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 |
|---|---|---|---|---|---|
| 101 | CWANCLEARWATER ANALYTICS HLDGS I | 288,858 | $6.3B | 0.25% | |
| 102 | ADMAADMA BIOLOGICS INC | 343,572 | $6.3B | 0.24% | |
| 103 | FRSHFRESHWORKS INC | 417,303 | $6.2B | 0.24% | |
| 104 | BABAALIBABA GROUP HLDG LTD | 54,625 | $6.2B | 0.24% | |
| 105 | MMSIMERIT MED SYS INC | 66,253 | $6.2B | 0.24% | |
| 106 | RELYREMITLY GLOBAL INC | 325,769 | $6.1B | 0.24% | |
| 107 | PSOPEARSON PLC | 408,688 | $6.1B | 0.24% | |
| 108 | JDJD.COM INC | 186,797 | $6.1B | 0.24% | |
| 109 | SHELSHELL PLC | 85,029 | $6.0B | 0.23% | |
| 110 | JAZZJAZZ PHARMACEUTICALS PLC | 56,357 | $6.0B | 0.23% | |
| 111 | ALKTALKAMI TECHNOLOGY INC | 197,263 | $5.9B | 0.23% | |
| 112 | MEDPMEDPACE HLDGS INC | 18,349 | $5.8B | 0.22% | |
| 113 | PIIMPINJ INC | 51,462 | $5.7B | 0.22% | |
| 114 | BLDTOPBUILD CORP | 16,923 | $5.5B | 0.21% | |
| 115 | NXPINXP SEMICONDUCTORS N V | 25,062 | $5.5B | 0.21% | |
| 116 | PCTYPAYLOCITY HLDG CORP | 30,216 | $5.5B | 0.21% | |
| 117 | ASRGRUPO AEROPORTUARIO DEL SURE | 17,123 | $5.5B | 0.21% | |
| 118 | QLYSQUALYS INC | 37,963 | $5.4B | 0.21% | |
| 119 | TEVATEVA PHARMACEUTICAL INDS LTD | 316,850 | $5.3B | 0.21% | |
| 120 | SNYSANOFI | 105,143 | $5.1B | 0.20% | |
| 121 | JHGJANUS HENDERSON GROUP PLC | 123,643 | $4.8B | 0.19% | |
| 122 | JAMFJAMF HLDG CORP | 496,230 | $4.7B | 0.18% | |
| 123 | FMXFOMENTO ECONOMICO MEXICANO S | 45,671 | $4.7B | 0.18% | |
| 124 | SEMRSEMRUSH HLDGS INC | 482,247 | $4.4B | 0.17% | |
| 125 | GDYNGRID DYNAMICS HLDGS INC | 354,007 | $4.1B | 0.16% | |
| 126 | SMPLSIMPLY GOOD FOODS CO | 125,643 | $4.0B | 0.15% | |
| 127 | MTDRMATADOR RES CO | 82,654 | $3.9B | 0.15% | |
| 128 | TENBTENABLE HLDGS INC | 116,110 | $3.9B | 0.15% | |
| 129 | ANFABERCROMBIE & FITCH CO | 42,035 | $3.5B | 0.14% | |
| 130 | CLSCELESTICA INC | 20,442 | $3.2B | 0.12% | |
| 131 | G7AGRUPO AEROPORTUARIO DEL CENT | 26,410 | $2.8B | 0.11% | |
| 132 | OSWONESPAWORLD HOLDINGS LIMITED | 122,895 | $2.5B | 0.10% | |
| 133 | IMAIMAX CORP | 82,463 | $2.3B | 0.09% | |
| 134 | RDWRRADWARE LTD | 74,757 | $2.2B | 0.09% | |
| 135 | KOFCOCA-COLA FEMSA SAB DE CV | 22,193 | $2.1B | 0.08% | |
| 136 | SIMOSILICON MOTION TECHNOLOGY CO | 28,161 | $2.1B | 0.08% | |
| 137 | ESNTESSENT GROUP LTD | 33,590 | $2.0B | 0.08% | |
| 138 | EFXENERFLEX LTD | 244,851 | $1.9B | 0.08% | |
| 139 | IFSINTERCORP FINL SVCS INC | 50,618 | $1.9B | 0.08% | |
| 140 | AFYAAFYA LTD | 102,260 | $1.8B | 0.07% | |
| 141 | GOOGALPHABET INC | 9,866 | $1.8B | 0.07% | |
| 142 | OBEOBSIDIAN ENERGY LTD | 309,082 | $1.7B | 0.07% | |
| 143 | ZGNERMENEGILDO ZEGNA N V | 200,620 | $1.7B | 0.07% | |
| 144 | ITRNITURAN LOCATION AND CONTROL | 43,393 | $1.7B | 0.07% | |
| 145 | IMOSCHIPMOS TECHNOLOGIES INC | 89,889 | $1.6B | 0.06% | |
| 146 | FIHLFIDELIS INSURANCE HOLDINGS L | 97,953 | $1.6B | 0.06% | |
| 147 | DOLEDOLE PLC | 114,044 | $1.6B | 0.06% | |
| 148 | ARCOARCOS DORADOS HOLDINGS INC | 189,235 | $1.5B | 0.06% | |
| 149 | EROERO COPPER CORP | 85,850 | $1.4B | 0.06% | |
