RENAISSANCE GROUP LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$2.6T
Holdings
236
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (236 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 36,110 | $48.4B | 1.88% | |
| 2 | EMEEMCOR GROUP INC | 90,319 | $48.3B | 1.88% | |
| 3 | METAMETA PLATFORMS INC | 64,093 | $47.3B | 1.84% | |
| 4 | FIXCOMFORT SYS USA INC | 87,380 | $46.9B | 1.83% | |
| 5 | AVGOBROADCOM INC | 168,928 | $46.6B | 1.81% | |
| 6 | MSFTMICROSOFT CORP | 92,992 | $46.3B | 1.80% | |
| 7 | RCLROYAL CARIBBEAN GROUP | 129,688 | $40.6B | 1.58% | |
| 8 | AMZNAMAZON COM INC | 183,951 | $40.4B | 1.57% | |
| 9 | APHAMPHENOL CORP NEW | 400,799 | $39.6B | 1.54% | |
| 10 | AAPLAPPLE INC | 189,430 | $38.9B | 1.51% | |
| 11 | JBLJABIL INC | 176,742 | $38.5B | 1.50% | |
| 12 | AMATAPPLIED MATLS INC | 207,479 | $38.0B | 1.48% | |
| 13 | GOOGLALPHABET INC | 215,528 | $38.0B | 1.48% | |
| 14 | NOWSERVICENOW INC | 36,762 | $37.8B | 1.47% | |
| 15 | ORLYOREILLY AUTOMOTIVE INC | 414,147 | $37.3B | 1.45% | |
| 16 | VVISA INC | 103,848 | $36.9B | 1.44% | |
| 17 | ANETARISTA NETWORKS INC | 358,885 | $36.7B | 1.43% | |
| 18 | PINSPINTEREST INC | 1,019,178 | $36.5B | 1.42% | |
| 19 | BJBJS WHSL CLUB HLDGS INC | 337,707 | $36.4B | 1.42% | |
| 20 | MAMASTERCARD INCORPORATED | 64,387 | $36.2B | 1.41% | |
| 21 | APPAPPLOVIN CORP | 102,955 | $36.0B | 1.40% | |
| 22 | MCKMCKESSON CORP | 49,014 | $35.9B | 1.40% | |
| 23 | KLACKLA CORP | 39,951 | $35.8B | 1.39% | |
| 24 | FISVFISERV INC | 207,317 | $35.7B | 1.39% | |
| 25 | INTUINTUIT | 45,339 | $35.7B | 1.39% | |
| 26 | CITCINTAS CORP | 159,692 | $35.6B | 1.39% | |
| 27 | ACGLARCH CAP GROUP LTD | 390,571 | $35.6B | 1.39% | |
| 28 | CAHCARDINAL HEALTH INC | 211,413 | $35.5B | 1.38% | |
| 29 | MSIMOTOROLA SOLUTIONS INC | 84,233 | $35.4B | 1.38% | |
| 30 | HCAHCA HEALTHCARE INC | 92,046 | $35.3B | 1.37% | |
| 31 | CDNSCADENCE DESIGN SYSTEM INC | 113,797 | $35.1B | 1.37% | |
| 32 | UBERUBER TECHNOLOGIES INC | 374,652 | $35.0B | 1.36% | |
| 33 | ECLECOLAB INC | 126,803 | $34.2B | 1.33% | |
| 34 | NTNXNUTANIX INC | 446,334 | $34.1B | 1.33% | |
| 35 | HLIHOULIHAN LOKEY INC | 189,583 | $34.1B | 1.33% | |
| 36 | GWWGRAINGER W W INC | 32,327 | $33.6B | 1.31% | |
| 37 | MCOMOODYS CORP | 66,793 | $33.5B | 1.31% | |
| 38 | PTCPTC INC | 193,054 | $33.3B | 1.30% | |
| 39 | DTDYNATRACE INC | 597,629 | $33.0B | 1.29% | |
| 40 | PYPLPAYPAL HLDGS INC | 441,973 | $32.8B | 1.28% | |
| 41 | ROPROPER TECHNOLOGIES INC | 57,485 | $32.6B | 1.27% | |
| 42 | WMWASTE MGMT INC DEL | 142,237 | $32.5B | 1.27% | |
| 43 | TWTRADEWEB MKTS INC | 217,451 | $31.8B | 1.24% | |
| 44 | NBIXNEUROCRINE BIOSCIENCES INC | 251,732 | $31.6B | 1.23% | |
| 45 | JLLJONES LANG LASALLE INC | 123,568 | $31.6B | 1.23% | |
| 46 | CRMSALESFORCE INC | 115,370 | $31.5B | 1.23% | |
| 47 | LOWLOWES COS INC | 139,911 | $31.0B | 1.21% | |
| 48 | BROBROWN & BROWN INC | 274,557 | $30.4B | 1.19% | |
| 49 | APOAPOLLO GLOBAL MGMT INC | 213,141 | $30.2B | 1.18% | |
| 50 | ADBEADOBE INC | 77,764 | $30.1B | 1.17% | |
