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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 40
减持 75
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
ANET
ARISTA NETWORKS INC
+$39.7M
358,733
建仓
JBL
JABIL INC
+$39.0M
270,997
清仓
—
ARISTA NETWORKS INC
-$35.7M
0
-100%
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
FIX
COMFORT SYS USA INC
+$35.2M
94,994
+628%
清仓
WEX
WEX INC
-$34.2M
0
-100%
减持
DHR
DANAHER CORPORATION
-$33.8M
3,620
-97%
减持
AMAT
APPLIED MATLS INC
-$32.8M
8,650
-95%
建仓
APO
APOLLO GLOBAL MGMT INC
+$32.6M
197,670
清仓
—
LAM RESEARCH CORP
-$32.3M
0
-100%
减持
CI
THE CIGNA GROUP
-$31.6M
3,613
-96%
增持
CAH
CARDINAL HEALTH INC
+$30.7M
265,044
+4376%
减持
EOG
EOG RES INC
-$30.4M
14,252
-95%
减持
CHE
CHEMED CORP NEW
-$29.4M
1,172
-98%
减持
COR
CENCORA INC
-$27.0M
10,614
-92%
清仓
ABNB
AIRBNB INC
-$25.3M
0
-100%
建仓
PINS
PINTEREST INC
+$23.9M
822,821
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$23.7M
183,893
增持
JLL
JONES LANG LASALLE INC
+$23.7M
111,092
+574%
建仓
UBER
UBER TECHNOLOGIES INC
+$21.9M
362,345
增持
EXP
EAGLE MATLS INC
+$17.7M
89,732
+488%
增持
LULU
LULULEMON ATHLETICA INC
+$11.9M
90,384
+8%
减持
—
ICON PLC
-$9.6M
116,372
-2%
减持
AVGO
BROADCOM INC
+$8.7M
230,693
-11%
清仓
—
SCORPIO TANKERS INC
-$8.7M
0
-100%
建仓
ATAT
ATOUR LIFESTYLE HLDGS LTD
+$8.5M
316,532
增持
HCA
HCA HEALTHCARE INC
-$8.4M
92,645
+4%
增持
—
TOWER SEMICONDUCTOR LTD
+$7.6M
216,674
+173%
减持
—
ARCH CAP GROUP LTD
-$7.6M
384,415
-0%
清仓
HSBC
HSBC HLDGS PLC
-$6.9M
0
-100%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$6.2M
217,572
+7%
减持
NFLX
NETFLIX INC
+$5.9M
48,402
-8%
建仓
—
JANUS HENDERSON GROUP PLC
+$5.4M
127,902
减持
ADBE
ADOBE INC
-$5.1M
60,847
-2%
建仓
GDYN
GRID DYNAMICS HLDGS INC
+$5.0M
222,720
减持
FERG
FERGUSON ENTERPRISES INC
-$4.9M
160,388
-3%
清仓
AXON
AXON ENTERPRISE INC
-$4.9M
0
-100%
减持
CRM
SALESFORCE INC
+$4.8M
112,898
-6%
建仓
RELY
REMITLY GLOBAL INC
+$4.6M
205,214
减持
QCOM
QUALCOMM INC
-$4.6M
147,508
-8%
减持
AMZN
AMAZON COM INC
+$4.6M
197,640
-5%
减持
APP
APPLOVIN CORP
-$4.6M
110,020
-64%
减持
CTAS
CINTAS CORP
-$4.4M
164,659
-2%
减持
LOW
LOWES COS INC
-$4.4M
135,059
-3%
减持
MCK
MCKESSON CORP
+$4.3M
59,777
-1%
减持
NOW
SERVICENOW INC
+$4.3M
38,452
-6%
清仓
AIT
APPLIED INDL TECHNOLOGIES IN
-$4.3M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$4.3M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.3M
54,944
