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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 75
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AMAT
APPLIED MATLS INC
+$37.3M
207,479
+4279%
建仓
INTU
INTUIT
+$35.7M
45,339
建仓
NTNX
NUTANIX INC
+$34.1M
446,334
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
HLI
HOULIHAN LOKEY INC
+$34.1M
189,583
建仓
DT
DYNATRACE INC
+$33.0M
597,629
建仓
AMGN
AMGEN INC
+$29.6M
105,962
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.4M
1,662
-97%
减持
QCOM
QUALCOMM INC
-$26.8M
4,741
-97%
清仓
LULU
LULULEMON ATHLETICA INC
-$25.4M
0
-100%
清仓
EXP
EAGLE MATLS INC
-$24.3M
0
-100%
清仓
—
ICON PLC
-$24.2M
0
-100%
减持
KKR
KKR & CO INC
-$23.5M
2,675
-99%
增持
EME
EMCOR GROUP INC
+$20.9M
90,319
+22%
增持
FIX
COMFORT SYS USA INC
+$20.6M
87,380
+7%
减持
AVGO
BROADCOM INC
+$17.4M
168,928
-3%
增持
ANET
ARISTA NETWORKS INC
+$13.8M
358,885
+22%
减持
NFLX
NETFLIX INC
+$11.4M
36,110
-9%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$10.6M
157,850
+56%
减持
—
ROYAL CARIBBEAN GROUP
+$10.1M
129,688
-13%
减持
MSFT
MICROSOFT CORP
+$10.1M
92,992
-3%
清仓
FINV
FINVOLUTION GROUP
-$9.9M
0
-100%
减持
BRO
BROWN & BROWN INC
-$9.5M
274,557
-14%
减持
META
META PLATFORMS INC
+$9.2M
64,093
-3%
减持
JBL
JABIL INC
+$8.3M
176,742
-20%
减持
APP
APPLOVIN CORP
+$8.3M
102,955
-2%
建仓
GTLS
CHART INDS INC
+$8.2M
50,028
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$8.2M
251,732
+19%
清仓
ATAT
ATOUR LIFESTYLE HLDGS LTD
-$8.1M
0
-100%
增持
MCO
MOODYS CORP
+$8.0M
66,793
+22%
减持
NOW
SERVICENOW INC
+$7.8M
36,762
-2%
减持
TW
TRADEWEB MKTS INC
-$7.6M
217,451
-18%
减持
CPRT
COPART INC
-$7.3M
543,178
-9%
增持
APO
APOLLO GLOBAL MGMT INC
+$6.9M
213,141
+25%
建仓
—
TECHNIPFMC PLC
+$6.7M
193,969
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$6.3M
288,858
增持
PINS
PINTEREST INC
+$6.3M
1,019,178
+4%
建仓
ADMA
ADMA BIOLOGICS INC
+$6.3M
343,572
增持
HIMS
HIMS & HERS HEALTH INC
+$6.2M
176,384
+99%
减持
APH
AMPHENOL CORP NEW
+$5.5M
400,799
-23%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$5.3M
113,797
-3%
减持
AMZN
AMAZON COM INC
+$5.3M
183,951
-0%
清仓
GIB
CGI INC
-$5.3M
0
-100%
增持
STRL
STERLING INFRASTRUCTURE INC
+$5.2M
42,212
+5%
增持
INOD
INNODATA INC
+$5.2M
177,152
+63%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$5.2M
337,707
-7%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$4.5M
414,147
+1318%
增持
JLL
JONES LANG LASALLE INC
+$4.5M
