RENAISSANCE GROUP LLC: 13F holdings
CIK 9442342026Q2
| Positions | 234 |
|---|
| Reported value | $2.5bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 234 (+0 vs prior quarter) |
|---|
| Reported value | $2.5bn (+3.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KLAC KLA CORP | 191,464 | $57.8m | 2.3% |
| AMAT APPLIED MATLS INC | 72,843 | $52.7m | 2.1% |
| APH AMPHENOL CORP | 275,725 | $48.6m | 2.0% |
| LRCX LAM RESEARCH CORP | 108,197 | $46.9m | 1.9% |
| GOOGL ALPHABET INC | 129,437 | $46.3m | 1.9% |
| ANET ARISTA NETWORKS INC | 252,781 | $42.9m | 1.7% |
| ROK ROCKWELL AUTOMATION INC | 82,553 | $40.9m | 1.7% |
| AAPL APPLE INC | 140,868 | $40.8m | 1.7% |
| JBL JABIL INC | 104,882 | $40.4m | 1.6% |
| FIX COMFORT SYS USA INC | 19,928 | $39.5m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="944234")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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