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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 47
减持 75
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
BRO
BROWN & BROWN INC
+$39.9M
320,889
减持
MAR
MARRIOTT INTL INC NEW
-$36.0M
2,835
-98%
清仓
PWR
QUANTA SVCS INC
-$35.9M
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。
清仓
HON
HONEYWELL INTL INC
-$34.0M
0
-100%
建仓
CPRT
COPART INC
+$33.9M
599,803
增持
ABBV
ABBVIE INC
+$31.0M
151,962
+3267%
减持
SHW
SHERWIN WILLIAMS CO
-$29.6M
794
-99%
减持
FERG
FERGUSON ENTERPRISES INC
-$27.5M
2,199
-99%
建仓
MCO
MOODYS CORP
+$25.5M
54,721
减持
AVGO
BROADCOM INC
-$24.3M
174,333
-24%
增持
EME
EMCOR GROUP INC
+$22.4M
74,129
+573%
减持
ANET
ARISTA NETWORKS INC
-$16.8M
295,154
-18%
减持
FIX
COMFORT SYS USA INC
-$14.0M
81,605
-14%
增持
UBER
UBER TECHNOLOGIES INC
+$12.8M
475,617
+31%
减持
NOW
SERVICENOW INC
-$10.8M
37,618
-2%
减持
PYPL
PAYPAL HLDGS INC
-$9.5M
438,814
-2%
减持
GOOGL
ALPHABET INC
-$9.4M
217,179
-4%
减持
APO
APOLLO GLOBAL MGMT INC
-$9.3M
170,141
-14%
减持
LULU
LULULEMON ATHLETICA INC
-$9.2M
89,630
-1%
减持
KKR
KKR & CO INC
-$9.2M
206,718
-7%
清仓
—
TECNOGLASS INC
-$9.0M
0
-100%
减持
JBL
JABIL INC
-$8.8M
222,115
-18%
减持
AMZN
AMAZON COM INC
-$8.3M
184,133
-7%
减持
CRM
SALESFORCE INC
-$8.0M
110,732
-2%
减持
APP
APPLOVIN CORP
-$7.8M
104,864
-5%
增持
CAH
CARDINAL HEALTH INC
+$7.7M
283,463
+7%
增持
FINV
FINVOLUTION GROUP
+$7.2M
1,029,809
+156%
减持
AAPL
APPLE INC
-$6.7M
188,012
-3%
增持
PINS
PINTEREST INC
+$6.4M
975,637
+19%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$6.3M
364,289
-8%
减持
—
TOWER SEMICONDUCTOR LTD
-$6.2M
137,956
-36%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$6.2M
212,100
-3%
增持
MCK
MCKESSON CORP
+$6.2M
59,883
+0%
减持
NFLX
NETFLIX INC
-$6.2M
39,678
-18%
建仓
KT
KT CORP
+$6.1M
345,618
增持
—
MAREX GROUP PLC
+$5.9M
239,504
+187%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$5.6M
29,199
-5%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$5.5M
116,848
-0%
清仓
ITUB
ITAU UNIBANCO HLDG S A
-$5.5M
0
-100%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$5.5M
44,060
增持
HCA
HCA HEALTHCARE INC
+$5.1M
95,243
+3%
增持
WM
WASTE MGMT INC DEL
+$5.1M
156,252
+1%
减持
MSFT
MICROSOFT CORP
-$5.1M
96,339
-2%
减持
IT
GARTNER INC
-$4.9M
67,012
-2%
增持
QCOM
QUALCOMM INC
+$4.8M
179,075
+21%
减持
META
META PLATFORMS INC
-$4.7M
66,149
-10%
建仓
FRSH
FRESHWORKS INC
+$4.5M
320,225
建仓
UFPT
UFP TECHNOLOGIES INC
+$4.4M
21,745
增持
PTC
