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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 51
减持 61
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
HSY
HERSHEY CO
+$37.0M
178,048
建仓
COST
COSTCO WHSL CORP NEW
+$35.6M
35,719
建仓
TJX
TJX COS INC NEW
+$33.4M
209,276
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。
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$32.7M
3,601
-97%
减持
ECL
ECOLAB INC
-$32.6M
1,043
-99%
建仓
ZTS
ZOETIS INC
+$32.1M
271,958
减持
ORLY
OREILLY AUTOMOTIVE INC
-$30.0M
25,190
-93%
清仓
ADBE
ADOBE INC
-$28.5M
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$24.9M
82,229
清仓
PYPL
PAYPAL HLDGS INC
-$24.1M
0
-100%
清仓
IT
GARTNER INC
-$23.8M
0
-100%
建仓
—
CARNIVAL CORP
+$23.7M
916,677
增持
ITW
ILLINOIS TOOL WKS INC
+$23.5M
91,759
+5610%
增持
MAR
MARRIOTT INTL INC NEW
+$23.4M
73,501
+3766%
清仓
PINS
PINTEREST INC
-$20.6M
0
-100%
清仓
CPRT
COPART INC
-$19.2M
0
-100%
清仓
NTNX
NUTANIX INC
-$17.9M
0
-100%
增持
APP
APPLOVIN CORP
-$12.6M
67,455
+15%
建仓
AIR
AAR CORP
+$11.0M
100,431
减持
GOOGL
ALPHABET INC
-$11.0M
147,113
-14%
增持
IMAX
IMAX CORP
+$10.8M
321,993
+730%
减持
BSX
BOSTON SCIENTIFIC CORP
-$10.7M
276,752
-6%
减持
PEGA
PEGASYSTEMS INC
-$10.7M
507,439
-6%
减持
HLI
HOULIHAN LOKEY INC
-$10.5M
151,275
-18%
减持
ULTA
ULTA BEAUTY INC
-$10.4M
54,625
-15%
清仓
—
CLEARWATER ANALYTICS HLDGS I
-$10.1M
0
-100%
建仓
—
FABRINET
+$9.8M
18,828
建仓
AEIS
ADVANCED ENERGY INDS
+$9.5M
29,359
清仓
PI
IMPINJ INC
-$9.2M
0
-100%
增持
MSFT
MICROSOFT CORP
-$9.0M
90,010
+3%
建仓
SANM
SANMINA CORPORATION
+$7.7M
59,121
增持
CRM
SALESFORCE INC
-$7.6M
133,483
+9%
减持
TPR
TAPESTRY INC
-$7.5M
233,775
-26%
建仓
DY
DYCOM INDS INC
+$7.3M
21,660
减持
AVGO
BROADCOM INC
-$7.3M
131,039
-5%
增持
TW
TRADEWEB MKTS INC
+$7.2M
273,837
+18%
减持
NRG
NRG ENERGY INC
-$7.1M
172,858
-15%
建仓
BOOT
BOOT BARN HLDGS INC
+$6.9M
47,480
清仓
VRRM
VERRA MOBILITY CORP
-$6.9M
0
-100%
清仓
—
JANUS HENDERSON GROUP PLC
-$6.7M
0
-100%
建仓
GSK
GSK PLC
+$6.4M
116,633
建仓
AVAV
AEROVIRONMENT INC
+$6.4M
35,011
增持
DT
DYNATRACE INC
+$6.2M
705,543
+54%
增持
APO
APOLLO GLOBAL MGMT INC
-$6.0M
200,696
+2%
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$6.0M
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$5.8M
0
-100%
减持
APH
AMPHENOL CORP NEW
-$5.7M
305,160
-7%
减持
JLL
JONES LANG LASALLE INC
-$5.6M
113,197
-5%
减持
MCO
MOODYS CORP
-$5.5M
61,486
-3%
减持
V
