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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

RENAISSANCE GROUP LLC

Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0000944234-24-000006

Total Value
$2.64B
Positions
270
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT105,804$44.5M1.68%
2ARCH CAPITAL GROUP LTDG0450A105465,699$43.0M1.63%
3BROADCOM INCAVGO32,067$42.5M1.61%
4META PLATFORMS INCMETA86,090$41.8M1.58%
5ICON PLCICLR123,335$41.4M1.57%
6AMAZONCOM INCAMZN225,300$40.6M1.54%
7PTC INCPTC212,136$40.1M1.52%
8CINTAS CORPCTAS57,287$39.4M1.49%
9ALPHABET INCGOOG257,610$38.9M1.47%
10KLA CORPKLAC55,647$38.9M1.47%
11CDW CORDECDW151,846$38.8M1.47%
12LAM RESEARCH CORPLRCX39,644$38.5M1.46%
13SERVICENOW INCNOW50,364$38.4M1.45%
14CADENCE DESIGN SYSTEMS INCCDNS121,940$38.0M1.44%
15MOTOROLA SOLUTIONS INCMSI105,478$37.4M1.42%
16WEX INCWEX157,552$37.4M1.41%
17FERGUSON PLCG3421J106171,024$37.4M1.41%
18ROYAL CARIBBEAN CRUISES LTDV7780T103267,689$37.2M1.41%
19CENCORA INCCOR152,348$37.0M1.40%
20APPLIED MATERIALS INC038222105178,873$36.9M1.39%
21FISERV INCFISV230,760$36.9M1.39%
22APPLE INCAAPL213,959$36.7M1.39%
23AMPHENOL CORP032095101317,245$36.6M1.38%
24OREILLY AUTOMOTIVE INC67103H10732,378$36.6M1.38%
25HCA HEALTHCARE INCHCA109,448$36.5M1.38%
26WW GRAINGER INC38480210435,780$36.4M1.38%
27LOWES COS INC548661107142,443$36.3M1.37%
28ECOLAB INCECL156,936$36.3M1.37%
29TARGET CORPTGT202,537$35.9M1.36%
30MASTERCARD INCMA74,050$35.7M1.35%
31CIGNA GROUP12552310096,233$35.0M1.32%
32LINCOLN ELECTRIC HOLDINGS INC533900106135,927$34.7M1.31%
33MCKESSON CORPMCK64,182$34.5M1.30%
34MARRIOTT INTERNATIONAL INC/MD571903202136,164$34.4M1.30%
35SHERWIN WILLIAMS COSHW98,800$34.3M1.30%
36SALESFORCE INCCRM113,719$34.2M1.29%
37GARTNER INCIT71,486$34.1M1.29%
38ROPER TECHNOLOGIES INCROP60,652$34.0M1.29%
39VISA INCV121,334$33.9M1.28%
40CHEMED CORPCHE52,062$33.4M1.26%
41EVEREST GROUP LTDEG83,873$33.3M1.26%
42NETFLIX INCNFLX54,739$33.3M1.26%
43ILLINOIS TOOL WORKS INC452308109122,620$32.9M1.24%
44VERTEX PHARMACEUTICALS INCVRTX77,696$32.5M1.23%
45DANAHER CORP235851102128,646$32.1M1.21%
46UNION PACIFIC CORPUNP129,698$31.9M1.21%
47EOG RESOURCES INCEOG249,403$31.9M1.21%
48BJS WHOLESALE CLUB HOLDINGS INC05550J101420,074$31.8M1.20%
49KEYSIGHT TECHNOLOGIES INCKEYS200,197$31.3M1.18%
50THERMO FISHER SCIENTIFIC INCTMO53,823$31.3M1.18%
51ANSYS INC03662Q10589,763$31.2M1.18%
52UNITEDHEALTH GROUP INCUNH59,875$29.6M1.12%
53PAYPAL HOLDINGS INCPYPL440,774$29.5M1.12%
