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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 Q3 2024 · Filed November 12, 2024 · Accession 0000944234-24-000012

Total Value
$2.43B
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL200,542$46.7M1.92%
2META PLATFORMS INCMETA78,816$45.1M1.86%
3BROADCOM INCAVGO259,565$44.8M1.84%
4ARCH CAP GROUP LTDG0450A105385,306$43.1M1.77%
5MICROSOFT CORPMSFT99,596$42.9M1.76%
6MOTOROLA SOLUTIONS INCMSI94,086$42.3M1.74%
7APPLOVIN CORPAPP308,085$40.2M1.66%
8ALPHABET INCGOOG235,547$39.1M1.61%
9AMAZON COM INCAMZN208,041$38.8M1.60%
10LOWES COS INC548661107139,242$37.7M1.55%
11PAYPAL HLDGS INCPYPL479,732$37.4M1.54%
12NETFLIX INCNFLX52,634$37.3M1.54%
13FISERV INCFISV205,474$36.9M1.52%
14ROYAL CARIBBEAN GROUPV7780T103207,306$36.8M1.51%
15SERVICENOW INCNOW40,729$36.4M1.50%
16OREILLY AUTOMOTIVE INC67103H10731,475$36.2M1.49%
17GRAINGER W W INC38480210434,890$36.2M1.49%
18HCA HEALTHCARE INCHCA89,038$36.2M1.49%
19KLA CORPKLAC46,373$35.9M1.48%
20ARISTA NETWORKS INCANET93,065$35.7M1.47%
21MASTERCARD INCORPORATEDMA72,082$35.6M1.47%
22AMPHENOL CORP NEW032095101544,550$35.5M1.46%
23QUANTA SVCS INC74762E102118,783$35.4M1.46%
24GARTNER INCIT69,522$35.2M1.45%
25KKR & CO INCKKRT268,040$35.0M1.44%
26TRADEWEB MKTS INC892672106282,564$34.9M1.44%
27ECOLAB INCECL136,543$34.9M1.44%
28DANAHER CORPORATION235851102124,473$34.6M1.42%
29CINTAS CORPCTAS167,447$34.5M1.42%
30WEX INCWEX163,286$34.2M1.41%
31APPLIED MATLS INC038222105169,297$34.2M1.41%
32ICON PLCICLR118,421$34.0M1.40%
33PTC INCPTC187,867$33.9M1.40%
34SHERWIN WILLIAMS COSHW88,782$33.9M1.40%
35MARRIOTT INTL INC NEW571903202136,085$33.8M1.39%
36WASTE MGMT INC DEL94106L109161,420$33.5M1.38%
37BJS WHSL CLUB HLDGS INC05550J101404,503$33.4M1.37%
38ROPER TECHNOLOGIES INCROP59,544$33.1M1.36%
39SALESFORCE INCCRM120,229$32.9M1.35%
40THERMO FISHER SCIENTIFIC INCTMO53,125$32.9M1.35%
41FERGUSON ENTERPRISES INCFERG164,944$32.8M1.35%
42VISA INCV118,908$32.7M1.35%
43THE CIGNA GROUP12552310094,200$32.6M1.34%
44LAM RESEARCH CORPLRCX39,546$32.3M1.33%
45ADOBE INCADBE62,138$32.2M1.32%
46EOG RES INCEOG261,282$32.1M1.32%
47CADENCE DESIGN SYSTEM INCCDNS118,299$32.1M1.32%
48HONEYWELL INTL INC438516106154,469$31.9M1.31%
49CHEMED CORP NEWCHE49,970$30.0M1.24%
50MCKESSON CORPMCK60,118$29.7M1.22%
51CENCORA INCCOR130,442$29.4M1.21%
52QUALCOMM INCQCOM160,435$27.3M1.12%
53AIRBNB INCABNB199,881$25.3M1.04%
54NEUROCRINE BIOSCIENCES INCNBIX204,140$23.5M0.97%
55LULULEMON ATHLETICA INCLULU83,643$22.7M0.93%
56TAIWAN SEMICONDUCTOR MFG LTD87403910063,675$11.1M0.46%
57GOLAR LNG LTDGLNG297,435$10.9M0.45%
58TECNOGLASS INCTGLS159,068$10.9M0.45%
