RENAISSANCE GROUP LLC Q2 2020 Filing

Filed August 12, 2020

Portfolio Value

$2.1T

Holdings

236

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (236 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
104,409$38.1B1.82%
2
PYPLPAYPAL HOLDINGS INC
208,894$36.4B1.74%
3
MSFTMICROSOFT CORP
173,642$35.3B1.68%
4
GOOGLALPHABET INC
24,792$35.2B1.68%
5
IACIEURIAC/INTERACTIVECORP
105,436$34.1B1.63%
6
NVDANVIDIA CORP
85,690$32.6B1.55%
7
KLACKLA CORP
161,727$31.5B1.50%
8
METAFACEBOOK INC
135,475$30.8B1.47%
9
SPGIS&P GLOBAL INC
89,770$29.6B1.41%
10
HDHOME DEPOT INC
116,033$29.1B1.39%
11
HZNPHORIZON THERAPEUTICS PLC
518,353$28.8B1.37%
12
EAELECTRONIC ARTS INC
217,598$28.7B1.37%
13
ADBEADOBE INC
65,870$28.7B1.37%
14
TMOTHERMO FISHER SCIENTIFIC
78,989$28.6B1.36%
15
NOWSERVICENOW INC
70,618$28.6B1.36%
16
DGDOLLAR GENERAL CORP
149,428$28.5B1.36%
17
LRCXEURLAM RESEARCH CORP
87,774$28.4B1.35%
18
ORLYO'REILLY AUTOMOTIVE INC
67,159$28.3B1.35%
19
UNHUNITEDHEALTH GROUP INC
95,310$28.1B1.34%
20
CDNSCADENCE DESIGN SYSTEMS INC
292,470$28.1B1.34%
21
CITCINTAS CORP
104,386$27.8B1.33%
22
MLMMARTIN MARIETTA MATERIALS IN
132,588$27.4B1.31%
23
ACNACCENTURE PLC
127,430$27.4B1.30%
24
ABBVABBVIE INC
278,162$27.3B1.30%
25
ZTSZOETIS INC
198,741$27.2B1.30%
26
ROPROPER TECHNOLOGIES INC
69,799$27.1B1.29%
27
BAHBOOZ ALLEN HAMILTON HOLDING O
344,354$26.8B1.28%
28
CRMSALESFORCECOM INC
142,036$26.6B1.27%
29
UNPUNION PACIFIC CORP
154,508$26.1B1.25%
30
CHDCHURCH & DWIGHT CO INC
336,414$26.0B1.24%
31
WMWASTE MANAGEMENT INC
245,169$26.0B1.24%
32
PGPROCTER & GAMBLE CO
216,641$25.9B1.23%
33
ITWILLINOIS TOOL WORKS INC
148,001$25.9B1.23%
34
PGRPROGRESSIVE CORP
319,582$25.6B1.22%
35
TXNTEXAS INSTRUMENTS INC
201,589$25.6B1.22%
36
VVISA INC
132,051$25.5B1.22%
37
MSIMOTOROLA SOLUTIONS INC
182,014$25.5B1.22%
38
AKAMAKAMAI TECHNOLOGIES INC
235,307$25.2B1.20%
39
MAMASTERCARD INC
83,516$24.7B1.18%
40
LMTLOCKHEED MARTIN CORP
66,284$24.2B1.15%
41
CDWCDW CORP/DE
206,727$24.0B1.15%
42
ROSTROSS STORES INC
279,953$23.9B1.14%
43
GPNGLOBAL PAYMENTS INC
140,480$23.8B1.14%
44
APHAMPHENOL CORP
248,514$23.8B1.14%
45
GGENPACT LTD
639,268$23.3B1.11%
46
FTNTFORTINET INC
169,502$23.3B1.11%
47
VRTXVERTEX PHARMACEUTICALS INC
79,483$23.1B1.10%
48
JNJJOHNSON & JOHNSON
163,849$23.0B1.10%
49
CMCSACOMCAST CORP
586,969$22.9B1.09%
50
HCAHCA HEALTHCARE INC
232,878$22.6B1.08%
51
