Filed: 7/9/2025ACC: 0001509508-25-000004
📋 What this filing means
RENAISSANCE INVESTMENT GROUP LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $460.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$460.88M
Total AUM (reported)
2.56M
Total Shares
Allocation by class
COM$338.70M73.5%
CL A$29.91M6.5%
CAP STK CL A$16.26M3.5%
COM NEW$15.96M3.5%
COM CL A$13.07M2.8%
ORD$12.72M2.8%
SHS$12.71M2.8%
Portfolio Concentration
Top 3$70.83M15.4%
4–10$107.94M23.4%
11–25$176.85M38.4%
Rest$105.27M22.8%
Top 3 weight
15.4%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Sole
Full voting authority
2.45M
shares
% of voting shares95.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
111.04K
shares
% of voting shares4.3%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 95.7% of voting shares
Institutional Holdings78
Rows:
BROADCOM INC
SOLEShares98.77K
TypeSH
Market value$27.22M
5.91%
Sole
94.45K
Shared
0.00
None
4.32K
MICROSOFT CORP
SOLEShares46.18K
TypeSH
Market value$22.97M
4.98%
Sole
44.32K
Shared
0.00
None
1.86K
COSTCO WHSL CORP NEW
SOLEShares20.84K
TypeSH
Market value$20.64M
4.48%
Sole
20.39K
Shared
0.00
None
460.00
TJX COS INC NEW
SOLEShares142.94K
TypeSH
Market value$17.65M
3.83%
Sole
136.92K
Shared
0.00
None
6.03K
ALPHABET INC
SOLEShares92.28K
TypeSH
Market value$16.26M
3.53%
Sole
88K
Shared
0.00
None
4.28K
BOOKING HOLDINGS INC
SOLEShares2.63K
TypeSH
Market value$15.21M
3.30%
Sole
2.56K
Shared
0.00
None
65.00
INTUITIVE SURGICAL INC
SOLEShares27.78K
TypeSH
Market value$15.10M
3.28%
Sole
27.05K
Shared
0.00
None
735.00
NVIDIA CORPORATION
SOLEShares95.54K
TypeSH
Market value$15.09M
3.28%
Sole
93.03K
Shared
0.00
None
2.51K
UNITED RENTALS INC
SOLEShares19.06K
TypeSH
Market value$14.36M
3.12%
Sole
18.63K
Shared
0.00
None
425.00
HOME DEPOT INC
SOLEShares38.91K
TypeSH
Market value$14.26M
3.10%
Sole
37.52K
Shared
0.00
None
1.39K
APPLE INC
SOLEShares69.24K
TypeSH
Market value$14.21M
3.08%
Sole
65.27K
Shared
0.00
None
3.97K
CROWDSTRIKE HLDGS INC
SOLEShares27.25K
TypeSH
Market value$13.88M
3.01%
Sole
26.59K
Shared
0.00
None
660.00
HOWMET AEROSPACE INC
SOLEShares70.75K
TypeSH
Market value$13.17M
2.86%
Sole
68.57K
Shared
0.00
None
2.18K
VISA INC
SOLEShares36.82K
TypeSH
Market value$13.07M
2.84%
Sole
36.01K
Shared
0.00
None
810.00
CRH PLC
SOLEShares138.54K
TypeSH
Market value$12.72M
2.76%
Sole
133.69K
Shared
0.00
None
4.85K
TRANE TECHNOLOGIES PLC
SOLEShares28.56K
TypeSH
Market value$12.49M
2.71%
Sole
27.81K
Shared
0.00
None
750.00
RTX CORPORATION
SOLEShares85.43K
TypeSH
Market value$12.48M
2.71%
Sole
80.34K
Shared
0.00
None
5.10K
GALLAGHER ARTHUR J & CO
SOLEShares36.91K
TypeSH
Market value$11.81M
2.56%
Sole
36.01K
Shared
0.00
None
895.00
LEIDOS HOLDINGS INC
SOLEShares72.19K
TypeSH
Market value$11.39M
2.47%
Sole
68.94K
Shared
0.00
None
3.25K
THERMO FISHER SCIENTIFIC INC
SOLEShares26.07K
TypeSH