PTC INC
-$4.2M
191,136
+4%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$3.9M
150,459
建仓
INOD
INNODATA INC
+$3.9M
108,964
减持
ROP
ROPER TECHNOLOGIES INC
+$3.8M
58,568
-1%
减持
—
ROYAL CARIBBEAN GROUP
-$3.8M
148,348
-0%
清仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$3.7M
0
-100%
建仓
PI
IMPINJ INC
+$3.6M
39,489
减持
TW
TRADEWEB MKTS INC
+$3.6M
265,727
-3%
减持
CTAS
CINTAS CORP
+$3.6M
163,744
-1%
增持
PLMR
PALOMAR HLDGS INC
+$3.6M
68,828
+24%
减持
—
FLEX LTD
-$3.5M
144,426
-33%
增持
ECL
ECOLAB INC
+$3.2M
137,489
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.2M
48,210
-15%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$3.2M
297,537
-15%
减持
MSI
MOTOROLA SOLUTIONS INC
-$3.2M
85,443
-3%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$3.1M
100,898
-5%
清仓
CWI
SPDR INDEX SHS FDS
-$3.0M
0
-100%
减持
—
CONSTELLIUM SE
-$2.9M
103,929
-73%
减持
GWW
GRAINGER W W INC
-$2.7M
33,008
-1%
减持
APH
AMPHENOL CORP NEW
-$2.6M
519,647
-2%
减持
HIMS
HIMS & HERS HEALTH INC
-$2.5M
88,629
-58%
清仓
—
WEATHERFORD INTL PLC
-$2.3M
0
-100%
减持
—
GOLAR LNG LTD
-$2.2M
204,666
-14%
减持
BABA
ALIBABA GROUP HLDG LTD
+$2.2M
54,256
-7%
减持
LOW
LOWES COS INC
-$2.2M
133,382
-1%
清仓
—
INTEGRAL AD SCIENCE HLDNG CO
-$2.2M
0
-100%
增持
EXP
EAGLE MATLS INC
+$2.2M
109,540
+22%
减持
—
JANUS HENDERSON GROUP PLC
-$2.1M
91,311
-29%
增持
HURN
HURON CONSULTING GROUP INC
+$2.1M
50,444
+22%
减持
CLS
CELESTICA INC
-$2.1M
23,489
-45%
减持
—
PLAYA HOTELS & RESORTS NV
-$2.1M
159,184
-52%
增持
ENSG
ENSIGN GROUP INC
+$1.9M
44,158
+55%
清仓
—
CIMPRESS PLC
-$1.9M
0
-100%
清仓
TMDX
TRANSMEDICS GROUP INC
-$1.9M
0
-100%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$1.9M
252,285
+24%
增持
FLYW
FLYWIRE CORPORATION
-$1.8M
247,808
+23%
减持
—
CRH PLC
-$1.7M
82,258
-15%
建仓
—
ITURAN LOCATION AND CONTROL
+$1.7M
48,131
清仓
—
ORION S.A.
-$1.7M
0
-100%
增持
LRN
STRIDE INC
+$1.7M
60,609
+6%
建仓
—
ERMENEGILDO ZEGNA N V
+$1.7M
228,489
增持
ELF
E L F BEAUTY INC
-$1.6M
40,301
+23%
减持
—
MILLICOM INTL CELLULAR S A
+$1.6M
313,331
-1%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$1.6M
145,379
+22%
减持
VET
VERMILION ENERGY INC
-$1.5M
577,986
-13%
增持
LNTH
LANTHEUS HLDGS INC
+$1.5M
62,094
+23%
建仓
EFXT
ENERFLEX LTD
+$1.5M
198,965
增持
ANF
ABERCROMBIE & FITCH CO
-$1.5M
32,255
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
60,475
+10%
增持
SFM
SPROUTS FMRS MKT INC
+$1.5M
46,300
+6%
减持
—
ARCH CAP GROUP LTD
+$1.4M
384,132
