RENAISSANCE GROUP LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$2.3T
Holdings
242
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (242 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ORLYOREILLY AUTOMOTIVE INC | 29,199 | $41.8B | 1.84% | |
| 2 | AAPLAPPLE INC | 188,012 | $41.8B | 1.84% | |
| 3 | BJBJS WHSL CLUB HLDGS INC | 364,289 | $41.6B | 1.83% | |
| 4 | MCKMCKESSON CORP | 59,883 | $40.3B | 1.78% | |
| 5 | BROBROWN & BROWN INC | 320,889 | $39.9B | 1.76% | |
| 6 | TWTRADEWEB MKTS INC | 265,727 | $39.4B | 1.74% | |
| 7 | CAHCARDINAL HEALTH INC | 283,463 | $39.1B | 1.72% | |
| 8 | METAMETA PLATFORMS INC | 66,149 | $38.1B | 1.68% | |
| 9 | VVISA INC | 108,029 | $37.9B | 1.67% | |
| 10 | FISVFISERV INC | 169,605 | $37.5B | 1.65% | |
| 11 | MSIMOTOROLA SOLUTIONS INC | 85,443 | $37.4B | 1.65% | |
| 12 | NFLXNETFLIX INC | 39,678 | $37.0B | 1.63% | |
| 13 | ACGLARCH CAP GROUP LTD | 384,132 | $36.9B | 1.63% | |
| 14 | MAMASTERCARD INCORPORATED | 66,732 | $36.6B | 1.61% | |
| 15 | WMWASTE MGMT INC DEL | 156,252 | $36.2B | 1.59% | |
| 16 | MSFTMICROSOFT CORP | 96,339 | $36.2B | 1.59% | |
| 17 | KLACKLA CORP | 52,006 | $35.4B | 1.56% | |
| 18 | AMZNAMAZON COM INC | 184,133 | $35.0B | 1.54% | |
| 19 | ECLECOLAB INC | 137,489 | $34.9B | 1.54% | |
| 20 | UBERUBER TECHNOLOGIES INC | 475,617 | $34.7B | 1.53% | |
| 21 | ROPROPER TECHNOLOGIES INC | 58,568 | $34.5B | 1.52% | |
| 22 | APHAMPHENOL CORP NEW | 519,647 | $34.1B | 1.50% | |
| 23 | CPRTCOPART INC | 599,803 | $33.9B | 1.50% | |
| 24 | CITCINTAS CORP | 163,744 | $33.7B | 1.48% | |
| 25 | GOOGLALPHABET INC | 217,179 | $33.6B | 1.48% | |
| 26 | HCAHCA HEALTHCARE INC | 95,243 | $32.9B | 1.45% | |
| 27 | GWWGRAINGER W W INC | 33,008 | $32.6B | 1.44% | |
| 28 | ABBVABBVIE INC | 151,962 | $31.8B | 1.40% | |
| 29 | LOWLOWES COS INC | 133,382 | $31.1B | 1.37% | |
| 30 | RCLROYAL CARIBBEAN GROUP | 148,348 | $30.5B | 1.34% | |
| 31 | PINSPINTEREST INC | 975,637 | $30.2B | 1.33% | |
| 32 | JBLJABIL INC | 222,115 | $30.2B | 1.33% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 60,475 | $30.1B | 1.33% | |
| 34 | NOWSERVICENOW INC | 37,618 | $29.9B | 1.32% | |
| 35 | CDNSCADENCE DESIGN SYSTEM INC | 116,848 | $29.7B | 1.31% | |
| 36 | CRMSALESFORCE INC | 110,732 | $29.7B | 1.31% | |
| 37 | PTCPTC INC | 191,136 | $29.6B | 1.31% | |
| 38 | AVGOBROADCOM INC | 174,333 | $29.2B | 1.29% | |
| 39 | PYPLPAYPAL HLDGS INC | 438,814 | $28.6B | 1.26% | |
| 40 | ITGARTNER INC | 67,012 | $28.1B | 1.24% | |
| 41 | APPAPPLOVIN CORP | 104,864 | $27.8B | 1.23% | |
| 42 | QCOMQUALCOMM INC | 179,075 | $27.5B | 1.21% | |
| 43 | EMEEMCOR GROUP INC | 74,129 | $27.4B | 1.21% | |
| 44 | ADBEADOBE INC | 71,276 | $27.3B | 1.21% | |
| 45 | JLLJONES LANG LASALLE INC | 109,422 | $27.1B | 1.20% | |
| 46 | FIXCOMFORT SYS USA INC | 81,605 | $26.3B | 1.16% | |
| 47 | MCOMOODYS CORP | 54,721 | $25.5B | 1.12% | |
| 48 | LULULULULEMON ATHLETICA INC | 89,630 | $25.4B | 1.12% | |
| 49 | BAHBOOZ ALLEN HAMILTON HLDG COR | 236,196 | $24.7B | 1.09% | |
