HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ALPHABET INC CLASS A |
26,010 | -147 | $30,222 |
| GOOGL | 26,010 | -147 | $30,222 |
| MICROSOFT CORP |
189,523 | -24,344 | $29,890 |
| MSFT | 189,523 | -24,344 | $29,890 |
| APPLE INC |
112,650 | -22,926 | $28,646 |
| AAPL | 112,650 | -22,926 | $28,646 |
| FORTINET INC |
251,198 | -15,565 | $25,414 |
| FTNT | 251,198 | -15,565 | $25,414 |
| UNITEDHEALTH GROUP INC |
101,866 | -6,636 | $25,403 |
| UNH | 101,866 | -6,636 | $25,403 |
| GILEAD SCIENCES INC |
335,846 | +290 | $25,108 |
| GILD | 335,846 | +290 | $25,108 |
| KLA CORP |
171,587 | -6,646 | $24,664 |
| KLAC | 171,587 | -6,646 | $24,664 |
| PROGRESSIVE CORP |
330,106 | -6,097 | $24,375 |
| PGR | 330,106 | -6,097 | $24,375 |
| ZOETIS INC |
206,809 | -24,778 | $24,339 |
| ZTS | 206,809 | -24,778 | $24,339 |
| THERMO FISHER SCIENTIFI |
84,777 | -5,349 | $24,043 |
| TMO | 84,777 | -5,349 | $24,043 |
| FACEBOOK INC |
143,612 | -5,622 | $23,954 |
| FB | 143,612 | -5,622 | $23,954 |
| BOOZ ALLEN HAMILTON HOLDING |
346,466 | -9,783 | $23,781 |
| BAH | 346,466 | -9,783 | $23,781 |
| S&P GLOBAL INC |
96,634 | -13,432 | $23,680 |
| SPGI | 96,634 | -13,432 | $23,680 |
| CADENCE DESIGN SYSTEMS INC |
357,501 | -23,598 | $23,609 |
| CDNS | 357,501 | -23,598 | $23,609 |
| LOCKHEED MARTIN CORP |
69,206 | -806 | $23,457 |
| LMT | 69,206 | -806 | $23,457 |
| NVIDIA CORP |
87,902 | -36,843 | $23,171 |
| NVDA | 87,902 | -36,843 | $23,171 |
| HOME DEPOT INC |
123,449 | -4,318 | $23,049 |
| HD | 123,449 | -4,318 | $23,049 |
| PAYPAL HOLDINGS INC |
240,662 | -11,281 | $23,041 |
| PYPL | 240,662 | -11,281 | $23,041 |
| UNION PACIFIC CORP |
163,360 | -5,105 | $23,040 |
| UNP | 163,360 | -5,105 | $23,040 |
| JOHNSON & JOHNSON |
175,042 | +175,042 | $22,953 |
| JNJ | 175,042 | +175,042 | $22,953 |
| MERCK & CO INC |
291,726 | -9,891 | $22,445 |
| MRK | 291,726 | -9,891 | $22,445 |
| DOLLAR GENERAL CORP |
148,335 | -29,918 | $22,400 |
| DG | 148,335 | -29,918 | $22,400 |
| L3HARRIS TECHNOLOGIES I |
124,215 | -6,627 | $22,374 |
| LHX | 124,215 | -6,627 | $22,374 |
| CHURCH & DWIGHT CO INC |
346,633 | +38,379 | $22,247 |
| CHD | 346,633 | +38,379 | $22,247 |
| VISA INC |
137,574 | -22,382 | $22,166 |
| V | 137,574 | -22,382 | $22,166 |
| ILLINOIS TOOL WORKS INC |
154,439 | -6,656 | $21,949 |
| ITW | 154,439 | -6,656 | $21,949 |
| ABBVIE INC |
287,605 | -5,996 | $21,913 |
| ABBV | 287,605 | -5,996 | $21,913 |
| ROSS STORES INC |
250,411 | -23,333 | $21,778 |
| ROST | 250,411 | -23,333 | $21,778 |
| LAM RESEARCH CORP |
90,444 | -19,628 | $21,707 |
| LRCX | 90,444 | -19,628 | $21,707 |
| ADOBE INC |
68,142 | -25,310 | $21,686 |
| ADBE | 68,142 | -25,310 | $21,686 |
| ROPER TECHNOLOGIES INC |
69,457 | +69,457 | $21,657 |
| ROP | 69,457 | +69,457 | $21,657 |
| ACCENTURE PLC |
132,320 | +132,320 | $21,603 |
| ACN | 132,320 | +132,320 | $21,603 |
| ELECTRONIC ARTS INC |
214,243 | +214,243 | $21,461 |
| EA | 214,243 | +214,243 | $21,461 |
| O REILLY AUTOMOTIVE INC |
70,328 | -1,782 | $21,172 |
| ORLY | 70,328 | -1,782 | $21,172 |
| TEXAS INSTRUMENTS INC |
209,605 | -6,192 | $20,946 |
| TXN | 209,605 | -6,192 | $20,946 |
| MOTOROLA SOLUTIONS INC |
157,165 | -4,690 | $20,890 |
| MSI | 157,165 | -4,690 | $20,890 |
| MASTERCARD INC |
86,254 | -14,994 | $20,836 |
| MA | 86,254 | -14,994 | $20,836 |
| SERVICENOW INC |
72,648 | +72,648 | $20,819 |
| NOW | 72,648 | +72,648 | $20,819 |
| GLOBAL PAYMENTS INC |
143,428 | -20,667 | $20,687 |
| GPN | 143,428 | -20,667 | $20,687 |
| SALESFORCECOM INC |
143,671 | +143,671 | $20,686 |
| CRM | 143,671 | +143,671 | $20,686 |
| COMCAST CORP |
596,133 | -7,951 | $20,495 |
| CMCSA | 596,133 | -7,951 | $20,495 |
| WASTE MANAGEMENT INC |
221,160 | -6,410 | $20,471 |
| WM | 221,160 | -6,410 | $20,471 |
| IAC INTERACTIVECORP |
110,503 | +327 | $19,805 |
| IAC | 110,503 | +327 | $19,805 |
| AMERICAN EXPRESS CO |
231,095 | -113 | $19,784 |
| AXP | 231,095 | -113 | $19,784 |
| CDW CORP DE |
209,308 | +1,071 | $19,522 |
| CDW | 209,308 | +1,071 | $19,522 |
| AKAMAI TECHNOLOGIES INC |
211,752 | -61,562 | $19,373 |
| AKAM | 211,752 | -61,562 | $19,373 |
| GENPACT LTD |
661,832 | +661,832 | $19,325 |
| G | 661,832 | +661,832 | $19,325 |
| THE WALT DISNEY CO |
197,635 | +3,695 | $19,092 |
| DIS | 197,635 | +3,695 | $19,092 |
| CBRE GROUP INC |
493,077 | -12,145 | $18,594 |
| CBRE | 493,077 | -12,145 | $18,594 |
| AMPHENOL CORP |
250,225 | -766 | $18,236 |
| APH | 250,225 | -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 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 |