54LULULEMON ATHLETICA INCLULU70,705$27.6M1.04%
55ADOBE INCADBE53,404$26.9M1.02%
56CONSTELLIUM SECSTM517,207$11.4M0.43%
57CRH PLCCRH128,525$11.1M0.42%
58TECNOGLASS INCTGLS197,133$10.3M0.39%
59AIRBUS SEAIIR209,662$9.7M0.37%
60STELLANTIS NVSTLA337,712$9.6M0.36%
61TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910070,096$9.5M0.36%
62PUBLICIS GROUPE SA74463M106350,167$9.5M0.36%
63SCORPIO TANKERS INCSTNG132,005$9.4M0.36%
64HITACHI LTDHTHIF50,728$9.3M0.35%
65SHIN ETSU CHEMICAL CO LTD824551105417,343$9.1M0.34%
66NOMAD FOODS LTDNOMD464,300$9.1M0.34%
67GOLAR LNG LTDGLNG369,631$8.9M0.34%
68HOLCIM AG43475E105483,696$8.8M0.33%
69ITAU UNIBANCO HOLDING SA4655621061,205,760$8.4M0.32%
70VOLVO AB928854108297,945$8.3M0.31%
71SCHNEIDER ELECTRIC SE80687P106180,112$8.2M0.31%
72VERMILION ENERGY INCVET642,006$8.0M0.30%
73GRUPO FINANCIERO BANORTE SAB DE CV40052P107149,419$8.0M0.30%
74ICICI BANK LTDIBN300,892$7.9M0.30%
75ARCOS DORADOS HOLDINGS INCARCO711,668$7.9M0.30%
76SENDAS DISTRIBUIDORA SA81689T104531,101$7.9M0.30%
77INTERNATIONAL GAME TECHNOLOGY PLCINTR347,550$7.9M0.30%
78NXP SEMICONDUCTORS NVNXPI31,292$7.8M0.29%
79VINCI SA927320101239,102$7.7M0.29%
80BRP INCDOO111,122$7.5M0.28%
81ROLLS ROYCE HOLDINGS PLC7757812061,378,425$7.4M0.28%
82ALLIANZ SE018820100246,744$7.4M0.28%
83CAPGEMINI SE13961R100159,216$7.3M0.28%
84NINTENDO CO LTDNODK538,409$7.3M0.28%
85BANK RAKYAT INDONESIA PERSERO TBK PT69366X100382,816$7.3M0.28%
86FOMENTO ECONOMICO MEXICANO SAB DE CV34441910655,737$7.3M0.27%
87CGI INCGIB65,694$7.3M0.27%
88TOKYO ELECTRON LTD88911010255,838$7.2M0.27%
89BAE SYSTEMS PLCBAESF106,061$7.2M0.27%
90SHELL PLCRYDAF104,812$7.0M0.27%
91WHITBREAD PLC96342K100641,934$6.7M0.25%
92GRUPO AEROPORTUARIO DEL SURESTE SAB DE CV40051E20220,781$6.6M0.25%
93AXIS CAPITAL HOLDINGS LTDG0692U109100,495$6.5M0.25%
94RENESAS ELECTRONICS CORP75972B101733,774$6.5M0.25%
95INFINEON TECHNOLOGIES AGIFNNF189,044$6.4M0.24%
96HSBC HOLDINGS PLCHBCYF160,216$6.3M0.24%
97SANOFISNYNF127,814$6.2M0.23%
98LENOVO GROUP LTD526250105267,345$6.2M0.23%
99UNITED OVERSEAS BANK LTDUNTCW137,327$6.0M0.23%
100DHL GROUP25157Y202135,311$5.9M0.22%
101PERION NETWORK LTDPERI259,904$5.8M0.22%
102TENCENT HOLDINGS LTDXHLD142,822$5.6M0.21%
103SONY GROUP CORPSNEJF63,984$5.5M0.21%
104CARREFOUR SACRERF1,582,342$5.4M0.21%
105GLENCORE PLCGLCNF491,967$5.4M0.20%
106BYD CO LTDBYDDF93,725$4.8M0.18%
107KINSALE CAPITAL GROUP INC49714P1089,140$4.8M0.18%
108ALIBABA GROUP HOLDING LTDBBAAY63,995$4.6M0.18%
