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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 24
减持 95
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
SCHW
SCHWAB CHARLES CORP
+$35.0M
349,890
增持
LRCX
LAM RESEARCH CORP
+$34.9M
212,782
+1817%
减持
—
ROYAL CARIBBEAN GROUP
-$34.3M
5,899
-95%
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
PEGA
PEGASYSTEMS INC
+$32.3M
540,430
减持
WM
WASTE MGMT INC DEL
-$30.9M
3,125
-98%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$28.1M
294,324
减持
FISV
FISERV INC
-$27.4M
3,953
-98%
清仓
BRO
BROWN & BROWN INC
-$23.5M
0
-100%
减持
NTNX
NUTANIX INC
-$15.0M
345,664
-22%
减持
APP
APPLOVIN CORP
-$11.9M
58,566
-18%
增持
AMGN
AMGEN INC
+$11.6M
112,882
+26%
减持
PINS
PINTEREST INC
-$11.5M
797,189
-20%
减持
EME
EMCOR GROUP INC
-$11.4M
54,785
-21%
减持
ADSK
AUTODESK INC
-$11.0M
76,827
-28%
增持
NFLX
NETFLIX INC
-$9.5M
355,377
+894%
清仓
DUOL
DUOLINGO INC
-$8.9M
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC
-$8.7M
0
-100%
清仓
GRBK
GREEN BRICK PARTNERS INC
-$8.3M
0
-100%
清仓
RELY
REMITLY GLOBAL INC
-$8.1M
0
-100%
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$7.8M
327,970
建仓
BCO
BRINKS CO
+$7.7M
65,773
建仓
HTHT
H WORLD GROUP LTD
+$7.5M
160,226
减持
FIX
COMFORT SYS USA INC
-$7.3M
38,796
-26%
建仓
WGS
GENEDX HOLDINGS CORP
+$7.2M
55,103
减持
ANET
ARISTA NETWORKS INC
-$7.1M
302,548
-6%
建仓
MOD
MODINE MFG CO
+$7.0M
52,226
减持
META
META PLATFORMS INC
-$6.9M
57,504
-6%
建仓
HBM
HUDBAY MINERALS INC
+$6.8M
340,979
减持
—
GOLAR LNG LTD
-$6.8M
5,582
-97%
建仓
NXT
NEXTRACKER INC
+$6.4M
73,688
减持
LRN
STRIDE INC
-$6.4M
60,074
-13%
建仓
IESC
IES HLDGS INC
+$6.3M
16,071
减持
HLI
HOULIHAN LOKEY INC
-$6.0M
185,020
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
-$5.8M
83,681
+1%
增持
UBER
UBER TECHNOLOGIES INC
-$5.8M
373,442
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$5.8M
354,407
+0%
减持
CPRT
COPART INC
-$5.8M
490,396
-12%
清仓
—
JAMF HLDG CORP
-$5.8M
0
-100%
减持
PTC
PTC INC
-$5.7M
186,248
-1%
减持
PYPL
PAYPAL HLDGS INC
-$5.5M
413,211
-6%
减持
DT
DYNATRACE INC
-$5.3M
458,055
-12%
建仓
LMB
LIMBACH HLDGS INC
+$5.2M
66,420
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$5.1M
107,959
-2%
增持
NOW
SERVICENOW INC
-$5.1M
187,414
+410%
减持
MSFT
MICROSOFT CORP
-$4.9M
87,585
-4%
减持
HIMS
HIMS & HERS HEALTH INC
-$4.7M
179,224
-4%
减持
GOOGL
ALPHABET INC
+$4.3M
170,216
-15%
清仓
—
NOMAD FOODS LTD
-$4.3M
0
