RENAISSANCE GROUP LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$2.5T
Holdings
240
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (240 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 170,216 | $53.3B | 2.14% | |
| 2 | AVGOBROADCOM INC | 138,327 | $47.9B | 1.92% | |
| 3 | AAPLAPPLE INC | 164,885 | $44.8B | 1.80% | |
| 4 | KLACKLA CORP | 36,757 | $44.7B | 1.79% | |
| 5 | APHAMPHENOL CORP NEW | 327,153 | $44.2B | 1.78% | |
| 6 | MSFTMICROSOFT CORP | 87,585 | $42.4B | 1.70% | |
| 7 | TPRTAPESTRY INC | 316,766 | $40.5B | 1.63% | |
| 8 | AMZNAMAZON COM INC | 173,971 | $40.2B | 1.61% | |
| 9 | JLLJONES LANG LASALLE INC | 119,016 | $40.0B | 1.61% | |
| 10 | ANETARISTA NETWORKS INC | 302,548 | $39.6B | 1.59% | |
| 11 | APPAPPLOVIN CORP | 58,566 | $39.5B | 1.58% | |
| 12 | AMATAPPLIED MATLS INC | 152,584 | $39.2B | 1.57% | |
| 13 | ULTAULTA BEAUTY INC | 64,332 | $38.9B | 1.56% | |
| 14 | METAMETA PLATFORMS INC | 57,504 | $38.0B | 1.52% | |
| 15 | MCKMCKESSON CORP | 46,204 | $37.9B | 1.52% | |
| 16 | CAHCARDINAL HEALTH INC | 181,052 | $37.2B | 1.49% | |
| 17 | AMGNAMGEN INC | 112,882 | $36.9B | 1.48% | |
| 18 | JBLJABIL INC | 159,794 | $36.4B | 1.46% | |
| 19 | LRCXLAM RESEARCH CORP | 212,782 | $36.4B | 1.46% | |
| 20 | ROKROCKWELL AUTOMATION INC | 93,189 | $36.3B | 1.46% | |
| 21 | FIXCOMFORT SYS USA INC | 38,796 | $36.2B | 1.45% | |
| 22 | VVISA INC | 102,578 | $36.0B | 1.44% | |
| 23 | MAMASTERCARD INCORPORATED | 62,873 | $35.9B | 1.44% | |
| 24 | NBIXNEUROCRINE BIOSCIENCES INC | 252,293 | $35.8B | 1.44% | |
| 25 | ABBVABBVIE INC | 156,454 | $35.7B | 1.44% | |
| 26 | SCHWSCHWAB CHARLES CORP | 349,890 | $35.0B | 1.40% | |
| 27 | CDNSCADENCE DESIGN SYSTEM INC | 107,959 | $33.7B | 1.35% | |
| 28 | EMEEMCOR GROUP INC | 54,785 | $33.5B | 1.35% | |
| 29 | NFLXNETFLIX INC | 355,377 | $33.3B | 1.34% | |
| 30 | LOWLOWES COS INC | 136,971 | $33.0B | 1.33% | |
| 31 | GWWGRAINGER W W INC | 32,721 | $33.0B | 1.33% | |
| 32 | ECLECOLAB INC | 125,168 | $32.9B | 1.32% | |
| 33 | CRMSALESFORCE INC | 122,928 | $32.6B | 1.31% | |
| 34 | PTCPTC INC | 186,248 | $32.4B | 1.30% | |
| 35 | HALOHALOZYME THERAPEUTICS INC | 481,152 | $32.4B | 1.30% | |
| 36 | MCOMOODYS CORP | 63,345 | $32.4B | 1.30% | |
| 37 | NRANRG ENERGY INC | 203,082 | $32.3B | 1.30% | |
| 38 | ORLYOREILLY AUTOMOTIVE INC | 354,407 | $32.3B | 1.30% | |
| 39 | PEGAPEGASYSTEMS INC | 540,430 | $32.3B | 1.30% | |
| 40 | HLIHOULIHAN LOKEY INC | 185,020 | $32.2B | 1.29% | |
| 41 | MSIMOTOROLA SOLUTIONS INC | 83,681 | $32.1B | 1.29% | |
| 42 | UBERUBER TECHNOLOGIES INC | 373,442 | $30.5B | 1.23% | |
| 43 | NOWSERVICENOW INC | 187,414 | $28.7B | 1.15% | |
| 44 | ADBEADOBE INC | 81,498 | $28.5B | 1.15% | |
| 45 | APOAPOLLO GLOBAL MGMT INC | 196,167 | $28.4B | 1.14% | |
| 46 | BSXBOSTON SCIENTIFIC CORP | 294,324 | $28.1B | 1.13% | |
| 47 | INTUINTUIT | 41,580 | $27.5B | 1.11% | |
| 48 | TWTRADEWEB MKTS INC | 232,856 | $25.0B | 1.01% | |
| 49 | PYPLPAYPAL HLDGS INC | 413,211 | $24.1B | 0.97% | |
| 50 | ITGARTNER INC | 94,519 | $23.8B | 0.96% | |
