RENAISSANCE GROUP LLC
Top Portfolio Positions
232 positions ·
$2,386,322,302 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
147,113 | $42,303,814 | 1.77% | |
| KLAC |
Kla Corp
Technology
|
27,920 | $41,109,687 | 1.72% | |
| JBL |
Jabil Inc
Technology
|
153,038 | $40,651,483 | 1.70% | |
| AVGO |
Broadcom Inc.
Technology
|
131,039 | $40,557,880 | 1.70% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
29,374 | $40,506,452 | 1.70% | |
| AAPL |
Apple Inc.
Technology
|
158,501 | $40,225,968 | 1.69% | |
| EME |
EMCOR Group, Inc.
Industrials
|
52,800 | $38,982,768 | 1.63% | |
| APH |
Amphenol Corp /De/
Technology
|
305,160 | $38,556,966 | 1.62% | |
| AMAT |
Applied Materials Inc /De
Technology
|
109,617 | $37,465,994 | 1.57% | |
| HSY |
Hershey Co
Consumer Defensive
|
178,048 | $37,014,398 | 1.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NMIH
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,531,874 | 227,456 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,428,266 | 182,110 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,138,332 | 186,185 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $7,205,334 | 170,783 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,737,582 | 131,417 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,945,597 | 107,334 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,018,619 | 97,563 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,076,160 | 90,369 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,655,922 | 82,125 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,994,347 | 67,195 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,713,848 | 63,265 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,592,345 | 61,671 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,323,744 | 59,281 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,152,217 | 55,130 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,115,888 | 54,781 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $896,952 | 53,871 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,057,950 | 51,307 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,068,071 | 48,882 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,062,918 | 47,011 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,054,356 | 46,902 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,119,330 | 47,349 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,047,856 | 46,263 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $817,892 | 45,949 | Shares | Defined | 2020-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||