account_balance
Investment manager · 13F filer · SEC CIK 1509508
Renaissance Investment Group LLC
Reported value$487Mas of Sep 30, 2026
Positions77 2 new, 9 sold out
Top 10 weight43.1%CRWD alone is 5%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CRWDCrowdStrike Holdings, Inc.
5.2%Trimmed −20%
GOOGLAlphabet Inc.
4.8%Trimmed −2%
AVGOBroadcom Inc.
4.8%Trimmed −3%
MSFTMicrosoft Corp
4.7%
AAPLApple Inc.
4.7%
NVDANVIDIA Corp
4.3%Trimmed −2%
COSTCostco Wholesale Corp
3.8%
GEVGE Vernova Inc.
3.8%
TJXTJX Companies Inc
3.6%
TMOThermo Fisher Scientific Inc.
3.5%
URIUnited Rentals, Inc.
3.4%Trimmed −4%
RTXRTX Corp
2.9%
CRWDCrowdStrike Holdings, Inc.
5.2%−20%
GOOGLAlphabet Inc.
4.8%
AVGOBroadcom Inc.
4.8%
MSFTMicrosoft Corp
4.7%
AAPLApple Inc.
4.7%
NVDANVIDIA Corp
4.3%−2%
COSTCostco Wholesale Corp
3.8%
GEVGE Vernova Inc.
3.8%
TJXTJX Companies Inc
3.6%
TMOThermo Fisher Scientific Inc.
3.5%
URIUnited Rentals, Inc.
3.4%
RTXRTX Corp
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CRWD CrowdStrike Holdings, Inc. 5.2% Trimmed −20%GOOGL Alphabet Inc. 4.8% Trimmed −2%AVGO Broadcom Inc. 4.8% Trimmed −3%MSFT Microsoft Corp 4.7% HeldAAPL Apple Inc. 4.7% HeldNVDA NVIDIA Corp 4.3% Trimmed −2%COST Costco Wholesale Corp 3.8% HeldGEV GE Vernova Inc. 3.8% HeldTJX TJX Companies Inc 3.6% HeldTMO Thermo Fisher Scientific Inc. 3.5% HeldURI United Rentals, Inc. 3.4% Trimmed −4%RTX RTX Corp 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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