59CRH PLCCRH116,839$10.8M0.45%
60MILLICOM INTL CELLULAR S AL6388F110387,409$10.5M0.43%
61JD.COM INCJDCMF232,522$9.3M0.38%
62SCORPIO TANKERS INCSTNG121,321$8.7M0.36%
63ICICI BANK LIMITEDIBN283,954$8.5M0.35%
64NOMAD FOODS LTDNOMD440,659$8.4M0.35%
65CONSTELLIUM SECSTM484,467$7.9M0.32%
66ITAU UNIBANCO HLDG S A4655621061,147,875$7.6M0.31%
67AXIS CAP HLDGS LTDG0692U10994,757$7.5M0.31%
68FLEX LTDFLEX219,876$7.4M0.30%
69GILDAN ACTIVEWEAR INCGIL150,611$7.1M0.29%
70CGI INCGIB61,620$7.1M0.29%
71NXP SEMICONDUCTORS N VNXPI29,315$7.0M0.29%
72SANOFISNYNF121,419$7.0M0.29%
73HSBC HLDGS PLCHBCYF151,637$6.9M0.28%
74AERCAP HOLDINGS NVAER71,248$6.7M0.28%
75TEVA PHARMACEUTICAL INDS LTD881624209369,908$6.7M0.27%
76ALIBABA GROUP HLDG LTDBBAAY62,009$6.6M0.27%
77SHELL PLCRYDAF99,157$6.5M0.27%
78PEARSON PLCPSORF471,477$6.4M0.26%
79SONY GROUP CORPSNEJF60,340$5.8M0.24%
80ARCOS DORADOS HOLDINGS INCARCO662,576$5.8M0.24%
81GRUPO AEROPORTUARIO DEL SURE40051E20219,660$5.6M0.23%
82DUOLINGO INCDUOL19,063$5.4M0.22%
83SPROUTS FMRS MKT INC85208M10247,850$5.3M0.22%
84VERMILION ENERGY INCVET532,461$5.2M0.21%
85FOMENTO ECONOMICO MEXICANO S34441910652,695$5.2M0.21%
86Q2 HLDGS INCQTWO65,019$5.2M0.21%
87STERLING INFRASTRUCTURE INCSTRL35,632$5.2M0.21%
88COMFORT SYS USA INC19990810413,043$5.1M0.21%
89AXON ENTERPRISE INCAXON12,295$4.9M0.20%
90GREEN BRICK PARTNERS INCGRBK-PA58,711$4.9M0.20%
91TEXAS ROADHOUSE INCTXRH27,250$4.8M0.20%
92PALOMAR HLDGS INCPLMR49,978$4.7M0.19%
93JONES LANG LASALLE INCJLL16,482$4.4M0.18%
94STRIDE INCLRN51,714$4.4M0.18%
95EAGLE MATLS INC26969P10815,269$4.4M0.18%
96APPLIED INDL TECHNOLOGIES IN03820C10519,402$4.3M0.18%
97DECKERS OUTDOOR CORPDECK27,080$4.3M0.18%
98KINSALE CAP GROUP INC49714P1089,151$4.3M0.18%
99EMCOR GROUP INCEME9,855$4.2M0.17%
100PRIMO WATER CORPORATION74167P108163,443$4.1M0.17%
101HIMS & HERS HEALTH INCHIMS223,964$4.1M0.17%
102EXLSERVICE HOLDINGS INCEXLS107,141$4.1M0.17%
103HURON CONSULTING GROUP INCHURN37,103$4.0M0.17%
104NMI HLDGS INCNMIH97,563$4.0M0.17%
105BELDEN INCBDC34,269$4.0M0.17%
106CREDO TECHNOLOGY GROUP HOLDICRDO129,820$4.0M0.16%
107TOPBUILD CORPBLD9,485$3.9M0.16%
108VERRA MOBILITY CORPVRRM136,152$3.8M0.16%
109MERIT MED SYS INC58988910437,815$3.7M0.15%
110FTI CONSULTING INCFCN16,405$3.7M0.15%
111ENSIGN GROUP INCENSG25,653$3.7M0.15%
112LANTHEUS HLDGS INCLNTH32,750$3.6M0.15%
113SPS COMM INCSPSC18,385$3.6M0.15%
114ADDUS HOMECARE CORPADUS26,623$3.5M0.15%
115TOWER SEMICONDUCTOR LTDTSEM79,513$3.5M0.14%
116MEDPACE HLDGS INCMEDP10,355$3.5M0.14%
117HEALTHEQUITY INCHQY41,902$3.4M0.14%
118AMPHASTAR PHARMACEUTICALS INAMPH69,876$3.4M0.14%
119VITAL FARMS INCVITL96,218$3.4M0.14%
120ABERCROMBIE & FITCH COANF24,093$3.4M0.14%
