RENAISSANCE GROUP LLC

Q2 2025 13F Holdings

  • Location
    covington, KY
  • Num holdings

    236

  • Value ($000)

    $2,566,537

  • Date Filed
    08/11/2025
  • Form type
    13F-HR
  • CIK
    0000944234
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NFLX
NFLX

NETFLIX INC

COM
64110L106
$48.36M
2 %

36,110

EME
EME

EMCOR GROUP INC

COM
29084Q100
$48.31M
2 %

90,319

META
META

META PLATFORMS INC

COM
30303M102
$47.31M
2 %

64,093

FIX
FIX

COMFORT SYS USA INC

COM
199908104
$46.85M
2 %

87,380

AVGO
AVGO

BROADCOM INC

COM
11135F101
$46.56M
2 %

168,928

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$46.26M
2 %

92,992

RCL
RCL

ROYAL CARIBBEAN GROUP

COM
V7780T103
$40.61M
2 %

129,688

AMZN
AMZN

AMAZON COM INC

COM
023135106
$40.36M
2 %

183,951

APH
APH

AMPHENOL CORP NEW

COM
032095101
$39.58M
2 %

400,799

AAPL
AAPL

APPLE INC

COM
037833100
$38.87M
2 %

189,430

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