Renaissance Investment Group LLC
CIK 1509508
13F filing for Q2 2026・No. 3,844
- Holdings
- US$511.42M
- Quarter change
- +US$45.96M
- Entries
- 83
- Net bought (estimate)
- −US$9.16M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 4
- Cut 40
- Added 23
- Corporate actions 0
- Unchanged 14
Largest holdings
84 stocks worth US$508.4M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AVGOBroadcomCOM | Cut | 68,173 | US$25.75M | 5.07% |
| GOOGLAlphabetCAP STK CL A | Cut | 69,694 | US$24.91M | 4.90% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Added | 29,891 | US$22.81M | 4.49% |
| GEVGE VERNOVA INCCOM | Cut | 19,339 | US$22.72M | 4.47% |
| TJXTJX COS INC NEWCOM | Cut | 132,164 | US$20.02M | 3.94% |
| URIUNITED RENTALS INCCOM | Cut | 17,401 | US$19.71M | 3.88% |
| AAPLAppleCOM | Cut | 67,748 | US$19.6M | 3.86% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 20,279 | US$18.97M | 3.73% |
| NVDANvidiaCOM | Cut | 94,002 | US$18.81M | 3.70% |
| MSFTMicrosoftCOM | Cut | 45,497 | US$16.97M | 3.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.