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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 HOLDINGS REPORT

RENAISSANCE GROUP LLC

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000944234-24-000009

Total Value
$2.56B
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO29,032$46.6M1.82%
2MICROSOFT CORPMSFT101,857$45.5M1.78%
3APPLE INCAAPL209,932$44.2M1.73%
4KLA CORPKLAC53,433$44.1M1.72%
5ALPHABET INCGOOG240,844$43.9M1.71%
6ARCH CAP GROUP LTDG0450A105417,518$42.1M1.64%
7META PLATFORMS INCMETA83,299$42.0M1.64%
8AMAZON COM INCAMZN214,282$41.4M1.62%
9LAM RESEARCH CORPLRCX38,705$41.2M1.61%
10APPLIED MATLS INC038222105174,216$41.1M1.60%
11MOTOROLA SOLUTIONS INCMSI102,892$39.7M1.55%
12SERVICENOW INCNOW49,370$38.8M1.52%
13AMPHENOL CORP NEW032095101551,829$37.2M1.45%
14CADENCE DESIGN SYSTEM INCCDNS119,481$36.8M1.43%
15NETFLIX INCNFLX53,963$36.4M1.42%
16BJS WHSL CLUB HLDGS INC05550J101411,741$36.2M1.41%
17WASTE MGMT INC DEL94106L109163,496$34.9M1.36%
18MCKESSON CORPMCK59,056$34.5M1.35%
19VERTEX PHARMACEUTICALS INCVRTX73,479$34.4M1.34%
20CINTAS CORPCTAS48,838$34.2M1.33%
21PTC INCPTC188,207$34.2M1.33%
22ROYAL CARIBBEAN GROUPV7780T103213,809$34.1M1.33%
23OREILLY AUTOMOTIVE INC67103H10732,151$34.0M1.32%
24FISERV INCFISV227,660$33.9M1.32%
25ROPER TECHNOLOGIES INCROP59,987$33.8M1.32%
26CENCORA INCCOR150,034$33.8M1.32%
27ICON PLCICLR107,820$33.8M1.32%
28AIRBNB INCABNB222,348$33.7M1.32%
29HONEYWELL INTL INC438516106155,499$33.2M1.30%
30ECOLAB INCECL138,697$33.0M1.29%
31EOG RES INCEOG261,875$33.0M1.29%
32HCA HEALTHCARE INCHCA102,484$32.9M1.28%
33MARRIOTT INTL INC NEW571903202134,985$32.6M1.27%
34FERGUSON PLC NEWG3421J106168,052$32.5M1.27%
35ADOBE INCADBE58,491$32.5M1.27%
36MASTERCARD INCORPORATEDMA73,015$32.2M1.26%
37QUALCOMM INCQCOM160,490$32.0M1.25%
38GRAINGER W W INC38480210435,425$32.0M1.25%
39GARTNER INCIT71,072$31.9M1.25%
40EVEREST GROUP LTDEG83,594$31.9M1.24%
41DANAHER CORPORATION235851102126,429$31.6M1.23%
42VISA INCV119,866$31.5M1.23%
43THE CIGNA GROUP12552310094,671$31.3M1.22%
44CHEMED CORP NEWCHE57,525$31.2M1.22%
45LOWES COS INC548661107141,260$31.1M1.22%
46SALESFORCE INCCRM118,433$30.4M1.19%
47QUANTA SVCS INC74762E102118,541$30.1M1.18%
48TARGET CORPTGT202,869$30.0M1.17%
49THERMO FISHER SCIENTIFIC INCTMO53,474$29.6M1.15%
50ILLINOIS TOOL WKS INC452308109122,812$29.1M1.14%
51LINCOLN ELEC HLDGS INC533900106141,039$26.6M1.04%
52PAYPAL HLDGS INCPYPL443,186$25.7M1.00%
53WEX INCWEX138,757$24.6M0.96%