+3%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$4.2M
202,760
清仓
—
PRIMO WATER CORPORATION
-$4.1M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$4.0M
87,864
-1%
减持
—
CONSTELLIUM SE
-$4.0M
380,316
-21%
减持
V
VISA INC
+$3.9M
115,926
-3%
减持
GOOGL
ALPHABET INC
+$3.9M
227,170
-4%
减持
—
ARCOS DORADOS HOLDINGS INC
-$3.9M
256,885
-61%
建仓
—
SEMRUSH HLDGS INC
+$3.6M
302,803
减持
ECL
ECOLAB INC
-$3.2M
135,046
-1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$3.1M
117,168
-1%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$3.1M
106,155
-18%
建仓
CWI
SPDR INDEX SHS FDS
+$3.0M
108,215
清仓
—
SAPIENS INTL CORP N V
-$2.9M
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
+$2.8M
131,479
-3%
建仓
FINV
FINVOLUTION GROUP
+$2.7M
402,401
减持
—
MILLICOM INTL CELLULAR S A
-$2.6M
315,983
-18%
建仓
—
MAREX GROUP PLC
+$2.6M
83,392
减持
—
ROYAL CARIBBEAN GROUP
-$2.5M
148,446
-28%
减持
WM
WASTE MGMT INC DEL
-$2.4M
154,013
-5%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.4M
59,136
-1%
减持
META
META PLATFORMS INC
-$2.3M
73,167
-7%
减持
IT
GARTNER INC
-$2.2M
68,053
-2%
建仓
—
RADWARE LTD
+$2.2M
99,433
清仓
ALRM
ALARM COM HLDGS INC
-$2.2M
0
-100%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$2.2M
1,104,124
-4%
建仓
MTLS
MATERIALISE NV
+$2.1M
303,442
减持
HON
HONEYWELL INTL INC
+$2.1M
150,473
-3%
减持
JD
JD.COM INC
-$2.0M
209,617
-10%
建仓
—
CUSHMAN WAKEFIELD PLC
+$2.0M
155,143
减持
KKR
KKR & CO INC
-$1.9M
223,369
-17%
减持
—
TECNOGLASS INC
-$1.9M
113,621
-29%
建仓
TMDX
TRANSMEDICS GROUP INC
+$1.9M
30,596
减持
BJ
BJS WHSL CLUB HLDGS INC
+$1.9M
394,230
-3%
减持
—
CRH PLC
-$1.9M
97,085
-17%
增持
KLAC
KLA CORP
-$1.8M
54,143
+17%
减持
AAPL
APPLE INC
+$1.8M
193,719
-3%
增持
VITL
VITAL FARMS INC
+$1.8M
136,135
+41%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.7M
87,765
-7%
清仓
—
WNS HLDGS LTD
-$1.7M
0
-100%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$1.7M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.6M
58,366
-6%
减持
MSFT
MICROSOFT CORP
-$1.6M
97,830
-2%
增持
FLYW
FLYWIRE CORPORATION
+$1.6M
201,592
+29%
增持
BL
BLACKLINE INC
+$1.6M
73,888
+41%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
-$1.6M
42,472
-19%
建仓
LRCX
LAM RESEARCH CORP
+$1.6M
21,577
增持
LRN
STRIDE INC
+$1.5M
57,328
+11%
减持
—
PLAYA HOTELS & RESORTS NV
+$1.5M
331,573
-3%
增持
RMBS
RAMBUS INC DEL
+$1.5M
75,889
+28%
减持
SNY
SANOFI
-$1.3M
117,626
-3%
增持
SONY
SONY GROUP CORP
+$1.3M
