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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 41
减持 78
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
CDW
CDW CORP
-$37.5M
5,883
-96%
增持
WM
WASTE MGMT INC DEL
+$34.2M
163,496
+5149%
建仓
ABNB
AIRBNB INC
+$33.7M
222,348
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。
建仓
HON
HONEYWELL INTL INC
+$33.2M
155,499
建仓
QCOM
QUALCOMM INC
+$32.0M
160,490
减持
UNP
UNION PAC CORP
-$31.2M
2,971
-98%
清仓
ANSS
ANSYS INC
-$31.2M
0
-100%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$30.7M
4,345
-98%
建仓
PWR
QUANTA SVCS INC
+$30.1M
118,541
减持
UNH
UNITEDHEALTH GROUP INC
-$28.6M
1,929
-97%
减持
WEX
WEX INC
-$12.8M
138,757
-12%
减持
SHW
SHERWIN WILLIAMS CO
-$9.7M
82,321
-17%
增持
LECO
LINCOLN ELEC HLDGS INC
-$8.1M
141,039
+4%
建仓
PRYMY
PRYSMIAN SPA
+$7.9M
256,618
清仓
—
INTERNATIONAL GAME TECHNOLOGY PLC
-$7.9M
0
-100%
减持
—
ICON PLC
-$7.6M
107,820
-13%
减持
AAPL
APPLE INC
+$7.5M
209,932
-2%
建仓
—
AERCAP HOLDINGS NV
+$6.8M
72,886
减持
WTBDY
WHITBREAD PLC
-$6.6M
11,937
-98%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$6.1M
378,137
减持
PTC
PTC INC
-$5.9M
188,207
-11%
增持
TGT
TARGET CORP
-$5.9M
202,869
+0%
清仓
—
PERION NETWORK LTD
-$5.8M
0
-100%
增持
ADBE
ADOBE INC
+$5.5M
58,491
+10%
减持
KLAC
KLA CORP
+$5.2M
53,433
-4%
减持
CTAS
CINTAS CORP
-$5.2M
48,838
-15%
减持
LOW
LOWES COS INC
-$5.1M
141,260
-1%
减持
GOOGL
ALPHABET INC
+$5.0M
240,844
-7%
减持
—
FERGUSON PLC NEW
-$4.8M
168,052
-2%
增持
LULU
LULULEMON ATHLETICA INC
-$4.7M
76,731
+9%
减持
GWW
GRAINGER W W INC
-$4.4M
35,425
-1%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$4.3M
411,741
-2%
减持
AMAT
APPLIED MATLS INC
+$4.2M
174,216
-3%
减持
AVGO
BROADCOM INC
+$4.1M
29,032
-9%
清仓
—
SHOCKWAVE MEDICAL INC
-$4.0M
0
-100%
减持
EADSY
AIRBUS SE
-$3.9M
168,975
-19%
增持
PYPL
PAYPAL HLDGS INC
-$3.8M
443,186
+1%
增持
ITW
ILLINOIS TOOL WKS INC
-$3.8M
122,812
+0%
增持
CRM
SALESFORCE INC
-$3.8M
118,433
+4%
建仓
DUOL
DUOLINGO INC
+$3.7M
17,618
减持
CI
THE CIGNA GROUP
-$3.7M
94,671
-2%
减持
ASAIY
SENDAS DISTRIBUIDORA S A
-$3.6M
458,294
-14%
建仓
CLS
CELESTICA INC
+$3.6M
62,476
减持
HCA
HCA HEALTHCARE INC
-$3.6M
102,484
-6%
减持
MA
MASTERCARD INCORPORATED
-$3.4M
73,015
-1%
建仓
RMBS
RAMBUS INC DEL
+$3.3M
55,495
减持
ECL
ECOLAB INC
-$3.3M
138,697
-12%
减持
COR
CENCORA INC
-$3.2M
150,034
-2%
减持
—
ROYAL CARIBBEAN GROUP
-$3.1M
213,809
-20%
减持
NFLX
NETFLIX INC
+$3.1M
