account_balance
Investment manager · 13F filer · SEC CIK 944234
Renaissance Group LLC
Reported value$2.31Bas of Sep 30, 2026
Positions232 21 new, 23 sold out
Top 10 weight16.7%AAPL alone is 2%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
1.9%Trimmed −8%
GOOGLAlphabet Inc.
1.9%Trimmed −4%
DTDynatrace, Inc.
1.8%Trimmed −3%
MSFTMicrosoft Corp
1.7%Trimmed −8%
METAMeta Platforms, Inc.
1.7%Trimmed −2%
APHAmphenol Corp
1.6%Trimmed −22%
ANETArista Networks, Inc.
1.6%Trimmed −30%
KLACKLA Corp
1.6%Trimmed −4%
AVGOBroadcom Inc.
1.5%Trimmed −2%
FTITechnipFMC PLC
1.5%Added +342%
NTAPNetApp, Inc.
1.5%Added +7509%
LRCXLam Research Corp
1.5%Trimmed −3%
AAPLApple Inc.
1.9%−8%
GOOGLAlphabet Inc.
1.9%
DTDynatrace, Inc.
1.8%
MSFTMicrosoft Corp
1.7%−8%
METAMeta Platforms, Inc.
1.7%−2%
APHAmphenol Corp
1.6%−22%
ANETArista Networks, Inc.
1.6%
KLACKLA Corp
1.6%
AVGOBroadcom Inc.
1.5%
FTITechnipFMC PLC
1.5%
NTAPNetApp, Inc.
1.5%
LRCXLam Research Corp
1.5%
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
AAPL Apple Inc. 1.9% Trimmed −8%GOOGL Alphabet Inc. 1.9% Trimmed −4%DT Dynatrace, Inc. 1.8% Trimmed −3%MSFT Microsoft Corp 1.7% Trimmed −8%META Meta Platforms, Inc. 1.7% Trimmed −2%APH Amphenol Corp 1.6% Trimmed −22%ANET Arista Networks, Inc. 1.6% Trimmed −30%KLAC KLA Corp 1.6% Trimmed −4%AVGO Broadcom Inc. 1.5% Trimmed −2%FTI TechnipFMC PLC 1.5% Added +342%NTAP NetApp, Inc. 1.5% Added +7509%LRCX Lam Research Corp 1.5% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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