RENAISSANCE GROUP LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$2.6B

Holdings

277

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
29,032$46.6T1818747.88%
2
MSFTMICROSOFT CORP
101,857$45.5T1776313.31%
3
AAPLAPPLE INC
209,932$44.2T1725239.67%
4
KLACKLA CORP
53,433$44.1T1719014.06%
5
GOOGLALPHABET INC
240,844$43.9T1711737.33%
6
ACGLARCH CAP GROUP LTD
417,518$42.1T1643594.44%
7
METAMETA PLATFORMS INC
83,299$42.0T1638817.28%
8
AMZNAMAZON COM INC
214,282$41.4T1615757.07%
9
LRCXEURLAM RESEARCH CORP
38,705$41.2T1608149.22%
10
AMATAPPLIED MATLS INC
174,216$41.1T1604183.84%
11
MSIMOTOROLA SOLUTIONS INC
102,892$39.7T1549867.49%
12
NOWSERVICENOW INC
49,370$38.8T1515412.65%
13
APHAMPHENOL CORP NEW
551,829$37.2T1450581.53%
14
CDNSCADENCE DESIGN SYSTEM INC
119,481$36.8T1434718.73%
15
NFLXNETFLIX INC
53,963$36.4T1421005.38%
16
BJBJS WHSL CLUB HLDGS INC
411,741$36.2T1411198.60%
17
WMWASTE MGMT INC DEL
163,496$34.9T1360973.31%
18
MCKMCKESSON CORP
59,056$34.5T1345780.96%
19
VRTXVERTEX PHARMACEUTICALS INC
73,479$34.4T1343833.19%
20
CITCINTAS CORP
48,838$34.2T1334403.77%
21
PTCPTC INC
188,207$34.2T1334105.71%
22
RCLROYAL CARIBBEAN GROUP
213,809$34.1T1330048.52%
23
ORLYOREILLY AUTOMOTIVE INC
32,151$34.0T1324818.19%
24
FISVFISERV INC
227,660$33.9T1323917.41%
25
ROPROPER TECHNOLOGIES INC
59,987$33.8T1319315.17%
26
ABGCENCORA INC
150,034$33.8T1318934.82%
27
ICLRICON PLC
107,820$33.8T1318764.34%
28
ABNBAIRBNB INC
222,348$33.7T1315494.90%
29
HONHONEYWELL INTL INC
155,499$33.2T1295621.22%
30
ECLECOLAB INC
138,697$33.0T1288000.77%
31
EOGEOG RES INC
261,875$33.0T1286140.10%
32
HCAHCA HEALTHCARE INC
102,484$32.9T1284733.36%
33
MARMARRIOTT INTL INC NEW
134,985$32.6T1273388.05%
34
FERGFERGUSON PLC NEW
168,052$32.5T1269792.60%
35
ADBEADOBE INC
58,491$32.5T1267880.30%
36
MAMASTERCARD INCORPORATED
73,015$32.2T1256837.77%
37
QCOMQUALCOMM INC
160,490$32.0T1247284.27%
38
GWWGRAINGER W W INC
35,425$32.0T1247102.17%
39
ITGARTNER INC
71,072$31.9T1245294.98%
40
REEVEREST GROUP LTD
83,594$31.9T1242777.39%
41
DHRDANAHER CORPORATION
126,429$31.6T1232530.72%
42
VVISA INC
119,866$31.5T1227571.97%
43
CITHE CIGNA GROUP
94,671$31.3T1221098.32%
44
CHECHEMED CORP NEW
57,525$31.2T1217848.66%
45
LOWLOWES COS INC
141,260$31.1T1215123.05%
46
CRMSALESFORCE INC
118,433$30.4T1188082.79%
47
PWRQUANTA SVCS INC
118,541$30.1T1175244.04%
48
DYHTARGET CORP
202,869$30.0T1171835.65%
49
TMOTHERMO FISHER SCIENTIFIC INC
53,474$29.6T1153822.77%
50
ITWILLINOIS TOOL WKS INC
