小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 48
减持 62
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
—
ROYAL CARIBBEAN CRUISES LTD
+$37.2M
267,689
建仓
ECL
ECOLAB INC
+$36.3M
156,936
建仓
TGT
TARGET CORP
+$35.9M
202,537
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
—
ICON PLC
+$34.5M
123,335
+403%
建仓
SHW
SHERWIN WILLIAMS CO
+$34.3M
98,800
减持
PG
PROCTER GAMBLE CO
-$28.7M
4,030
-98%
减持
LMT
LOCKHEED MARTIN CORP
-$28.2M
1,905
-97%
建仓
LULU
LULULEMON ATHLETICA INC
+$27.6M
70,705
减持
ABT
ABBOTT LABORATORIES
-$26.9M
3,161
-99%
清仓
JNJ
JOHNSON JOHNSON
-$26.3M
0
-100%
减持
FTNT
FORTINET INC
-$25.3M
19,232
-96%
清仓
HUM
HUMANA INC
-$21.7M
0
-100%
建仓
—
SCORPIO TANKERS INC
+$9.4M
132,005
增持
WEX
WEX INC
+$8.8M
157,552
+7%
清仓
KLIC
KULICKE & SOFFA INDUSTRIES INC
-$8.1M
0
-100%
减持
—
ARCH CAPITAL GROUP LTD
+$8.0M
465,699
-1%
建仓
BAESY
BAE SYSTEMS PLC
+$7.2M
106,061
增持
BJ
BJS WHOLESALE CLUB HOLDINGS INC
+$6.6M
420,074
+11%
增持
PYPL
PAYPAL HOLDINGS INC
+$6.4M
440,774
+17%
减持
HCA
HCA HEALTHCARE INC
+$6.1M
109,448
-3%
减持
CI
CIGNA GROUP
+$5.9M
96,233
-1%
减持
META
META PLATFORMS INC
+$5.8M
86,090
-15%
增持
LOW
LOWES COS INC
+$5.7M
142,443
+4%
减持
KLAC
KLA CORP
+$5.4M
55,647
-3%
减持
AAPL
APPLE INC
-$5.2M
213,959
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$5.1M
32,378
-2%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$4.8M
0
-100%
增持
—
ARCOS DORADOS HOLDINGS INC
+$4.5M
711,668
+163%
增持
—
EVEREST GROUP LTD
+$4.4M
83,873
+3%
减持
MCK
MCKESSON CORP
+$4.3M
64,182
-1%
减持
AVGO
BROADCOM INC
+$4.2M
32,067
-6%
清仓
NTOIY
NESTE OYJ
-$4.0M
0
-100%
增持
ADBE
ADOBE INC
-$4.0M
53,404
+3%
减持
AMZN
AMAZONCOM INC
+$4.0M
225,300
-7%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.7M
77,696
-13%
减持
CRM
SALESFORCE INC
-$3.7M
113,719
-21%
减持
CTAS
CINTAS CORP
+$3.7M
57,287
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$3.6M
105,478
-2%
减持
CDNS
CADENCE DESIGN SYSTEMS INC
+$3.6M
121,940
-3%
建仓
PLMR
PALOMAR HOLDINGS INC
+$3.5M
41,687
减持
—
LAM RESEARCH CORP
+$3.4M
39,644
-12%
增持
DHR
DANAHER CORP
+$3.3M
128,646
+3%
减持
MA
MASTERCARD INC
+$3.2M
74,050
-3%
减持
CDW
CDW CORDE
+$3.1M
151,846
-3%
清仓
UFPI
UFP INDUSTRIES INC
-$3.0M
0
-100%
增持
EOG
EOG RESOURCES INC
+$3.0M
249,403
+4%
建仓
—
WEATHERFORD INTERNATIONAL PLC
+$3.0M
25,886
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.0M
53,823
+1%
建仓
GRBK
GREEN BRICK PARTNERS INC