123,568
+13%
减持
GOOGL
ALPHABET INC
+$4.4M
215,528
-1%
减持
MCK
MCKESSON CORP
-$4.4M
49,014
-18%
减持
ABBV
ABBVIE INC
-$4.3M
148,495
-2%
增持
PYPL
PAYPAL HLDGS INC
+$4.2M
441,973
+1%
增持
ELF
E L F BEAUTY INC
+$4.0M
52,411
+30%
增持
—
FLEX LTD
+$4.0M
175,521
+22%
增持
PTC
PTC INC
+$3.7M
193,054
+1%
减持
WM
WASTE MGMT INC DEL
-$3.6M
142,237
-9%
清仓
FCN
FTI CONSULTING INC
-$3.6M
0
-100%
减持
CAH
CARDINAL HEALTH INC
-$3.5M
211,413
-25%
减持
VET
VERMILION ENERGY INC
-$3.5M
161,546
-72%
增持
VITL
VITAL FARMS INC
+$3.3M
216,531
+31%
增持
ENSG
ENSIGN GROUP INC
+$3.1M
57,287
+30%
增持
QTWO
Q2 HLDGS INC
+$3.1M
95,775
+31%
清仓
PD
PAGERDUTY INC
-$3.1M
0
-100%
增持
RMBS
RAMBUS INC DEL
+$2.9M
121,593
+30%
增持
AAPL
APPLE INC
-$2.9M
189,430
+1%
增持
TXRH
TEXAS ROADHOUSE INC
+$2.9M
48,269
+30%
增持
ADBE
ADOBE INC
+$2.7M
77,764
+9%
增持
HQY
HEALTHEQUITY INC
+$2.7M
73,955
+30%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.7M
47,307
-2%
增持
UFPT
UFP TECHNOLOGIES INC
+$2.6M
28,565
+31%
增持
VRRM
VERRA MOBILITY CORP
+$2.5M
302,610
+31%
增持
NMIH
NMI HLDGS INC
+$2.5M
170,783
+30%
清仓
FLYW
FLYWIRE CORPORATION
-$2.4M
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$2.4M
92,046
-3%
增持
BDC
BELDEN INC
+$2.3M
60,533
+30%
增持
ADUS
ADDUS HOMECARE CORP
+$2.3M
58,197
+31%
增持
BL
BLACKLINE INC
+$2.3M
117,480
+31%
增持
AX
AXOS FINANCIAL INC
+$2.3M
84,190
+31%
增持
PI
IMPINJ INC
+$2.1M
51,462
+30%
清仓
—
PLAYA HOTELS & RESORTS NV
-$2.1M
0
-100%
增持
—
TOWER SEMICONDUCTOR LTD
+$2.0M
160,125
+16%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$2.0M
197,263
+31%
减持
MSI
MOTOROLA SOLUTIONS INC
-$2.0M
84,233
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.9M
57,485
-2%
减持
CTAS
CINTAS CORP
+$1.9M
159,692
-2%
建仓
—
INTERCORP FINL SVCS INC
+$1.9M
50,618
增持
GRBK
GREEN BRICK PARTNERS INC
+$1.9M
103,551
+30%
增持
SFM
SPROUTS FMRS MKT INC
+$1.8M
54,140
+17%
增持
QLYS
QUALYS INC
+$1.8M
37,963
+30%
增持
KNSL
KINSALE CAP GROUP INC
+$1.8M
16,351
+29%
增持
CRM
SALESFORCE INC
+$1.7M
115,370
+4%
减持
DUOL
DUOLINGO INC
+$1.7M
20,351
-4%
增持
HURN
HURON CONSULTING GROUP INC
+$1.7M
65,214
+29%
增持
SPSC
SPS COMM INC
+$1.7M
49,454
+31%
增持
FISV
FISERV INC
-$1.7M
207,317
+22%
增持
FRSH
FRESHWORKS INC
+$1.7M
417,303
+30%
减持
—
AXIS CAP HLDGS LTD
-$1.6M
61,569
-23%
增持
LRN
STRIDE INC
+$1.6M
63,844
+5%
增持
JD
JD.COM INC
-$1.6M
186,797
+0%
增持
—
TOPBUILD CORP
+$1.5M
16,923
+31%
增持
—
JANUS HENDERSON GROUP PLC
+$1.5M
123,643
+35%
增持
MEDP
