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RENAISSANCE GROUP LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RENAISSANCE GROUP LLC
报告期 2026-03-31 · CIK 0000944234
持仓数
234
前50大市值合计
$1.62B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 64
减持 64
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
—
LAM RESEARCH CORP
+$33.8M
52,584
建仓
MAR
MARRIOTT INTERNATIONAL INC/M
+$31.3M
170,582
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$31.3M
186,674
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
CI
CIGNA GROUP
+$31.1M
114,036
+3322%
减持
TXN
TEXAS INSTRUMENTS INC
-$31.0M
1,571
-99%
减持
ULTA
ULTA BEAUTY INC
-$29.4M
1,079
-98%
减持
—
HORIZON THERAPEUTICS PLC
-$27.7M
5,143
-98%
清仓
RJF
RAYMOND JAMES FINANCIAL INC
-$21.9M
0
-100%
减持
BJ
BJS WHOLESALE CLUB HOLDINGS I
-$8.4M
349,631
-12%
增持
—
TECNOGLASS INC
+$7.4M
187,452
+243%
增持
AMZN
AMAZONCOM INC
+$7.1M
260,524
+0%
减持
ADBE
ADOBE INC
+$6.9M
72,022
-2%
建仓
HTHIY
HITACHI LTD
+$6.8M
55,095
建仓
GBOOY
GRUPO FINANCIERO BANORTE SAB D
+$6.7M
162,928
清仓
—
UBS GROUP AG
-$6.6M
0
-100%
减持
KLAC
KLA CORP
+$6.0M
77,105
-2%
减持
AAPL
APPLE INC
+$5.7M
227,992
-3%
清仓
WHGLY
WH GROUP LTD
-$5.6M
0
-100%
减持
MCK
MCKESSON CORP
+$5.4M
76,923
-0%
减持
NOW
SERVICENOW INC
+$5.3M
59,047
-1%
增持
ABT
ABBOTT LABORATORIES
+$5.3M
247,111
+16%
减持
COR
AMERISOURCEBERGEN CORP
+$5.3M
183,188
-2%
增持
WEX
WEX INC
+$5.0M
155,844
+23%
减持
AMAT
APPLIED MATERIALS INC
+$5.0M
231,853
-0%
减持
MSFT
MICROSOFT CORP
+$4.9M
118,194
-4%
减持
DHLGY
DEUTSCHE POST AG
-$4.7M
45,715
-69%
清仓
—
GEELY AUTOMOBILE HOLDINGS LT
-$4.6M
0
-100%
增持
—
GENPACT LTD
-$4.5M
651,738
+4%
增持
DG
DOLLAR GENERAL CORP
-$4.2M
126,124
+4%
增持
CBRE
CBRE GROUP INC
+$3.7M
352,294
+4%
减持
LOW
LOWES COS INC
+$3.5M
138,466
-0%
增持
DHR
DANAHER CORP
+$3.4M
108,214
+21%
增持
—
TREMOR INTERNATIONAL LTD
+$3.3M
1,192,500
+19%
减持
FTNT
FORTINET INC
+$3.2M
485,973
-4%
减持
PTC
PTC INC
+$3.1M
239,469
-1%
减持
CDNS
CADENCE DESIGN SYSTEMS INC
+$3.0M
146,314
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.9M
59,656
+10%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.9M
93,931
-2%
减持
FISV
FISERV INC
+$2.8M
271,311
-2%
减持
GOOGL
ALPHABET INC
+$2.7M
284,482
-6%
减持
ROP
ROPER TECHNOLOGIES INC
+$2.6M
66,704
-0%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
166,927
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.5M
51,591
+1%
减持
—
ARCH CAPITAL GROUP LTD
+$2.4M
512,270
-3%
减持
MA
MASTERCARD INC
+$2.3M
79,444
-0%
建仓
—
INDIVIOR PLC
