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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 Q4 2024 · Filed February 13, 2025 · Accession 0000944234-25-000001

Total Value
$2.41B
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO230,693$53.5M2.22%
2APPLE INCAAPL193,719$48.5M2.01%
3AMAZON COM INCAMZN197,640$43.4M1.80%
4NETFLIX INCNFLX48,402$43.2M1.79%
5ALPHABET INCGOOG227,170$43.0M1.78%
6META PLATFORMS INCMETA73,167$42.8M1.78%
7MICROSOFT CORPMSFT97,830$41.2M1.71%
8SERVICENOW INCNOW38,452$40.8M1.69%
9MOTOROLA SOLUTIONS INCMSI87,765$40.6M1.68%
10COMFORT SYS USA INC19990810494,994$40.3M1.67%
11ARISTA NETWORKS INCANET358,733$39.7M1.64%
12JABIL INCJBL270,997$39.0M1.62%
13PAYPAL HLDGS INCPYPL447,286$38.2M1.58%
14SALESFORCE INCCRM112,898$37.7M1.56%
15MASTERCARD INCORPORATEDMA69,906$36.8M1.53%
16AMPHENOL CORP NEW032095101528,653$36.7M1.52%
17FISERV INCFISV178,385$36.7M1.52%
18MARRIOTT INTL INC NEW571903202131,479$36.7M1.52%
19VISA INCV115,926$36.6M1.52%
20OREILLY AUTOMOTIVE INC67103H10730,589$36.3M1.50%
21TRADEWEB MKTS INC892672106274,015$35.9M1.49%
22QUANTA SVCS INC74762E102113,491$35.9M1.49%
23APPLOVIN CORPAPP110,020$35.6M1.48%
24ARCH CAP GROUP LTDG0450A105384,415$35.5M1.47%
25GRAINGER W W INC38480210433,495$35.3M1.46%
26BJS WHSL CLUB HLDGS INC05550J101394,230$35.2M1.46%
27CADENCE DESIGN SYSTEM INCCDNS117,168$35.2M1.46%
28LULULEMON ATHLETICA INCLULU90,384$34.6M1.43%
29ROYAL CARIBBEAN GROUPV7780T103148,446$34.2M1.42%
30KLA CORPKLAC54,143$34.1M1.41%
31MCKESSON CORPMCK59,777$34.1M1.41%
32HONEYWELL INTL INC438516106150,473$34.0M1.41%
33PTC INCPTC184,001$33.8M1.40%
34LOWES COS INC548661107135,059$33.3M1.38%
35KKR & CO INCKKRT223,369$33.1M1.37%
36GARTNER INCIT68,053$33.0M1.37%
37APOLLO GLOBAL MGMT INC03769M106197,670$32.6M1.35%
38ECOLAB INCECL135,046$31.6M1.31%
39CARDINAL HEALTH INCCAH265,044$31.3M1.30%
40WASTE MGMT INC DEL94106L109154,013$31.1M1.29%
41ROPER TECHNOLOGIES INCROP59,136$30.7M1.27%
42CINTAS CORPCTAS164,659$30.1M1.25%
43SHERWIN WILLIAMS COSHW87,864$29.9M1.24%
44NEUROCRINE BIOSCIENCES INCNBIX217,572$29.7M1.23%
45THERMO FISHER SCIENTIFIC INCTMO54,944$28.6M1.18%
46JONES LANG LASALLE INCJLL111,092$28.1M1.16%
47FERGUSON ENTERPRISES INCFERG160,388$27.8M1.15%
48HCA HEALTHCARE INCHCA92,645$27.8M1.15%
49ADOBE INCADBE60,847$27.1M1.12%
50ICON PLCICLR116,372$24.4M1.01%
51PINTEREST INCPINS822,821$23.9M0.99%
52BOOZ ALLEN HAMILTON HLDG CORBAH183,893$23.7M0.98%
53QUALCOMM INCQCOM147,508$22.7M0.94%
54EAGLE MATLS INC26969P10889,732$22.1M0.92%
55UBER TECHNOLOGIES INCUBER362,345$21.9M0.91%
56TAIWAN SEMICONDUCTOR MFG LTD87403910056,636$11.2M0.46%
57TOWER SEMICONDUCTOR LTDTSEM216,674$11.2M0.46%
58GOLAR LNG LTDGLNG236,678$10.0M0.42%
