RENAISSANCE GROUP LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.4T
Holdings
243
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (243 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 230,693 | $53.5B | 2.22% | |
| 2 | AAPLAPPLE INC | 193,719 | $48.5B | 2.01% | |
| 3 | AMZNAMAZON COM INC | 197,640 | $43.4B | 1.80% | |
| 4 | NFLXNETFLIX INC | 48,402 | $43.2B | 1.79% | |
| 5 | GOOGLALPHABET INC | 227,170 | $43.0B | 1.78% | |
| 6 | METAMETA PLATFORMS INC | 73,167 | $42.8B | 1.78% | |
| 7 | MSFTMICROSOFT CORP | 97,830 | $41.2B | 1.71% | |
| 8 | NOWSERVICENOW INC | 38,452 | $40.8B | 1.69% | |
| 9 | MSIMOTOROLA SOLUTIONS INC | 87,765 | $40.6B | 1.68% | |
| 10 | FIXCOMFORT SYS USA INC | 94,994 | $40.3B | 1.67% | |
| 11 | ANETARISTA NETWORKS INC | 358,733 | $39.7B | 1.64% | |
| 12 | JBLJABIL INC | 270,997 | $39.0B | 1.62% | |
| 13 | PYPLPAYPAL HLDGS INC | 447,286 | $38.2B | 1.58% | |
| 14 | CRMSALESFORCE INC | 112,898 | $37.7B | 1.56% | |
| 15 | MAMASTERCARD INCORPORATED | 69,906 | $36.8B | 1.53% | |
| 16 | APHAMPHENOL CORP NEW | 528,653 | $36.7B | 1.52% | |
| 17 | FISVFISERV INC | 178,385 | $36.7B | 1.52% | |
| 18 | MARMARRIOTT INTL INC NEW | 131,479 | $36.7B | 1.52% | |
| 19 | VVISA INC | 115,926 | $36.6B | 1.52% | |
| 20 | ORLYOREILLY AUTOMOTIVE INC | 30,589 | $36.3B | 1.50% | |
| 21 | TWTRADEWEB MKTS INC | 274,015 | $35.9B | 1.49% | |
| 22 | PWRQUANTA SVCS INC | 113,491 | $35.9B | 1.49% | |
| 23 | APPAPPLOVIN CORP | 110,020 | $35.6B | 1.48% | |
| 24 | ACGLARCH CAP GROUP LTD | 384,415 | $35.5B | 1.47% | |
| 25 | GWWGRAINGER W W INC | 33,495 | $35.3B | 1.46% | |
| 26 | BJBJS WHSL CLUB HLDGS INC | 394,230 | $35.2B | 1.46% | |
| 27 | CDNSCADENCE DESIGN SYSTEM INC | 117,168 | $35.2B | 1.46% | |
| 28 | LULULULULEMON ATHLETICA INC | 90,384 | $34.6B | 1.43% | |
| 29 | RCLROYAL CARIBBEAN GROUP | 148,446 | $34.2B | 1.42% | |
| 30 | KLACKLA CORP | 54,143 | $34.1B | 1.41% | |
| 31 | MCKMCKESSON CORP | 59,777 | $34.1B | 1.41% | |
| 32 | HONHONEYWELL INTL INC | 150,473 | $34.0B | 1.41% | |
| 33 | PTCPTC INC | 184,001 | $33.8B | 1.40% | |
| 34 | LOWLOWES COS INC | 135,059 | $33.3B | 1.38% | |
| 35 | KKRKKR & CO INC | 223,369 | $33.1B | 1.37% | |
| 36 | ITGARTNER INC | 68,053 | $33.0B | 1.37% | |
| 37 | APOAPOLLO GLOBAL MGMT INC | 197,670 | $32.6B | 1.35% | |
| 38 | ECLECOLAB INC | 135,046 | $31.6B | 1.31% | |
| 39 | CAHCARDINAL HEALTH INC | 265,044 | $31.3B | 1.30% | |
| 40 | WMWASTE MGMT INC DEL | 154,013 | $31.1B | 1.29% | |
| 41 | ROPROPER TECHNOLOGIES INC | 59,136 | $30.7B | 1.27% | |
| 42 | CITCINTAS CORP | 164,659 | $30.1B | 1.25% | |
| 43 | SHWSHERWIN WILLIAMS CO | 87,864 | $29.9B | 1.24% | |
| 44 | NBIXNEUROCRINE BIOSCIENCES INC | 217,572 | $29.7B | 1.23% | |
| 45 | TMOTHERMO FISHER SCIENTIFIC INC | 54,944 | $28.6B | 1.18% | |
| 46 | JLLJONES LANG LASALLE INC | 111,092 | $28.1B | 1.16% | |
| 47 | FERGFERGUSON ENTERPRISES INC | 160,388 | $27.8B | 1.15% | |
| 48 | HCAHCA HEALTHCARE INC | 92,645 | $27.8B | 1.15% | |
| 49 | ADBEADOBE INC | 60,847 | $27.1B | 1.12% | |
| 50 | ICLRICON PLC | 116,372 | $24.4B | 1.01% | |
