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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 24
减持 50
清仓 56
方向
标的
Δ市值
现股数(环比)
建仓
APP
APPLOVIN CORP
+$40.2M
308,085
建仓
—
ARISTA NETWORKS INC
+$35.7M
93,065
建仓
KKR
KKR & CO INC
+$35.0M
268,040
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
TW
TRADEWEB MKTS INC
+$34.9M
282,564
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$32.9M
3,224
-96%
建仓
FERG
FERGUSON ENTERPRISES INC
+$32.8M
164,944
清仓
—
FERGUSON PLC NEW
-$32.5M
0
-100%
减持
—
EVEREST GROUP LTD
-$30.9M
2,534
-97%
清仓
TGT
TARGET CORP
-$30.0M
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$28.3M
2,975
-98%
减持
LECO
LINCOLN ELEC HLDGS INC
-$26.3M
1,592
-99%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$23.5M
204,140
增持
PYPL
PAYPAL HLDGS INC
+$11.7M
479,732
+8%
清仓
HTHIY
HITACHI LTD
-$10.3M
0
-100%
增持
WEX
WEX INC
+$9.7M
163,286
+18%
增持
SHW
SHERWIN WILLIAMS CO
+$9.3M
88,782
+8%
建仓
JD
JD.COM INC
+$9.3M
232,522
清仓
PUBGY
PUBLICIS GROUPE SA
-$9.0M
0
-100%
增持
—
LAM RESEARCH CORP
-$8.9M
39,546
+2%
减持
ABNB
AIRBNB INC
-$8.4M
199,881
-10%
清仓
HCMLY
HOLCIM AG
-$8.3M
0
-100%
减持
KLAC
KLA CORP
-$8.1M
46,373
-13%
清仓
PRYMY
PRYSMIAN SPA
-$7.9M
0
-100%
清仓
SHECY
SHIN-ETSU CHEMICAL CO LTD
-$7.8M
0
-100%
清仓
RYCEY
ROLLS-ROYCE HOLDINGS PLC
-$7.7M
0
-100%
清仓
VLVLY
VOLVO AB
-$7.4M
0
-100%
建仓
—
FLEX LTD
+$7.4M
219,876
清仓
LNVGY
LENOVO GROUP LTD
-$7.3M
0
-100%
清仓
DOO
BRP INC
-$7.1M
0
-100%
建仓
GIL
GILDAN ACTIVEWEAR INC
+$7.1M
150,611
清仓
NTDOY
NINTENDO CO LTD
-$6.9M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$6.9M
169,297
-3%
清仓
BAESY
BAE SYSTEMS PLC
-$6.9M
0
-100%
增持
—
MILLICOM INTL CELLULAR S A
+$6.9M
387,409
+161%
清仓
TCEHY
TENCENT HOLDINGS LTD
-$6.8M
0
-100%
清仓
IFNNY
INFINEON TECHNOLOGIES AG
-$6.7M
0
-100%
清仓
RNECY
RENESAS ELECTRONICS CORP
-$6.6M
0
-100%
清仓
ALIZY
ALLIANZ SE
-$6.6M
0
-100%
清仓
SBGSY
SCHNEIDER ELECTRIC SE
-$6.6M
0
-100%
减持
LOW
LOWES COS INC
+$6.6M
139,242
-1%
清仓
—
STELLANTIS N.V
-$6.5M
0
-100%
建仓
PSO
PEARSON PLC
+$6.4M
471,477
清仓
UOVEY
UNITED OVERSEAS BANK LTD
-$6.1M
0
-100%
清仓
CGEMY
CAPGEMINI SE
-$6.1M
0
-100%
清仓
VCISY
VINCI SA
-$6.1M
0
-100%
清仓
TOELY
TOKYO ELECTRON LTD
-$5.9M
0
-100%
清仓
EADSY
AIRBUS SE
-$5.8M
0
-100%
清仓
GLNCY
GLENCORE PLC
-$5.7M
0
-100%
清仓
BYDDY
BYD CO LTD
-$5.6M
0