-100%
减持
CVSA
ADTALEM GLOBAL ED INC
-$4.3M
46,604
-21%
增持
CRM
SALESFORCE INC
+$4.3M
122,928
+3%
增持
INOD
INNODATA INC
-$4.0M
153,262
+0%
减持
CAH
CARDINAL HEALTH INC
+$4.0M
181,052
-15%
减持
ELF
E L F BEAUTY INC
-$3.8M
50,258
-12%
清仓
—
SEMRUSH HLDGS INC
-$3.7M
0
-100%
清仓
TENB
TENABLE HLDGS INC
-$3.7M
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$3.6M
63,007
-28%
减持
ROK
ROCKWELL AUTOMATION INC
+$3.2M
93,189
-1%
减持
TPR
TAPESTRY INC
+$3.2M
316,766
-4%
减持
—
TOWER SEMICONDUCTOR LTD
-$3.1M
62,928
-57%
减持
AVGO
BROADCOM INC
-$3.0M
138,327
-10%
减持
JLL
JONES LANG LASALLE INC
+$2.8M
119,016
-5%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$2.8M
291,915
-7%
减持
ULTA
ULTA BEAUTY INC
+$2.7M
64,332
-3%
增持
HALO
HALOZYME THERAPEUTICS INC
-$2.7M
481,152
+1%
减持
VITL
VITAL FARMS INC
-$2.7M
212,647
-8%
减持
AMAT
APPLIED MATLS INC
-$2.6M
152,584
-25%
减持
SFM
SPROUTS FMRS MKT INC
-$2.6M
62,497
-11%
减持
SPSC
SPS COMM INC
-$2.6M
59,941
-21%
增持
—
JAZZ PHARMACEUTICALS PLC
+$2.4M
52,314
+7%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.4M
50,371
-8%
减持
NTES
NETEASE INC
-$2.4M
27,577
-32%
减持
KLAC
KLA CORP
+$2.4M
36,757
-6%
减持
MGRC
MCGRATH RENTCORP
-$2.2M
51,484
-20%
减持
ALKT
ALKAMI TECHNOLOGY INC
-$2.1M
259,524
-21%
增持
GWW
GRAINGER W W INC
+$2.1M
32,721
+1%
减持
—
CLEARWATER ANALYTICS HLDGS I
+$2.0M
417,761
-6%
减持
NRG
NRG ENERGY INC
-$2.0M
203,082
-4%
增持
JBL
JABIL INC
+$1.9M
159,794
+1%
减持
WAY
WAYSTAR HLDG CORP
-$1.8M
201,686
-9%
减持
LOW
LOWES COS INC
-$1.7M
136,971
-1%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$1.7M
15,527
-14%
减持
KNSL
KINSALE CAP GROUP INC
-$1.7M
17,257
-13%
减持
PRIM
PRIMORIS SVCS CORP
-$1.7M
55,347
-11%
减持
SONY
SONY GROUP CORP
-$1.6M
266,623
-9%
减持
ECL
ECOLAB INC
-$1.5M
125,168
-0%
清仓
—
CUSHMAN WAKEFIELD PLC
-$1.4M
0
-100%
增持
INTU
INTUIT
+$1.4M
41,580
+9%
增持
RMBS
RAMBUS INC DEL
-$1.3M
108,775
+0%
减持
TW
TRADEWEB MKTS INC
-$1.3M
232,856
-2%
减持
VRRM
VERRA MOBILITY CORP
-$1.3M
307,589
-7%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$1.2M
185,938
-10%
建仓
—
CUSHMAN & WAKEFIELD LTD
+$1.2M
74,095
增持
—
JANUS HENDERSON GROUP PLC
+$1.2M
141,675
+13%
建仓
ARIS
ARIS MNG CORP
+$1.2M
71,484
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$1.1M
234,250
-12%
减持
ADMA
ADMA BIOLOGICS INC
+$1.1M
475,679
-8%
减持
CPRX
CATALYST PHARMACEUTICALS INC
+$1.1M
346,368
-3%
清仓
—
PAYSAFE LIMITED
-$1.1M
0
-100%
增持
MEDP
