Renaissance Investment Group LLC 13F 持仓 · 2026年Q2
Renaissance Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 5.08 亿美元。前几大持仓：AVGO（5.07%）、GOOGL（4.90%）、CRWD（4.49%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $25.8M | 5.07% | 68,173 | 减持 |
| 2 | GOOGL | ALPHABET INC | $24.9M | 4.90% | 69,694 | 减持 |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | $22.8M | 4.49% | 29,891 | 增持 |
| 4 | GEV | GE VERNOVA INC | $22.7M | 4.47% | 19,339 | 减持 |
| 5 | TJX | TJX COS INC NEW | $20.0M | 3.94% | 132,164 | 减持 |
| 6 | URI | UNITED RENTALS INC | $19.7M | 3.88% | 17,401 | 减持 |
| 7 | AAPL | APPLE INC | $19.6M | 3.86% | 67,748 | 减持 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $19.0M | 3.73% | 20,279 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $18.8M | 3.70% | 94,002 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $17.0M | 3.34% | 45,497 | 减持 |
| 11 | CRS | CARPENTER TECHNOLOGY CORP | $16.8M | 3.31% | 27,296 | 增持 |
| 12 | HWM | HOWMET AEROSPACE INC | $16.2M | 3.18% | 60,168 | 减持 |
| 13 | CRH | CRH PLC | $14.6M | 2.87% | 136,287 | 减持 |
| 14 | RTX | RTX CORPORATION | $14.5M | 2.86% | 76,650 | 减持 |
| 15 | TT | TRANE TECHNOLOGIES PLC | $14.4M | 2.83% | 29,345 | 减持 |
| 16 | HD | HOME DEPOT INC | $13.6M | 2.68% | 38,630 | 增持 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $12.7M | 2.51% | 25,427 | 减持 |
| 18 | V | VISA INC | $12.4M | 2.44% | 36,193 | 减持 |
| 19 | TEL | TE CONNECTIVITY PLC | $12.3M | 2.42% | 61,014 | 减持 |
| 20 | BKNG | BOOKING HOLDINGS INC | $11.5M | 2.26% | 64,359 | 增持 |
| 21 | ISRG | INTUITIVE SURGICAL INC | $10.9M | 2.14% | 27,369 | 减持 |
| 22 | NXPI | NXP SEMICONDUCTORS N V | $10.8M | 2.13% | 38,566 | 减持 |
| 23 | AJG | GALLAGHER ARTHUR J & CO | $10.1M | 1.98% | 43,844 | 增持 |
| 24 | XYL | XYLEM INC | $9.9M | 1.94% | 83,407 | 增持 |
| 25 | NEE | NEXTERA ENERGY INC | $9.4M | 1.84% | 106,786 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR