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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 41
减持 82
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
—
FERGUSON PLC
+$35.7M
184,733
建仓
COR
CENCORA INC
+$35.6M
173,259
建仓
IT
GARTNER INC
+$32.8M
72,599
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。
清仓
—
CENCORA INC
-$32.1M
0
-100%
建仓
FTNT
FORTINET INC
+$26.6M
454,852
清仓
—
FORTINET INC
-$25.6M
0
-100%
清仓
MO
ALTRIA GROUP INC
-$24.9M
0
-100%
减持
—
GENPACT LTD
-$23.2M
18,282
-97%
增持
NFLX
NETFLIX INC
+$11.6M
70,212
+17%
减持
AVGO
BROADCOM INC
+$8.3M
34,288
-5%
减持
CRM
SALESFORCE INC
+$8.2M
144,158
-2%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$8.1M
189,702
+14%
建仓
HCMLY
HOLCIM AG
+$7.6M
486,918
增持
—
LAM RESEARCH CORP
+$7.3M
44,873
+1%
建仓
NTDOY
NINTENDO CO LTD
+$7.0M
537,546
减持
CTAS
CINTAS CORP
+$6.6M
59,240
-2%
清仓
—
HOLCIM AG
-$6.4M
0
-100%
减持
NOW
SERVICENOW INC
+$6.0M
53,219
-6%
减持
PTC
PTC INC
+$6.0M
221,329
-4%
减持
MSFT
MICROSOFT CORP
+$5.5M
110,498
-3%
清仓
ALPMY
ASTELLAS PHARMA INC
-$5.4M
0
-100%
减持
LECO
LINCOLN ELECTRIC HOLDINGS INC
+$5.4M
155,106
-1%
减持
HUM
HUMANA INC
-$5.1M
47,406
-14%
减持
GWW
WW GRAINGER INC
+$5.1M
42,512
-3%
减持
AMZN
AMAZONCOM INC
+$5.0M
241,151
-3%
减持
APH
AMPHENOL CORP
+$5.0M
367,948
-2%
减持
—
ARCH CAPITAL GROUP LTD
-$4.9M
471,396
-6%
减持
UNP
UNION PACIFIC CORP
+$4.7M
132,239
-3%
减持
ANSS
ANSYS INC
+$4.6M
87,266
-4%
减持
FISV
FISERV INC
+$4.6M
260,662
-2%
减持
AMAT
APPLIED MATERIALS INC
+$4.6M
222,428
-2%
建仓
BYDDY
BYD CO LTD
+$4.5M
82,288
减持
META
META PLATFORMS INC
+$4.5M
101,678
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.1M
88,932
-4%
减持
KLAC
KLA CORP
+$4.1M
57,547
-10%
减持
AAPL
APPLE INC
+$3.9M
217,370
-2%
减持
CDNS
CADENCE DESIGN SYSTEMS INC
+$3.9M
126,077
-3%
减持
ITW
ILLINOIS TOOL WORKS INC
+$3.7M
124,870
-1%
减持
MSI
MOTOROLA SOLUTIONS INC
+$3.7M
107,958
-2%
减持
V
VISA INC
+$3.4M
125,064
-1%
减持
BJ
BJS WHOLESALE CLUB HOLDINGS INC
-$3.4M
377,937
-5%
减持
CHE
CHEMED CORP
+$3.2M
52,907
-1%
减持
CDW
CDW CORPDE
+$3.2M
157,267
-3%
增持
—
TECNOGLASS INC
+$3.2M
192,062
+12%
增持
HCA
HCA HEALTHCARE INC
+$3.1M
112,317
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$2.9M
64,177
+0%
减持
ABT
ABBOTT LABORATORIES
+$2.9M
247,799
-2%
减持
ADBE
ADOBE INC
-$2.9M
51,864
-22%
减持
ROP
ROPER TECHNOLOGIES INC
+$2.9M
62,051
-3%
减持
CI
CIGNA GROUP
-$2.8M
97,006
-13%
减持
