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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 Q1 2025 · Filed May 13, 2025 · Accession 0000944234-25-000003

Total Value
$2.43B
Positions
281
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1OREILLY AUTOMOTIVE INC67103H10729,199$41.8M1.84%
2APPLE INCAAPL188,012$41.8M1.84%
3BJS WHSL CLUB HLDGS INC05550J101364,289$41.6M1.83%
4MCKESSON CORPMCK59,883$40.3M1.78%
5BROWN & BROWN INCBRO320,889$39.9M1.76%
6TRADEWEB MKTS INC892672106265,727$39.4M1.74%
7CARDINAL HEALTH INCCAH283,463$39.1M1.72%
8META PLATFORMS INCMETA66,149$38.1M1.68%
9VISA INCV108,029$37.9M1.67%
10FISERV INCFISV169,605$37.5M1.65%
11MOTOROLA SOLUTIONS INCMSI85,443$37.4M1.65%
12NETFLIX INCNFLX39,678$37.0M1.63%
13ARCH CAP GROUP LTDG0450A105384,132$36.9M1.63%
14MASTERCARD INCORPORATEDMA66,732$36.6M1.61%
15WASTE MGMT INC DEL94106L109156,252$36.2M1.59%
16MICROSOFT CORPMSFT96,339$36.2M1.59%
17KLA CORPKLAC52,006$35.4M1.56%
18AMAZON COM INCAMZN184,133$35.0M1.54%
19ECOLAB INCECL137,489$34.9M1.54%
20UBER TECHNOLOGIES INCUBER475,617$34.7M1.53%
21ROPER TECHNOLOGIES INCROP58,568$34.5M1.52%
22AMPHENOL CORP NEW032095101519,647$34.1M1.50%
23COPART INCCPRT599,803$33.9M1.50%
24CINTAS CORPCTAS163,744$33.7M1.48%
25ALPHABET INCGOOG217,179$33.6M1.48%
26HCA HEALTHCARE INCHCA95,243$32.9M1.45%
27GRAINGER W W INC38480210433,008$32.6M1.44%
28ABBVIE INCABBV151,962$31.8M1.40%
29LOWES COS INC548661107133,382$31.1M1.37%
30ROYAL CARIBBEAN GROUPV7780T103148,348$30.5M1.34%
31PINTEREST INCPINS975,637$30.2M1.33%
32JABIL INCJBL222,115$30.2M1.33%
33THERMO FISHER SCIENTIFIC INCTMO60,475$30.1M1.33%
34SERVICENOW INCNOW37,618$29.9M1.32%
35CADENCE DESIGN SYSTEM INCCDNS116,848$29.7M1.31%
36SALESFORCE INCCRM110,732$29.7M1.31%
37PTC INCPTC191,136$29.6M1.31%
38BROADCOM INCAVGO174,333$29.2M1.29%
39PAYPAL HLDGS INCPYPL438,814$28.6M1.26%
40GARTNER INCIT67,012$28.1M1.24%
41APPLOVIN CORPAPP104,864$27.8M1.23%
42QUALCOMM INCQCOM179,075$27.5M1.21%
43EMCOR GROUP INCEME74,129$27.4M1.21%
44ADOBE INCADBE71,276$27.3M1.21%
45JONES LANG LASALLE INCJLL109,422$27.1M1.20%
46COMFORT SYS USA INC19990810481,605$26.3M1.16%
47MOODYS CORPMCO54,721$25.5M1.12%
48LULULEMON ATHLETICA INCLULU89,630$25.4M1.12%
49BOOZ ALLEN HAMILTON HLDG CORBAH236,196$24.7M1.09%
50EAGLE MATLS INC26969P108109,540$24.3M1.07%
51ICON PLCICLR138,032$24.2M1.07%
52KKR & CO INCKKRT206,718$23.9M1.05%
53NEUROCRINE BIOSCIENCES INCNBIX212,100$23.5M1.03%
54APOLLO GLOBAL MGMT INC03769M106170,141$23.3M1.03%
55ARISTA NETWORKS INCANET295,154$22.9M1.01%
56FINVOLUTION GROUPFVGPY1,029,809$9.9M0.44%
57MILLICOM INTL CELLULAR S AL6388F110313,331$9.5M0.42%
58PALOMAR HLDGS INCPLMR68,828$9.4M0.42%