| 50 | EXPEAGLE MATLS INC | 109,540 | $24.3B | 1.07% | |
| 51 | ICLRICON PLC | 138,032 | $24.2B | 1.07% | |
| 52 | KKRKKR & CO INC | 206,718 | $23.9B | 1.05% | |
| 53 | NBIXNEUROCRINE BIOSCIENCES INC | 212,100 | $23.5B | 1.03% | |
| 54 | APOAPOLLO GLOBAL MGMT INC | 170,141 | $23.3B | 1.03% | |
| 55 | ANETARISTA NETWORKS INC | 295,154 | $22.9B | 1.01% | |
| 56 | FINVFINVOLUTION GROUP | 1,029,809 | $9.9B | 0.44% | |
| 57 | TIGOMILLICOM INTL CELLULAR S A | 313,331 | $9.5B | 0.42% | |
| 58 | PLMRPALOMAR HLDGS INC | 68,828 | $9.4B | 0.42% | |
| 59 | NOMDNOMAD FOODS LTD | 438,081 | $8.6B | 0.38% | |
| 60 | MRXMAREX GROUP PLC | 239,504 | $8.5B | 0.37% | |
| 61 | ATATATOUR LIFESTYLE HLDGS LTD | 286,476 | $8.1B | 0.36% | |
| 62 | AXSAXIS CAP HLDGS LTD | 79,919 | $8.0B | 0.35% | |
| 63 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 48,210 | $8.0B | 0.35% | |
| 64 | GLNGGOLAR LNG LTD | 204,666 | $7.8B | 0.34% | |
| 65 | LRNSTRIDE INC | 60,609 | $7.7B | 0.34% | |
| 66 | JDJD.COM INC | 186,202 | $7.7B | 0.34% | |
| 67 | IBNICICI BANK LIMITED | 239,793 | $7.6B | 0.33% | |
| 68 | SONYSONY GROUP CORP | 297,624 | $7.6B | 0.33% | |
| 69 | RHCRH PLC | 82,258 | $7.2B | 0.32% | |
| 70 | HURNHURON CONSULTING GROUP INC | 50,444 | $7.2B | 0.32% | |
| 71 | BABAALIBABA GROUP HLDG LTD | 54,256 | $7.2B | 0.32% | |
| 72 | SFMSPROUTS FMRS MKT INC | 46,300 | $7.1B | 0.31% | |
| 73 | EXLSEXLSERVICE HOLDINGS INC | 145,379 | $6.9B | 0.30% | |
| 74 | DUOLDUOLINGO INC | 21,257 | $6.6B | 0.29% | |
| 75 | PSOPEARSON PLC | 408,485 | $6.5B | 0.29% | |
| 76 | AERAERCAP HOLDINGS NV | 61,997 | $6.3B | 0.28% | |
| 77 | SHELSHELL PLC | 85,017 | $6.2B | 0.27% | |
| 78 | TXRHTEXAS ROADHOUSE INC | 37,078 | $6.2B | 0.27% | |
| 79 | KNSLKINSALE CAP GROUP INC | 12,652 | $6.2B | 0.27% | |
| 80 | KTKT CORP | 345,618 | $6.1B | 0.27% | |
| 81 | CPRXCATALYST PHARMACEUTICALS INC | 252,285 | $6.1B | 0.27% | |
| 82 | LNTHLANTHEUS HLDGS INC | 62,094 | $6.1B | 0.27% | |
| 83 | QTWOQ2 HLDGS INC | 73,087 | $5.8B | 0.26% | |
| 84 | SNYSANOFI | 105,143 | $5.8B | 0.26% | |
| 85 | GILGILDAN ACTIVEWEAR INC | 131,239 | $5.8B | 0.26% | |
| 86 | ENSGENSIGN GROUP INC | 44,158 | $5.7B | 0.25% | |
| 87 | JAZZJAZZ PHARMACEUTICALS PLC | 44,060 | $5.5B | 0.24% | |
| 88 | MMSIMERIT MED SYS INC | 51,068 | $5.4B | 0.24% | |
| 89 | GIB/ACGI INC | 53,162 | $5.3B | 0.23% | |
| 90 | VRRMVERRA MOBILITY CORP | 231,096 | $5.2B | 0.23% | |
| 91 | RELYREMITLY GLOBAL INC | 249,197 | $5.2B | 0.23% | |
| 92 | VITLVITAL FARMS INC | 165,761 | $5.1B | 0.22% | |
| 93 | HQYHEALTHEQUITY INC | 56,811 | $5.0B | 0.22% | |
| 94 | SPSCSPS COMM INC | 37,804 | $5.0B | 0.22% | |
| 95 | TSEMTOWER SEMICONDUCTOR LTD | 137,956 | $4.9B | 0.22% | |
| 96 | RMBS*RAMBUS INC DEL | 93,665 | $4.8B | 0.21% | |
| 97 | FLEXFLEX LTD | 144,426 | $4.8B | 0.21% | |
| 98 | NXPINXP SEMICONDUCTORS N V | 25,061 | $4.8B | 0.21% | |
| 99 | NMIHNMI HLDGS INC | 131,417 | $4.7B | 0.21% | |
| 100 | VETVERMILION ENERGY INC | 577,986 | $4.7B | 0.21% |
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