VISA INC
-$5.5M
100,788
-2%
减持
EME
EMCOR GROUP INC
+$5.5M
52,800
-4%
减持
MCK
MCKESSON CORP
-$5.5M
37,488
-19%
清仓
MGRC
MCGRATH RENTCORP
-$5.4M
0
-100%
减持
META
META PLATFORMS INC
-$5.1M
57,492
-0%
减持
AMZN
AMAZON COM INC
-$5.0M
168,976
-3%
增持
NXT
NEXTPOWER INC
+$4.9M
93,638
+27%
增持
MOD
MODINE MFG CO
+$4.6M
53,418
+2%
减持
AAPL
APPLE INC
-$4.6M
158,501
-4%
减持
AMGN
AMGEN INC
-$4.5M
92,224
-18%
增持
MA
MASTERCARD INCORPORATED
-$4.5M
62,888
+0%
增持
ADSK
AUTODESK INC
+$4.5M
113,640
+48%
清仓
FRSH
FRESHWORKS INC
-$4.4M
0
-100%
增持
PTC
PTC INC
-$4.4M
196,826
+6%
减持
FIX
COMFORT SYS USA INC
+$4.3M
29,374
-24%
清仓
PCTY
PAYLOCITY HLDG CORP
-$4.3M
0
-100%
增持
SFM
SPROUTS FMRS MKT INC
+$4.3M
119,946
+92%
减持
ANET
ARISTA NETWORKS INC
-$4.2M
288,482
-5%
减持
JBL
JABIL INC
+$4.2M
153,038
-4%
增持
IESC
IES HLDGS INC
+$4.1M
21,648
+35%
建仓
ALV
AUTOLIV INC
+$3.9M
37,315
减持
ROK
ROCKWELL AUTOMATION INC
-$3.9M
90,125
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$3.9M
82,887
-1%
增持
CVSA
ADTALEM GLOBAL ED INC
+$3.6M
73,322
+57%
增持
LRN
STRIDE INC
+$3.6M
85,191
+42%
减持
KLAC
KLA CORP
-$3.6M
27,920
-24%
减持
—
CRH PLC
-$3.5M
55,590
-26%
减持
LRCX
LAM RESEARCH CORP
-$3.4M
154,744
-27%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$3.3M
246,377
-2%
增持
STRL
STERLING INFRASTRUCTURE INC
+$3.2M
31,094
+0%
增持
LMB
LIMBACH HLDGS INC
+$3.0M
104,828
+58%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$2.9M
445,215
+29%
增持
ADMA
ADMA BIOLOGICS INC
-$2.9M
642,535
+35%
增持
WGS
GENEDX HOLDINGS CORP
-$2.9M
66,977
+22%
增持
VITL
VITAL FARMS INC
-$2.8M
281,307
+32%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$2.7M
333,109
+42%
增持
ENSG
ENSIGN GROUP INC
+$2.7M
66,591
+8%
增持
PRIM
PRIMORIS SVCS CORP
+$2.7M
66,686
+20%
减持
SCHW
SCHWAB CHARLES CORP
-$2.6M
344,535
-2%
减持
ABBV
ABBVIE INC
-$2.4M
153,106
-2%
增持
UBER
UBER TECHNOLOGIES INC
-$2.4M
390,741
+5%
增持
CTRE
CARETRUST REIT INC
+$2.1M
298,492
+21%
减持
—
TOWER SEMICONDUCTOR LTD
+$1.9M
53,159
-16%
减持
—
MILLICOM INTL CELLULAR S A
+$1.9M
158,819
-12%
减持
HALO
HALOZYME THERAPEUTICS INC
-$1.9M
471,499
-2%
增持
INTU
INTUIT
+$1.9M
68,025
+64%
减持
—
TOPBUILD CORP
-$1.9M
16,847
-10%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$1.8M
77,075
+22%
增持
AX
AXOS FINANCIAL INC
+$1.8M
113,384
+24%
减持
AMAT
APPLIED MATLS INC
-$1.7M
109,617
-28%
减持
LOW
LOWES COS INC
-$1.7M
132,538
-3%
减持
—
TECHNIPFMC PLC
