RENAISSANCE GROUP LLC
Covington KY · SEC CIK 0000944234
$24.63亿2026Q2 申报市值
234持仓数
18.5%前十大占比 · 第一大 2.3%
18 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TT 新建仓+$3,371.91万
CDW 新建仓+$3,361.03万
GEV 新建仓+$3,182.57万
CCL 新建仓+$3,175.03万
NVDA 加仓+$2,854.83万
2026Q2 卖出最多 按季末市值估算
ZTS 清仓-$3,214.81万
AMAT 减仓-$2,658.75万
KLAC 减仓-$2,647.09万
NOW 减仓-$2,617.92万
CCL 清仓-$2,372.36万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $103.69万 | 0.04% | 9,169 | -84 | -0.9% | -$9,500 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $106.14万 | 0.04% | 9,990 | -45 | -0.4% | -$4,781 | 减仓 |
| ERO | ERO COPPER CORP | $108.02万 | 0.04% | 40,382 | -458 | -1.1% | -$1.23万 | 减仓 |
| ROST | ROSS STORES INC | $108.23万 | 0.04% | 5,085 | 1,056 | 26.2% | $22.48万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $115.69万 | 0.05% | 19,444 | 78 | 0.4% | $4,641 | 加仓 |
| FTNT | FORTINET INC | $118.04万 | 0.05% | 7,684 | -1,582 | -17.1% | -$24.30万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $119.09万 | 0.05% | 91,470 | -1,155 | -1.2% | -$1.50万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $119.76万 | 0.05% | 132,330 | 41,725 | 46.1% | $37.76万 | 加仓 |
| CSCO | CISCO SYS INC | $120.56万 | 0.05% | 10,264 | -1,789 | -14.8% | -$21.01万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $124.27万 | 0.05% | 20,368 | -302 | -1.5% | -$1.84万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $125.78万 | 0.05% | 3,351 | -250 | -6.9% | -$9.38万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $125.87万 | 0.05% | 201,387 | 201,387 | — | $125.87万 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $127.01万 | 0.05% | 94,856 | 25,092 | 36.0% | $33.60万 | 加仓 |
| IFS | INTERCORP FINL SVCS INC | $130.40万 | 0.05% | 22,893 | -377 | -1.6% | -$2.15万 | 减仓 |
| RDWR | RADWARE LTD | $132.07万 | 0.05% | 42,795 | 8,631 | 25.3% | $26.64万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $137.53万 | 0.06% | 48,701 | -626 | -1.3% | -$1.77万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $140.05万 | 0.06% | 6,262 | -164 | -2.6% | -$3.67万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $169.76万 | 0.07% | 4,354 | -280 | -6.0% | -$10.92万 | 减仓 |
| CSTM | CONSTELLIUM SE | $177.10万 | 0.07% | 55,570 | -654 | -1.2% | -$2.08万 | 减仓 |
| GOOG | ALPHABET INC | $179.84万 | 0.07% | 5,090 | -4,570 | -47.3% | -$161.47万 | 减仓 |
| EFXT | ENERFLEX LTD | $180.43万 | 0.07% | 73,615 | -1,428 | -1.9% | -$3.50万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $185.90万 | 0.08% | 5,577 | -5,604 | -50.1% | -$186.80万 | 减仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $219.35万 | 0.09% | 34,140 | -1,040 | -3.0% | -$6.68万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $221.61万 | 0.09% | 24,065 | -1,125 | -4.5% | -$10.36万 | 减仓 |
| GTX | GARRETT MOTION INC | $223.23万 | 0.09% | 61,614 | -6,519 | -9.6% | -$23.62万 | 减仓 |
| SNY | SANOFI SA | $364.37万 | 0.15% | 85,413 | -7,043 | -7.6% | -$30.05万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $426.10万 | 0.17% | 44,395 | -4,460 | -9.1% | -$42.81万 | 减仓 |
| SPSC | SPS COMM INC | $447.68万 | 0.18% | 78,306 | -16,418 | -17.3% | -$93.86万 | 减仓 |
| MRX | MAREX GROUP PLC | $461.24万 | 0.19% | 75,675 | -115,225 | -60.4% | -$702.30万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $483.29万 | 0.20% | 29,278 | -5,733 | -16.4% | -$94.63万 | 减仓 |
| KT | KT CORP | $496.06万 | 0.20% | 287,069 | -27,912 | -8.9% | -$48.23万 | 减仓 |
