Holdings
Renaissance Investment Group LLC
As of Jun 30, 2026, Renaissance Investment Group LLC reported 75 positions worth US$452M. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Crowdstrike Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 85,510 | US$30.6M | −13,652 | Jun 30, 2026 |
| Broadcom Inc. | 68,173 | US$25.8M | −11,795 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 29,891 | US$22.8M | +469 | Jun 30, 2026 |
| Ge Vernova Inc. | 19,339 | US$22.7M | −1,167 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 132K | US$20M | −847 | Jun 30, 2026 |
| United Rentals, Inc. | 17,401 | US$19.7M | −174 | Jun 30, 2026 |
| Apple Inc | 67,748 | US$19.6M | −885 | Jun 30, 2026 |
| Costco Wholesale Corporation | 20,279 | US$19M | −266 | Jun 30, 2026 |
| Nvidia Corporation | 94,002 | US$18.8M | −1,072 | Jun 30, 2026 |
| Microsoft Corp. | 45,497 | US$17M | −166 | Jun 30, 2026 |