109MEDPACE HOLDINGS INCMEDP11,011$4.5M0.17%
110SPROUTS FARMERS MARKET INC85208M10266,876$4.3M0.16%
111EMCOR GROUP INCEME11,710$4.1M0.16%
112STERLING INFRASTRUCTURE INCSTRL37,082$4.1M0.15%
113COMFORT SYSTEMS USA INC19990810412,483$4.0M0.15%
114SHOCKWAVE MEDICAL INC82489T10412,156$4.0M0.15%
115ROCHE HOLDING AG771195104119,635$3.8M0.14%
116COCACOLA FEMSA SAB DE CVCOCSF38,390$3.7M0.14%
117DECKERS OUTDOOR CORPDECK3,837$3.6M0.14%
118CAMTEK LTD ISRAELCAMT42,714$3.6M0.14%
119TOPBUILD CORPBLD8,044$3.5M0.13%
120FUJI ELECTRIC CO LTD35955T107212,376$3.5M0.13%
121TEXAS ROADHOUSE INCTXRH22,931$3.5M0.13%
122PLAYA HOTELS RESORTS NVN70544106362,606$3.5M0.13%
123PALOMAR HOLDINGS INCPLMR41,687$3.5M0.13%
124CHIPMOS TECHNOLOGIES INCIMOS109,549$3.4M0.13%
125EBARA CORP27861420175,837$3.4M0.13%
126SILICON MOTION TECHNOLOGY CORPSIMO42,410$3.3M0.12%
127APPLIED INDUSTRIAL TECHNOLOGIES INC03820C10516,452$3.3M0.12%
128AXON ENTERPRISE INCAXON10,357$3.2M0.12%
129GRUPO AEROPORTUARIO DEL CENTRO NORTE SAB DE CV40050110240,815$3.2M0.12%
130ELF BEAUTY INCELF16,271$3.2M0.12%
131WIENERBERGER AG967662107434,769$3.2M0.12%
132PRIMO WATER CORP74167P108172,775$3.1M0.12%
133QUALYS INCQLYS18,253$3.0M0.12%
134CARETRUST REIT INCCTRE123,463$3.0M0.11%
135ESSENT GROUP LTDESNT50,550$3.0M0.11%
136WEATHERFORD INTERNATIONAL PLCG4883311825,886$3.0M0.11%
137KURITA WATER INDUSTRIES LTD50128310535,780$3.0M0.11%
138GREEN BRICK PARTNERS INCGRBK-PA48,955$2.9M0.11%
139MILLICOM INTERNATIONAL CELLULAR SAL6388F110145,683$2.9M0.11%
140NEXANS SA65338U10956,164$2.9M0.11%
141FTI CONSULTING INCFCN13,830$2.9M0.11%
142SQUARESPACE INC85225A10779,720$2.9M0.11%
143AFYA LTDAFYA154,958$2.9M0.11%
144HEALTHEQUITY INCHQY35,206$2.9M0.11%
145Q2 HOLDINGS INCQTWO54,495$2.9M0.11%
146SPS COMMERCE INCSPSC15,483$2.9M0.11%
147VERRA MOBILITY CORPVRRM114,421$2.9M0.11%
148BLACKLINE INCBL44,584$2.9M0.11%
149TOWER SEMICONDUCTOR LTDTSEM85,114$2.8M0.11%
150MERITAGE HOMES CORPMTH16,222$2.8M0.11%
151THK CO LTD872434105240,827$2.8M0.11%
152NORTH AMERICAN CONSTRUCTION GROUP LTD656811106126,139$2.8M0.11%
153ORION SAOEC118,259$2.8M0.11%
154CELESTICA INCCLS61,178$2.7M0.10%
155INDIVIOR PLCINDV128,178$2.7M0.10%
156STRIDE INCLRN43,497$2.7M0.10%
157ONESPAWORLD HOLDINGS LTDOSW205,490$2.7M0.10%
158MITIE GROUP PLC60671Y107510,894$2.7M0.10%
159ENSIGN GROUP INCENSG21,575$2.7M0.10%
160TENABLE HOLDINGS INC88025T10255,067$2.7M0.10%
161XL AXIATA TBK PT69369R100934,389$2.7M0.10%
162NMI HOLDINGS INCNMIH82,125$2.7M0.10%