Market value$10.57M
2.29%
Sole
25.08K
Shared
0.00
None
984.00
XYLEM INC
SOLEShares81.43K
TypeSH
Market value$10.53M
2.29%
Sole
79.52K
Shared
0.00
None
1.92K
TETRA TECH INC NEW
SOLEShares292.64K
TypeSH
Market value$10.52M
2.28%
Sole
285.42K
Shared
0.00
None
7.22K
TE CONNECTIVITY PLC
SOLEShares60.82K
TypeSH
Market value$10.26M
2.23%
Sole
58.91K
Shared
0.00
None
1.91K
NXP SEMICONDUCTORS N V
SOLEShares45.30K
TypeSH
Market value$9.90M
2.15%
Sole
43.63K
Shared
0.00
None
1.67K
GE VERNOVA INC
SOLEShares18.61K
TypeSH
Market value$9.85M
2.14%
Sole
18.30K
Shared
0.00
None
310.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 98.77K | SH | $27.22M 5.91% | 94.45K | 0.00 | 4.32K |
MICROSOFT CORPSOLE | COM | 46.18K | SH | $22.97M 4.98% | 44.32K | 0.00 | 1.86K |
COSTCO WHSL CORP NEWSOLE | COM | 20.84K | SH | $20.64M 4.48% | 20.39K | 0.00 | 460.00 |
TJX COS INC NEWSOLE | COM | 142.94K | SH | $17.65M 3.83% | 136.92K | 0.00 | 6.03K |
ALPHABET INCSOLE | CAP STK CL A | 92.28K | SH | $16.26M 3.53% | 88K | 0.00 | 4.28K |
BOOKING HOLDINGS INCSOLE | COM | 2.63K | SH | $15.21M 3.30% | 2.56K | 0.00 | 65.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.78K | SH | $15.10M 3.28% | 27.05K | 0.00 | 735.00 |
NVIDIA CORPORATIONSOLE | COM | 95.54K | SH | $15.09M 3.28% | 93.03K | 0.00 | 2.51K |
UNITED RENTALS INCSOLE | COM | 19.06K | SH | $14.36M 3.12% | 18.63K | 0.00 | 425.00 |
HOME DEPOT INCSOLE | COM | 38.91K | SH | $14.26M 3.10% | 37.52K | 0.00 | 1.39K |
APPLE INCSOLE | COM | 69.24K | SH | $14.21M 3.08% | 65.27K | 0.00 | 3.97K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.25K | SH | $13.88M 3.01% | 26.59K | 0.00 | 660.00 |
HOWMET AEROSPACE INCSOLE | COM | 70.75K | SH | $13.17M 2.86% | 68.57K | 0.00 | 2.18K |
VISA INCSOLE | COM CL A | 36.82K | SH | $13.07M 2.84% | 36.01K | 0.00 | 810.00 |
CRH PLCSOLE | ORD | 138.54K | SH | $12.72M 2.76% | 133.69K | 0.00 | 4.85K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 28.56K | SH | $12.49M 2.71% | 27.81K | 0.00 | 750.00 |
RTX CORPORATIONSOLE | COM | 85.43K | SH | $12.48M 2.71% | 80.34K | 0.00 | 5.10K |
GALLAGHER ARTHUR J & COSOLE | COM | 36.91K | SH | $11.81M 2.56% | 36.01K | 0.00 | 895.00 |
LEIDOS HOLDINGS INCSOLE | COM | 72.19K | SH | $11.39M 2.47% | 68.94K | 0.00 | 3.25K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 26.07K | SH | $10.57M 2.29% | 25.08K | 0.00 | 984.00 |
XYLEM INCSOLE | COM | 81.43K | SH | $10.53M 2.29% | 79.52K | 0.00 | 1.92K |
TETRA TECH INC NEWSOLE | COM | 292.64K | SH | $10.52M 2.28% | 285.42K | 0.00 | 7.22K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 60.82K | SH | $10.26M 2.23% | 58.91K | 0.00 | 1.91K |
NXP SEMICONDUCTORS N VSOLE | COM | 45.30K | SH | $9.90M 2.15% | 43.63K | 0.00 | 1.67K |
GE VERNOVA INCSOLE | COM | 18.61K | SH | $9.85M 2.14% | 18.30K | 0.00 | 310.00 |
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