RENAISSANCE GROUP LLC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$2.3T

Holdings

279

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (279 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
313,047$41.5B1.79%
2
GOOGLALPHABET INC
23,534$41.2B1.77%
3
IAC/INTERACTIVECORP
195,233$37.0B1.59%
4
LRCXEURLAM RESEARCH CORP
76,747$36.2B1.56%
5
CDNSCADENCE DESIGN SYSTEMS
258,359$35.2B1.51%
6
HCAHCA HEALTHCARE INC
212,179$34.9B1.50%
7
PYPLPAYPAL HOLDINGS INC
145,936$34.2B1.47%
8
NOWSERVICENOW INC
61,335$33.8B1.45%
9
MSFTMICROSOFT CORP
150,831$33.5B1.44%
10
KLACKLA CORP
126,994$32.9B1.41%
11
ROSTROSS STORES INC
267,566$32.9B1.41%
12
METAFACEBOOK INC
118,067$32.3B1.39%
13
NVDANVIDIA CORP
61,592$32.2B1.38%
14
MLMMARTIN MARIETTA MATERIA
112,206$31.9B1.37%
15
CITCINTAS CORP
89,998$31.8B1.37%
16
TMOTHERMO FISHER SCIENTIFI
66,971$31.2B1.34%
17
CBRECBRE GROUP INC
495,387$31.1B1.34%
18
UNHUNITEDHEALTH GROUP INC
87,299$30.6B1.32%
19
ACNACCENTURE PLC
115,528$30.2B1.30%
20
TXNTEXAS INSTRUMENTS INC
182,184$29.9B1.29%
21
ZTSZOETIS INC
179,801$29.8B1.28%
22
ADBEADOBE INC
59,410$29.7B1.28%
23
UNPUNION PACIFIC CORP
142,631$29.7B1.28%
24
HZNPHORIZON THERAPEUTICS PL
405,383$29.7B1.27%
25
GPNGLOBAL PAYMENTS INC
137,527$29.6B1.27%
26
CMCSACOMCAST CORP
564,222$29.6B1.27%
27
APHAMPHENOL CORP
225,991$29.6B1.27%
28
PGRPROGRESSIVE CORP
297,903$29.5B1.27%
29
EAELECTRONIC ARTS INC
201,485$28.9B1.24%
30
DGDOLLAR GENERAL CORP
137,410$28.9B1.24%
31
MSIMOTOROLA SOLUTIONS INC
168,745$28.7B1.23%
32
HDHOME DEPOT INC
106,009$28.2B1.21%
33
PKNPERKINELMER INC
196,077$28.1B1.21%
34
LOWLOWES COS INC
175,192$28.1B1.21%
35
BAHBOOZ ALLEN HAMILTON HOL
322,181$28.1B1.21%
36
ABBVABBVIE INC
260,593$27.9B1.20%
37
ORLYO REILLY AUTOMOTIVE INC
61,631$27.9B1.20%
38
ROPROPER TECHNOLOGIES INC
64,550$27.8B1.20%
39
CRMSALESFORCECOM INC
124,884$27.8B1.19%
40
PGPROCTER & GAMBLE CO
199,689$27.8B1.19%
41
MAMASTERCARD INC
77,720$27.7B1.19%
42
ITWILLINOIS TOOL WORKS INC
135,510$27.6B1.19%
43
FTNTFORTINET INC
183,956$27.3B1.17%
44
VVISA INC
124,635$27.3B1.17%
45
WMWASTE MANAGEMENT INC
227,678$26.9B1.15%
46
CHDCHURCH & DWIGHT CO INC
306,922$26.8B1.15%
47
GGENPACT LTD
645,557$26.7B1.15%
48
CDWCDW CORP/DE
201,752$26.6B1.14%
49
JNJJOHNSON & JOHNSON
163,803$25.8B1.11%
50
SPGIS&P GLOBAL INC
