Long-term investor
Renaissance Investment Group LLC @renaissanceinvestmentgro
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001509508).
Record
- Tracked since 2025-06-30 (446 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 5.1% · long · since 2025-06-30
- GOOGL · 4.9% · long · since 2025-06-30
- CRWD · 4.5% · long · since 2025-06-30
- GEV · 4.5% · long · since 2025-06-30
- TJX · 3.9% · long · since 2025-06-30
- URI · 3.9% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- COST · 3.7% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- CRS · 3.3% · long · since 2025-12-31
- HWM · 3.2% · long · since 2025-06-30