121JAMF HLDG CORP47074L105187,875$3.3M0.13%
122ONESPAWORLD HOLDINGS LIMITEDOSW195,143$3.2M0.13%
123E L F BEAUTY INCELF29,172$3.2M0.13%
124ESSENT GROUP LTDESNT47,337$3.0M0.13%
125CELESTICA INCCLS57,751$3.0M0.12%
126AXOS FINANCIAL INCAX46,491$2.9M0.12%
127SAPIENS INTL CORP N VG7T16G10377,808$2.9M0.12%
128BLACKLINE INCBL52,528$2.9M0.12%
129PAYLOCITY HLDG CORPPCTY16,965$2.8M0.12%
130QUALYS INCQLYS21,281$2.7M0.11%
131ERO COPPER CORPERO122,113$2.7M0.11%
132PLAYA HOTELS & RESORTS NVN70544106342,902$2.7M0.11%
133TENABLE HLDGS INC88025T10265,403$2.7M0.11%
134PAYSAFE LIMITEDPSFE117,633$2.6M0.11%
135WEATHERFORD INTL PLCG4883311830,716$2.6M0.11%
136DOLE PLCDOLE159,512$2.6M0.11%
137GRUPO AEROPORTUARIO DEL CENT40050110238,064$2.6M0.11%
138FLYWIRE CORPORATIONFLYW156,191$2.6M0.11%
139RAMBUS INC DELRMBS59,298$2.5M0.10%
140AFYA LTDAFYA145,990$2.5M0.10%
141FIDELIS INSURANCE HOLDINGS LFIHL135,798$2.5M0.10%
142SIMPLY GOOD FOODS COSMPL69,720$2.4M0.10%
143SILICON MOTION TECHNOLOGY COSIMO39,833$2.4M0.10%
144CHIPMOS TECHNOLOGIES INCIMOS103,336$2.4M0.10%
145COCA-COLA FEMSA SAB DE CVCOCSF26,910$2.4M0.10%
146IMAX CORPIMAX116,401$2.4M0.10%
147PAGERDUTY INCPD123,443$2.3M0.09%
148MATADOR RES COMTDR46,283$2.3M0.09%
149CIMPRESS PLCCMPR27,862$2.3M0.09%
150NORTH AMERN CONSTR GROUP LTD656811106119,241$2.2M0.09%
151ALARM COM HLDGS INCALRM40,083$2.2M0.09%
152INTEGRAL AD SCIENCE HLDNG CO45828L108195,079$2.1M0.09%
153METHANEX CORPMEOH50,562$2.1M0.09%
154ORION S.A.OEC112,029$2.0M0.08%
155WNS HLDGS LTDG9819610132,675$1.7M0.07%
156LATTICE SEMICONDUCTOR CORPLSCC32,196$1.7M0.07%
157ALPHABET INCGOOG9,906$1.7M0.07%
158OBSIDIAN ENERGY LTDOBE298,433$1.7M0.07%
159CAMTEK LTDCAMT19,480$1.6M0.06%
160VERTEX PHARMACEUTICALS INCVRTX3,224$1.5M0.06%
161CONTROLADORA VUELA COMP DE A21240E105235,861$1.5M0.06%
162FORTINET INCFTNT17,847$1.4M0.06%
163SIMON PPTY GROUP INC NEW8288061098,144$1.4M0.06%
164CARLISLE COS INC1423391002,647$1.2M0.05%
165INMODE LTDINMD69,802$1.2M0.05%
166WALMART INCWMT13,963$1.1M0.05%
167CDW CORPCDW4,749$1.1M0.04%
168JPMORGAN CHASE & CO.VYLD5,061$1.1M0.04%
169LOCKHEED MARTIN CORPLMT1,783$1.0M0.04%
170AUTOZONE INCAZO330$1.0M0.04%
171BERKSHIRE HATHAWAY INC DELBRK-A2,185$1.0M0.04%
172ABBVIE INCABBV5,059$999,0510.04%
173EVEREST GROUP LTDEG2,534$992,7310.04%
174EXXON MOBIL CORPXOM8,043$942,8000.04%
175ORACLE CORPORCL-PD5,097$868,5290.04%
176COMCAST CORP NEWCCZ20,195$843,5450.03%
177PROGRESSIVE CORP7433151033,150$799,3440.03%
178UNITEDHEALTH GROUP INCUNH1,360$795,0950.03%
179CISCO SYS INCCSCO14,920$794,0420.03%
180ILLINOIS TOOL WKS INC4523081092,975$779,6350.03%
181ROSS STORES INCROST4,728$711,6110.03%
