RENAISSANCE GROUP LLC Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$2.3B

Holdings

271

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
227,992$44.2T1910482.16%
2
MSFTMICROSOFT CORP
118,194$40.2T1738817.02%
3
ACGLARCH CAPITAL GROUP LTD
512,270$38.3T1656453.53%
4
KLACKLA CORP
77,105$37.4T1615597.97%
5
FTNTFORTINET INC
485,973$36.7T1586958.21%
6
ABGAMERISOURCEBERGEN CORP
183,188$35.3T1522857.98%
7
ADBEADOBE INC
72,022$35.2T1521439.75%
8
METAMETA PLATFORMS INC
122,491$35.2T1518605.11%
9
GWWWW GRAINGER INC
44,237$34.9T1507044.75%
10
CDNSCADENCE DESIGN SYSTEMS INC
146,314$34.3T1482365.52%
11
FISVFISERV INC
271,311$34.1T1473537.59%
12
PTCPTC INC
239,469$34.1T1472120.31%
13
GOOGLALPHABET INC
284,482$34.1T1471082.81%
14
AMZNAMAZONCOM INC
260,524$34.0T1467169.36%
15
HCAHCA HEALTHCARE INC
111,463$33.8T1461331.51%
16
LRCXEURLAM RESEARCH CORP
52,584$33.8T1460362.61%
17
AMATAPPLIED MATERIALS INC
231,853$33.5T1447733.72%
18
CITCINTAS CORP
67,281$33.4T1444797.00%
19
NOWSERVICENOW INC
59,047$33.2T1433502.84%
20
VRTXVERTEX PHARMACEUTICALS INC
93,931$33.1T1428009.08%
21
MCKMCKESSON CORP
76,923$32.9T1419993.36%
22
MSIMOTOROLA SOLUTIONS INC
111,610$32.7T1414077.35%
23
APHAMPHENOL CORP
385,188$32.7T1413594.11%
24
WMWASTE MANAGEMENT INC
187,443$32.5T1404290.84%
25
ORLYO REILLY AUTOMOTIVE INC
33,883$32.4T1398334.10%
26
ROPROPER TECHNOLOGIES INC
66,704$32.1T1385501.75%
27
ITWILLINOIS TOOL WORKS INC
128,067$32.0T1384020.53%
28
CICIGNA GROUP
114,036$32.0T1382345.56%
29
AVGOBROADCOM INC
36,623$31.8T1372390.18%
30
CRMSALESFORCE INC
149,494$31.6T1364361.94%
31
MARMARRIOTT INTERNATIONAL INC/M
170,582$31.3T1353655.04%
32
KEYSKEYSIGHT TECHNOLOGIES INC
186,674$31.3T1350385.63%
33
LOWLOWES COS INC
138,466$31.3T1350095.62%
34
MAMASTERCARD INC
79,444$31.2T1349818.62%
35
VVISA INC
128,708$30.6T1320442.73%
36
PGPROCTER & GAMBLE CO
201,084$30.5T1318156.47%
37
CDWCDW CORP/DE
164,772$30.2T1306194.73%
38
AKXANSYS INC
90,980$30.0T1298086.52%
39
LMTLOCKHEED MARTIN CORP
63,583$29.3T1264588.65%
40
CHECHEMED CORP
53,167$28.8T1244126.14%
41
UNHUNITEDHEALTH GROUP INC
59,656$28.7T1238687.03%
42
CBRECBRE GROUP INC
352,294$28.4T1228348.50%
43
WEXWEX INC
155,844$28.4T1225791.59%
44
UNPUNION PACIFIC CORP
137,963$28.2T1219551.80%
45
EOGEOG RESOURCES INC
245,745$28.1T1214929.96%
46
JNJJOHNSON & JOHNSON
166,927$27.6T1193621.23%
47
ABTABBOTT LABORATORIES
247,111$26.9T1163820.63%
48
TMOTHERMO FISHER SCIENTIFIC INC
51,591$26.9T1162842.88%
49
MOALTRIA GROUP INC
582,485$26.4T1139912.41%
50
DHRDANAHER CORP