59TECNOGLASS INCTGLS113,621$9.0M0.37%
60CRH PLCCRH97,085$9.0M0.37%
61ATOUR LIFESTYLE HLDGS LTDATAT316,532$8.5M0.35%
62FLEX LTDFLEX214,103$8.2M0.34%
63ICICI BANK LIMITEDIBN271,908$8.1M0.34%
64AXIS CAP HLDGS LTDG0692U10990,671$8.0M0.33%
65MILLICOM INTL CELLULAR S AL6388F110315,983$7.9M0.33%
66NOMAD FOODS LTDNOMD468,194$7.9M0.33%
67TEVA PHARMACEUTICAL INDS LTD881624209349,741$7.7M0.32%
68PEARSON PLCPSORF459,352$7.4M0.31%
69JD.COM INCJDCMF209,617$7.3M0.30%
70CREDO TECHNOLOGY GROUP HOLDICRDO106,155$7.1M0.30%
71SONY GROUP CORPSNEJF335,646$7.1M0.29%
72GILDAN ACTIVEWEAR INCGIL147,034$6.9M0.29%
73AERCAP HOLDINGS NVAER69,601$6.7M0.28%
74CGI INCGIB59,882$6.5M0.27%
75VERMILION ENERGY INCVET662,663$6.2M0.26%
76SHELL PLCRYDAF96,016$6.0M0.25%
77Q2 HLDGS INCQTWO59,311$6.0M0.25%
78STRIDE INCLRN57,328$6.0M0.25%
79NXP SEMICONDUCTORS N VNXPI28,419$5.9M0.24%
80PALOMAR HLDGS INCPLMR55,682$5.9M0.24%
81SANOFISNYNF117,626$5.7M0.24%
82DUOLINGO INCDUOL17,490$5.7M0.24%
83STERLING INFRASTRUCTURE INCSTRL33,408$5.6M0.23%
84SPROUTS FMRS MKT INC85208M10243,860$5.6M0.23%
85ITAU UNIBANCO HLDG S A4655621061,104,124$5.5M0.23%
86TEXAS ROADHOUSE INCTXRH30,308$5.5M0.23%
87JANUS HENDERSON GROUP PLCJHG127,902$5.4M0.23%
88EXLSERVICE HOLDINGS INCEXLS119,407$5.3M0.22%
89VITAL FARMS INCVITL136,135$5.1M0.21%
90HURON CONSULTING GROUP INCHURN41,282$5.1M0.21%
91HIMS & HERS HEALTH INCHIMS212,128$5.1M0.21%
92EMCOR GROUP INCEME11,019$5.0M0.21%
93GRID DYNAMICS HLDGS INCGDYN222,720$5.0M0.21%
94ALIBABA GROUP HLDG LTDBBAAY58,366$4.9M0.21%
95GRUPO AEROPORTUARIO DEL SURE40051E20219,175$4.9M0.20%
96KINSALE CAP GROUP INC49714P10810,347$4.8M0.20%
97REMITLY GLOBAL INCRELY205,214$4.6M0.19%
98VERRA MOBILITY CORPVRRM190,348$4.6M0.19%
99ADDUS HOMECARE CORPADUS36,384$4.6M0.19%
100LANTHEUS HLDGS INCLNTH50,539$4.5M0.19%
101HEALTHEQUITY INCHQY46,740$4.5M0.19%
102BLACKLINE INCBL73,888$4.5M0.19%
103BELDEN INCBDC38,275$4.3M0.18%
104JAMF HLDG CORP47074L105305,869$4.3M0.18%
105CATALYST PHARMACEUTICALS INCCPRX202,760$4.2M0.18%
106PLAYA HOTELS & RESORTS NVN70544106331,573$4.2M0.17%
107FLYWIRE CORPORATIONFLYW201,592$4.2M0.17%
108E L F BEAUTY INCELF32,811$4.1M0.17%
109MERIT MED SYS INC58988910441,987$4.1M0.17%
110RAMBUS INC DELRMBS75,889$4.0M0.17%
111ABERCROMBIE & FITCH COANF26,745$4.0M0.17%
112NMI HLDGS INCNMIH107,334$3.9M0.16%
113CELESTICA INCCLS42,582$3.9M0.16%
114CONSTELLIUM SECSTM380,316$3.9M0.16%
115MEDPACE HLDGS INCMEDP11,523$3.8M0.16%
116PAYLOCITY HLDG CORPPCTY19,063$3.8M0.16%
117ENSIGN GROUP INCENSG28,457$3.8M0.16%
118SPS COMM INCSPSC20,425$3.8M0.16%
119ONESPAWORLD HOLDINGS LIMITEDOSW188,028$3.7M0.16%
120AMPHASTAR PHARMACEUTICALS INAMPH99,572$3.7M0.15%
121GREEN BRICK PARTNERS INCGRBK-PA64,802$3.7M0.15%