| QTWO | Q2 HLDGS INC | $512.84万 | 0.21% | 106,620 | -21,968 | -17.1% | -$105.67万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $541.11万 | 0.22% | 18,584 | -3,707 | -16.6% | -$107.94万 | 减仓 |
| CENX | CENTURY ALUM CO | $543.59万 | 0.22% | 118,147 | 110,732 | 1,493.4% | $509.48万 | 加仓 |
| SHEL | SHELL PLC | $545.34万 | 0.22% | 70,331 | -6,681 | -8.7% | -$51.80万 | 减仓 |
| CRH | CRH PLC | $549.63万 | 0.22% | 51,368 | -4,222 | -7.6% | -$45.18万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $555.42万 | 0.23% | 51,696 | -4,434 | -7.9% | -$47.64万 | 减仓 |
| IBN | ICICI BANK LIMITED | $557.06万 | 0.23% | 191,890 | -16,752 | -8.0% | -$48.63万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $560.48万 | 0.23% | 108,621 | -9,677 | -8.2% | -$49.93万 | 减仓 |
| GSK | GSK PLC | $566.74万 | 0.23% | 108,116 | -8,517 | -7.3% | -$44.65万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $567.18万 | 0.23% | 58,436 | -4,829 | -7.6% | -$46.87万 | 减仓 |
| SONY | SONY GROUP CORP | $568.76万 | 0.23% | 283,531 | 27,214 | 10.6% | $54.59万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $572.32万 | 0.23% | 227,290 | 227,290 | — | $572.32万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $573.27万 | 0.23% | 20,399 | -1,960 | -8.8% | -$55.08万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $600.33万 | 0.24% | 143,896 | -15,109 | -9.5% | -$63.03万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $607.09万 | 0.25% | 184,190 | 173,266 | 1,586.1% | $571.08万 | 加仓 |
| LRN | STRIDE INC | $609.14万 | 0.25% | 70,633 | -14,558 | -17.1% | -$125.55万 | 减仓 |
| ALV | AUTOLIV INC | $644.97万 | 0.26% | 55,520 | 18,205 | 48.8% | $211.49万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $659.48万 | 0.27% | 40,146 | -7,334 | -15.4% | -$120.48万 | 减仓 |
| NTES | NETEASE COM INC | $674.92万 | 0.27% | 52,671 | 23,644 | 81.5% | $302.97万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $680.53万 | 0.28% | 20,634 | -4,120 | -16.6% | -$135.88万 | 减仓 |
| BCO | BRINKS CO | $681.31万 | 0.28% | 72,104 | -13,940 | -16.2% | -$131.72万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $704.20万 | 0.29% | 298,262 | -43,374 | -12.7% | -$102.41万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $718.38万 | 0.29% | 108,157 | 14,614 | 15.6% | $97.07万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $721.56万 | 0.29% | 45,013 | -21,578 | -32.4% | -$345.90万 | 减仓 |
| PSO | PEARSON PLC | $721.61万 | 0.29% | 454,127 | 84,385 | 22.8% | $134.09万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $735.99万 | 0.30% | 358,495 | 86,894 | 32.0% | $178.39万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $746.96万 | 0.30% | 28,659 | -24,500 | -46.1% | -$638.57万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $754.17万 | 0.31% | 51,733 | -4,738 | -8.4% | -$69.07万 | 减仓 |
| CVSA | COVISTA INC | $760.87万 | 0.31% | 61,036 | -12,286 | -16.8% | -$153.16万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $762.97万 | 0.31% | 387,690 | 387,690 | — | $762.97万 | 新建仓 |
| NMIH | NMI HLDGS INC | $776.34万 | 0.32% | 188,936 | -38,520 | -16.9% | -$158.28万 | 减仓 |
| RMBS | RAMBUS INC DEL | $781.79万 | 0.32% | 58,896 | -46,899 | -44.3% | -$622.54万 | 减仓 |
| FTI | TECHNIPFMC PLC | $783.08万 | 0.32% | 118,112 | -28,700 | -19.5% | -$190.28万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $798.97万 | 0.32% | 88,617 | 14,991 | 20.4% | $135.16万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $803.06万 | 0.33% | 310,542 | 57,736 | 22.8% | $149.31万 | 加仓 |