+$2.3M
95,168
建仓
—
MITIE GROUP PLC
+$2.0M
411,277
清仓
—
INDIVIOR PLC
-$1.9M
0
-100%
建仓
SFM
SPROUTS FARMERS MARKET INC
+$1.9M
51,399
减持
CTAS
CINTAS CORP
+$1.9M
67,281
-1%
增持
—
INTERNATIONAL GAME TECHNOLOG
+$1.8M
359,359
+0%
增持
ITUB
ITAU UNIBANCO HOLDING SA
+$1.8M
1,284,272
+9%
建仓
BL
BLACKLINE INC
+$1.8M
33,524
建仓
PD
PAGERDUTY INC
+$1.8M
79,520
减持
—
CAPRI HOLDINGS LTD
-$1.7M
107,061
-10%
增持
CDW
CDW CORP/DE
-$1.7M
164,772
+0%
建仓
THKLY
THK CO LTD
+$1.7M
169,440
减持
WM
WASTE MANAGEMENT INC
+$1.6M
187,443
-1%
清仓
KFRC
KFORCE INC
-$1.5M
0
-100%
清仓
HLI
HOULIHAN LOKEY INC
-$1.5M
0
-100%
减持
V
VISA INC
+$1.5M
128,708
-0%
减持
CRM
SALESFORCE INC
+$1.5M
149,494
-1%
增持
FMX
FOMENTO ECONOMICO MEXICANO S B
+$1.5M
67,949
+7%
清仓
—
INTERCORP FINANCIAL SERVICES I
-$1.5M
0
-100%
减持
NTOIY
NESTE OYJ
-$1.4M
260,588
-0%
减持
ORLY
O REILLY AUTOMOTIVE INC
-$1.4M
33,883
-15%
清仓
—
ANRITSU CORP
-$1.3M
0
-100%
增持
HUM
HUMANA INC
-$1.3M
53,142
+3%
增持
—
CONSTELLIUM SE
+$1.3M
554,765
+2%
减持
BABA
ALIBABA GROUP HOLDING LTD
-$1.2M
59,429
-1%
减持
APH
AMPHENOL CORP
+$1.2M
385,188
-0%
减持
TCEHY
TENCENT HOLDINGS LTD
-$1.2M
136,256
-3%
减持
GWW
WW GRAINGER INC
+$1.2M
44,237
-10%
减持
—
JAZZ PHARMACEUTICALS PLC
-$1.1M
42,764
-2%
减持
KLIC
KULICKE & SOFFA INDUSTRIES I C
+$1.1M
159,878
-0%
增持
UNP
UNION PACIFIC CORP
+$1.1M
137,963
+2%
减持
—
ICON PLC
+$1.1M
29,567
-0%
减持
WTBDY
WHITBREAD PLC
+$1.0M
707,170
-1%
增持
TOELY
TOKYO ELECTRON LTD
+$971.3K
105,501
+48%
增持
—
NETWORK INTERNATIONAL HOLDIN S
+$970.0K
474,644
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$877.9K
63,583
-0%
增持
DOO
BRP INC
+$835.8K
113,485
+1%
增持
—
ARCOS DORADOS HOLDINGS INC
+$824.3K
229,900
+16%
减持
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$806.5K
44,609
-5%
减持
ASR
GRUPO AEROPORTUARIO DEL SURE T
-$783.3K
22,908
-2%
减持
RNECY
RENESAS ELECTRONICS CORP
+$775.2K
985,429
-16%
减持
STRL
STERLING INFRASTRUCTURE INC
+$748.1K
47,863
-6%
增持
—
SHOCKWAVE MEDICAL INC
+$741.1K
9,247
+6%
增持
—
CAMTEK LTD/ISRAEL
+$737.9K
68,175
+14%
清仓
TREX
TREX CO INC
-$722.4K
0
-100%
减持
BKRKY
BANK RAKYAT INDONESIA PERSER
+$713.3K
426,462
-4%
清仓
TGT
TARGET CORP
-$709.4K
0
-100%
增持
—
AFYA LTD
+$700.2K
136,674
+25%
减持
HD
HOME DEPOT INC
-$699.5K
1,813
-58%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC U
+$657.6K
74,461
+1%
增持
AMN
AMN HEALTHCARE SERVICES INC
+$641.5K
21,170
+5%
增持
—
SAPIENS INTERNATIONAL CORP N
+$635.7K
87,664
+12%
增持
SPSC
SPS COMMERCE INC
+$630.8K
13,061
+6%
减持
—
NOMAD FOODS LTD