-0%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$1.4M
140,129
-25%
增持
KNSL
KINSALE CAP GROUP INC
+$1.3M
12,652
+22%
增持
MMSI
MERIT MED SYS INC
+$1.3M
51,068
+22%
增持
SPSC
SPS COMM INC
+$1.3M
37,804
+85%
清仓
—
INMODE LTD
-$1.2M
0
-100%
减持
GIB
CGI INC
-$1.2M
53,162
-11%
减持
KLAC
KLA CORP
+$1.2M
52,006
-4%
减持
V
VISA INC
+$1.2M
108,029
-7%
减持
—
NXP SEMICONDUCTORS N V
-$1.1M
25,061
-12%
增持
STRL
STERLING INFRASTRUCTURE INC
-$1.1M
40,079
+20%
减持
GIL
GILDAN ACTIVEWEAR INC
-$1.1M
131,239
-11%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.0M
236,196
+28%
减持
COR
CENCORA INC
-$999.5K
4,981
-53%
减持
MEOH
METHANEX CORP
-$990.0K
41,451
-15%
增持
GRBK
GREEN BRICK PARTNERS INC
+$989.8K
79,754
+23%
减持
JLL
JONES LANG LASALLE INC
-$971.7K
109,422
-2%
减持
VLRS
CONTROLADORA VUELA COMP DE A
-$964.7K
264,551
-16%
减持
NOA
NORTH AMERN CONSTR GROUP LTD
-$951.2K
96,982
-16%
增持
DUOL
DUOLINGO INC
+$930.4K
21,257
+22%
减持
PSO
PEARSON PLC
-$856.3K
408,485
-11%
清仓
LMT
LOCKHEED MARTIN CORP
-$850.5K
0
-100%
增持
RMBS
RAMBUS INC DEL
+$838.0K
93,665
+23%
清仓
DHR
DANAHER CORPORATION
-$830.9K
0
-100%
减持
MTLS
MATERIALISE NV
-$820.5K
267,431
-12%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$817.0K
45,582
+7%
增持
NMIH
NMI HLDGS INC
+$792.0K
131,417
+22%
减持
FISV
FISERV INC
+$778.9K
169,605
-5%
减持
—
NOMAD FOODS LTD
+$752.0K
438,081
-6%
减持
EOG
EOG RES INC
-$728.4K
7,943
-44%
增持
GDYN
GRID DYNAMICS HLDGS INC
-$722.1K
270,362
+21%
减持
AMAT
APPLIED MATLS INC
-$719.2K
4,738
-45%
增持
TXRH
TEXAS ROADHOUSE INC
+$709.8K
37,078
+22%
增持
—
GENPACT LIMITED
+$703.6K
18,159
+269%
增持
PD
PAGERDUTY INC
+$658.5K
169,291
+26%
增持
—
TOPBUILD CORP
+$641.1K
12,956
+22%
减持
—
CUSHMAN WAKEFIELD PLC
-$638.7K
136,066
-12%
清仓
CHE
CHEMED CORP NEW
-$620.9K
0
-100%
减持
—
CAMTEK LTD
-$602.7K
15,602
-17%
增持
VRRM
VERRA MOBILITY CORP
+$599.4K
231,096
+21%
减持
LRCX
LAM RESEARCH CORP
-$591.6K
13,300
-38%
减持
—
FIDELIS INSURANCE HOLDINGS L
-$571.6K
111,268
-15%
减持
IBN
ICICI BANK LIMITED
-$560.9K
239,793
-12%
增持
PCTY
PAYLOCITY HLDG CORP
+$555.0K
23,260
+22%
增持
RELY
REMITLY GLOBAL INC
+$551.6K
249,197
+21%
增持
HQY
HEALTHEQUITY INC
+$534.5K
56,811
+22%
增持
AX
AXOS FINANCIAL INC
+$519.1K
64,081
+24%
减持
CI
THE CIGNA GROUP
-$499.5K
1,515
-58%
增持
MEDP
MEDPACE HLDGS INC
+$464.8K
14,090
+22%
减持
SONY
SONY GROUP CORP
+$454.4K
297,624
-11%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$450.6K
1,714
-46%
减持
FTNT
FORTINET INC
-$448.5K
12,222
-29%
