RENAISSANCE GROUP LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$2.2T

Holdings

270

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (270 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
233,905$38.6B1.77%
2
ACGLARCH CAPITAL GROUP LTD
529,731$36.0B1.65%
3
METAMETA PLATFORMS INC
168,456$35.7B1.64%
4
MSFTMICROSOFT CORP
122,762$35.4B1.62%
5
HCAHCA HEALTHCARE INC
128,071$33.8B1.55%
6
ORLYO REILLY AUTOMOTIVE INC
39,771$33.8B1.55%
7
GWWWW GRAINGER INC
48,960$33.7B1.55%
8
FTNTFORTINET INC
505,295$33.6B1.54%
9
MSIMOTOROLA SOLUTIONS INC
113,495$32.5B1.49%
10
AVGOBROADCOM INC
50,341$32.3B1.48%
11
CDWCDW CORP/DE
164,079$32.0B1.47%
12
CITCINTAS CORP
68,215$31.6B1.45%
13
APHAMPHENOL CORP
385,862$31.5B1.45%
14
ITWILLINOIS TOOL WORKS INC
129,254$31.5B1.44%
15
GOOGLALPHABET INC
302,698$31.4B1.44%
16
KLACKLA CORP
78,595$31.4B1.44%
17
FISVFISERV INC
277,326$31.3B1.44%
18
CDNSCADENCE DESIGN SYSTEMS INC
148,989$31.3B1.43%
19
TXNTEXAS INSTRUMENTS INC
168,227$31.3B1.43%
20
PTCPTC INC
241,422$31.0B1.42%
21
WMWASTE MANAGEMENT INC
189,469$30.9B1.42%
22
BJBJS WHOLESALE CLUB HOLDINGS I
399,004$30.4B1.39%
23
AKXANSYS INC
90,621$30.2B1.38%
24
LMTLOCKHEED MARTIN CORP
63,779$30.2B1.38%
25
VRTXVERTEX PHARMACEUTICALS INC
95,654$30.1B1.38%
26
CRMSALESFORCE INC
150,604$30.1B1.38%
27
PGPROCTER & GAMBLE CO
201,400$29.9B1.37%
28
ABGAMERISOURCEBERGEN CORP
186,951$29.9B1.37%
29
ULTAULTA BEAUTY INC
54,814$29.9B1.37%
30
ROPROPER TECHNOLOGIES INC
66,875$29.5B1.35%
31
TMOTHERMO FISHER SCIENTIFIC INC
51,015$29.4B1.35%
32
VVISA INC
128,880$29.1B1.33%
33
GGENPACT LTD
626,885$29.0B1.33%
34
MAMASTERCARD INC
79,621$28.9B1.33%
35
CHECHEMED CORP
53,128$28.6B1.31%
36
AMATAPPLIED MATERIALS INC
232,195$28.5B1.31%
37
ADBEADOBE INC
73,466$28.3B1.30%
38
HZNPHORIZON THERAPEUTICS PLC
258,915$28.3B1.30%
39
NOWSERVICENOW INC
59,906$27.8B1.28%
40
LOWLOWES COS INC
138,964$27.8B1.27%
41
EOGEOG RESOURCES INC
240,117$27.5B1.26%
42
MCKMCKESSON CORP
77,219$27.5B1.26%
43
UNPUNION PACIFIC CORP
134,965$27.2B1.25%
44
AMZNAMAZONCOM INC
260,344$26.9B1.23%
45
MOALTRIA GROUP INC
579,306$25.8B1.18%
46
UNHUNITEDHEALTH GROUP INC
54,464$25.7B1.18%
47
DGDOLLAR GENERAL CORP
121,615$25.6B1.17%
48
JNJJOHNSON & JOHNSON
161,895$25.1B1.15%
49
HUMHUMANA INC
51,459$25.0B1.15%
50