AXPAMERICAN EXPRESS CO
231,645$22.1B1.05%
52
CBRECBRE GROUP INC
483,192$21.9B1.04%
53
MRKMERCK & CO INC
274,118$21.2B1.01%
54
LHXL3HARRIS TECHNOLOGIES INC
124,775$21.2B1.01%
55
JOYYJOYY INC
167,671$14.8B0.71%
56
SBGSYSCHNEIDER ELECTRIC SE
551,954$12.3B0.58%
57
CHGCYCHUGAI PHARMACEUTICAL CO LTD
37,477$12.2B0.58%
58
IFNNYINFINEON TECHNOLOGIES AG
514,957$12.1B0.58%
59
SONYSONY CORP
173,970$12.0B0.57%
60
SFTBYSOFTBANK GROUP CORP
473,386$11.9B0.57%
61
TSMTAIWAN SEMICONDUCTOR MANUFAC U
208,855$11.9B0.57%
62
ICLRICON PLC
70,359$11.9B0.57%
63
BABAALIBABA GROUP HOLDING LTD
52,779$11.4B0.54%
64
TOELYTOKYO ELECTRON LTD
185,651$11.4B0.54%
65
VIPSVIPSHOP HOLDINGS LTD
570,933$11.4B0.54%
66
ACSAYACS ACTIVIDADES DE CONSTRUCC O
2,231,527$11.2B0.54%
67
ALPMYASTELLAS PHARMA INC
664,125$11.1B0.53%
68
RHCRH PLC
320,666$11.0B0.52%
69
RDYDR REDDY'S LABORATORIES LTD
205,273$10.9B0.52%
70
TCEHYTENCENT HOLDINGS LTD
167,818$10.8B0.51%
71
AERAERCAP HOLDINGS NV
349,956$10.8B0.51%
72
CGEMYCAPGEMINI SE
468,445$10.7B0.51%
73
NMI1EURKIRKLAND LAKE GOLD LTD
258,579$10.7B0.51%
74
CHKPCHECK POINT SOFTWARE TECHNOL G
97,551$10.5B0.50%
75
ALIZYALLIANZ SE
508,019$10.4B0.50%
76
AMZNAMAZONCOM INC
3,761$10.4B0.49%
77
STESTERIS PLC
67,611$10.4B0.49%
78
SHECYSHIN-ETSU CHEMICAL CO LTD
354,284$10.3B0.49%
79
ARKAYARKEMA SA
108,046$10.3B0.49%
80
CNRCANADIAN NATL RAILWAY
115,514$10.2B0.49%
81
NXPINXP SEMICONDUCTORS NV
89,649$10.2B0.49%
82
NOMDNOMAD FOODS LTD
472,820$10.1B0.48%
83
NTDOYNINTENDO CO LTD
180,414$10.1B0.48%
84
CP.TOCANADIAN PACIFIC RAILWAY LTD
39,396$10.1B0.48%
85
NVSNNOVARTIS AG
114,933$10.0B0.48%
86
XNGSYENN ENERGY HOLDINGS LTD
221,578$10.0B0.48%
87
ADRNYKONINKLIJKE AHOLD DELHAIZE N
354,822$9.7B0.46%
88
VEOEYVEOLIA ENVIRONNEMENT SA
427,507$9.6B0.46%
89
LUKOYLUKOIL PJSC
129,336$9.6B0.46%
90
WHGLYWH GROUP LTD
550,153$9.4B0.45%
91
YUMCYUM CHINA HOLDINGS INC
196,110$9.4B0.45%
92
GRUAGEELY AUTOMOBILE HOLDINGS LT
286,956$9.0B0.43%
93
RHHBYROCHE HOLDING AG
206,021$8.9B0.43%
94
JAZZJAZZ PHARMACEUTICALS PLC
80,902$8.9B0.43%
95
DANOYDANONE SA
643,817$8.9B0.42%
96
PNGAYPING AN INSURANCE GROUP CO O
446,826$8.9B0.42%
97
MFCMANULIFE FINANCIAL CORP
650,664$8.9B0.42%
98
KDDIYKDDI CORP
587,791$8.8B0.42%
99
SBERSBERBANK OF RUSSIA PJSC
771,367$8.8B0.42%
100
DWAHYDAIWA HOUSE INDUSTRY CO LTD
370,676$8.7B0.42%
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