54SHERWIN WILLIAMS COSHW82,321$24.6M0.96%
55LULULEMON ATHLETICA INCLULU76,731$22.9M0.89%
56TAIWAN SEMICONDUCTOR MFG LTD87403910067,140$11.7M0.46%
57GOLAR LNG LTDGLNG368,067$11.5M0.45%
58SCORPIO TANKERS INCSTNG132,680$10.8M0.42%
59HITACHI LTDHTHIF45,269$10.3M0.40%
60CONSTELLIUM SECSTM508,790$9.6M0.37%
61CRH PLCCRH122,617$9.2M0.36%
62PUBLICIS GROUPE SA74463M106337,512$9.0M0.35%
63TECNOGLASS INCTGLS174,587$8.8M0.34%
64ICICI BANK LIMITEDIBN290,197$8.4M0.33%
65HOLCIM AG43475E105466,400$8.3M0.32%
66NXP SEMICONDUCTORS N VNXPI30,067$8.1M0.32%
67PRYSMIAN SPA74440L106256,618$7.9M0.31%
68SHIN-ETSU CHEMICAL CO LTD824551105402,966$7.8M0.30%
69ROLLS-ROYCE HOLDINGS PLC7757812061,335,447$7.7M0.30%
70NOMAD FOODS LTDNOMD450,942$7.4M0.29%
71VOLVO AB928854108287,556$7.4M0.29%
72SHELL PLCRYDAF101,442$7.3M0.29%
73LENOVO GROUP LTD526250105258,173$7.3M0.28%
74BRP INCDOO111,278$7.1M0.28%
75NINTENDO CO LTDNODK522,392$6.9M0.27%
76BAE SYSTEMS PLCBAESF103,032$6.9M0.27%
77TENCENT HOLDINGS LTDXHLD143,424$6.8M0.27%
78AXIS CAP HLDGS LTDG0692U10996,803$6.8M0.27%
79ITAU UNIBANCO HLDG S A4655621061,169,499$6.8M0.27%
80VERMILION ENERGY INCVET617,202$6.8M0.27%
81AERCAP HOLDINGS NVAER72,886$6.8M0.27%
82INFINEON TECHNOLOGIES AGIFNNF183,505$6.7M0.26%
83HSBC HLDGS PLCHBCYF154,829$6.7M0.26%
84RENESAS ELECTRONICS CORP75972B101708,833$6.6M0.26%
85ALLIANZ SE018820100239,072$6.6M0.26%
86SCHNEIDER ELECTRIC SE80687P106137,476$6.6M0.26%
87STELLANTIS N.VSTLA327,034$6.5M0.25%
88CGI INCGIB63,349$6.3M0.25%
89ARCOS DORADOS HOLDINGS INCARCO689,390$6.2M0.24%
90TEVA PHARMACEUTICAL INDS LTD881624209378,137$6.1M0.24%
91UNITED OVERSEAS BANK LTDUNTCW132,773$6.1M0.24%
92CAPGEMINI SE13961R100153,922$6.1M0.24%
93VINCI SA927320101231,653$6.1M0.24%
94SANOFISNYNF123,989$6.0M0.23%
95GRUPO AEROPORTUARIO DEL SURE40051E20220,078$6.0M0.23%
96TOKYO ELECTRON LTD88911010254,132$5.9M0.23%
97AIRBUS SEAIIR168,975$5.8M0.23%
98FOMENTO ECONOMICO MEXICANO S34441910653,904$5.8M0.23%
99GLENCORE PLCGLCNF498,261$5.7M0.22%
100BYD CO LTDBYDDF93,778$5.6M0.22%
101GRUPO FINANCIERO BANORTE SAB DE CV40052P107140,629$5.5M0.21%
102DEUTSCHE POST AG25157Y202131,592$5.3M0.21%
103SONY GROUP CORPSNEJF61,419$5.2M0.20%
104BANK RAKYAT INDONESIA PERSERO TBK PT69366X100363,559$5.1M0.20%
105SPROUTS FMRS MKT INC85208M10260,647$5.1M0.20%
106ALIBABA GROUP HLDG LTDBBAAY62,715$4.5M0.18%
107ROCHE HOLDING AG771195104127,691$4.4M0.17%
108TEXAS ROADHOUSE INCTXRH25,206$4.3M0.17%
109SENDAS DISTRIBUIDORA S A81689T104458,294$4.3M0.17%
110MEDPACE HLDGS INCMEDP10,299$4.2M0.17%