+$2.9M
48,955
减持
MSFT
MICROSOFT CORP
+$2.9M
105,804
-4%
建仓
—
SQUARESPACE INC
+$2.9M
79,720
建仓
QTWO
Q2 HOLDINGS INC
+$2.9M
54,495
建仓
VRRM
VERRA MOBILITY CORP
+$2.9M
114,421
清仓
MPWR
MONOLITHIC POWER SYSTEMS INC
-$2.8M
0
-100%
建仓
LRN
STRIDE INC
+$2.7M
43,497
建仓
—
ONESPAWORLD HOLDINGS LTD
+$2.7M
205,490
建仓
ENSG
ENSIGN GROUP INC
+$2.7M
21,575
减持
CHE
CHEMED CORP
+$2.5M
52,062
-2%
建仓
HURN
HURON CONSULTING GROUP INC
+$2.4M
24,631
增持
KNSL
KINSALE CAPITAL GROUP INC
+$2.4M
9,140
+25%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$2.2M
70,096
-0%
减持
FISV
FISERV INC
+$2.2M
230,760
-11%
增持
—
PERION NETWORK LTD
-$2.1M
259,904
+0%
增持
—
SHOCKWAVE MEDICAL INC
+$2.1M
12,156
+26%
清仓
—
ENERPLUS CORP
-$2.1M
0
-100%
清仓
—
WNS HOLDINGS LTD
-$2.1M
0
-100%
减持
—
CRH PLC
+$2.0M
128,525
-2%
减持
HTHIY
HITACHI LTD
+$1.9M
50,728
-1%
减持
GOOGL
ALPHABET INC
+$1.9M
257,610
-3%
清仓
BOX
BOX INC
-$1.8M
0
-100%
减持
—
INTERNATIONAL GAME TECHNOLOGY PLC
-$1.8M
347,550
-1%
建仓
—
WNS HOLDINGS LTD
+$1.8M
34,768
增持
VET
VERMILION ENERGY INC
+$1.7M
642,006
+24%
减持
RYCEY
ROLLS ROYCE HOLDINGS PLC
-$1.7M
1,378,425
-42%
增持
MEDP
MEDPACE HOLDINGS INC
+$1.7M
11,011
+23%
减持
—
FERGUSON PLC
+$1.7M
171,024
-7%
增持
SFM
SPROUTS FARMERS MARKET INC
+$1.7M
66,876
+22%
建仓
—
INTEGRAL AD SCIENCE HOLDING CORP
+$1.6M
165,305
清仓
AMN
AMN HEALTHCARE SERVICES INC
-$1.6M
0
-100%
减持
—
STELLANTIS NV
+$1.6M
337,712
-1%
清仓
—
NV5 GLOBAL INC
-$1.6M
0
-100%
清仓
—
LIVENT CORP
-$1.6M
0
-100%
减持
IFNNY
INFINEON TECHNOLOGIES AG
-$1.5M
189,044
-1%
减持
EME
EMCOR GROUP INC
+$1.5M
11,710
-3%
增持
—
TECNOGLASS INC
+$1.5M
197,133
+3%
减持
EADSY
AIRBUS SE
+$1.5M
209,662
-1%
减持
COR
CENCORA INC
+$1.5M
152,348
-12%
增持
—
NOMAD FOODS LTD
+$1.4M
464,300
+3%
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.4M
37,082
+22%
减持
TOELY
TOKYO ELECTRON LTD
-$1.4M
55,838
-42%
减持
PTC
PTC INC
+$1.4M
212,136
-4%
减持
IT
GARTNER INC
+$1.4M
71,486
-2%
清仓
PTEN
PATTERSONUTI ENERGY INC
-$1.4M
0
-100%
增持
FELTY
FUJI ELECTRIC CO LTD
+$1.4M
212,376
+4%
减持
LNVGY
LENOVO GROUP LTD
-$1.3M
267,345
-1%
清仓
XPEL
XPEL INC
-$1.3M
0
-100%
减持
PUBGY
PUBLICIS GROUPE SA
+$1.3M
350,167
-1%
减持
FIX
COMFORT SYSTEMS USA INC
+$1.3M
12,483
-3%
减持
V
VISA INC
+$1.3M
121,334
-3%
增持
TXRH
TEXAS ROADHOUSE INC
+$1.3M
22,931
+23%
增持
—
CONSTELLIUM SE
+$1.2M
517,207
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
59,875
+2%
增持
—
INDIVIOR PLC