| 150 | NOANORTH AMERN CONSTR GROUP LTD | 85,569 | $1.4B | 0.05% | |
| 151 | MTLSMATERIALISE NV | 236,879 | $1.3B | 0.05% | |
| 152 | CWKCUSHMAN WAKEFIELD PLC | 119,373 | $1.3B | 0.05% | |
| 153 | LRCXLAM RESEARCH CORP | 12,938 | $1.3B | 0.05% | |
| 154 | ABGCENCORA INC | 4,081 | $1.2B | 0.05% | |
| 155 | CSTMCONSTELLIUM SE | 90,943 | $1.2B | 0.05% | |
| 156 | MEOHMETHANEX CORP | 36,292 | $1.2B | 0.05% | |
| 157 | VETVERMILION ENERGY INC | 161,546 | $1.2B | 0.05% | |
| 158 | CAMTCAMTEK LTD | 13,627 | $1.2B | 0.04% | |
| 159 | SPGSIMON PPTY GROUP INC NEW | 6,998 | $1.1B | 0.04% | |
| 160 | JPMJPMORGAN CHASE & CO. | 3,740 | $1.1B | 0.04% | |
| 161 | PSFEPAYSAFE LIMITED | 83,927 | $1.1B | 0.04% | |
| 162 | FTNTFORTINET INC | 9,477 | $1.0B | 0.04% | |
| 163 | CCKCROWN HLDGS INC | 9,678 | $996.6M | 0.04% | |
| 164 | WMTWALMART INC | 9,763 | $954.6M | 0.04% | |
| 165 | CSCOCISCO SYS INC | 13,671 | $948.5M | 0.04% | |
| 166 | NRANRG ENERGY INC | 5,813 | $933.5M | 0.04% | |
| 167 | EOGEOG RES INC | 7,353 | $879.5M | 0.03% | |
| 168 | CSLCARLISLE COS INC | 2,326 | $868.5M | 0.03% | |
| 169 | GGENPACT LIMITED | 19,467 | $856.7M | 0.03% | |
| 170 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,733 | $841.8M | 0.03% | |
| 171 | QCOMQUALCOMM INC | 4,741 | $755.1M | 0.03% | |
| 172 | REEVEREST GROUP LTD | 2,176 | $739.5M | 0.03% | |
| 173 | VRTXVERTEX PHARMACEUTICALS INC | 1,519 | $676.3M | 0.03% | |
| 174 | TMOTHERMO FISHER SCIENTIFIC INC | 1,662 | $673.7M | 0.03% | |
| 175 | CASYCASEYS GEN STORES INC | 1,283 | $654.7M | 0.03% | |
| 176 | PGRPROGRESSIVE CORP | 2,296 | $612.7M | 0.02% | |
| 177 | CPAYCORPAY INC | 1,809 | $600.3M | 0.02% | |
| 178 | EAELECTRONIC ARTS INC | 3,737 | $596.8M | 0.02% | |
| 179 | MARMARRIOTT INTL INC NEW | 2,170 | $592.8M | 0.02% | |
| 180 | PGPROCTER AND GAMBLE CO | 3,414 | $544.0M | 0.02% | |
| 181 | ROSTROSS STORES INC | 4,238 | $540.7M | 0.02% | |
| 182 | XOMEXXON MOBIL CORP | 4,940 | $532.5M | 0.02% | |
| 183 | DCIDONALDSON INC | 7,560 | $524.3M | 0.02% | |
| 184 | AZOAUTOZONE INC | 129 | $478.9M | 0.02% | |
| 185 | CMCSACOMCAST CORP NEW | 12,928 | $461.4M | 0.02% | |
| 186 | IBMINTERNATIONAL BUSINESS MACHS | 1,513 | $446.0M | 0.02% | |
| 187 | COFCAPITAL ONE FINL CORP | 2,025 | $430.8M | 0.02% | |
| 188 | UNPUNION PAC CORP | 1,797 | $413.5M | 0.02% | |
| 189 | NVDANVIDIA CORPORATION | 2,600 | $410.8M | 0.02% | |
| 190 | FERGFERGUSON ENTERPRISES INC | 1,879 | $409.2M | 0.02% | |
| 191 | ITWILLINOIS TOOL WKS INC | 1,625 | $401.7M | 0.02% | |
| 192 | PHPARKER-HANNIFIN CORP | 568 | $396.7M | 0.02% | |
| 193 | HDHOME DEPOT INC | 1,051 | $385.2M | 0.02% | |
| 194 | A4SAMERIPRISE FINL INC | 714 | $381.1M | 0.01% | |
| 195 | TMUST-MOBILE US INC | 1,563 | $372.4M | 0.01% | |
| 196 | CITHE CIGNA GROUP | 1,110 | $367.1M | 0.01% | |
| 197 | ALSALLSTATE CORP | 1,777 | $357.7M | 0.01% | |
| 198 | KKRKKR & CO INC | 2,675 | $355.8M | 0.01% | |
| 199 | CBRECBRE GROUP INC | 2,534 | $355.1M | 0.01% | |
| 200 | TRVTRAVELERS COMPANIES INC | 1,309 | $350.2M | 0.01% |