163SAPIENS INTERNATIONAL CORP NVG7T16G10382,551$2.7M0.10%
164MATADOR RESOURCES COMTDR39,665$2.6M0.10%
165VENTURE CORP LTDVG49,819$2.6M0.10%
166TECHNOPRO HOLDINGS INC87875T204658,777$2.6M0.10%
167AMPHASTAR PHARMACEUTICALS INCAMPH59,402$2.6M0.10%
168POWERSCHOOL HOLDINGS INC73939C106121,831$2.6M0.10%
169SOCIETE BIC SA08873610371,755$2.6M0.10%
170NIHON KOHDEN CORP65412C108193,324$2.6M0.10%
171ERO COPPER CORPERO130,713$2.5M0.10%
172SUMCO CORP86558P10979,116$2.5M0.09%
173ALARMCOM HOLDINGS INCALRM34,071$2.5M0.09%
174PAYLOCITY HOLDING CORPPCTY14,229$2.4M0.09%
175METHANEX CORPMEOH54,003$2.4M0.09%
176MERIT MEDICAL SYSTEMS INC58988910431,711$2.4M0.09%
177HURON CONSULTING GROUP INCHURN24,631$2.4M0.09%
178EXLSERVICE HOLDINGS INCEXLS74,472$2.4M0.09%
179ADDUS HOMECARE CORPADUS22,660$2.3M0.09%
180PAGERDUTY INCPD104,507$2.3M0.09%
181INCITEC PIVOT LTD45326Y2061,223,403$2.3M0.09%
182YUE YUEN INDUSTRIAL HOLDINGS LTD988415105310,760$2.2M0.08%
183LATTICE SEMICONDUCTOR CORPLSCC27,568$2.2M0.08%
184TAIYO YUDEN CO LTD87404720222,795$2.2M0.08%
185LIFE HEALTHCARE GROUP HOLDINGS LTDLTGHF592,185$2.1M0.08%
186INSTRUCTURE HOLDINGS INC45779010397,397$2.1M0.08%
187SPRINKLR INCCXM165,699$2.0M0.08%
188SIMPLY GOOD FOODS COSMPL59,697$2.0M0.08%
189MODEL N INC60752510266,720$1.9M0.07%
190CONTROLADORA VUELA CIA DE AVIACION SAB DE CV21240E105250,476$1.9M0.07%
191EPAM SYSTEMS INCEPAM6,368$1.8M0.07%
192WNS HOLDINGS LTDG9819610134,768$1.8M0.07%
193LANTHEUS HOLDINGS INCLNTH27,633$1.7M0.07%
194ALPHABET INC CLASS CGOOG11,259$1.7M0.06%
195ALPS ALPINE CO LTD021090204107,769$1.7M0.06%
196INTEGRAL AD SCIENCE HOLDING CORP45828L108165,305$1.6M0.06%
197SHOALS TECHNOLOGIES GROUP INCSHLS132,531$1.5M0.06%
198FORTINET INCFTNT19,232$1.3M0.05%
199INMODE LTDINMD60,765$1.3M0.05%
200AUTOZONE INCAZO339$1.1M0.04%
201JPMORGAN CHASE COVYLD5,295$1.1M0.04%
202CBRE GROUP INCCBRE10,401$1.0M0.04%
203EXXON MOBIL CORPXOM8,319$956,4350.04%
204BERKSHIRE HATHAWAY INCBRK-A2,254$939,7600.04%
205WALMART INCWMT14,829$892,2610.03%
206COMCAST CORPCCZ20,387$883,4710.03%
207LOCKHEED MARTIN CORPLMT1,905$866,4560.03%
208CARLISLE COS INC1423391001,935$751,9800.03%
209CISCO SYSTEMS INCCSCO14,873$742,3110.03%
210ROSS STORES INCROST4,937$724,5540.03%
211PROGRESSIVE CORP7433151033,304$683,3330.03%
212ORACLE CORPORCL-PD5,371$674,6510.03%
213WASTE MANAGEMENT INC94106L1093,115$663,9680.03%
214PROCTER GAMBLE CO7427181094,030$653,8800.02%
215SIMON PROPERTY GROUP INC8288061094,121$644,8950.02%
216CASEYS GENERAL STORES INC1475281031,989$633,3970.02%