+$1.2M
128,178
+24%
减持
GWW
WW GRAINGER INC
+$1.2M
35,780
-16%
减持
HCMLY
HOLCIM AG
+$1.1M
483,696
-1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.1M
200,197
+6%
清仓
PAYC
PAYCOM SOFTWARE INC
-$1.1M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$1.0M
10,357
+22%
增持
—
GOLAR LNG LTD
+$1.0M
369,631
+8%
增持
HQY
HEALTHEQUITY INC
+$1.0M
35,206
+26%
增持
ASAIY
SENDAS DISTRIBUIDORA SA
+$994.7K
531,101
+7%
减持
RHHBY
ROCHE HOLDING AG
-$983.5K
119,635
-10%
减持
LECO
LINCOLN ELECTRIC HOLDINGS INC
+$972.1K
135,927
-12%
减持
NFLX
NETFLIX INC
-$925.3K
54,739
-22%
减持
—
AXIS CAPITAL HOLDINGS LTD
+$922.2K
100,495
-1%
增持
AIT
APPLIED INDUSTRIAL TECHNOLOGIES INC
+$920.7K
16,452
+22%
增持
THKLY
THK CO LTD
+$898.2K
240,827
+23%
减持
DHLGY
DHL GROUP
-$884.8K
135,311
-1%
清仓
FOXF
FOX FACTORY HOLDING CORP
-$875.5K
0
-100%
增持
MTDR
MATADOR RESOURCES CO
+$848.5K
39,665
+25%
减持
SBGSY
SCHNEIDER ELECTRIC SE
+$847.7K
180,112
-1%
减持
AMAT
APPLIED MATERIALS INC
+$841.5K
178,873
-20%
减持
WTBDY
WHITBREAD PLC
-$827.7K
641,934
-1%
减持
NOW
SERVICENOW INC
+$793.4K
50,364
-5%
增持
SIMO
SILICON MOTION TECHNOLOGY CORP
+$778.8K
42,410
+5%
建仓
CSL
CARLISLE COS INC
+$752.0K
1,935
增持
—
CAMTEK LTD ISRAEL
+$732.5K
42,714
+4%
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$724.0K
0
-100%
增持
CTRE
CARETRUST REIT INC
+$722.2K
123,463
+21%
减持
IBN
ICICI BANK LTD
+$721.4K
300,892
-1%
减持
MAR
MARRIOTT INTERNATIONAL INC/MD
+$720.4K
136,164
-9%
增持
ADUS
ADDUS HOMECARE CORP
+$683.5K
22,660
+27%
建仓
PGR
PROGRESSIVE CORP
+$683.3K
3,304
增持
—
PRIMO WATER CORP
+$673.3K
172,775
+5%
增持
ALRM
ALARMCOM HOLDINGS INC
+$671.5K
34,071
+23%
增持
FCN
FTI CONSULTING INC
+$670.9K
13,830
+23%
增持
NMIH
NMI HOLDINGS INC
+$662.1K
82,125
+22%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$662.0K
27,568
+27%
减持
GLNCY
GLENCORE PLC
-$636.2K
491,967
-2%
清仓
—
GENPACT LTD
-$635.5K
0
-100%
减持
SONY
SONY GROUP CORP
-$625.8K
63,984
-1%
减持
CGEMY
CAPGEMINI SE
+$622.6K
159,216
-1%
增持
PCTY
PAYLOCITY HOLDING CORP
+$618.4K
14,229
+28%
增持
OMAB
GRUPO AEROPORTUARIO DEL CENTRO NORTE SAB DE CV
+$617.8K
40,815
+32%
增持
NEXNY
NEXANS SA
+$587.4K
56,164
+5%
增持
IMOS
CHIPMOS TECHNOLOGIES INC
+$582.0K
109,549
+4%
减持
UNP
UNION PACIFIC CORP
-$580.3K
129,698
-2%
减持
DECK
DECKERS OUTDOOR CORP
+$565.6K
3,837
-16%
增持
—
TOPBUILD CORP
+$561.8K
8,044
+1%
增持
YUEIY
YUE YUEN INDUSTRIAL HOLDINGS LTD
+$558.8K
310,760
+6%