111EMCOR GROUP INCEME11,371$4.2M0.16%
112DECKERS OUTDOOR CORPDECK4,224$4.1M0.16%
113KINSALE CAP GROUP INC49714P10810,125$3.9M0.15%
114STERLING INFRASTRUCTURE INCSTRL32,943$3.9M0.15%
115PRIMO WATER CORPORATION74167P108176,341$3.9M0.15%
116E L F BEAUTY INCELF18,080$3.8M0.15%
117PALOMAR HLDGS INCPLMR46,206$3.7M0.15%
118CARREFOUR SACRERF1,304,546$3.7M0.14%
119COMFORT SYS USA INC19990810412,114$3.7M0.14%
120DUOLINGO INCDUOL17,618$3.7M0.14%
121MILLICOM INTL CELLULAR S AL6388F110148,629$3.6M0.14%
122Q2 HLDGS INCQTWO60,069$3.6M0.14%
123CELESTICA INCCLS62,476$3.6M0.14%
124CAMTEK LTDCAMT28,471$3.6M0.14%
125WEATHERFORD INTL PLCG4883311828,738$3.5M0.14%
126SILICON MOTION TECHNOLOGY COSIMO43,345$3.5M0.14%
127APPLIED INDL TECHNOLOGIES IN03820C10517,943$3.5M0.14%
128VERRA MOBILITY CORPVRRM126,049$3.4M0.13%
129TOPBUILD CORPBLD8,859$3.4M0.13%
130TOWER SEMICONDUCTOR LTDTSEM86,356$3.4M0.13%
131HURON CONSULTING GROUP INCHURN34,311$3.4M0.13%
132STRIDE INCLRN47,834$3.4M0.13%
133HEALTHEQUITY INCHQY39,020$3.4M0.13%
134AXON ENTERPRISE INCAXON11,384$3.3M0.13%
135FTI CONSULTING INCFCN15,188$3.3M0.13%
136RAMBUS INC DELRMBS55,495$3.3M0.13%
137ONESPAWORLD HOLDINGS LIMITEDOSW210,987$3.2M0.13%
138SPS COMM INCSPSC17,166$3.2M0.13%
139NEXANS SA65338U10957,466$3.2M0.12%
140PLAYA HOTELS & RESORTS NVN70544106372,205$3.1M0.12%
141GREEN BRICK PARTNERS INCGRBK-PA54,371$3.1M0.12%
142EXLSERVICE HOLDINGS INCEXLS99,112$3.1M0.12%
143KURITA WATER INDUSTRIES LTD50128310536,506$3.1M0.12%
144NMI HLDGS INCNMIH90,369$3.1M0.12%
145MITIE GROUP PLC60671Y107521,167$3.1M0.12%
146YUE YUEN INDUSTRIAL HOLDINGS LTD988415105316,144$3.1M0.12%
147MERIT MED SYS INC58988910434,961$3.0M0.12%
148POWERSCHOOL HOLDINGS INC73939C106133,851$3.0M0.12%
149BELDEN INCBDC31,630$3.0M0.12%
150WIENERBERGER AG967662107446,120$3.0M0.12%
151ENSIGN GROUP INCENSG23,748$2.9M0.11%
152CHIPMOS TECHNOLOGIES INCIMOS112,397$2.9M0.11%
153EBARA CORP27861420177,696$2.9M0.11%
154ESSENT GROUP LTDESNT51,486$2.9M0.11%
155JAMF HLDG CORP47074L105174,925$2.9M0.11%
156MERITAGE HOMES CORPMTH17,689$2.9M0.11%
157SAPIENS INTL CORP N VG7T16G10384,285$2.9M0.11%
158ADDUS HOMECARE CORPADUS24,629$2.9M0.11%
159QUALYS INCQLYS19,935$2.8M0.11%
160ERO COPPER CORPERO132,917$2.8M0.11%
161H & E EQUIPMENT SERVICES INC40403010864,240$2.8M0.11%
162GRUPO AEROPORTUARIO DEL CENT40050110241,556$2.8M0.11%
163AFYA LTDAFYA158,187$2.8M0.11%
164NIHON KOHDEN CORP65412C108198,307$2.8M0.11%
165VENTURE CORP LTDVG51,218$2.7M0.10%
166ORION S.A.OEC121,799$2.7M0.10%