335,646
+456%
增持
GRBK
GREEN BRICK PARTNERS INC
-$1.2M
64,802
+10%
减持
APH
AMPHENOL CORP NEW
+$1.2M
528,653
-3%
减持
MA
MASTERCARD INCORPORATED
+$1.2M
69,906
-3%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$1.2M
119,407
+11%
增持
PLMR
PALOMAR HLDGS INC
+$1.1M
55,682
+11%
减持
ERO
ERO COPPER CORP
-$1.1M
117,678
-4%
减持
—
NXP SEMICONDUCTORS N V
-$1.1M
28,419
-3%
增持
HURN
HURON CONSULTING GROUP INC
+$1.1M
41,282
+11%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.1M
349,741
-5%
增持
HQY
HEALTHEQUITY INC
+$1.1M
46,740
+12%
增持
—
JAMF HLDG CORP
+$1.0M
305,869
+63%
增持
VET
VERMILION ENERGY INC
+$1.0M
662,663
+24%
增持
ADUS
ADDUS HOMECARE CORP
+$1.0M
36,384
+37%
减持
HIMS
HIMS & HERS HEALTH INC
+$1.0M
212,128
-5%
增持
PCTY
PAYLOCITY HLDG CORP
+$1.0M
19,063
+12%
减持
PSO
PEARSON PLC
+$998.1K
459,352
-3%
减持
CLS
CELESTICA INC
+$978.1K
42,582
-26%
增持
ELF
E L F BEAUTY INC
+$938.8K
32,811
+12%
减持
GWW
GRAINGER W W INC
-$938.4K
33,495
-4%
减持
TW
TRADEWEB MKTS INC
+$929.4K
274,015
-3%
增持
LNTH
LANTHEUS HLDGS INC
+$926.9K
50,539
+54%
减持
—
GOLAR LNG LTD
-$917.5K
236,678
-20%
减持
—
FLEX LTD
+$885.4K
214,103
-3%
增持
VLRS
CONTROLADORA VUELA COMP DE A
+$852.7K
315,278
+34%
增持
VRRM
VERRA MOBILITY CORP
+$816.2K
190,348
+40%
减持
QTWO
Q2 HLDGS INC
+$783.1K
59,311
-9%
增持
EME
EMCOR GROUP INC
+$777.2K
11,019
+12%
减持
PYPL
PAYPAL HLDGS INC
+$742.4K
447,286
-7%
减持
—
PAYSAFE LIMITED
-$719.8K
112,203
-5%
减持
CDW
CDW CORP
-$716.2K
2,060
-57%
增持
AX
AXOS FINANCIAL INC
+$692.1K
51,760
+11%
增持
TXRH
TEXAS ROADHOUSE INC
+$656.1K
30,308
+11%
增持
OBE
OBSIDIAN ENERGY LTD
+$655.0K
398,668
+34%
增持
ANF
ABERCROMBIE & FITCH CO
+$627.0K
26,745
+11%
增持
MTDR
MATADOR RES CO
+$621.1K
51,695
+12%
减持
ASR
GRUPO AEROPORTUARIO DEL SURE
-$619.1K
19,175
-2%
增持
SMPL
SIMPLY GOOD FOODS CO
+$617.2K
78,023
+12%
建仓
CPAY
CORPAY INC
+$601.7K
1,778
增持
QLYS
QUALYS INC
+$600.5K
23,777
+12%
减持
—
ESSENT GROUP LTD
-$563.6K
45,550
-4%
减持
IMOS
CHIPMOS TECHNOLOGIES INC
-$560.9K
98,627
-5%
减持
AZO
AUTOZONE INC
-$559.2K
150
-55%
增持
KNSL
KINSALE CAP GROUP INC
+$552.3K
10,347
+13%
增持
—
TOPBUILD CORP
-$548.7K
10,631
+12%
减持
—
DOLE PLC
-$547.6K
151,468
-5%
增持
—
NOMAD FOODS LTD
-$542.7K
468,194
+6%
减持
GIB
CGI INC
-$537.5K
59,882
-3%
减持
SHEL
SHELL PLC
-$524.0K
96,016
-3%
减持
—
ONESPAWORLD HOLDINGS LIMITED
+$519.9K
188,028
-4%
减持
IMAX
IMAX CORP
+$504.2K
112,986
-3%
减持
—
AXIS CAP HLDGS LTD
+$496.1K
90,671
-4%