217DONALDSON CO INCDCI8,346$623,2790.02%
218SYSCO CORPSYY7,595$616,5620.02%
219CROWN HOLDINGS INCCCK7,724$612,2040.02%
220ABBVIE INCABBV3,330$606,3930.02%
221ELECTRONIC ARTS INCEA4,379$580,9620.02%
222LABORATORY CORP OF AMERICA HOLDINGS50540R4092,485$542,8730.02%
223DOMINION ENERGY INCD9,711$477,6840.02%
224HOME DEPOT INCHD1,179$452,4340.02%
225NRG ENERGY INCNRG6,496$439,7140.02%
226DIAMONDBACK ENERGY INCFANG2,112$418,5350.02%
227PARKER HANNIFIN CORPPH720$400,1690.02%
228AMERIPRISE FINANCIAL INC03076C106889$389,7730.01%
229SYNOPSYS INCSNPS675$385,7630.01%
230THE ALLSTATE CORPALL-PJ2,201$380,7950.01%
231MARATHON PETROLEUM CORPMARA1,888$380,4320.01%
232MASCO CORPMAS4,791$377,9140.01%
233THE TRAVELERS COS INCTRV1,565$360,1690.01%
234ABBOTT LABORATORIESABLZF3,161$359,3320.01%
235DISCOVER FINANCIAL SERVICES2547091082,702$354,2050.01%
236LINDE PLCLIN760$352,7390.01%
237INTERNATIONAL BUSINESS MACHINES CORPINTR1,841$351,5570.01%
238CHUBB LTDCB1,350$349,8260.01%
239GENERAL DYNAMICSGD1,150$324,8640.01%
240LYONDELLBASELL INDUSTRIESLYB3,061$313,0790.01%
241MARATHON OIL CORPMARA11,040$312,8740.01%
242MICROCHIP TECHNOLOGY INCMCHPP3,466$310,9350.01%
243TMOBILE US INCTMUSZ1,895$309,3020.01%
244PRINCIPAL FINANCIAL GROUPPFG3,485$300,7900.01%
245AFLAC INCAFL3,496$300,1670.01%
246RYMAN HOSPITALITY PROPERTIES INC78377T1072,579$299,4220.01%
247ALTRIA GROUP INCMO6,837$298,2300.01%
248PARK HOTELS & RESORTS INCPK16,501$288,6020.01%
249CENTERPOINT ENERGY INCCNP9,685$275,9260.01%
250TANGER INCSKT9,121$269,5260.01%
251ELEVANCE HEALTH INCELV519$269,1220.01%
252EASTGROUP PROPERTIES INC2772761011,488$267,4980.01%
253EQUINIX INCEQIX324$264,1600.01%
254PROLOGIS INCPLDGP2,008$261,4820.01%
255CVS HEALTH CORPCVS3,269$260,7350.01%
2563M COMMM2,425$257,2200.01%
257ESSENTIAL PROPERTIES REALTY TRUST INC29670E1079,514$253,6430.01%
258CONAGRA BRANDS INCCAG8,530$252,8290.01%
259NATIONAL HEALTH INVESTORS INC63633D1043,997$251,1320.01%
260WEYERHAEUSER COWY6,863$246,4500.01%
261CUBESMARTCUBE5,325$241,7550.01%
262VICI PROPERTIES INC9256521098,079$240,6730.01%
263EXTRA SPACE STORAGE INCEXR1,629$239,4630.01%
264NATIONAL STORAGE AFFILIATES TRUSTNSA-PB6,074$237,8580.01%
265NVIDIA CORPNVDA260$234,9260.01%
266GAMING AND LEISURE PROPERTIES INC36467J1085,050$232,6540.01%
267AMERICAN HOMES 4 RENTAMH-PG6,309$232,0450.01%
268ESSEX PROPERTY TRUST INC297178105927$226,9390.01%
269PUBLIC STORAGEPSA-PS754$217,2270.01%
270FOUR CORNERS PROPERTY TRUST INC35086T1098,323$203,6640.01%