59NOMAD FOODS LTDNOMD438,081$8.6M0.38%
60MAREX GROUP PLCMRX239,504$8.5M0.37%
61ATOUR LIFESTYLE HLDGS LTDATAT286,476$8.1M0.36%
62AXIS CAP HLDGS LTDG0692U10979,919$8.0M0.35%
63TAIWAN SEMICONDUCTOR MFG LTD87403910048,210$8.0M0.35%
64GOLAR LNG LTDGLNG204,666$7.8M0.34%
65STRIDE INCLRN60,609$7.7M0.34%
66JD.COM INCJDCMF186,202$7.7M0.34%
67ICICI BANK LIMITEDIBN239,793$7.6M0.33%
68SONY GROUP CORPSNEJF297,624$7.6M0.33%
69CRH PLCCRH82,258$7.2M0.32%
70HURON CONSULTING GROUP INCHURN50,444$7.2M0.32%
71ALIBABA GROUP HLDG LTDBBAAY54,256$7.2M0.32%
72SPROUTS FMRS MKT INC85208M10246,300$7.1M0.31%
73EXLSERVICE HOLDINGS INCEXLS145,379$6.9M0.30%
74DUOLINGO INCDUOL21,257$6.6M0.29%
75PEARSON PLCPSORF408,485$6.5M0.29%
76AERCAP HOLDINGS NVAER61,997$6.3M0.28%
77SHELL PLCRYDAF85,017$6.2M0.27%
78TEXAS ROADHOUSE INCTXRH37,078$6.2M0.27%
79KINSALE CAP GROUP INC49714P10812,652$6.2M0.27%
80KT CORPKT345,618$6.1M0.27%
81CATALYST PHARMACEUTICALS INCCPRX252,285$6.1M0.27%
82LANTHEUS HLDGS INCLNTH62,094$6.1M0.27%
83Q2 HLDGS INCQTWO73,087$5.8M0.26%
84SANOFISNYNF105,143$5.8M0.26%
85GILDAN ACTIVEWEAR INCGIL131,239$5.8M0.26%
86ENSIGN GROUP INCENSG44,158$5.7M0.25%
87JAZZ PHARMACEUTICALS PLCJAZZ44,060$5.5M0.24%
88MERIT MED SYS INC58988910451,068$5.4M0.24%
89CGI INCGIB53,162$5.3M0.23%
90VERRA MOBILITY CORPVRRM231,096$5.2M0.23%
91REMITLY GLOBAL INCRELY249,197$5.2M0.23%
92VITAL FARMS INCVITL165,761$5.1M0.22%
93HEALTHEQUITY INCHQY56,811$5.0M0.22%
94SPS COMM INCSPSC37,804$5.0M0.22%
95TOWER SEMICONDUCTOR LTDTSEM137,956$4.9M0.22%
96RAMBUS INC DELRMBS93,665$4.8M0.21%
97FLEX LTDFLEX144,426$4.8M0.21%
98NXP SEMICONDUCTORS N VNXPI25,061$4.8M0.21%
99NMI HLDGS INCNMIH131,417$4.7M0.21%
100VERMILION ENERGY INCVET577,986$4.7M0.21%
101GRUPO AEROPORTUARIO DEL SURE40051E20217,078$4.7M0.21%
102BELDEN INCBDC46,622$4.7M0.21%
103GREEN BRICK PARTNERS INCGRBK-PA79,754$4.7M0.21%
104JAMF HLDG CORP47074L105379,822$4.6M0.20%
105TEVA PHARMACEUTICAL INDS LTD881624209297,537$4.6M0.20%
106STERLING INFRASTRUCTURE INCSTRL40,079$4.5M0.20%
107FRESHWORKS INCFRSH320,225$4.5M0.20%
108FOMENTO ECONOMICO MEXICANO S34441910645,582$4.4M0.20%
109UFP TECHNOLOGIES INCUFPT21,745$4.4M0.19%
110ADDUS HOMECARE CORPADUS44,335$4.4M0.19%
111PAYLOCITY HLDG CORPPCTY23,260$4.4M0.19%
112BLACKLINE INCBL89,928$4.4M0.19%
113MEDPACE HLDGS INCMEDP14,090$4.3M0.19%
114GRID DYNAMICS HLDGS INCGDYN270,362$4.2M0.19%
115AXOS FINANCIAL INCAX64,081$4.1M0.18%
116CREDO TECHNOLOGY GROUP HOLDICRDO100,898$4.1M0.18%
117TOPBUILD CORPBLD12,956$4.0M0.17%
118ALKAMI TECHNOLOGY INCALKT150,459$3.9M0.17%
119INNODATA INCINOD108,964$3.9M0.17%
120QUALYS INCQLYS29,092$3.7M0.16%
121FTI CONSULTING INCFCN22,045$3.6M0.16%
122IMPINJ INCPI39,489$3.6M0.16%