MCK
MCKESSON CORP
-$2.7M
65,092
-14%
建仓
ELF
ELF BEAUTY INC
+$2.7M
18,887
建仓
—
KURITA WATER INDUSTRIES LTD
+$2.7M
34,076
清仓
XNGSY
ENN ENERGY HOLDINGS LTD
-$2.6M
0
-100%
增持
PYPL
PAYPAL HOLDINGS INC
+$2.6M
376,602
+7%
减持
SHECY
SHIN-ETSU CHEMICAL CO LTD
+$2.5M
423,805
-3%
减持
RYCEY
ROLLSROYCE HOLDINGS PLC
+$2.5M
2,396,294
-3%
建仓
—
VENTURE CORP LTD
+$2.4M
47,458
减持
VET
VERMILION ENERGY INC
-$2.3M
517,622
-11%
清仓
—
VITESCO TECHNOLOGIES GROUP A
-$2.3M
0
-100%
减持
—
EVEREST GROUP LTD
-$2.1M
81,774
-2%
增持
LOW
LOWES COS INC
+$2.1M
137,373
+0%
清仓
—
EURONAV NV
-$2.0M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0M
53,381
+3%
建仓
HQY
HEALTHEQUITY INC
+$1.8M
27,832
减持
WEX
WEX INC
-$1.8M
147,023
-9%
减持
TOELY
TOKYO ELECTRON LTD
+$1.8M
96,489
-3%
减持
MA
MASTERCARD INC
+$1.8M
76,141
-2%
清仓
LAD
LITHIA MOTORS INC
-$1.8M
0
-100%
减持
ITUB
ITAU UNIBANCO HOLDING SA
+$1.8M
1,201,487
-2%
清仓
—
ENGAGESMART INC
-$1.7M
0
-100%
减持
—
CRH PLC
+$1.7M
131,651
-3%
减持
BABA
ALIBABA GROUP HOLDING LTD
-$1.6M
53,789
-19%
建仓
CXM
SPRINKLR INC
+$1.5M
126,852
减持
IFNNY
INFINEON TECHNOLOGIES AG
+$1.5M
190,331
-2%
减持
EOG
EOG RESOURCES INC
-$1.5M
238,904
-0%
减持
PUBGY
PUBLICIS GROUPE SA
+$1.4M
352,972
-2%
减持
VLVLY
VOLVO AB
+$1.3M
302,600
-4%
减持
—
STELLANTIS NV
+$1.3M
341,417
-3%
减持
SBGSY
SCHNEIDER ELECTRIC SE
+$1.1M
181,863
-2%
减持
DOO
BRP INC
-$1.1M
101,629
-8%
减持
DHLGY
DHL GROUP
+$1.1M
136,338
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$1.1M
70,382
-1%
减持
GBOOY
GRUPO FINANCIERO BANORTE SAB DE CV
+$1.1M
150,754
-2%
增持
—
TOPBUILD CORP
+$1.1M
7,954
+6%
减持
MAR
MARRIOTT INTERNATIONAL INC/MD
+$1.1M
149,207
-10%
减持
—
GOLAR LNG LTD
-$1.1M
341,497
-7%
增持
—
AFYA LTD
+$1.0M
149,137
+6%
增持
—
ARCOS DORADOS HOLDINGS INC
+$1.0M
270,177
+7%
增持
—
NOMAD FOODS LTD
+$1.0M
450,578
+4%
增持
—
INTERNATIONAL GAME TECHNOLOGY PLC
-$1.0M
351,224
+0%
增持
MTH
MERITAGE HOMES CORP
+$971.6K
16,416
+6%
减持
GOOGL
ALPHABET INC
+$962.2K
264,865
-4%
减持
RNECY
RENESAS ELECTRONICS CORP
+$930.8K
744,625
-3%
减持
EADSY
AIRBUS SE
+$930.4K
212,470
-2%
增持
AMPH
AMPHASTAR PHARMACEUTICALS INC
+$912.7K
48,419
+6%
减持
CGEMY
CAPGEMINI SE
+$911.4K
160,844
-3%
增持
—
ORION SA
+$906.2K
113,004
+8%
减持
ASR
GRUPO AEROPORTUARIO DEL SURESTE SAB DE CV
+$895.8K
20,921
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$887.1K
33,080
-2%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$869.3K