| 51 | AMGNAMGEN INC | 105,962 | $29.6B | 1.15% | |
| 52 | ITGARTNER INC | 72,196 | $29.2B | 1.14% | |
| 53 | ABBVABBVIE INC | 148,495 | $27.6B | 1.07% | |
| 54 | CPRTCOPART INC | 543,178 | $26.7B | 1.04% | |
| 55 | BAHBOOZ ALLEN HAMILTON HLDG COR | 242,586 | $25.3B | 0.98% | |
| 56 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 157,850 | $14.6B | 0.57% | |
| 57 | TIGOMILLICOM INTL CELLULAR S A | 292,080 | $10.9B | 0.43% | |
| 58 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 47,307 | $10.7B | 0.42% | |
| 59 | PLMRPALOMAR HLDGS INC | 66,900 | $10.3B | 0.40% | |
| 60 | STRLSTERLING INFRASTRUCTURE INC | 42,212 | $9.7B | 0.38% | |
| 61 | LRNSTRIDE INC | 63,844 | $9.3B | 0.36% | |
| 62 | INODINNODATA INC | 177,152 | $9.1B | 0.35% | |
| 63 | TXRHTEXAS ROADHOUSE INC | 48,269 | $9.0B | 0.35% | |
| 64 | HURNHURON CONSULTING GROUP INC | 65,214 | $9.0B | 0.35% | |
| 65 | QTWOQ2 HLDGS INC | 95,775 | $9.0B | 0.35% | |
| 66 | SFMSPROUTS FMRS MKT INC | 54,140 | $8.9B | 0.35% | |
| 67 | ENSGENSIGN GROUP INC | 57,287 | $8.8B | 0.34% | |
| 68 | HIMSHIMS & HERS HEALTH INC | 176,384 | $8.8B | 0.34% | |
| 69 | FLEXFLEX LTD | 175,521 | $8.8B | 0.34% | |
| 70 | DUOLDUOLINGO INC | 20,351 | $8.3B | 0.33% | |
| 71 | VITLVITAL FARMS INC | 216,531 | $8.3B | 0.32% | |
| 72 | EXLSEXLSERVICE HOLDINGS INC | 188,974 | $8.3B | 0.32% | |
| 73 | GTLSCHART INDS INC | 50,028 | $8.2B | 0.32% | |
| 74 | GLNGGOLAR LNG LTD | 196,650 | $8.1B | 0.32% | |
| 75 | IBNICICI BANK LIMITED | 238,821 | $8.0B | 0.31% | |
| 76 | KNSLKINSALE CAP GROUP INC | 16,351 | $7.9B | 0.31% | |
| 77 | RMBS*RAMBUS INC DEL | 121,593 | $7.8B | 0.30% | |
| 78 | HQYHEALTHEQUITY INC | 73,955 | $7.7B | 0.30% | |
| 79 | SONYSONY GROUP CORP | 296,542 | $7.7B | 0.30% | |
| 80 | MRXMAREX GROUP PLC | 195,412 | $7.7B | 0.30% | |
| 81 | VRRMVERRA MOBILITY CORP | 302,610 | $7.7B | 0.30% | |
| 82 | RHCRH PLC | 81,668 | $7.5B | 0.29% | |
| 83 | AERAERCAP HOLDINGS NV | 62,247 | $7.3B | 0.28% | |
| 84 | KTKT CORP | 347,416 | $7.2B | 0.28% | |
| 85 | NOMDNOMAD FOODS LTD | 424,124 | $7.2B | 0.28% | |
| 86 | NMIHNMI HLDGS INC | 170,783 | $7.2B | 0.28% | |
| 87 | CPRXCATALYST PHARMACEUTICALS INC | 329,057 | $7.1B | 0.28% | |
| 88 | BDCBELDEN INC | 60,533 | $7.0B | 0.27% | |
| 89 | UFPTUFP TECHNOLOGIES INC | 28,565 | $7.0B | 0.27% | |
| 90 | TSEMTOWER SEMICONDUCTOR LTD | 160,125 | $6.9B | 0.27% | |
| 91 | SPSCSPS COMM INC | 49,454 | $6.7B | 0.26% | |
| 92 | ADUSADDUS HOMECARE CORP | 58,197 | $6.7B | 0.26% | |
| 93 | FTITECHNIPFMC PLC | 193,969 | $6.7B | 0.26% | |
| 94 | BLBLACKLINE INC | 117,480 | $6.7B | 0.26% | |
| 95 | LNTHLANTHEUS HLDGS INC | 80,319 | $6.6B | 0.26% | |
| 96 | ELFE L F BEAUTY INC | 52,411 | $6.5B | 0.25% | |
| 97 | GRBKGREEN BRICK PARTNERS INC | 103,551 | $6.5B | 0.25% | |
| 98 | GILGILDAN ACTIVEWEAR INC | 131,155 | $6.5B | 0.25% | |
| 99 | BB4AXOS FINANCIAL INC | 84,190 | $6.4B | 0.25% | |
| 100 | AXSAXIS CAP HLDGS LTD | 61,569 | $6.4B | 0.25% |
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