| INOD | INNODATA INC | $804.33万 | 0.33% | 106,421 | -81,824 | -43.5% | -$618.43万 | 减仓 |
| BDC | BELDEN INC | $806.83万 | 0.33% | 67,286 | -13,558 | -16.8% | -$162.57万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $829.84万 | 0.34% | 58,551 | 58,551 | — | $829.84万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $830.98万 | 0.34% | 64,673 | 64,673 | — | $830.98万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $840.19万 | 0.34% | 121,170 | -1,381 | -1.1% | -$9.58万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $844.75万 | 0.34% | 99,876 | -20,070 | -16.7% | -$169.75万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $848.13万 | 0.34% | 84,416 | 6,625 | 8.5% | $66.56万 | 加仓 |
| CTRE | CARETRUST REIT INC | $848.33万 | 0.34% | 210,243 | -88,249 | -29.6% | -$356.08万 | 减仓 |
| HQY | HEALTHEQUITY INC | $874.65万 | 0.36% | 96,839 | -1,475 | -1.5% | -$13.32万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $875.22万 | 0.36% | 340,157 | -67,151 | -16.5% | -$172.78万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $879.97万 | 0.36% | 259,731 | -23,890 | -8.4% | -$80.94万 | 减仓 |
| FN | FABRINET | $881.23万 | 0.36% | 15,678 | -3,150 | -16.7% | -$177.06万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $882.51万 | 0.36% | 16,664 | -7,830 | -32.0% | -$414.67万 | 减仓 |
| MOD | MODINE MFG CO | $904.88万 | 0.37% | 33,888 | -19,530 | -36.6% | -$521.49万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $912.97万 | 0.37% | 24,485 | -4,874 | -16.6% | -$181.74万 | 减仓 |
| AX | AXOS FINANCIAL INC | $916.35万 | 0.37% | 94,091 | -19,293 | -17.0% | -$187.89万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $919.95万 | 0.37% | 37,523 | 37,523 | — | $919.95万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $921.20万 | 0.37% | 132,090 | 132,090 | — | $921.20万 | 新建仓 |
| DY | DYCOM INDS INC | $923.46万 | 0.37% | 18,265 | -3,395 | -15.7% | -$171.65万 | 减仓 |
| NXT | NEXTPOWER INC | $925.53万 | 0.38% | 77,684 | -15,954 | -17.0% | -$190.08万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $928.79万 | 0.38% | 102,335 | -56,484 | -35.6% | -$512.65万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $944.58万 | 0.38% | 74,735 | -14,727 | -16.5% | -$186.13万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $947.82万 | 0.38% | 117,800 | 117,800 | — | $947.82万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $953.76万 | 0.39% | 425,594 | 425,594 | — | $953.76万 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC | $989.54万 | 0.40% | 37,323 | -6,562 | -15.0% | -$173.98万 | 减仓 |
| IMAX | IMAX CORP | $1,084.81万 | 0.44% | 272,155 | -49,838 | -15.5% | -$198.65万 | 减仓 |
| IESC | IES HOLDINGS INC | $1,090.90万 | 0.44% | 14,849 | -6,799 | -31.4% | -$499.50万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,105.86万 | 0.45% | 13,175 | -17,919 | -57.6% | -$1,504.05万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,122.16万 | 0.46% | 46,568 | -4,600 | -9.0% | -$110.85万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1,137.22万 | 0.46% | 278,458 | -54,651 | -16.4% | -$223.19万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $1,141.34万 | 0.46% | 121,161 | 121,161 | — | $1,141.34万 | 新建仓 |
| FLEX | FLEX LTD | $1,184.37万 | 0.48% | 73,078 | -77,693 | -51.5% | -$1,259.17万 | 减仓 |
| AIR | AAR CORP | $1,192.84万 | 0.48% | 83,456 | -16,975 | -16.9% | -$242.62万 | 减仓 |
| SANM | SANMINA CORP | $1,247.23万 | 0.51% | 49,282 | -9,839 | -16.6% | -$249.01万 | 减仓 |