182PROCTER AND GAMBLE CO7427181094,040$699,7690.03%
183CASEYS GEN STORES INC1475281031,861$699,1960.03%
184CROWN HLDGS INCCCK7,266$696,6640.03%
185UNION PAC CORPUNP2,797$689,3290.03%
186CARDINAL HEALTH INCCAH5,922$654,4990.03%
187ELECTRONIC ARTS INCEA4,210$603,8820.02%
188DONALDSON INCDCI7,938$585,0310.02%
189DOMINION ENERGY INCD9,398$543,1100.02%
190NRG ENERGY INCNRG5,423$494,0350.02%
191HOME DEPOT INCHD1,189$481,9610.02%
192PARKER-HANNIFIN CORPPH710$448,5920.02%
193ALLSTATE CORPALL-PJ2,179$413,2470.02%
194INTERNATIONAL BUSINESS MACHSINTR1,841$407,0080.02%
195AMERIPRISE FINL INC03076C106856$402,1570.02%
196T-MOBILE US INCTMUSZ1,936$399,5130.02%
197AFLAC INCAFL3,560$398,0080.02%
198SKECHERS U S A INC8305661055,845$391,1470.02%
199CBRE GROUP INCCBRE3,093$385,0710.02%
200CHUBB LIMITEDCB1,329$383,2700.02%
201DISCOVER FINL SVCS2547091082,702$379,0640.02%
202VANGUARD INTL EQUITY INDEX F9220427182,963$373,2190.02%
203MASCO CORPMAS4,435$372,2740.02%
2043M COMMM2,701$369,2270.02%
205KEYSIGHT TECHNOLOGIES INCKEYS2,322$369,0680.02%
206TRAVELERS COMPANIES INCTRV1,569$367,3340.02%
207LINDE PLCLIN753$359,0760.01%
208TENET HEALTHCARE CORPTHC2,152$357,6620.01%
209ALTRIA GROUP INCMO6,787$346,4080.01%
210NETAPP INCNTAP2,800$345,8280.01%
211SYNOPSYS INCSNPS678$343,3320.01%
212NVIDIA CORPORATIONNVDA2,600$315,7440.01%
213TANGER INCSKT9,411$312,2570.01%
214CARETRUST REIT INCCTRE10,082$311,1310.01%
215NATIONAL HEALTH INVS INC63633D1043,677$309,0890.01%
216PRINCIPAL FINANCIAL GROUP INPFG3,581$307,6080.01%
217MARATHON PETE CORPMARA1,888$307,5740.01%
218LINCOLN ELEC HLDGS INC5339001061,592$305,7920.01%
219EXTRA SPACE STORAGE INCEXR1,685$303,6200.01%
220NATIONAL STORAGE AFFILIATESNSA-PB6,292$303,2740.01%
221LYONDELLBASELL INDUSTRIES NLYB3,140$301,1260.01%
222MARATHON OIL CORPMARA11,282$300,4400.01%
223ESSENTIAL PPTYS RLTY TR INC29670E1078,783$299,9390.01%
224EQUINIX INCEQIX336$298,2440.01%
225CENTERPOINT ENERGY INCCNP10,120$297,7300.01%
226CUBESMARTCUBE5,501$296,1190.01%
227PUBLIC STORAGE OPER COPSA-PS805$292,9150.01%
228AVALONBAY CMNTYS INCAWX1,296$291,9240.01%
229EASTGROUP PPTYS INC2772761011,551$289,7580.01%
230CONAGRA BRANDS INCCAG8,765$285,0380.01%
231EQUITY RESIDENTIALEQR3,821$284,5120.01%
232ESSEX PPTY TR INC297178105958$283,0120.01%
233RYMAN HOSPITALITY PPTYS INC78377T1072,616$280,5400.01%
234VICI PPTYS INC9256521098,393$279,5710.01%
235ELEVANCE HEALTH INCELV536$278,7200.01%
236GAMING & LEISURE PPTYS INC36467J1085,272$271,2440.01%
237FOUR CORNERS PPTY TR INC35086T1098,934$261,8560.01%
238AMERICAN HOMES 4 RENTAMH-PG6,618$254,0650.01%
239PARK HOTELS & RESORTS INCPK16,617$234,3000.01%
240ZOETIS INCZTS1,134$221,5610.01%