-$623.2K
459,952
-1%
减持
ASAIY
SENDAS DISTRIBUIDORA S/A
-$622.8K
474,868
-1%
减持
CRRFY
CARREFOUR SA
-$619.6K
1,753,732
-3%
减持
XNGSY
ENN ENERGY HOLDINGS LTD
-$618.9K
101,151
-2%
增持
EOG
EOG RESOURCES INC
+$598.5K
245,745
+2%
增持
MEDP
MEDPACE HOLDINGS INC
+$592.2K
9,436
+6%
增持
—
TOPBUILD CORP
+$580.8K
8,736
+4%
增持
PYPL
PAYPAL HOLDINGS INC
-$580.3K
335,224
+11%
减持
UOVEY
UNITED OVERSEAS BANK LTD
-$578.7K
149,881
-1%
减持
ITW
ILLINOIS TOOL WORKS INC
+$570.3K
128,067
-1%
减持
PG
PROCTER & GAMBLE CO
+$566.3K
201,084
-0%
减持
META
META PLATFORMS INC
-$550.0K
122,491
-27%
减持
LNVGY
LENOVO GROUP LTD
-$541.6K
347,319
-4%
增持
IBN
ICICI BANK LTD
+$539.9K
329,782
+1%
减持
—
CRH PLC
+$538.2K
152,385
-3%
增持
MO
ALTRIA GROUP INC
+$537.9K
582,485
+1%
减持
AVGO
BROADCOM INC
-$528.0K
36,623
-27%
增持
—
PERION NETWORK LTD
-$514.9K
61,294
+1%
增持
LAD
LITHIA MOTORS INC
+$500.0K
5,884
+4%
减持
SNY
SANOFI
-$497.4K
138,337
-5%
增持
—
CELESTICA INC
+$496.9K
171,784
+11%
增持
RHHBY
ROCHE HOLDING AG
+$484.4K
153,791
+2%
增持
SHEL
SHELL PLC
+$483.3K
110,263
+3%
增持
DECK
DECKERS OUTDOOR CORP
+$482.9K
4,698
+6%
增持
MTH
MERITAGE HOMES CORP
+$482.0K
15,278
+5%
增持
UFPI
UFP INDUSTRIES INC
+$474.3K
22,412
+5%
增持
FELTY
FUJI ELECTRIC CO LTD
+$471.1K
181,231
+18%
增持
—
ESSENT GROUP LTD
+$465.1K
44,643
+10%
减持
—
NXP SEMICONDUCTORS NV
+$464.9K
35,469
-3%
减持
—
STELLANTIS NV
-$463.1K
419,933
-2%
增持
VLRS
CONTROLADORA VUELA CIA DE AV A
+$457.9K
183,113
+9%
增持
—
VITESCO TECHNOLOGIES GROUP A
+$426.3K
162,383
+5%
增持
GLNCY
GLENCORE PLC
+$425.6K
541,796
+9%
增持
—
MILLICOM INTERNATIONAL CELLU A
-$407.6K
114,184
+1%
增持
SIMO
SILICON MOTION TECHNOLOGY CO P
+$389.1K
26,746
+14%
减持
—
PLAYA HOTELS & RESORTS NV
-$388.8K
262,326
-0%
减持
SBGSY
SCHNEIDER ELECTRIC SE
+$386.9K
220,364
-3%
减持
KNSL
KINSALE CAPITAL GROUP INC
+$385.8K
6,985
-6%
增持
NOA
NORTH AMERICAN CONSTRUCTION R
+$364.8K
129,882
+2%
增持
EME
EMCOR GROUP INC
+$340.6K
11,269
+6%
增持
MMSI
MERIT MEDICAL SYSTEMS INC
+$331.0K
24,096
+6%
增持
—
ENERPLUS CORP
+$324.2K
119,272
+23%
增持
—
XL AXIATA TBK PT
+$313.8K
687,641
+23%
增持
EPAM
EPAM SYSTEMS INC
-$310.0K
4,851
+4%
减持
EADSY
AIRBUS SE
+$309.7K
228,610
-3%
增持
FIX
COMFORT SYSTEMS USA INC
+$298.9K
13,949
+2%
增持
—
ORION SA
-$298.6K
88,482
+6%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$281.2K
4,158
+6%
增持
—
WIENERBERGER AG
+$278.0K
342,421
+9%
增持
NMIH
NMI HOLDINGS INC
+$268.6K
61,671
+4%
增持
BOX
BOX INC
+$267.8K
69,225
+5%
减持
MSI
MOTOROLA SOLUTIONS INC
+$258.6K
111,610
-2%
