Renaissance Investment Group LLC: 13F holdings
CIK 15095082026Q2
| Positions | 84 |
|---|---|
| Reported value | $508.4m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVGO BROADCOM INC | 68,173 | $25.8m | 5.1% |
| GOOGL ALPHABET INC | 69,694 | $24.9m | 4.9% |
| CRWD CROWDSTRIKE HLDGS INC | 29,891 | $22.8m | 4.5% |
| GEV GE VERNOVA INC | 19,339 | $22.7m | 4.5% |
| TJX TJX COS INC NEW | 132,164 | $20.0m | 3.9% |
| URI UNITED RENTALS INC | 17,401 | $19.7m | 3.9% |
| AAPL APPLE INC | 67,748 | $19.6m | 3.9% |
| COST COSTCO WHOLESALE CORPORATION | 20,279 | $19.0m | 3.7% |
| NVDA NVIDIA CORPORATION | 94,002 | $18.8m | 3.7% |
| MSFT MICROSOFT CORP | 45,497 | $17.0m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1509508")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.