Renaissance Investment Group
Renaissance Investment Group reported 77 stocks worth $487M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are CRWD (5.2%), GOOGL (4.8%) and AVGO (4.8%). Compared with Q2 2026, the fund opened new positions in VEEV, XOM and QXO, added to CRWD, AAPL and TT, trimmed GOOGL, AVGO and MSFT and sold out of XOM, WWD and GLW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CRWD Crowdstrike Hldgs Inc | $25.3M | 5.2% | 96K | +66K (+220%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $23.5M | 4.8% | 68K | −1,471 (−2%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $23.3M | 4.8% | 66K | −1,897 (−3%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $23.1M | 4.7% | 45K | −449 (−1%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $22.8M | 4.7% | 69K | +820 (+1%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $20.9M | 4.3% | 92K | −2,306 (−2%) | 8 of 8 | |
| 7 |  COST Costco Whsl Corp New | $18.3M | 3.8% | 20K | −148 (−1%) | 8 of 8 | |
| 8 |  GEV GE Vernova Inc | $18.3M | 3.8% | 19K | −59 (−0%) | 7 of 8 | |
| 9 |  TJX Tjx Cos Inc New | $17.4M | 3.6% | 131K | −721 (−1%) | 8 of 8 | |
| 10 |  TMO Thermo Fisher Scientific Inc | $17.2M | 3.5% | 25K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.1M | 15K |
TOPBUILD CORP | $709K | 2,000 |
 WWD Woodward Inc | $315K | 740 |
 GLW Corning Inc | $281K | 1,100 |
 EWG Ishares Inc | $230K | 5,550 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Renaissance Investment Group 13F FAQ
What does Renaissance Investment Group own?
Renaissance Investment Group reported 77 stocks worth $487M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are CRWD (5.2%), GOOGL (4.8%) and AVGO (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Renaissance Investment Group buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 34 added to, 29 trimmed and 10 sold out. New positions include VEEV, XOM and QXO. It sold all of XOM, WWD and GLW.
When will Renaissance Investment Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Renaissance Investment Group's portfolio worth?
The Q3 2026 filing reports $487M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.