167TENABLE HLDGS INC88025T10261,192$2.7M0.10%
168METHANEX CORPMEOH55,113$2.7M0.10%
169PAGERDUTY INCPD115,219$2.6M0.10%
170CIMPRESS PLCCMPR30,139$2.6M0.10%
171AMPHASTAR PHARMACEUTICALS INAMPH65,018$2.6M0.10%
172MATADOR RES COMTDR43,477$2.6M0.10%
173FUJI ELECTRIC CO LTD35955T107178,694$2.5M0.10%
174XL AXIATA TBK PT69369R100952,893$2.5M0.10%
175COCA-COLA FEMSA SAB DE CVCOCSF29,240$2.5M0.10%
176NORTH AMERN CONSTR GROUP LTD656811106129,197$2.5M0.10%
177INSTRUCTURE HLDGS INC457790103106,248$2.5M0.10%
178LANTHEUS HLDGS INCLNTH30,473$2.4M0.10%
179INCITEC PIVOT LTD45326Y2061,261,948$2.4M0.10%
180OBSIDIAN ENERGY LTDOBE322,827$2.4M0.09%
181VALEO SE919134304452,528$2.4M0.09%
182ALARM COM HLDGS INCALRM37,496$2.4M0.09%
183FIDELIS INSURANCE HOLDINGS LFIHL145,885$2.4M0.09%
184BLACKLINE INCBL49,083$2.4M0.09%
185FLYWIRE CORPORATIONFLYW144,133$2.4M0.09%
186TAIYO YUDEN CO LTD87404720223,243$2.4M0.09%
187SIMPLY GOOD FOODS COSMPL64,899$2.3M0.09%
188SUMCO CORP86558P10980,805$2.3M0.09%
189TECHNOPRO HOLDINGS INC87875T204675,323$2.2M0.09%
190THK CO LTD872434105245,365$2.2M0.09%
191SOCIETE BIC SA08873610373,316$2.2M0.08%
192INDIVIOR PLCINDV130,529$2.1M0.08%
193PAYLOCITY HLDG CORPPCTY15,852$2.1M0.08%
194ALPHABET INCGOOG10,969$2.0M0.08%
195WNS HLDGS LTDG9819610135,526$1.9M0.07%
196SPRINKLR INCCXM184,255$1.8M0.07%
197LATTICE SEMICONDUCTOR CORPLSCC30,336$1.8M0.07%
198INTEGRAL AD SCIENCE HLDNG CO45828L108180,308$1.8M0.07%
199LIFE HEALTHCARE GROUP HOLDINGS LTDLTGHF616,818$1.7M0.07%
200CONTROLADORA VUELA COMP DE A21240E105255,715$1.6M0.06%
201CDW CORPCDW5,883$1.3M0.05%
202SIMON PPTY GROUP INC NEW8288061098,394$1.3M0.05%
203INMODE LTDINMD65,655$1.2M0.05%
204FORTINET INCFTNT18,506$1.1M0.04%
205JPMORGAN CHASE & CO.VYLD5,277$1.1M0.04%
206AUTOZONE INCAZO341$1.0M0.04%
207WALMART INCWMT14,674$993,5770.04%
208UNITEDHEALTH GROUP INCUNH1,929$982,3530.04%
209EXXON MOBIL CORPXOM8,300$955,4960.04%
210BERKSHIRE HATHAWAY INC DELBRK-A2,261$919,7750.04%
211LOCKHEED MARTIN CORPLMT1,881$878,6520.03%
212COMCAST CORP NEWCCZ20,717$811,2780.03%
213CARLISLE COS INC1423391001,889$765,4420.03%
214ORACLE CORPORCL-PD5,384$760,2210.03%
215CASEYS GEN STORES INC1475281031,976$753,9630.03%
216CISCO SYS INCCSCO15,229$723,5300.03%
217ROSS STORES INCROST4,963$721,2230.03%
218PROGRESSIVE CORP7433151033,307$686,8970.03%
219UNION PAC CORPUNP2,971$672,3290.03%
220PROCTER AND GAMBLE CO7427181094,060$669,5590.03%
221ELECTRONIC ARTS INCEA4,412$614,7240.02%
222CARDINAL HEALTH INCCAH6,131$602,8000.02%