-100%
清仓
GBOOY
GRUPO FINANCIERO BANORTE SAB DE CV
-$5.5M
0
-100%
清仓
DHLGY
DEUTSCHE POST AG
-$5.3M
0
-100%
增持
PWR
QUANTA SVCS INC
+$5.3M
118,783
+0%
清仓
BKRKY
BANK RAKYAT INDONESIA PERSERO TBK PT
-$5.1M
0
-100%
减持
GOOGL
ALPHABET INC
-$4.8M
235,547
-2%
增持
MCK
MCKESSON CORP
-$4.8M
60,118
+2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$4.7M
118,299
-1%
减持
QCOM
QUALCOMM INC
-$4.7M
160,435
-0%
建仓
JLL
JONES LANG LASALLE INC
+$4.4M
16,482
减持
COR
CENCORA INC
-$4.4M
130,442
-13%
清仓
RHHBY
ROCHE HOLDING AG
-$4.4M
0
-100%
建仓
EXP
EAGLE MATLS INC
+$4.4M
15,269
减持
GWW
GRAINGER W W INC
+$4.3M
34,890
-2%
清仓
ASAIY
SENDAS DISTRIBUIDORA S A
-$4.3M
0
-100%
建仓
HIMS
HIMS & HERS HEALTH INC
+$4.1M
223,964
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$4.0M
129,820
清仓
CRRFY
CARREFOUR SA
-$3.7M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$3.4M
72,082
-1%
建仓
VITL
VITAL FARMS INC
+$3.4M
96,218
建仓
ANF
ABERCROMBIE & FITCH CO
+$3.4M
24,093
减持
IT
GARTNER INC
+$3.3M
69,522
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.3M
53,125
-1%
减持
HCA
HCA HEALTHCARE INC
+$3.3M
89,038
-13%
清仓
NEXNY
NEXANS SA
-$3.2M
0
-100%
减持
META
META PLATFORMS INC
+$3.1M
78,816
-5%
清仓
—
KURITA WATER INDUSTRIES LTD
-$3.1M
0
-100%
清仓
—
MITIE GROUP PLC
-$3.1M
0
-100%
清仓
YUEIY
YUE YUEN INDUSTRIAL HOLDINGS LTD
-$3.1M
0
-100%
减持
DHR
DANAHER CORPORATION
+$3.0M
124,473
-2%
清仓
—
POWERSCHOOL HOLDINGS INC
-$3.0M
0
-100%
减持
FISV
FISERV INC
+$3.0M
205,474
-10%
清仓
—
WIENERBERGER AG
-$3.0M
0
-100%
建仓
AX
AXOS FINANCIAL INC
+$2.9M
46,491
清仓
EBCOY
EBARA CORP
-$2.9M
0
-100%
清仓
MTH
MERITAGE HOMES CORP
-$2.9M
0
-100%
清仓
—
H & E EQUIPMENT SERVICES INC
-$2.8M
0
-100%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$2.8M
404,503
-2%
清仓
—
NIHON KOHDEN CORP
-$2.8M
0
-100%
清仓
—
VENTURE CORP LTD
-$2.7M
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
+$2.7M
207,306
-3%
减持
MSFT
MICROSOFT CORP
-$2.7M
99,596
-2%
减持
AMZN
AMAZON COM INC
-$2.6M
208,041
-3%
建仓
—
PAYSAFE LIMITED
+$2.6M
117,633
建仓
—
DOLE PLC
+$2.6M
159,512
减持
MSI
MOTOROLA SOLUTIONS INC
+$2.6M
94,086
-9%
清仓
FELTY
FUJI ELECTRIC CO LTD
-$2.5M
0
-100%
清仓
—
XL AXIATA TBK PT
-$2.5M
0
-100%
减持
AAPL
APPLE INC
+$2.5M
200,542
-4%
清仓
—
INSTRUCTURE HLDGS INC
-$2.5M
0
-100%
增持
CRM
SALESFORCE INC
+$2.5M
120,229
+2%
清仓
