HoldingsChannel.com
Renaissance Group LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
O REILLY AUTOMOTIVE INC 88,201 -9,641 $34,248
     ORLY88,201-9,641$34,248
MICROSOFT CORP 282,890 -48,723 $33,364
     MSFT282,890-48,723$33,364
CISCO SYSTEMS INC 616,500 -58,558 $33,285
     CSCO616,500-58,558$33,285
ALPHABET INC CLASS A 27,675 -616 $32,570
     GOOGL27,675-616$32,570
UNION PACIFIC CORP 194,763 -23,004 $32,564
     UNP194,763-23,004$32,564
TOTAL SYSTEM SERVICES INC 336,063 -23,333 $31,929
     TSS336,063-23,333$31,929
CDW CORP DE 331,300 -22,534 $31,927
     CDW331,300-22,534$31,927
APPLE INC 164,433 +7,268 $31,234
     AAPL164,433+7,268$31,234
XILINX INC 241,814 -88,035 $30,660
     XLNX241,814-88,035$30,660
MASTERCARD INC 129,018 -10,010 $30,377
     MA129,018-10,010$30,377
ZOETIS INC 301,287 -3,962 $30,331
     ZTS301,287-3,962$30,331
KLA TENCOR CORP 249,444 +27,785 $29,786
     KLAC249,444+27,785$29,786
PAYPAL HOLDINGS INC 284,269 +6,084 $29,518
     PYPL284,269+6,084$29,518
ROSS STORES INC 316,762 -28,615 $29,491
     ROST316,762-28,615$29,491
AMERICAN EXPRESS CO 268,960 -10,476 $29,397
     AXP268,960-10,476$29,397
THE BOEING CO 76,710 -7,087 $29,259
     BA76,710-7,087$29,259
VISA INC 186,897 -1,084 $29,191
     V186,897-1,084$29,191
SYNCHRONY FINANCIAL 910,485 +125,188 $29,044
     SYF910,485+125,188$29,044
STARBUCKS CORP 389,389 +389,389 $28,947
     SBUX389,389+389,389$28,947
NORFOLK SOUTHERN CORP 154,776 +19,927 $28,926
     NSC154,776+19,927$28,926
FIDELITY NATIONAL INFORMATIO 252,774 -15,856 $28,589
     FIS252,774-15,856$28,589
FACEBOOK INC 171,276 -4,673 $28,550
     FB171,276-4,673$28,550
ORACLE SYSTEMS CORP 528,757 -34,960 $28,400
     ORCL528,757-34,960$28,400
CITRIX SYSTEMS INC 282,885 -17,571 $28,192
     CTXS282,885-17,571$28,192
ADOBE INC 105,520 -5,489 $28,120
     ADBE105,520-5,489$28,120
DOLLAR GENERAL CORP 235,477 -56,886 $28,092
     DG235,477-56,886$28,092
ANTHEM INC 97,729 -8,777 $28,046
     ANTM97,729-8,777$28,046
THE PROGRESSIVE CORP 388,947 -81,752 $28,039
     PGR388,947-81,752$28,039
THE WALT DISNEY CO 250,889 -8,275 $27,856
     DIS250,889-8,275$27,856
UNITEDHEALTH GROUP INC 112,326 -8,948 $27,774
     UNH112,326-8,948$27,774
COMCAST CORP 691,398 +32,584 $27,642
     CMCSA691,398+32,584$27,642
LAM RESEARCH CORP 152,703 +6,926 $27,335
     LRCX152,703+6,926$27,335
THERMO FISHER SCIENTIFIC 99,339 +99,339 $27,191
     TMO99,339+99,339$27,191
CROWN HOLDINGS INC 498,150 +41,140 $27,184
     CCK498,150+41,140$27,184
AMPHENOL CORP 286,417 +286,417 $27,049
     APH286,417+286,417$27,049
S&P GLOBAL INC 128,411 +18,980 $27,037
     SPGI128,411+18,980$27,037
HCA HEALTHCARE INC 204,343 +204,343 $26,642
     HCA204,343+204,343$26,642
IAC INTERACTIVECORP 126,679 -3,796 $26,617
     IAC126,679-3,796$26,617
HOME DEPOT INC 138,016 -5,181 $26,484
     HD138,016-5,181$26,484
ROCKWELL AUTOMATION INC 149,628 -6,256 $26,254
     ROK149,628-6,256$26,254
TEXAS INSTRUMENTS INC 246,834 -11,651 $26,182
     TXN246,834-11,651$26,182
SOUTHWEST AIRLINES CO 500,994 -29,440 $26,007
     LUV500,994-29,440$26,007
ILLINOIS TOOL WORKS INC 179,561 -6,096 $25,772
     ITW179,561-6,096$25,772
MARRIOTT INTERNATIONAL INC 204,887 +204,887 $25,629
     MAR204,887+204,887$25,629
COGNIZANT TECHNOLOGY SOLUTIO S 353,640 +48,272 $25,621
     CTSH353,640+48,272$25,621
INTERNATIONAL BUSINESS MACHI E 177,877 +32,662 $25,098
     IBM177,877+32,662$25,098
BURLINGTON STORES INC 159,571 -22,340 $25,002
     BURL159,571-22,340$25,002
BERRY GLOBAL GROUP INC. 463,750 +41,615 $24,982
     BERY463,750+41,615$24,982
DICKS SPORTING GOODS INC 677,212 +25,937 $24,928
     DKS677,212+25,937$24,928
SNAP ON INC 154,171 +21,899 $24,131
     SNA154,171+21,899$24,131

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 03/31/2019: $2,505,079
At 12/31/2018: $2,178,464

Combined Holding Report Includes:
RENAISSANCE GROUP LLC
UNITED SERVICES AUTOMOBILE ASSOCIATION
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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