+$1.7M
146,812
-22%
增持
KNSL
KINSALE CAP GROUP INC
+$1.7M
24,754
+43%
增持
BDC
BELDEN INC
+$1.7M
80,844
+24%
增持
PLMR
PALOMAR HLDGS INC
+$1.7M
89,462
+34%
减持
GWW
WW GRAINGER INC
+$1.6M
31,728
-3%
减持
SONY
SONY GROUP CORP
-$1.5M
256,317
-4%
减持
SHEL
SHELL PLC
+$1.4M
77,012
-2%
增持
QLYS
QUALYS INC
-$1.3M
47,827
+16%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.3M
48,855
-3%
增持
BL
BLACKLINE INC
-$1.2M
156,812
+23%
增持
BCO
BRINKS CO
+$1.2M
86,044
+31%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$1.2M
22,291
+44%
减持
—
ROYAL CARIBBEAN GROUP
-$1.1M
1,872
-68%
增持
NFLX
NETFLIX INC
+$1.1M
358,087
+1%
增持
NMIH
NMI HLDGS INC
+$1.1M
227,456
+25%
增持
HURN
HURON CONSULTING GROUP INC
-$1.1M
73,626
+22%
建仓
—
KAMADA LTD
+$1.1M
125,901
减持
—
MAREX GROUP PLC
+$1.0M
190,900
-2%
建仓
—
BANK OF NT BUTTERFIELD&SON L
+$1.0M
19,366
减持
IBN
ICICI BANK LIMITED
-$1.0M
208,642
-3%
减持
GIL
GILDAN ACTIVEWEAR INC
-$979.4K
118,298
-2%
减持
—
ARCH CAP GROUP LTD
-$966.6K
63,265
-14%
增持
HQY
HEALTHEQUITY INC
+$935.2K
98,314
+24%
清仓
ROP
ROPER TECHNOLOGIES INC
-$934.5K
0
-100%
建仓
—
PAGSEGURO DIGITAL LTD
+$907.9K
90,605
减持
RMBS
RAMBUS INC DEL
-$893.8K
105,795
-3%
清仓
OBE
OBSIDIAN ENERGY LTD
-$889.3K
0
-100%
减持
—
JAZZ PHARMACEUTICALS PLC
+$779.9K
51,168
-2%
减持
CTAS
CINTAS CORP
-$754.0K
6,009
-36%
清仓
DCBO
DOCEBO INC
-$733.0K
0
-100%
增持
QTWO
Q2 HLDGS INC
-$689.4K
128,588
+37%
减持
HCA
HCA HEALTHCARE INC
-$662.0K
4,634
-24%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$640.3K
37,816
-5%
减持
KT
KT CORP
+$637.6K
314,981
-2%
减持
—
NXP SEMICONDUCTORS N V
-$615.8K
22,359
-3%
清仓
MTLS
MATERIALISE NV
-$602.6K
0
-100%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$602.2K
407,308
+24%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$568.0K
283,621
-3%
减持
—
AERCAP HOLDINGS NV
-$562.1K
56,471
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$559.0K
753
-53%
增持
NTES
NETEASE INC
-$545.9K
29,027
+5%
增持
INOD
INNODATA INC
-$538.7K
188,245
+23%
增持
NOW
SERVICENOW INC
-$515.8K
269,672
+44%
增持
ADUS
ADDUS HOMECARE CORP
+$515.8K
77,791
+23%
增持
ELF
E L F BEAUTY INC
+$509.6K
71,460
+42%
增持
MEDP
MEDPACE HLDGS INC
+$505.2K
24,494
+22%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$474.3K
7,178
-45%
减持
—
AXIS CAP HLDGS LTD
-$459.3K
56,130
-2%
减持
HTHT
H WORLD GROUP LTD
+$457.7K
159,005
-1%
建仓
CENX
CENTURY ALUM CO
+$435.2K
7,415