223KEYSIGHT TECHNOLOGIES INCKEYS4,345$594,2210.02%
224DONALDSON INCDCI8,262$591,2290.02%
225ABBVIE INCABBV3,354$575,2780.02%
226CROWN HLDGS INCCCK7,654$569,3810.02%
227NRG ENERGY INCNRG6,186$481,6420.02%
228DOMINION ENERGY INCD9,791$479,7590.02%
229DIAMONDBACK ENERGY INCFANG2,121$424,6030.02%
230HOME DEPOT INCHD1,197$412,2070.02%
231SYNOPSYS INCSNPS678$403,4510.02%
232AMERIPRISE FINL INC03076C106869$371,2280.01%
233PARKER-HANNIFIN CORPPH720$364,1830.01%
234DISCOVER FINL SVCS2547091082,702$353,4490.01%
235ALLSTATE CORPALL-PJ2,201$351,4120.01%
236CHUBB LIMITEDCB1,350$344,3580.01%
237T-MOBILE US INCTMUSZ1,936$341,0840.01%
238LINDE PLCLIN760$333,4960.01%
239GENERAL DYNAMICS CORPGD1,146$332,5000.01%
240MARATHON PETE CORPMARA1,888$327,5300.01%
241CBRE GROUP INCCBRE3,672$327,2050.01%
242MICROCHIP TECHNOLOGY INC.MCHPP3,552$325,0080.01%
243ALTRIA GROUP INCMO7,125$324,5440.01%
244MARATHON OIL CORPMARA11,282$323,4550.01%
245TRAVELERS COMPANIES INCTRV1,587$322,7010.01%
246NVIDIA CORPORATIONNVDA2,600$321,2040.01%
247AFLAC INCAFL3,585$320,1760.01%
248MASCO CORPMAS4,791$319,4160.01%
249INTERNATIONAL BUSINESS MACHSINTR1,841$318,4010.01%
250CENTERPOINT ENERGY INCCNP10,120$313,5180.01%
251LYONDELLBASELL INDUSTRIES NLYB3,140$300,3720.01%
252ELEVANCE HEALTH INCELV536$290,4370.01%
253PRINCIPAL FINANCIAL GROUP INPFG3,581$280,9290.01%
254NATIONAL HEALTH INVS INC63633D1044,090$277,0160.01%
255ESSENTIAL PPTYS RLTY TR INC29670E1079,890$274,0520.01%
256EASTGROUP PPTYS INC2772761011,551$263,8250.01%
257EXTRA SPACE STORAGE INCEXR1,685$261,8660.01%
2583M COMMM2,562$261,8110.01%
259RYMAN HOSPITALITY PPTYS INC78377T1072,616$261,2340.01%
260ESSEX PPTY TR INC297178105958$260,7680.01%
261NATIONAL STORAGE AFFILIATESNSA-PB6,292$259,3560.01%
262CONAGRA BRANDS INCCAG9,030$256,6330.01%
263TANGER INCSKT9,411$255,1320.01%
264EQUINIX INCEQIX336$254,2180.01%
265CARETRUST REIT INCCTRE10,082$253,0580.01%
266PARK HOTELS & RESORTS INCPK16,617$248,9230.01%
267CUBESMARTCUBE5,501$248,4800.01%
268AMERICAN HOMES 4 RENTAMH-PG6,618$245,9250.01%
269VICI PPTYS INC9256521098,393$240,3760.01%
270PROLOGIS INC.PLDGP2,127$238,8830.01%
271GAMING & LEISURE PPTYS INC36467J1085,272$238,3470.01%
272PUBLIC STORAGE OPER COPSA-PS805$231,5580.01%
273VANGUARD INTL EQUITY INDEX F9220427181,956$229,8100.01%
274FOUR CORNERS PPTY TR INC35086T1098,934$220,4020.01%
275WEYERHAEUSER CO MTN BEWY7,193$204,2090.01%
276CVS HEALTH CORPCVS3,453$203,9340.01%
277WHITBREAD PLC96342K10011,937$112,2270.00%