108,214$26.0T1121975.18%
51
GGENPACT LTD
651,738$24.5T1057797.67%
52
HUMHUMANA INC
53,142$23.7T1025067.38%
53
PYPLPAYPAL HOLDINGS INC
335,224$22.4T966372.40%
54
BJBJS WHOLESALE CLUB HOLDINGS I
349,631$22.0T950066.59%
55
DGDOLLAR GENERAL CORP
126,124$21.4T925065.39%
56
IGTINTERNATIONAL GAME TECHNOLOG
359,359$11.5T495076.05%
57
TGLSTECNOGLASS INC
187,452$9.7T418342.71%
58
DOOBRP INC
113,485$9.6T414760.70%
59
CSTMCONSTELLIUM SE
554,765$9.5T412217.23%
60
KLICKULICKE & SOFFA INDUSTRIES I C
159,878$9.5T410610.82%
61
RNECYRENESAS ELECTRONICS CORP
985,429$9.2T396785.84%
62
NEXNTREMOR INTERNATIONAL LTD
1,192,500$8.6T370919.25%
63
RHCRH PLC
152,385$8.5T366877.28%
64
IFNNYINFINEON TECHNOLOGIES AG
203,690$8.4T363013.22%
65
EADSYAIRBUS SE
228,610$8.2T354964.62%
66
NOMDNOMAD FOODS LTD
459,952$8.1T348125.03%
67
SBGSYSCHNEIDER ELECTRIC SE
220,364$8.0T345882.97%
68
GIB/ACGI INC
74,277$7.8T338303.71%
69
BKRKYBANK RAKYAT INDONESIA PERSER
426,462$7.7T333993.38%
70
SHECYSHIN-ETSU CHEMICAL CO LTD
462,840$7.7T331029.70%
71
WTBDYWHITBREAD PLC
707,170$7.6T330043.82%
72
IBNICICI BANK LTD
329,782$7.6T328815.02%
73
ITUBITAU UNIBANCO HOLDING SA
1,284,272$7.6T327338.95%
74
PUBGYPUBLICIS GROUPE SA
378,303$7.6T327143.17%
75
FMXFOMENTO ECONOMICO MEXICANO S B
67,949$7.5T325364.30%
76
TOELYTOKYO ELECTRON LTD
105,501$7.5T325237.72%
77
TSMTAIWAN SEMICONDUCTOR MANUFAC U
74,461$7.5T324635.68%
78
SNYSANOFI
138,337$7.5T322118.13%
79
VCISYVINCI SA
255,721$7.4T320678.43%
80
ICLRICON PLC
29,567$7.4T319581.83%
81
STLASTELLANTIS NV
419,933$7.4T318198.89%
82
NXPINXP SEMICONDUCTORS NV
35,469$7.3T313627.59%
83
LNVGYLENOVO GROUP LTD
347,319$7.3T313571.04%
84
HCMLYHOLCIM AG
524,080$7.1T304978.99%
85
ALIZYALLIANZ SE
303,130$7.0T304074.37%
86
VLVLYVOLVO AB
336,886$7.0T300702.61%
87
HBC2HSBC HOLDINGS PLC
172,240$6.8T294806.09%
88
HTHIYHITACHI LTD
55,095$6.8T293374.08%
89
ASAIYSENDAS DISTRIBUIDORA S/A
474,868$6.8T292632.72%
90
GBOOYGRUPO FINANCIERO BANORTE SAB D
162,928$6.7T289714.31%
91
CRRFYCARREFOUR SA
1,753,732$6.7T288310.81%
92
SHELSHELL PLC
110,263$6.7T287614.59%
93
CGEMYCAPGEMINI SE
173,870$6.6T284734.42%
94
SONYSONY GROUP CORP
71,597$6.4T278497.87%
95
ASRGRUPO AEROPORTUARIO DEL SURE T
22,908$6.4T274807.64%
96
ALPMYASTELLAS PHARMA INC
418,988$6.2T269128.89%
97
UOVEYUNITED OVERSEAS BANK LTD
149,881$6.2T268229.98%
98
GLNCYGLENCORE PLC
541,796$6.1T263550.07%
99
AXSAXIS CAPITAL HOLDINGS LTD
111,793$6.0T259487.15%
100
RHHBYROCHE HOLDING AG
153,791$5.9T253795.18%
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