122,812$29.1T1135503.98%
51
LECOLINCOLN ELEC HLDGS INC
141,039$26.6T1038111.63%
52
PYPLPAYPAL HLDGS INC
443,186$25.7T1003482.72%
53
WEXWEX INC
138,757$24.6T959053.83%
54
SHWSHERWIN WILLIAMS CO
82,321$24.6T958574.49%
55
LULULULULEMON ATHLETICA INC
76,731$22.9T894284.21%
56
TSMTAIWAN SEMICONDUCTOR MFG LTD
67,140$11.7T455334.42%
57
GLNGGOLAR LNG LTD
368,067$11.5T450231.19%
58
STNGSCORPIO TANKERS INC
132,680$10.8T420837.17%
59
HTHIYHITACHI LTD
45,269$10.3T403239.75%
60
CSTMCONSTELLIUM SE
508,790$9.6T374215.20%
61
RHCRH PLC
122,617$9.2T358729.82%
62
PUBGYPUBLICIS GROUPE SA
337,512$9.0T350670.92%
63
TGLSTECNOGLASS INC
174,587$8.8T341832.48%
64
IBNICICI BANK LIMITED
290,197$8.4T326217.83%
65
HCMLYHOLCIM AG
466,400$8.3T322491.52%
66
NXPINXP SEMICONDUCTORS N V
30,067$8.1T315693.00%
67
PRYMYPRYSMIAN SPA
256,618$7.9T309598.14%
68
SHECYSHIN-ETSU CHEMICAL CO LTD
402,966$7.8T304871.70%
69
RYCEYROLLS-ROYCE HOLDINGS PLC
1,335,447$7.7T300867.15%
70
NOMDNOMAD FOODS LTD
450,942$7.4T289967.70%
71
VLVLYVOLVO AB
287,556$7.4T287221.18%
72
SHELSHELL PLC
101,442$7.3T285697.39%
73
LNVGYLENOVO GROUP LTD
258,173$7.3T284376.18%
74
DOOBRP INC
111,278$7.1T278013.62%
75
NTDOYNINTENDO CO LTD
522,392$6.9T271093.87%
76
BAESYBAE SYSTEMS PLC
103,032$6.9T268321.56%
77
TCEHYTENCENT HOLDINGS LTD
143,424$6.8T266927.97%
78
AXSAXIS CAP HLDGS LTD
96,803$6.8T266853.41%
79
ITUBITAU UNIBANCO HLDG S A
1,169,499$6.8T266491.94%
80
VETVERMILION ENERGY INC
617,202$6.8T265146.78%
81
AERAERCAP HOLDINGS NV
72,886$6.8T265050.44%
82
IFNNYINFINEON TECHNOLOGIES AG
183,505$6.7T263255.39%
83
HBC2HSBC HLDGS PLC
154,829$6.7T262793.25%
84
RNECYRENESAS ELECTRONICS CORP
708,833$6.6T258682.14%
85
ALIZYALLIANZ SE
239,072$6.6T258578.70%
86
SBGSYSCHNEIDER ELECTRIC SE
137,476$6.6T257901.77%
87
STLASTELLANTIS N.V
327,034$6.5T253294.22%
88
GIB/ACGI INC
63,349$6.3T246710.46%
89
ARCOARCOS DORADOS HOLDINGS INC
689,390$6.2T242091.13%
90
TEVATEVA PHARMACEUTICAL INDS LTD
378,137$6.1T239758.25%
91
UOVEYUNITED OVERSEAS BANK LTD
132,773$6.1T239524.88%
92
CGEMYCAPGEMINI SE
153,922$6.1T239060.91%
93
VCISYVINCI SA
231,653$6.1T238262.28%
94
SNYSANOFI
123,989$6.0T234733.01%
95
ASRGRUPO AEROPORTUARIO DEL SURE
20,078$6.0T234646.35%
96
TOELYTOKYO ELECTRON LTD
54,132$5.9T229124.56%
97
EADSYAIRBUS SE
168,975$5.8T226580.62%
98
FMXFOMENTO ECONOMICO MEXICANO S
53,904$5.8T226413.86%
99
GLNCYGLENCORE PLC
498,261$5.7T220465.94%
100
BYDDYBYD CO LTD
93,778$5.6T217461.98%
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