4,464
+6%
清仓
PRU
PRUDENTIAL FINANCIAL INC
-$862.7K
0
-100%
减持
—
CONSTELLIUM SE
+$857.3K
511,531
-1%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$821.8K
36,731
+9%
减持
UNH
UNITEDHEALTH GROUP INC
+$815.1K
58,565
-2%
清仓
—
PERFICIENT INC
-$809.2K
0
-100%
增持
—
WIENERBERGER AG
+$804.1K
417,697
+7%
增持
—
NIHON KOHDEN CORP
+$802.3K
185,131
+8%
增持
EBCOY
EBARA CORP
+$801.2K
106,194
+6%
清仓
—
ACCENTURE PLC
-$783.5K
0
-100%
减持
HTHIY
HITACHI LTD
+$782.5K
51,044
-2%
减持
KLIC
KULICKE & SOFFA INDUSTRIES INC
+$782.1K
148,250
-2%
增持
QLYS
QUALYS INC
+$777.9K
14,828
+6%
减持
VCISY
VINCI SA
+$768.1K
239,896
-2%
减持
LNVGY
LENOVO GROUP LTD
+$758.4K
269,420
-18%
减持
—
ICON PLC
+$755.8K
24,521
-2%
减持
ASAIY
SENDAS DISTRIBUIDORA SA
+$734.7K
497,164
-2%
增持
VLRS
CONTROLADORA VUELA CIA DE AVIACION SAB DE CV
+$730.1K
238,810
+7%
减持
—
NXP SEMICONDUCTORS NV
+$707.0K
31,796
-4%
增持
UFPI
UFP INDUSTRIES INC
+$698.8K
23,926
+6%
增持
—
PLAYA HOTELS RESORTS NV
+$672.9K
348,186
+8%
增持
—
INDIVIOR PLC
-$667.7K
103,023
+6%
减持
ALIZY
ALLIANZ SE
+$662.9K
283,819
-2%
增持
—
PERION NETWORK LTD
+$658.7K
258,735
+8%
增持
—
CELESTICA INC
+$639.6K
105,059
+6%
减持
SNY
SANOFI
-$639.5K
128,654
-2%
减持
XPEL
XPEL INC
-$635.2K
24,610
-3%
增持
—
TOWER SEMICONDUCTOR LTD
+$609.1K
82,079
+6%
增持
AXON
AXON ENTERPRISE INC
+$604.7K
8,473
+6%
减持
DECK
DECKERS OUTDOOR CORP
+$601.0K
4,554
-4%
减持
TCEHY
TENCENT HOLDINGS LTD
-$595.6K
138,111
-7%
增持
TXRH
TEXAS ROADHOUSE INC
+$592.7K
18,718
+6%
增持
FIX
COMFORT SYSTEMS USA INC
+$590.2K
12,823
+6%
增持
IMOS
CHIPMOS TECHNOLOGIES INC
+$589.5K
105,227
+7%
减持
SONY
SONY GROUP CORP
+$578.9K
64,574
-4%
增持
TCCPY
TECHNOPRO HOLDINGS INC
+$567.6K
470,448
+7%
减持
—
JAZZ PHARMACEUTICALS PLC
-$547.2K
38,693
-6%
增持
SIMO
SILICON MOTION TECHNOLOGY CORP
+$534.8K
40,545
+7%
清仓
MKSI
MKS INSTRUMENTS INC
-$533.3K
0
-100%
增持
—
MILLICOM INTERNATIONAL CELLULAR SA
+$487.3K
139,565
+6%
增持
BL
BLACKLINE INC
+$478.7K
36,101
+6%
增持
KNSL
KINSALE CAPITAL GROUP INC
-$478.2K
7,302
+3%
增持
—
CAMTEK LTDISRAEL
+$475.4K
41,014
+8%
减持
WTBDY
WHITBREAD PLC
+$466.6K
647,565
-3%
清仓
—
HORIZON THERAPEUTICS PLC
-$453.2K
0
-100%
减持
FOXF
FOX FACTORY HOLDING CORP
-$444.7K
12,943
-3%
减持
MEDP
MEDPACE HOLDINGS INC
+$444.2K
8,986
-6%
减持
—
INMODE LTD
-$431.3K
47,320
-3%
减持
PTEN
PATTERSONUTI ENERGY INC
-$429.9K
126,049
-3%
增持
SFM
SPROUTS FARMERS MARKET INC
+$428.8K
54,664
+6%