74,302$24.4B1.05%
51
AKAMAKAMAI TECHNOLOGIES INC
223,990$23.5B1.01%
52
LMTLOCKHEED MARTIN CORP
64,436$22.9B0.98%
53
MRKMERCK & CO INC
273,288$22.4B0.96%
54
VRTXVERTEX PHARMACEUTICALS
83,042$19.6B0.84%
55
TOELYTOKYO ELECTRON LTD
152,261$14.2B0.61%
56
GRUAGEELY AUTOMOBILE HOLDIN
202,519$13.8B0.59%
57
AERAERCAP HOLDINGS NV
303,555$13.8B0.59%
58
VIPSVIPSHOP HOLDINGS LTD
481,841$13.5B0.58%
59
SHECYSHIN-ETSU CHEMICAL CO L
297,959$13.0B0.56%
60
TSMTAIWAN SEMICONDUCTOR MA
118,813$13.0B0.56%
61
LNVGYLENOVO GROUP LTD
669,905$12.6B0.54%
62
IFNNYINFINEON TECHNOLOGIES A
325,902$12.5B0.54%
63
PEUGEOT SA
447,686$12.3B0.53%
64
CGEMYCAPGEMINI SE
392,450$12.2B0.52%
65
NTDOYNINTENDO CO LTD
150,892$12.2B0.52%
66
RDYDR REDDYS LABORATORIES
169,555$12.1B0.52%
67
FNFABRINET
155,567$12.1B0.52%
68
SFTBYSOFTBANK GROUP CORP
309,627$12.0B0.51%
69
NXPINXP SEMICONDUCTORS NV
75,025$11.9B0.51%
70
JAZZJAZZ PHARMACEUTICALS PL
70,563$11.6B0.50%
71
NTOIYNESTE OYJ
318,932$11.5B0.50%
72
ICLRICON PLC
59,078$11.5B0.50%
73
CP.TOCANADIAN PACIFIC RAILWA
33,191$11.5B0.49%
74
XNGSYENN ENERGY HOLDINGS LTD
195,108$11.5B0.49%
75
RHCRH PLC
267,963$11.4B0.49%
76
SONYSONY CORP
112,710$11.4B0.49%
77
IBNICICI BANK LTD
747,109$11.1B0.48%
78
CHKPCHECK POINT SOFTWARE TE
82,297$10.9B0.47%
79
ACSAYACS ACTIVIDADES DE CONS
1,645,257$10.9B0.47%
80
AMZNAMAZONCOM INC
3,349$10.9B0.47%
81
STESTERIS PLC
57,501$10.9B0.47%
82
CHGCYCHUGAI PHARMACEUTICAL C
407,311$10.9B0.47%
83
ALIZYALLIANZ SE
440,262$10.9B0.47%
84
BKRKYBANK RAKYAT INDONESIA P
723,501$10.7B0.46%
85
CNRCANADIAN NATL RAILWAY
96,985$10.7B0.46%
86
KBIAKB FINANCIAL GROUP INC
267,288$10.6B0.45%
87
VIVHYVIVENDI SA
327,236$10.6B0.45%
88
ARKAYARKEMA SA
91,643$10.5B0.45%
89
NOMDNOMAD FOODS LTD
412,169$10.5B0.45%
90
SBGSYSCHNEIDER ELECTRIC SE
361,249$10.5B0.45%
91
SBERSBERBANK OF RUSSIA PJSC
711,674$10.4B0.45%
92
TCEHYTENCENT HOLDINGS LTD
141,238$10.3B0.44%
93
RHHBYROCHE HOLDING AG
229,786$10.1B0.43%
94
GIB/ACGI INC
126,183$10.0B0.43%
95
CABGYCARLSBERG AS
311,515$10.0B0.43%
96
ERICTELEFONAKTIEBOLAGET LM
825,256$9.9B0.42%
97
PNGAYPING AN INSURANCE GROUP
399,517$9.8B0.42%
98
CRRFYCARREFOUR SA
2,828,808$9.7B0.42%
99
BABAALIBABA GROUP HOLDING L
41,468$9.7B0.41%
100
YUMCYUM CHINA HOLDINGS INC
168,784$9.6B0.41%
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