122FOMENTO ECONOMICO MEXICANO S34441910642,472$3.6M0.15%
123AXOS FINANCIAL INCAX51,760$3.6M0.15%
124SEMRUSH HLDGS INCSEMR302,803$3.6M0.15%
125FTI CONSULTING INCFCN18,063$3.5M0.14%
126QUALYS INCQLYS23,777$3.3M0.14%
127TOPBUILD CORPBLD10,631$3.3M0.14%
128SIMPLY GOOD FOODS COSMPL78,023$3.0M0.13%
129SPDR INDEX SHS FDS78463X848108,215$3.0M0.13%
130MATADOR RES COMTDR51,695$2.9M0.12%
131IMAX CORPIMAX112,986$2.9M0.12%
132TENABLE HLDGS INC88025T10272,508$2.9M0.12%
133FINVOLUTION GROUPFVGPY402,401$2.7M0.11%
134MAREX GROUP PLCMRX83,392$2.6M0.11%
135GRUPO AEROPORTUARIO DEL CENT40050110236,553$2.5M0.10%
136NORTH AMERN CONSTR GROUP LTD656811106114,879$2.5M0.10%
137ESSENT GROUP LTDESNT45,550$2.5M0.10%
138METHANEX CORPMEOH48,950$2.4M0.10%
139PAGERDUTY INCPD134,282$2.4M0.10%
140CENCORA INCCOR10,614$2.4M0.10%
141FIDELIS INSURANCE HOLDINGS LFIHL130,950$2.4M0.10%
142COCA-COLA FEMSA SAB DE CVCOCSF30,146$2.3M0.10%
143CONTROLADORA VUELA COMP DE A21240E105315,278$2.3M0.10%
144WEATHERFORD INTL PLCG4883311832,733$2.3M0.10%
145OBSIDIAN ENERGY LTDOBE398,668$2.3M0.10%
146RADWARE LTDRDWR99,433$2.2M0.09%
147AFYA LTDAFYA140,496$2.2M0.09%
148INTEGRAL AD SCIENCE HLDNG CO45828L108208,963$2.2M0.09%
149MATERIALISE NVMTLS303,442$2.1M0.09%
150SILICON MOTION TECHNOLOGY COSIMO38,183$2.1M0.09%
151DOLE PLCDOLE151,468$2.1M0.09%
152CUSHMAN WAKEFIELD PLCCWK155,143$2.0M0.08%
153PAYSAFE LIMITEDPSFE112,203$1.9M0.08%
154CIMPRESS PLCCMPR26,636$1.9M0.08%
155TRANSMEDICS GROUP INCTMDX30,596$1.9M0.08%
156ALPHABET INCGOOG9,906$1.9M0.08%
157ARCOS DORADOS HOLDINGS INCARCO256,885$1.9M0.08%
158CHIPMOS TECHNOLOGIES INCIMOS98,627$1.9M0.08%
159EOG RES INCEOG14,252$1.7M0.07%
160ORION S.A.OEC108,495$1.7M0.07%
161FORTINET INCFTNT17,199$1.6M0.07%
162ERO COPPER CORPERO117,678$1.6M0.07%
163LAM RESEARCH CORPLRCX21,577$1.6M0.06%
164CAMTEK LTDCAMT18,787$1.5M0.06%
165APPLIED MATLS INC0382221058,650$1.4M0.06%
166SIMON PPTY GROUP INC NEW8288061097,689$1.3M0.05%
167VERTEX PHARMACEUTICALS INCVRTX3,182$1.3M0.05%
168INMODE LTDINMD74,751$1.2M0.05%
169WALMART INCWMT13,440$1.2M0.05%
170JPMORGAN CHASE & CO.VYLD4,850$1.2M0.05%
171THE CIGNA GROUP1255231003,613$997,8050.04%
172BERKSHIRE HATHAWAY INC DELBRK-A2,176$983,9000.04%
173CISCO SYS INCCSCO14,848$879,0020.04%
174LOCKHEED MARTIN CORPLMT1,750$850,5100.04%
175EXXON MOBIL CORPXOM7,997$845,7630.04%
176CARLISLE COS INC1423391002,278$839,8300.03%
177DANAHER CORPORATION2358511023,620$830,8810.03%
178ABBVIE INCABBV4,513$801,9600.03%
179ORACLE CORPORCL-PD4,766$794,2060.03%
180EVEREST GROUP LTDEG2,110$764,6520.03%
181ILLINOIS TOOL WKS INC4523081092,974$754,0240.03%
182PROGRESSIVE CORP7433151033,042$728,8940.03%
183CASEYS GEN STORES INC1475281031,793$710,2430.03%