| 51 | PINSPINTEREST INC | 822,821 | $23.9B | 0.99% | |
| 52 | BAHBOOZ ALLEN HAMILTON HLDG COR | 183,893 | $23.7B | 0.98% | |
| 53 | QCOMQUALCOMM INC | 147,508 | $22.7B | 0.94% | |
| 54 | EXPEAGLE MATLS INC | 89,732 | $22.1B | 0.92% | |
| 55 | UBERUBER TECHNOLOGIES INC | 362,345 | $21.9B | 0.91% | |
| 56 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 56,636 | $11.2B | 0.46% | |
| 57 | TSEMTOWER SEMICONDUCTOR LTD | 216,674 | $11.2B | 0.46% | |
| 58 | GLNGGOLAR LNG LTD | 236,678 | $10.0B | 0.42% | |
| 59 | TGLSTECNOGLASS INC | 113,621 | $9.0B | 0.37% | |
| 60 | RHCRH PLC | 97,085 | $9.0B | 0.37% | |
| 61 | ATATATOUR LIFESTYLE HLDGS LTD | 316,532 | $8.5B | 0.35% | |
| 62 | FLEXFLEX LTD | 214,103 | $8.2B | 0.34% | |
| 63 | IBNICICI BANK LIMITED | 271,908 | $8.1B | 0.34% | |
| 64 | AXSAXIS CAP HLDGS LTD | 90,671 | $8.0B | 0.33% | |
| 65 | TIGOMILLICOM INTL CELLULAR S A | 315,983 | $7.9B | 0.33% | |
| 66 | NOMDNOMAD FOODS LTD | 468,194 | $7.9B | 0.33% | |
| 67 | TEVATEVA PHARMACEUTICAL INDS LTD | 349,741 | $7.7B | 0.32% | |
| 68 | PSOPEARSON PLC | 459,352 | $7.4B | 0.31% | |
| 69 | JDJD.COM INC | 209,617 | $7.3B | 0.30% | |
| 70 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 106,155 | $7.1B | 0.30% | |
| 71 | SONYSONY GROUP CORP | 335,646 | $7.1B | 0.29% | |
| 72 | GILGILDAN ACTIVEWEAR INC | 147,034 | $6.9B | 0.29% | |
| 73 | AERAERCAP HOLDINGS NV | 69,601 | $6.7B | 0.28% | |
| 74 | GIB/ACGI INC | 59,882 | $6.5B | 0.27% | |
| 75 | VETVERMILION ENERGY INC | 662,663 | $6.2B | 0.26% | |
| 76 | SHELSHELL PLC | 96,016 | $6.0B | 0.25% | |
| 77 | QTWOQ2 HLDGS INC | 59,311 | $6.0B | 0.25% | |
| 78 | LRNSTRIDE INC | 57,328 | $6.0B | 0.25% | |
| 79 | NXPINXP SEMICONDUCTORS N V | 28,419 | $5.9B | 0.24% | |
| 80 | PLMRPALOMAR HLDGS INC | 55,682 | $5.9B | 0.24% | |
| 81 | SNYSANOFI | 117,626 | $5.7B | 0.24% | |
| 82 | DUOLDUOLINGO INC | 17,490 | $5.7B | 0.24% | |
| 83 | STRLSTERLING INFRASTRUCTURE INC | 33,408 | $5.6B | 0.23% | |
| 84 | SFMSPROUTS FMRS MKT INC | 43,860 | $5.6B | 0.23% | |
| 85 | ITUBITAU UNIBANCO HLDG S A | 1,104,124 | $5.5B | 0.23% | |
| 86 | TXRHTEXAS ROADHOUSE INC | 30,308 | $5.5B | 0.23% | |
| 87 | JHGJANUS HENDERSON GROUP PLC | 127,902 | $5.4B | 0.23% | |
| 88 | EXLSEXLSERVICE HOLDINGS INC | 119,407 | $5.3B | 0.22% | |
| 89 | VITLVITAL FARMS INC | 136,135 | $5.1B | 0.21% | |
| 90 | HURNHURON CONSULTING GROUP INC | 41,282 | $5.1B | 0.21% | |
| 91 | HIMSHIMS & HERS HEALTH INC | 212,128 | $5.1B | 0.21% | |
| 92 | EMEEMCOR GROUP INC | 11,019 | $5.0B | 0.21% | |
| 93 | GDYNGRID DYNAMICS HLDGS INC | 222,720 | $5.0B | 0.21% | |
| 94 | BABAALIBABA GROUP HLDG LTD | 58,366 | $4.9B | 0.21% | |
| 95 | ASRGRUPO AEROPORTUARIO DEL SURE | 19,175 | $4.9B | 0.20% | |
| 96 | KNSLKINSALE CAP GROUP INC | 10,347 | $4.8B | 0.20% | |
| 97 | RELYREMITLY GLOBAL INC | 205,214 | $4.6B | 0.19% | |
| 98 | VRRMVERRA MOBILITY CORP | 190,348 | $4.6B | 0.19% | |
| 99 | ADUSADDUS HOMECARE CORP | 36,384 | $4.6B | 0.19% | |
| 100 | LNTHLANTHEUS HLDGS INC | 50,539 | $4.5B | 0.19% |
Page 1 of 3Next