MEDPACE HLDGS INC
+$1.5M
18,349
+30%
减持
—
MILLICOM INTL CELLULAR S A
+$1.5M
292,080
-7%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$1.4M
188,974
+30%
减持
—
NOMAD FOODS LTD
-$1.4M
424,124
-3%
增持
—
ARCH CAP GROUP LTD
-$1.4M
390,571
+2%
清仓
VLRS
CONTROLADORA VUELA COMP DE A
-$1.4M
0
-100%
减持
CLS
CELESTICA INC
+$1.3M
20,442
-13%
增持
PCTY
PAYLOCITY HLDG CORP
+$1.1M
30,216
+30%
增持
KT
KT CORP
+$1.1M
347,416
+1%
增持
IT
GARTNER INC
+$1.1M
72,196
+8%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$1.0M
329,057
+30%
减持
GWW
GRAINGER W W INC
+$1.0M
32,327
-2%
增持
ANF
ABERCROMBIE & FITCH CO
+$1.0M
42,035
+30%
减持
V
VISA INC
-$988.8K
103,848
-4%
增持
BABA
ALIBABA GROUP HLDG LTD
-$979.3K
54,625
+1%
增持
—
AERCAP HOLDINGS NV
+$948.7K
62,247
+0%
增持
RELY
REMITLY GLOBAL INC
+$931.4K
325,769
+31%
增持
—
SEMRUSH HLDGS INC
+$903.1K
482,247
+30%
减持
PLMR
PALOMAR HLDGS INC
+$884.4K
66,900
-3%
增持
TENB
TENABLE HLDGS INC
+$826.5K
116,110
+31%
增持
MMSI
MERIT MED SYS INC
+$794.9K
66,253
+30%
增持
ASR
GRUPO AEROPORTUARIO DEL SURE
+$783.7K
17,123
+0%
减持
—
MAREX GROUP PLC
-$746.4K
195,412
-18%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$737.3K
316,850
+6%
增持
—
NXP SEMICONDUCTORS N V
+$712.8K
25,062
+0%
增持
MTDR
MATADOR RES CO
+$709.4K
82,654
+31%
减持
ECL
ECOLAB INC
-$690.4K
126,803
-8%
增持
SMPL
SIMPLY GOOD FOODS CO
+$675.4K
125,643
+32%
减持
GIL
GILDAN ACTIVEWEAR INC
+$654.7K
131,155
-0%
清仓
ORCL
ORACLE CORP
-$629.3K
0
-100%
增持
NRG
NRG ENERGY INC
+$574.4K
5,813
+55%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$559.1K
242,586
+3%
增持
LNTH
LANTHEUS HLDGS INC
+$514.5K
80,319
+29%
增持
—
JAZZ PHARMACEUTICALS PLC
+$510.5K
56,357
+28%
清仓
D
DOMINION ENERGY INC
-$492.0K
0
-100%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$485.0K
28,161
-13%
减持
IBN
ICICI BANK LIMITED
+$475.6K
238,821
-0%
增持
PSO
PEARSON PLC
-$438.1K
408,688
+0%
减持
—
PAYSAFE LIMITED
-$433.4K
83,927
-12%
减持
KLAC
KLA CORP
+$431.8K
39,951
-23%
建仓
COF
CAPITAL ONE FINL CORP
+$430.8K
2,025
减持
OMAB
GRUPO AEROPORTUARIO DEL CENT
+$421.3K
26,410
-12%
增持
CCK
CROWN HLDGS INC
+$397.2K
9,678
+44%
减持
MA
MASTERCARD INCORPORATED
-$395.9K
64,387
-4%
增持
EFXT
ENERFLEX LTD
+$393.9K
244,851
+23%
清仓
—
DISCOVER FINL SVCS
-$379.3K
0
-100%
减持
—
RADWARE LTD
+$368.1K
74,757
-12%
减持
—
EXXON MOBIL CORP
-$368.0K
4,940
-35%
减持
—
GOLAR LNG LTD
+$324.8K
196,650
-4%
减持
OBE
OBSIDIAN ENERGY LTD
-$321.3K
309,082
-11%