123SEMRUSH HLDGS INCSEMR370,983$3.5M0.15%
124JANUS HENDERSON GROUP PLCJHG91,311$3.3M0.15%
125SIMPLY GOOD FOODS COSMPL95,495$3.3M0.15%
126MATADOR RES COMTDR63,316$3.2M0.14%
127TENABLE HLDGS INC88025T10288,500$3.1M0.14%
128PAGERDUTY INCPD169,291$3.1M0.14%
129HIMS & HERS HEALTH INCHIMS88,629$2.6M0.12%
130E L F BEAUTY INCELF40,301$2.5M0.11%
131IMAX CORPIMAX94,526$2.5M0.11%
132ABERCROMBIE & FITCH COANF32,255$2.5M0.11%
133GRUPO AEROPORTUARIO DEL CENT40050110230,077$2.4M0.10%
134FLYWIRE CORPORATIONFLYW247,808$2.4M0.10%
135ONESPAWORLD HOLDINGS LIMITEDOSW140,129$2.4M0.10%
136COCA-COLA FEMSA SAB DE CVCOCSF25,233$2.3M0.10%
137ESSENT GROUP LTDESNT38,384$2.2M0.10%
138PLAYA HOTELS & RESORTS NVN70544106159,184$2.1M0.09%
139AFYA LTDAFYA116,531$2.1M0.09%
140OBSIDIAN ENERGY LTDOBE347,569$2.0M0.09%
141DOLE PLCDOLE130,629$1.9M0.08%
142CELESTICA INCCLS23,489$1.9M0.08%
143RADWARE LTDRDWR84,772$1.8M0.08%
144FIDELIS INSURANCE HOLDINGS LFIHL111,268$1.8M0.08%
145ARCOS DORADOS HOLDINGS INCARCO217,140$1.8M0.08%
146ITURAN LOCATION AND CONTROLM6158M10448,131$1.7M0.08%
147CHIPMOS TECHNOLOGIES INCIMOS101,265$1.7M0.08%
148ERMENEGILDO ZEGNA N VZGN228,489$1.7M0.07%
149SILICON MOTION TECHNOLOGY COSIMO32,275$1.6M0.07%
150ALPHABET INCGOOG9,866$1.5M0.07%
151ENERFLEX LTDEFXT198,965$1.5M0.07%
152NORTH AMERN CONSTR GROUP LTD65681110696,982$1.5M0.07%
153PAYSAFE LIMITEDPSFE95,131$1.5M0.07%
154METHANEX CORPMEOH41,451$1.5M0.06%
155CUSHMAN WAKEFIELD PLCCWK136,066$1.4M0.06%
156CENCORA INCCOR4,981$1.4M0.06%
157CONTROLADORA VUELA COMP DE A21240E105264,551$1.4M0.06%
158MATERIALISE NVMTLS267,431$1.3M0.06%
159SIMON PPTY GROUP INC NEW8288061097,280$1.2M0.05%
160ERO COPPER CORPERO98,319$1.2M0.05%
161FORTINET INCFTNT12,222$1.2M0.05%
162JPMORGAN CHASE & CO.VYLD4,501$1.1M0.05%
163BERKSHIRE HATHAWAY INC DELBRK-A2,049$1.1M0.05%
164CONSTELLIUM SECSTM103,929$1.0M0.05%
165EOG RES INCEOG7,943$1.0M0.04%
166LAM RESEARCH CORPLRCX13,300$966,8750.04%
167WALMART INCWMT10,785$946,8150.04%
168GENPACT LIMITEDG18,159$914,8500.04%
169CAMTEK LTDCAMT15,602$914,7450.04%
170EXXON MOBIL CORPXOM7,572$900,5380.04%
171CISCO SYS INCCSCO14,133$872,1470.04%
172VERTEX PHARMACEUTICALS INCVRTX1,714$830,9270.04%
173CARLISLE COS INC1423391002,429$827,0750.04%
174EVEREST GROUP LTDEG2,258$820,3990.04%
175PROGRESSIVE CORP7433151032,840$803,7480.04%
176CASEYS GEN STORES INC1475281031,687$732,2250.03%
177COMCAST CORP NEWCCZ19,704$727,0780.03%
178APPLIED MATLS INC0382221054,738$687,5730.03%
179MARRIOTT INTL INC NEW5719032022,835$675,1960.03%
180ORACLE CORPORCL-PD4,501$629,2850.03%
181PROCTER AND GAMBLE CO7427181093,635$619,4450.03%
182CORPAY INCCPAY1,753$611,3060.03%
183CROWN HLDGS INCCCK6,716$599,4700.03%