DNLZY
INCITEC PIVOT LTD
-$2.4M
0
-100%
减持
NOW
SERVICENOW INC
-$2.4M
40,729
-18%
清仓
VLEEY
VALEO SE
-$2.4M
0
-100%
建仓
IMAX
IMAX CORP
+$2.4M
116,401
清仓
—
TAIYO YUDEN CO LTD
-$2.4M
0
-100%
清仓
—
SUMCO CORP
-$2.3M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$2.3M
31,475
-2%
清仓
TCCPY
TECHNOPRO HOLDINGS INC
-$2.2M
0
-100%
清仓
THKLY
THK CO LTD
-$2.2M
0
-100%
减持
—
TECNOGLASS INC
+$2.2M
159,068
-9%
清仓
BICEY
SOCIETE BIC SA
-$2.2M
0
-100%
减持
—
SCORPIO TANKERS INC
-$2.1M
121,321
-9%
清仓
—
INDIVIOR PLC
-$2.1M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
+$2.1M
62,009
-1%
减持
—
CAMTEK LTD
-$2.0M
19,480
-32%
减持
ECL
ECOLAB INC
+$1.9M
136,543
-2%
增持
AVGO
BROADCOM INC
-$1.8M
259,565
+794%
增持
GRBK
GREEN BRICK PARTNERS INC
+$1.8M
58,711
+8%
清仓
CXM
SPRINKLR INC
-$1.8M
0
-100%
清仓
LTGHY
LIFE HEALTHCARE GROUP HOLDINGS LTD
-$1.7M
0
-100%
减持
—
CONSTELLIUM SE
-$1.7M
484,467
-5%
增持
DUOL
DUOLINGO INC
+$1.7M
19,063
+8%
减持
APH
AMPHENOL CORP NEW
-$1.7M
544,550
-1%
减持
—
CRH PLC
+$1.6M
116,839
-5%
减持
VET
VERMILION ENERGY INC
-$1.6M
532,461
-14%
增持
AXON
AXON ENTERPRISE INC
+$1.6M
12,295
+8%
增持
QTWO
Q2 HLDGS INC
+$1.6M
65,019
+8%
增持
FIX
COMFORT SYS USA INC
+$1.4M
13,043
+8%
减持
WM
WASTE MGMT INC DEL
-$1.4M
161,420
-1%
减持
CI
THE CIGNA GROUP
+$1.3M
94,200
-0%
减持
HON
HONEYWELL INTL INC
-$1.3M
154,469
-1%
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.3M
35,632
+8%
减持
V
VISA INC
+$1.2M
118,908
-1%
增持
MAR
MARRIOTT INTL INC NEW
+$1.2M
136,085
+1%
减持
CHE
CHEMED CORP NEW
-$1.2M
49,970
-13%
增持
LNTH
LANTHEUS HLDGS INC
+$1.1M
32,750
+7%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$1.1M
39,833
-8%
减持
—
NXP SEMICONDUCTORS N V
-$1.1M
29,315
-3%
增持
BDC
BELDEN INC
+$1.0M
34,269
+8%
增持
LRN
STRIDE INC
+$1.0M
51,714
+8%
减持
—
ARCH CAP GROUP LTD
+$984.6K
385,306
-8%
增持
PLMR
PALOMAR HLDGS INC
+$981.8K
49,978
+8%
减持
SNY
SANOFI
+$981.4K
121,419
-2%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$979.3K
107,141
+8%
减持
—
NOMAD FOODS LTD
+$967.4K
440,659
-2%
增持
NMIH
NMI HLDGS INC
+$942.5K
97,563
+8%
减持
NFLX
NETFLIX INC
+$913.3K
52,634
-2%
增持
—
WEATHERFORD INTL PLC
-$910.6K
30,716
+7%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$848.2K
19,402
+8%
减持
EOG
EOG RES INC
-$842.9K
261,282
-0%
减持
ITUB
ITAU UNIBANCO HLDG S A
+$803.5K
1,147,875
-2%
