Renaissance Investment Group LLC
Renaissance Investment Group LLC reported 84 positions worth $508.4M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: AVGO (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $25.8M | 5.07% | 68,173 | — | — | |
| ▸ 2 | GOOGL | SH | $24.9M | 4.90% | 69,694 | — | — | |
| ▸ 3 | CRWD | SH | $22.8M | 4.49% | 29,891 | — | — | |
| ▸ 4 | GEV | SH | $22.7M | 4.47% | 19,339 | — | — | |
| ▸ 5 | TJX | SH | $20.0M | 3.94% | 132,164 | — | — | |
| ▸ 6 | URI | SH | $19.7M | 3.88% | 17,401 | — | — | |
| ▸ 7 | AAPL | SH | $19.6M | 3.86% | 67,748 | — | — | |
| ▸ 8 | COST | SH | $19.0M | 3.73% | 20,279 | — | — | |
| ▸ 9 | NVDA | SH | $18.8M | 3.70% | 94,002 | — | — | |
| ▸ 10 | MSFT | SH | $17.0M | 3.34% | 45,497 | — | — |
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Frequently Asked Questions
What stocks does Renaissance Investment Group LLC hold as of Q2 2026?
Renaissance Investment Group LLC reported 84 positions worth $508.4M in its Q2 2026 13F filing. Largest positions: AVGO (5.1%), GOOGL (4.9%), CRWD (4.5%), GEV (4.5%) and TJX (3.9%).
What did Renaissance Investment Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Renaissance Investment Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.