RENAISSANCE GROUP LLC
CIK 944234
13F filing for Q2 2026・No. 1,451
- Holdings
- US$2.46B
- Quarter change
- +US$73.38M
- Entries
- 234
- Net bought (estimate)
- −US$189.95M
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 22
- Sold out 22
- Cut 159
- Added 31
- Corporate actions 0
- Unchanged 22
Largest holdings
234 stocks worth US$2.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KLACKLA CORPCOM | CutSplit 7:1 | 191,464 | US$57.77M | 2.35% |
| AMATAPPLIED MATLS INCCOM | Cut | 72,843 | US$52.67M | 2.14% |
| APHAMPHENOL CORPCOM | Cut | 275,725 | US$48.62M | 1.97% |
| LRCXLAM RESEARCH CORPCOM | Cut | 108,197 | US$46.88M | 1.90% |
| GOOGLAlphabetCOM | Cut | 129,437 | US$46.26M | 1.88% |
| ANETARISTA NETWORKS INCCOM | Cut | 252,781 | US$42.94M | 1.74% |
| ROKROCKWELL AUTOMATION INCCOM | Cut | 82,553 | US$40.87M | 1.66% |
| AAPLAppleCOM | Cut | 140,868 | US$40.76M | 1.66% |
| JBLJABIL INCCOM | Cut | 104,882 | US$40.43M | 1.64% |
| FIXCOMFORT SYS USA INCCOM | Cut | 19,928 | US$39.5M | 1.60% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.