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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Renaissance Investment Group LLC INSTITUTION : Renaissance Investment Group LLC
Renaissance Investment Group LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-08) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 14,617,000 92,680 6.90%
APPLE INC    (COM) AAPL 12,554,000 49,370 5.92%
THERMO FISHER SCIENTIFICINC    (COM) TMO 11,191,000 39,460 5.28%
HOME DEPOT INC    (COM) HD 10,074,000 53,954 4.75%
DANAHER CORP DEL COM    (COM) DHR 9,322,000 67,351 4.40%
PAYPAL HOLDINGS INC SHS    (COM) PYPL 9,299,000 97,128 4.39%
VISA INC CL A SHRS    (COM) V 9,016,000 55,962 4.25%
AIR PRODUCTS&CHEM    (COM) APD 7,957,000 39,863 3.75%
TJX COS INC NEW    (COM) TJX 6,836,000 142,972 3.22%
COSTCO WHOLESALE CORP COM    (COM) COST 6,830,000 23,954 3.22%
UNION PACIFIC CORP    (COM) UNP 6,428,000 45,573 3.03%
BLACKSTONE GROUP INC COMCL A    (COM) 6,372,000 139,847 3.00%
MERCK AND CO INC SHS    (COM) MRK 6,227,000 80,932 2.94%
ALPHABET INC SHS CL A    (COM) GOOGL 5,805,000 4,996 2.74%
MASCO CORP    (COM) MAS 5,510,000 159,378 2.60%
PEPSICO INC    (COM) PEP 5,419,000 45,119 2.55%
CHURCH&DWIGHT CO INC    (COM) CHD 5,255,000 81,879 2.48%
NXP SEMICONDUCTORS N.V.    (COM) NXPI 4,906,000 59,159 2.31%
SPDR S&P MIDCAP 400 ETF TRUST    (COM) MDY 4,579,000 17,417 2.16%
TOPBUILD CORP SHS    (COM) 4,318,000 60,271 2.03%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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