Renaissance Group
$2.5B 13F equity value
255 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Renaissance Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KLAC | KLA CORP | 191,464 | $58M | 2.3% |
| AMAT | APPLIED MATLS INC | 72,843 | $53M | 2.1% |
| APH | AMPHENOL CORP | 275,725 | $49M | 2.0% |
| LRCX | LAM RESEARCH CORP | 108,197 | $47M | 1.9% |
| GOOGL | ALPHABET INC | 129,437 | $46M | 1.9% |
| ANET | ARISTA NETWORKS INC | 252,781 | $43M | 1.7% |
| ROK | ROCKWELL AUTOMATION INC | 82,553 | $41M | 1.7% |
| AAPL | APPLE INC | 140,868 | $41M | 1.7% |
| JBL | JABIL INC | 104,882 | $40M | 1.6% |
| FIX | COMFORT SYS USA INC | 19,928 | $39M | 1.6% |
Track Renaissance Group's 13F portfolio: $2.5B in reported holdings, 255 positions. Top holdings and quarterly changes on SentiSense.
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