Holdings
Renaissance Group LLC
As of Jun 30, 2026, Renaissance Group LLC reported 205 positions worth US$2.33B. Largest: Kla Corporation, Applied Materials, Inc. and Amphenol Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 191K | US$57.8M | +164K | Jun 30, 2026 |
| Applied Materials, Inc. | 72,843 | US$52.7M | −36,774 | Jun 30, 2026 |
| Amphenol Corporation | 276K | US$48.6M | −29,435 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 134K | US$48.1M | −22,280 | Jun 30, 2026 |
| Lam Research Corporation | 108K | US$46.9M | −46,547 | Jun 30, 2026 |
| Arista Networks, Inc. | 253K | US$42.9M | −35,701 | Jun 30, 2026 |
| Rockwell Automation, Inc. | 82,553 | US$40.9M | −7,572 | Jun 30, 2026 |
| Apple Inc | 141K | US$40.8M | −17,633 | Jun 30, 2026 |
| Jabil Inc. | 105K | US$40.4M | −48,156 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 19,928 | US$39.5M | −9,446 | Jun 30, 2026 |