53,963
-1%
减持
—
STELLANTIS N.V
-$3.1M
327,034
-3%
建仓
BDC
BELDEN INC
+$3.0M
31,630
减持
FISV
FISERV INC
-$2.9M
227,660
-1%
清仓
—
SQUARESPACE INC
-$2.9M
0
-100%
建仓
—
JAMF HLDG CORP
+$2.9M
174,925
建仓
—
H & E EQUIPMENT SERVICES INC
+$2.8M
64,240
减持
CTRE
CARETRUST REIT INC
-$2.8M
10,082
-92%
清仓
—
CELESTICA INC
-$2.7M
0
-100%
减持
—
LAM RESEARCH CORP
+$2.7M
38,705
-2%
减持
—
GOLAR LNG LTD
+$2.6M
368,067
-0%
建仓
—
CIMPRESS PLC
+$2.6M
30,139
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.6M
32,151
-1%
减持
GBOOY
GRUPO FINANCIERO BANORTE SAB DE CV
-$2.5M
140,629
-6%
建仓
OBE
OBSIDIAN ENERGY LTD
+$2.4M
322,827
建仓
VLEEY
VALEO SE
+$2.4M
452,528
减持
V
VISA INC
-$2.4M
119,866
-1%
建仓
—
FIDELIS INSURANCE HOLDINGS L
+$2.4M
145,885
建仓
FLYW
FLYWIRE CORPORATION
+$2.4M
144,133
减持
MSI
MOTOROLA SOLUTIONS INC
+$2.3M
102,892
-2%
减持
IT
GARTNER INC
-$2.2M
71,072
-1%
增持
CHE
CHEMED CORP NEW
-$2.2M
57,525
+10%
减持
BKRKY
BANK RAKYAT INDONESIA PERSERO TBK PT
-$2.2M
363,559
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.1M
67,140
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.0M
73,479
-5%
清仓
—
MODEL N INC
-$1.9M
0
-100%
减持
—
CRH PLC
-$1.9M
122,617
-5%
减持
—
CONSTELLIUM SE
-$1.8M
508,790
-2%
清仓
EPAM
EPAM SYSTEMS INC
-$1.8M
0
-100%
减持
CRRFY
CARREFOUR SA
-$1.8M
1,304,546
-18%
减持
MAR
MARRIOTT INTL INC NEW
-$1.7M
134,985
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.7M
53,474
-1%
减持
—
ARCOS DORADOS HOLDINGS INC
-$1.7M
689,390
-3%
清仓
—
ALPS ALPINE CO LTD
-$1.7M
0
-100%
减持
—
NOMAD FOODS LTD
-$1.7M
450,942
-3%
减持
VCISY
VINCI SA
-$1.6M
231,653
-3%
减持
SBGSY
SCHNEIDER ELECTRIC SE
-$1.5M
137,476
-24%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$1.5M
1,169,499
-3%
减持
—
TECNOGLASS INC
-$1.5M
174,587
-11%
减持
—
EVEREST GROUP LTD
-$1.5M
83,594
-0%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP INC
-$1.5M
0
-100%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
-$1.5M
53,904
-3%
减持
TOELY
TOKYO ELECTRON LTD
-$1.4M
54,132
-3%
增持
—
SCORPIO TANKERS INC
+$1.3M
132,680
+1%
减持
SHECY
SHIN-ETSU CHEMICAL CO LTD
-$1.3M
402,966
-3%
增持
TCEHY
TENCENT HOLDINGS LTD
+$1.3M
143,424
+0%
减持
KOF
COCA-COLA FEMSA SAB DE CV
-$1.2M
29,240
-24%
减持
CGEMY
CAPGEMINI SE
-$1.2M
153,922
-3%
减持
VET
VERMILION ENERGY INC
-$1.2M
617,202
-4%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$1.2M
119,481
-2%
减持
LNVGY
LENOVO GROUP LTD
+$1.1M
258,173
-3%
增持
