
47
JNJJOHNSON & JOHNSON
165,475$27.2B1.15%
48
EAELECTRONIC ARTS INC
200,340$27.1B1.15%
49
VVISA INC
127,854$27.1B1.14%
50
ROPROPER TECHNOLOGIES INC
65,948$26.6B1.12%
51
BAHBOOZ ALLEN HAMILTON HOLDING O
329,167$26.5B1.12%
52
AKAMAKAMAI TECHNOLOGIES INC
246,460$25.1B1.06%
53
IAC/INTERACTIVECORP
114,960$24.9B1.05%
54
VRTXVERTEX PHARMACEUTICALS INC
106,580$22.9B0.97%
55
AERAERCAP HOLDINGS NV
281,216$16.5B0.70%
56
TOELYTOKYO ELECTRON LTD
136,335$14.4B0.61%
57
NXPINXP SEMICONDUCTORS NV
69,704$14.0B0.59%
58
FNFABRINET
147,336$13.3B0.56%
59
IFNNYINFINEON TECHNOLOGIES AG
305,001$13.0B0.55%
60
LNVGYLENOVO GROUP LTD
450,880$12.8B0.54%
61
TSMTAIWAN SEMICONDUCTOR MANUFAC U
108,289$12.8B0.54%
62
KBIAKB FINANCIAL GROUP INC
256,848$12.7B0.54%
63
CGEMYCAPGEMINI SE
369,024$12.6B0.53%
64
SFTBYSOFTBANK GROUP CORP
290,182$12.3B0.52%
65
VIPSVIPSHOP HOLDINGS LTD
408,279$12.2B0.52%
66
RHCRH PLC
255,045$12.0B0.51%
67
CP.TOCANADIAN PACIFIC RAILWAY LTD
31,535$12.0B0.51%
68
XNGSYENN ENERGY HOLDINGS LTD
184,561$11.8B0.50%
69
SHECYSHIN-ETSU CHEMICAL CO LTD
279,771$11.8B0.50%
70
STLASTELLANTIS NV
660,347$11.7B0.50%
71
IBNICICI BANK LTD
716,423$11.5B0.49%
72
UOVEYUNITED OVERSEAS BANK LTD
292,446$11.2B0.48%
73
ICLRICON PLC
56,555$11.1B0.47%
74
NOMDNOMAD FOODS LTD
402,846$11.1B0.47%
75
JAZZJAZZ PHARMACEUTICALS PLC
66,858$11.0B0.46%
76
ALIZYALLIANZ SE
427,704$10.9B0.46%
77
ERICTELEFONAKTIEBOLAGET LM ERICS O
829,097$10.9B0.46%
78
CNRCANADIAN NATL RAILWAY
93,944$10.9B0.46%
79
ARKAYARKEMA SA
89,690$10.9B0.46%
80
ACSAYACS ACTIVIDADES DE CONSTRUCC O
1,625,923$10.8B0.46%
81
UBSUBS GROUP AG
694,643$10.8B0.46%
82
SBGSYSCHNEIDER ELECTRIC SE
347,784$10.6B0.45%
83
STESTERIS PLC
55,843$10.6B0.45%
84
SBERSBERBANK OF RUSSIA PJSC
691,741$10.6B0.45%
85
BKRKYBANK RAKYAT INDONESIA PERSER
700,592$10.6B0.45%
86
ACGLARCH CAPITAL GROUP LTD
272,625$10.5B0.44%
87
TCEHYTENCENT HOLDINGS LTD
133,144$10.4B0.44%
88
LUKOYLUKOIL PJSC
129,147$10.4B0.44%
89
VIVHYVIVENDI SA
314,927$10.4B0.44%
90
GIB/ACGI INC
122,795$10.2B0.43%
91
AMZNAMAZONCOM INC
3,300$10.2B0.43%
92
NTDOYNINTENDO CO LTD
144,050$10.2B0.43%
93
CRRFYCARREFOUR SA
2,785,934$10.1B0.43%
94
RDYDR REDDYS LABORATORIES LTD
163,281$10.0B0.42%
95
JOYYJOYY INC
106,900$10.0B0.42%
96
VEOEYVEOLIA ENVIRONNEMENT SA
379,225$9.7B0.41%
97
YUMCYUM CHINA HOLDINGS INC
163,435$9.7B0.41%
98
PNGAYPING AN INSURANCE GROUP CO O
401,420$9.7B0.41%
99
CABGYCARLSBERG AS
305,835$9.4B0.40%
100
ALPMYASTELLAS PHARMA INC
610,206$9.4B0.40%
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