184AUTOZONE INCAZO147$560,4790.02%
185UNITEDHEALTH GROUP INCUNH1,032$540,3430.02%
186ELECTRONIC ARTS INCEA3,726$538,4820.02%
187ROSS STORES INCROST4,197$536,3950.02%
188UNION PAC CORPUNP2,152$508,4680.02%
189THE CIGNA GROUP1255231001,515$498,3380.02%
190DONALDSON INCDCI7,399$496,1770.02%
191DOMINION ENERGY INCD8,774$491,9580.02%
192T-MOBILE US INCTMUSZ1,789$477,1440.02%
193ILLINOIS TOOL WKS INC4523081091,760$436,5430.02%
194INTERNATIONAL BUSINESS MACHSINTR1,698$422,2250.02%
195ALLSTATE CORPALL-PJ2,030$420,3520.02%
196HOME DEPOT INCHD1,138$416,9660.02%
197PARKER-HANNIFIN CORPPH651$395,7100.02%
198TRAVELERS COMPANIES INCTRV1,491$394,3100.02%
199AMERIPRISE FINL INC03076C106814$394,0660.02%
200ALTRIA GROUP INCMO6,459$387,6690.02%
201CHUBB LIMITEDCB1,268$382,9230.02%
2023M COMMM2,596$381,2490.02%
203DISCOVER FINL SVCS2547091082,222$379,2950.02%
204CBRE GROUP INCCBRE2,897$378,9260.02%
205AFLAC INCAFL3,331$370,3740.02%
206NRG ENERGY INCNRG3,761$359,0250.02%
207CENTERPOINT ENERGY INCCNP9,904$358,8220.02%
208FERGUSON ENTERPRISES INCFERG2,199$352,3060.02%
209KEYSIGHT TECHNOLOGIES INCKEYS2,291$343,1060.02%
210LINDE PLCLIN736$342,7110.02%
211LINCOLN ELEC HLDGS INC5339001061,653$312,6480.01%
212SKECHERS U S A INC8305661055,362$304,4540.01%
213CONOCOPHILLIPSCOP2,818$295,9460.01%
214MASCO CORPMAS4,253$295,7540.01%
215PRINCIPAL FINANCIAL GROUP INPFG3,455$291,4980.01%
216TENET HEALTHCARE CORPTHC2,120$285,1400.01%
217NVIDIA CORPORATIONNVDA2,600$281,7880.01%
218MID-AMER APT CMNTYS INC59522J1031,657$277,6800.01%
219SHERWIN WILLIAMS COSHW794$277,4120.01%
220MARATHON PETE CORPMARA1,851$269,6720.01%
221VICI PPTYS INC9256521097,801$254,4690.01%
222ESSENTIAL PPTYS RLTY TR INC29670E1077,783$254,0370.01%
223ESSEX PPTY TR INC297178105828$253,8400.01%
224GAMING & LEISURE PPTYS INC36467J1084,961$252,5150.01%
225SYNOPSYS INCSNPS588$252,1640.01%
226EASTGROUP PPTYS INC2772761011,427$251,3660.01%
227CONAGRA BRANDS INCCAG9,327$248,7510.01%
228CARETRUST REIT INCCTRE8,630$246,6450.01%
229AVALONBAY CMNTYS INCAWX1,141$244,8810.01%
230EQUITY RESIDENTIALEQR3,419$244,7320.01%
231NATIONAL HEALTH INVS INC63633D1043,285$242,6300.01%
232EPR PPTYS26884U1094,568$240,3220.01%
233NATIONAL STORAGE AFFILIATESNSA-PB5,982$235,6910.01%
234BRIXMOR PPTY GROUP INC11120U1058,851$234,9940.01%
235NETAPP INCNTAP2,645$232,3370.01%
236AMERICAN HOMES 4 RENTAMH-PG6,138$232,0780.01%
237FOUR CORNERS PPTY TR INC35086T1098,064$231,4370.01%
238TANGER INCSKT6,735$227,5760.01%
239PUBLIC STORAGE OPER COPSA-PS725$216,9850.01%
240CUBESMARTCUBE5,045$215,4720.01%
241RYMAN HOSPITALITY PPTYS INC78377T1072,230$203,9110.01%
242VANGUARD INTL EQUITY INDEX F9220427181,755$202,8780.01%