RENAISSANCE GROUP LLC
Top Portfolio Positions
231 positions ·
$2,385,844,061 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in TW
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,219,661 | 273,837 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $25,041,334 | 232,856 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $26,338,217 | 237,324 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $31,834,826 | 217,451 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $39,449,830 | 265,727 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $35,874,043 | 274,015 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,944,689 | 282,564 | Shares | Defined | 2024-11-12 | |
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