184ROSS STORES INCROST4,667$705,9770.03%
185UNITEDHEALTH GROUP INCUNH1,360$687,8370.03%
186COMCAST CORP NEWCCZ18,218$683,7220.03%
187PROCTER AND GAMBLE CO7427181094,015$673,1280.03%
188UNION PAC CORPUNP2,797$637,7580.03%
189CHEMED CORP NEWCHE1,172$620,9090.03%
190VANGUARD INTL EQUITY INDEX F9220427185,269$603,1950.03%
191CORPAY INCCPAY1,778$601,7110.02%
192ELECTRONIC ARTS INCEA4,088$598,0740.02%
193CROWN HLDGS INCCCK7,172$593,0530.02%
194DONALDSON INCDCI7,866$529,7750.02%
195DOMINION ENERGY INCD9,307$501,2750.02%
196AUTOZONE INCAZO150$480,3000.02%
197HOME DEPOT INCHD1,169$454,9010.02%
198AMERIPRISE FINL INC03076C106846$450,4360.02%
199DISCOVER FINL SVCS2547091082,596$449,7050.02%
200PARKER-HANNIFIN CORPPH671$426,7760.02%
201T-MOBILE US INCTMUSZ1,869$412,5440.02%
202ALLSTATE CORPALL-PJ2,113$407,3650.02%
203CBRE GROUP INCCBRE2,998$393,5850.02%
204INTERNATIONAL BUSINESS MACHSINTR1,774$389,9780.02%
205TRAVELERS COMPANIES INCTRV1,539$370,7300.02%
206CHUBB LIMITEDCB1,310$361,9530.02%
207CDW CORPCDW2,060$358,4900.01%
208AFLAC INCAFL3,461$358,0060.01%
209KEYSIGHT TECHNOLOGIES INCKEYS2,194$352,4550.01%
210NRG ENERGY INCNRG3,889$350,8660.01%
211NVIDIA CORPORATIONNVDA2,600$349,1540.01%
212ALTRIA GROUP INCMO6,673$348,9310.01%
213CENTERPOINT ENERGY INCCNP10,220$324,2810.01%
2143M COMMM2,496$322,2090.01%
215MASCO CORPMAS4,389$318,5100.01%
216LINDE PLCLIN759$317,7710.01%
217SKECHERS U S A INC8305661054,321$290,5440.01%
218SYNOPSYS INCSNPS588$285,3920.01%
219TANGER INCSKT8,362$283,5350.01%
220CONOCOPHILLIPSCOP2,897$281,2700.01%
221PRINCIPAL FINANCIAL GROUP INPFG3,616$279,9150.01%
222MID-AMER APT CMNTYS INC59522J1031,745$267,1480.01%
223MARATHON PETE CORPMARA1,908$266,1660.01%
224AVALONBAY CMNTYS INCAWX1,202$264,4040.01%
225COPT DEFENSE PROPERTIESCDP8,324$256,7450.01%
226ESSENTIAL PPTYS RLTY TR INC29670E1078,195$256,3400.01%
227EQUITY RESIDENTIALEQR3,598$256,1120.01%
228NETAPP INCNTAP2,200$255,3760.01%
229GAMING & LEISURE PPTYS INC36467J1085,222$251,4920.01%
230ESSEX PPTY TR INC297178105878$250,6160.01%
231RYMAN HOSPITALITY PPTYS INC78377T1072,339$247,8990.01%
232CARETRUST REIT INCCTRE9,129$246,9390.01%
233EXTRA SPACE STORAGE INCEXR1,648$246,5410.01%
234AMERICAN HOMES 4 RENTAMH-PG6,462$241,8080.01%
235VICI PPTYS INC9256521098,210$239,8140.01%
236NATIONAL HEALTH INVS INC63633D1043,458$239,6390.01%
237EASTGROUP PPTYS INC2772761011,493$239,6120.01%
238NATIONAL STORAGE AFFILIATESNSA-PB6,304$238,9850.01%
239FOUR CORNERS PPTY TR INC35086T1098,528$231,4500.01%
240PUBLIC STORAGE OPER COPSA-PS766$226,7070.01%
241CUBESMARTCUBE5,276$223,4980.01%
242LINCOLN ELEC HLDGS INC5339001061,167$218,8190.01%
243GENPACT LIMITEDG4,919$211,2710.01%