MEDPACE HLDGS INC
+$1.0M
20,042
+1%
减持
PI
IMPINJ INC
-$984.2K
52,756
-6%
增持
STRL
STERLING INFRASTRUCTURE INC
-$969.7K
31,031
+1%
减持
V
VISA INC
+$934.3K
102,578
-0%
减持
PCTY
PAYLOCITY HLDG CORP
-$919.3K
28,108
-14%
减持
FRSH
FRESHWORKS INC
-$893.0K
362,050
-20%
增持
TMDX
TRANSMEDICS GROUP INC
+$859.0K
77,229
+2%
减持
MCO
MOODYS CORP
+$858.5K
63,345
-4%
减持
ABBV
ABBVIE INC
-$823.2K
156,454
-1%
减持
APH
AMPHENOL CORP NEW
+$793.9K
327,153
-7%
减持
APO
APOLLO GLOBAL MGMT INC
-$792.8K
196,167
-10%
减持
—
AERCAP HOLDINGS NV
+$791.5K
57,796
-7%
减持
QTWO
Q2 HLDGS INC
-$774.1K
93,841
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$762.8K
39,947
-14%
减持
ADUS
ADDUS HOMECARE CORP
-$715.4K
63,035
-1%
减持
IBN
ICICI BANK LIMITED
-$669.4K
214,961
-8%
减持
AMZN
AMAZON COM INC
+$662.1K
173,971
-3%
减持
—
NXP SEMICONDUCTORS N V
-$660.5K
23,115
-7%
减持
GOOG
ALPHABET INC
+$659.2K
9,668
-1%
减持
KT
KT CORP
-$645.6K
322,548
-7%
减持
ROP
ROPER TECHNOLOGIES INC
-$635.6K
2,099
-33%
减持
—
FLEX LTD
-$570.0K
157,814
-9%
增持
—
TOPBUILD CORP
+$536.1K
18,624
+1%
建仓
GD
GENERAL DYNAMICS CORP
+$530.6K
1,576
减持
OMAB
GRUPO AEROPORTUARIO DEL CENT
-$499.7K
9,603
-35%
减持
PSO
PEARSON PLC
-$496.4K
375,912
-8%
减持
PLMR
PALOMAR HLDGS INC
+$470.0K
66,895
-9%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$459.1K
252,293
+0%
增持
CTRE
CARETRUST REIT INC
+$445.8K
245,779
+1%
减持
—
TECHNIPFMC PLC
+$445.5K
189,410
-7%
减持
ERO
ERO COPPER CORP
-$437.6K
42,621
-48%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$425.4K
11,666
-27%
建仓
CWI
SPDR INDEX SHS FDS
+$420.3K
11,702
减持
ASR
GRUPO AEROPORTUARIO DEL SURE
-$375.0K
15,935
-7%
减持
—
MAREX GROUP PLC
+$373.4K
194,680
-8%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$365.7K
0
-100%
减持
CTAS
CINTAS CORP
-$347.7K
9,413
-9%
减持
HQY
HEALTHEQUITY INC
-$347.5K
79,477
-1%
减持
DCBO
DOCEBO INC
-$337.8K
33,016
-16%
减持
—
CRH PLC
-$326.8K
75,261
-7%
增持
—
CONSTELLIUM SE
+$325.8K
58,221
+12%
减持
BDC
BELDEN INC
-$305.1K
65,230
-1%
减持
NMIH
NMI HLDGS INC
+$289.9K
182,110
-2%
增持
NOA
NORTH AMERN CONSTR GROUP LTD
+$289.0K
67,775
+41%
减持
BL
BLACKLINE INC
+$277.7K
127,461
-0%
减持
SHEL
SHELL PLC
-$272.8K
78,945
-7%
清仓
KKR
KKR & CO INC
-$266.6K
0
-100%
减持
—
RADWARE LTD
-$259.6K
34,946
-16%
减持
MCK
MCKESSON CORP
+$258.3K
46,204
-5%
建仓
VTR
VENTAS INC
+$255.8K
3,306
清仓
—
EVEREST GROUP LTD
-$255.3K
0
-100%
减持
—
AXIS CAP HLDGS LTD
+$253.7K
57,442
-7%