| 51 | ADSKAUTODESK INC | 76,827 | $22.7B | 0.91% | |
| 52 | PINSPINTEREST INC | 797,189 | $20.6B | 0.83% | |
| 53 | DTDYNATRACE INC | 458,055 | $19.9B | 0.80% | |
| 54 | CPRTCOPART INC | 490,396 | $19.2B | 0.77% | |
| 55 | NTNXNUTANIX INC | 345,664 | $17.9B | 0.72% | |
| 56 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 39,947 | $12.1B | 0.49% | |
| 57 | MEDPMEDPACE HLDGS INC | 20,042 | $11.3B | 0.45% | |
| 58 | ENSGENSIGN GROUP INC | 61,667 | $10.7B | 0.43% | |
| 59 | HURNHURON CONSULTING GROUP INC | 60,388 | $10.4B | 0.42% | |
| 60 | CWANCLEARWATER ANALYTICS HLDGS I | 417,761 | $10.1B | 0.40% | |
| 61 | RMBS*RAMBUS INC DEL | 108,775 | $10.0B | 0.40% | |
| 62 | TIGOMILLICOM INTL CELLULAR S A | 180,034 | $10.0B | 0.40% | |
| 63 | FLEXFLEX LTD | 157,814 | $9.5B | 0.38% | |
| 64 | STRLSTERLING INFRASTRUCTURE INC | 31,031 | $9.5B | 0.38% | |
| 65 | TMDXTRANSMEDICS GROUP INC | 77,229 | $9.4B | 0.38% | |
| 66 | RHCRH PLC | 75,261 | $9.4B | 0.38% | |
| 67 | PIIMPINJ INC | 52,756 | $9.2B | 0.37% | |
| 68 | TEVATEVA PHARMACEUTICAL INDS LTD | 291,915 | $9.1B | 0.37% | |
| 69 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 63,007 | $9.1B | 0.36% | |
| 70 | PLMRPALOMAR HLDGS INC | 66,895 | $9.0B | 0.36% | |
| 71 | JAZZJAZZ PHARMACEUTICALS PLC | 52,314 | $8.9B | 0.36% | |
| 72 | CTRECARETRUST REIT INC | 245,779 | $8.9B | 0.36% | |
| 73 | ADMAADMA BIOLOGICS INC | 475,679 | $8.7B | 0.35% | |
| 74 | UFPTUFP TECHNOLOGIES INC | 38,064 | $8.5B | 0.34% | |
| 75 | FTITECHNIPFMC PLC | 189,410 | $8.4B | 0.34% | |
| 76 | AERAERCAP HOLDINGS NV | 57,796 | $8.3B | 0.33% | |
| 77 | MMSIMERIT MED SYS INC | 92,391 | $8.1B | 0.33% | |
| 78 | CPRXCATALYST PHARMACEUTICALS INC | 346,368 | $8.1B | 0.32% | |
| 79 | BB4AXOS FINANCIAL INC | 91,598 | $7.9B | 0.32% | |
| 80 | EXLSEXLSERVICE HOLDINGS INC | 185,938 | $7.9B | 0.32% | |
| 81 | INODINNODATA INC | 153,262 | $7.8B | 0.31% | |
| 82 | PRVAPRIVIA HEALTH GROUP INC | 327,970 | $7.8B | 0.31% | |
| 83 | BLDTOPBUILD CORP | 18,624 | $7.8B | 0.31% | |
| 84 | BCOBRINKS CO | 65,773 | $7.7B | 0.31% | |
| 85 | BDCBELDEN INC | 65,230 | $7.6B | 0.31% | |
| 86 | GILGILDAN ACTIVEWEAR INC | 121,081 | $7.6B | 0.30% | |
| 87 | HTHTH WORLD GROUP LTD | 160,226 | $7.5B | 0.30% | |
| 88 | MRXMAREX GROUP PLC | 194,680 | $7.5B | 0.30% | |
| 89 | NMIHNMI HLDGS INC | 182,110 | $7.4B | 0.30% | |
| 90 | TSEMTOWER SEMICONDUCTOR LTD | 62,928 | $7.4B | 0.30% | |
| 91 | BABAALIBABA GROUP HLDG LTD | 50,371 | $7.4B | 0.30% | |
| 92 | HQYHEALTHEQUITY INC | 79,477 | $7.3B | 0.29% | |
| 93 | WGSGENEDX HOLDINGS CORP | 55,103 | $7.2B | 0.29% | |
| 94 | BLBLACKLINE INC | 127,461 | $7.0B | 0.28% | |
| 95 | ACGLARCH CAP GROUP LTD | 73,388 | $7.0B | 0.28% | |
| 96 | MODMODINE MFG CO | 52,226 | $7.0B | 0.28% | |
| 97 | VRRMVERRA MOBILITY CORP | 307,589 | $6.9B | 0.28% | |
| 98 | PRIMPRIMORIS SVCS CORP | 55,347 | $6.9B | 0.28% | |
| 99 | SONYSONY GROUP CORP | 266,623 | $6.8B | 0.27% | |
| 100 | VITLVITAL FARMS INC | 212,647 | $6.8B | 0.27% |
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