CBRECBRE GROUP INC
339,946$24.8B1.13%
51
WEXWEX INC
127,011$23.4B1.07%
52
PYPLPAYPAL HOLDINGS INC
302,209$22.9B1.05%
53
DHRDANAHER CORP
89,564$22.6B1.03%
54
RJFRAYMOND JAMES FINANCIAL INC
234,859$21.9B1.00%
55
ABTABBOTT LABORATORIES
213,375$21.6B0.99%
56
IGTINTERNATIONAL GAME TECHNOLOG
358,846$9.6B0.44%
57
DOOBRP INC
112,085$8.8B0.40%
58
NOMDNOMAD FOODS LTD
463,266$8.7B0.40%
59
IFNNYINFINEON TECHNOLOGIES AG
209,550$8.6B0.39%
60
KLICKULICKE & SOFFA INDUSTRIES I C
160,068$8.4B0.39%
61
RNECYRENESAS ELECTRONICS CORP
1,169,782$8.4B0.39%
62
CSTMCONSTELLIUM SE
542,497$8.3B0.38%
63
RHCRH PLC
156,365$8.0B0.36%
64
SNYSANOFI
146,155$8.0B0.36%
65
EADSYAIRBUS SE
236,141$7.9B0.36%
66
STLASTELLANTIS NV
430,386$7.8B0.36%
67
LNVGYLENOVO GROUP LTD
360,183$7.8B0.36%
68
SBGSYSCHNEIDER ELECTRIC SE
228,178$7.6B0.35%
69
PUBGYPUBLICIS GROUPE SA
390,667$7.6B0.35%
70
SHECYSHIN-ETSU CHEMICAL CO LTD
191,178$7.6B0.35%
71
GIB/ACGI INC
78,685$7.6B0.35%
72
VCISYVINCI SA
261,987$7.5B0.34%
73
ASAIYSENDAS DISTRIBUIDORA SA
480,300$7.4B0.34%
74
CRRFYCARREFOUR SA
1,801,736$7.3B0.33%
75
ASRGRUPO AEROPORTUARIO DEL SURE T
23,312$7.1B0.33%
76
VLVLYVOLVO AB
344,782$7.1B0.33%
77
ALIZYALLIANZ SE
307,602$7.1B0.33%
78
IBNICICI BANK LTD
327,687$7.1B0.32%
79
BKRKYBANK RAKYAT INDONESIA PERSER
444,962$7.0B0.32%
80
TCEHYTENCENT HOLDINGS LTD
141,137$6.9B0.32%
81
DHLGYDEUTSCHE POST AG
147,562$6.9B0.32%
82
TSMTAIWAN SEMICONDUCTOR MANUFAC U
73,716$6.9B0.31%
83
HCMLYHOLCIM AG
530,479$6.8B0.31%
84
HBC2HSBC HOLDINGS PLC
199,693$6.8B0.31%
85
NXPINXP SEMICONDUCTORS NV
36,439$6.8B0.31%
86
UOVEYUNITED OVERSEAS BANK LTD
151,622$6.8B0.31%
87
SONYSONY GROUP CORP
73,280$6.6B0.30%
88
UBSUBS GROUP AG
309,714$6.6B0.30%
89
WTBDYWHITBREAD PLC
715,782$6.6B0.30%
90
TOELYTOKYO ELECTRON LTD
71,275$6.6B0.30%
91
CGEMYCAPGEMINI SE
175,579$6.5B0.30%
92
NTOIYNESTE OYJ
261,594$6.5B0.30%
93
JAZZJAZZ PHARMACEUTICALS PLC
43,627$6.4B0.29%
94
ICLRICON PLC
29,653$6.3B0.29%
95
SHELSHELL PLC
107,305$6.2B0.28%
96
BABAALIBABA GROUP HOLDING LTD
60,246$6.2B0.28%
97
AXSAXIS CAPITAL HOLDINGS LTD
111,942$6.1B0.28%
98
FMXFOMENTO ECONOMICO MEXICANO S B
63,545$6.0B0.28%
99
ALPMYASTELLAS PHARMA INC
424,827$6.0B0.28%
100
ITUBITAU UNIBANCO HOLDING SA
1,182,163$5.8B0.26%
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