HoldingsChannel.com
Renaissance Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALPHABET INC CLASS A 26,010 -147 $30,222
     GOOGL26,010-147$30,222
MICROSOFT CORP 189,523 -24,344 $29,890
     MSFT189,523-24,344$29,890
APPLE INC 112,650 -22,926 $28,646
     AAPL112,650-22,926$28,646
FORTINET INC 251,198 -15,565 $25,414
     FTNT251,198-15,565$25,414
UNITEDHEALTH GROUP INC 101,866 -6,636 $25,403
     UNH101,866-6,636$25,403
GILEAD SCIENCES INC 335,846 +290 $25,108
     GILD335,846+290$25,108
KLA CORP 171,587 -6,646 $24,664
     KLAC171,587-6,646$24,664
PROGRESSIVE CORP 330,106 -6,097 $24,375
     PGR330,106-6,097$24,375
ZOETIS INC 206,809 -24,778 $24,339
     ZTS206,809-24,778$24,339
THERMO FISHER SCIENTIFI 84,777 -5,349 $24,043
     TMO84,777-5,349$24,043
FACEBOOK INC 143,612 -5,622 $23,954
     FB143,612-5,622$23,954
BOOZ ALLEN HAMILTON HOLDING 346,466 -9,783 $23,781
     BAH346,466-9,783$23,781
S&P GLOBAL INC 96,634 -13,432 $23,680
     SPGI96,634-13,432$23,680
CADENCE DESIGN SYSTEMS INC 357,501 -23,598 $23,609
     CDNS357,501-23,598$23,609
LOCKHEED MARTIN CORP 69,206 -806 $23,457
     LMT69,206-806$23,457
NVIDIA CORP 87,902 -36,843 $23,171
     NVDA87,902-36,843$23,171
HOME DEPOT INC 123,449 -4,318 $23,049
     HD123,449-4,318$23,049
PAYPAL HOLDINGS INC 240,662 -11,281 $23,041
     PYPL240,662-11,281$23,041
UNION PACIFIC CORP 163,360 -5,105 $23,040
     UNP163,360-5,105$23,040
JOHNSON & JOHNSON 175,042 +175,042 $22,953
     JNJ175,042+175,042$22,953
MERCK & CO INC 291,726 -9,891 $22,445
     MRK291,726-9,891$22,445
DOLLAR GENERAL CORP 148,335 -29,918 $22,400
     DG148,335-29,918$22,400
L3HARRIS TECHNOLOGIES I 124,215 -6,627 $22,374
     LHX124,215-6,627$22,374
CHURCH & DWIGHT CO INC 346,633 +38,379 $22,247
     CHD346,633+38,379$22,247
VISA INC 137,574 -22,382 $22,166
     V137,574-22,382$22,166
ILLINOIS TOOL WORKS INC 154,439 -6,656 $21,949
     ITW154,439-6,656$21,949
ABBVIE INC 287,605 -5,996 $21,913
     ABBV287,605-5,996$21,913
ROSS STORES INC 250,411 -23,333 $21,778
     ROST250,411-23,333$21,778
LAM RESEARCH CORP 90,444 -19,628 $21,707
     LRCX90,444-19,628$21,707
ADOBE INC 68,142 -25,310 $21,686
     ADBE68,142-25,310$21,686
ROPER TECHNOLOGIES INC 69,457 +69,457 $21,657
     ROP69,457+69,457$21,657
ACCENTURE PLC 132,320 +132,320 $21,603
     ACN132,320+132,320$21,603
ELECTRONIC ARTS INC 214,243 +214,243 $21,461
     EA214,243+214,243$21,461
O REILLY AUTOMOTIVE INC 70,328 -1,782 $21,172
     ORLY70,328-1,782$21,172
TEXAS INSTRUMENTS INC 209,605 -6,192 $20,946
     TXN209,605-6,192$20,946
MOTOROLA SOLUTIONS INC 157,165 -4,690 $20,890
     MSI157,165-4,690$20,890
MASTERCARD INC 86,254 -14,994 $20,836
     MA86,254-14,994$20,836
SERVICENOW INC 72,648 +72,648 $20,819
     NOW72,648+72,648$20,819
GLOBAL PAYMENTS INC 143,428 -20,667 $20,687
     GPN143,428-20,667$20,687
SALESFORCECOM INC 143,671 +143,671 $20,686
     CRM143,671+143,671$20,686
COMCAST CORP 596,133 -7,951 $20,495
     CMCSA596,133-7,951$20,495
WASTE MANAGEMENT INC 221,160 -6,410 $20,471
     WM221,160-6,410$20,471
IAC INTERACTIVECORP 110,503 +327 $19,805
     IAC110,503+327$19,805
AMERICAN EXPRESS CO 231,095 -113 $19,784
     AXP231,095-113$19,784
CDW CORP DE 209,308 +1,071 $19,522
     CDW209,308+1,071$19,522
AKAMAI TECHNOLOGIES INC 211,752 -61,562 $19,373
     AKAM211,752-61,562$19,373
GENPACT LTD 661,832 +661,832 $19,325
     G661,832+661,832$19,325
THE WALT DISNEY CO 197,635 +3,695 $19,092
     DIS197,635+3,695$19,092
CBRE GROUP INC 493,077 -12,145 $18,594
     CBRE493,077-12,145$18,594
AMPHENOL CORP 250,225 -766 $18,236
     APH250,225-766$18,236

See Full List: All Stocks Held By Renaissance Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Renaissance Group LLC

Size ($ in 1000's)
At 03/31/2020: $1,798,380
At 12/31/2019: $2,431,185

Combined Holding Report Includes:
RENAISSANCE GROUP LLC
AFFILIATED MANAGERS GROUP INC.
AMG Funds LLC

Renaissance Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Renaissance Group LLC 13F filings. Link to 13F filings: SEC filings

Renaissance Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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