EOG
EOG RES INC
+$1.1M
261,875
+5%
减持
HTHIY
HITACHI LTD
+$1.1M
45,269
-11%
减持
MSFT
MICROSOFT CORP
+$1.0M
101,857
-4%
减持
FELTY
FUJI ELECTRIC CO LTD
-$1.0M
178,694
-16%
增持
HURN
HURON CONSULTING GROUP INC
+$997.6K
34,311
+39%
减持
GIB
CGI INC
-$935.6K
63,349
-4%
减持
—
ARCH CAP GROUP LTD
-$923.8K
417,518
-10%
减持
VLVLY
VOLVO AB
-$908.9K
287,556
-3%
增持
KNSL
KINSALE CAP GROUP INC
-$895.2K
10,125
+11%
增持
YUEIY
YUE YUEN INDUSTRIAL HOLDINGS LTD
+$877.1K
316,144
+2%
增持
TXRH
TEXAS ROADHOUSE INC
+$786.0K
25,206
+10%
减持
AMZN
AMAZON COM INC
+$770.4K
214,282
-5%
增持
BYDDY
BYD CO LTD
+$767.4K
93,778
+0%
减持
SFM
SPROUTS FMRS MKT INC
+$761.6K
60,647
-9%
增持
QTWO
Q2 HLDGS INC
+$759.7K
60,069
+10%
减持
ALIZY
ALLIANZ SE
-$758.0K
239,072
-3%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$739.9K
99,112
+33%
增持
LNTH
LANTHEUS HLDGS INC
+$726.8K
30,473
+10%
增持
—
PRIMO WATER CORPORATION
+$708.6K
176,341
+2%
增持
—
MILLICOM INTL CELLULAR S A
+$701.7K
148,629
+2%
减持
CBRE
CBRE GROUP INC
-$684.2K
3,672
-65%
增持
—
INDIVIOR PLC
-$641.4K
130,529
+2%
增持
LRN
STRIDE INC
+$629.8K
47,834
+10%
增持
SPG
SIMON PPTY GROUP INC NEW
+$629.3K
8,394
+104%
增持
THKLY
THK CO LTD
-$625.1K
245,365
+2%
增持
ELF
E L F BEAUTY INC
+$620.2K
18,080
+11%
清仓
SYY
SYSCO CORP
-$616.6K
0
-100%
减持
ASR
GRUPO AEROPORTUARIO DEL SURE
-$608.6K
20,078
-3%
增持
RHHBY
ROCHE HOLDING AG
+$608.3K
127,691
+7%
建仓
CAH
CARDINAL HEALTH INC
+$602.8K
6,131
增持
MMSI
MERIT MED SYS INC
+$602.8K
34,961
+10%
增持
APH
AMPHENOL CORP NEW
+$582.5K
551,829
+74%
增持
VRRM
VERRA MOBILITY CORP
+$571.4K
126,049
+10%
增持
—
TOWER SEMICONDUCTOR LTD
+$547.6K
86,356
+1%
清仓
—
LABORATORY CORP OF AMERICA HOLDINGS
-$542.9K
0
-100%
减持
PUBGY
PUBLICIS GROUPE SA
-$538.9K
337,512
-4%
减持
DHR
DANAHER CORPORATION
-$537.3K
126,429
-2%
增持
—
WEATHERFORD INTL PLC
+$531.2K
28,738
+11%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$524.2K
210,987
+3%
增持
ADUS
ADDUS HOMECARE CORP
+$518.0K
24,629
+9%
减持
DHLGY
DEUTSCHE POST AG
-$517.0K
131,592
-3%
增持
EBCOY
EBARA CORP
-$514.8K
77,696
+2%
增持
IMOS
CHIPMOS TECHNOLOGIES INC
-$510.6K
112,397
+3%
减持
HCMLY
HOLCIM AG
-$509.8K
466,400
-4%
增持
HQY
HEALTHEQUITY INC
+$489.7K
39,020
+11%
增持
DECK
DECKERS OUTDOOR CORP
+$477.0K
4,224
+10%
增持
BL
BLACKLINE INC
-$474.3K
49,083
+10%
减持
NOW
SERVICENOW INC
+$440.9K
49,370
-2%
减持
HSBC
HSBC HLDGS PLC
+$429.0K
154,829
-3%
增持
NMIH
NMI HLDGS INC
+$420.2K
90,369
+10%
