Institutions / Renaissance Capital LLC

Renaissance Capital LLC

CIK 1535058 · Institution · as of Dec 31, 2025
Portfolio value
$138.79M
Positions
39
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 39 →
CompanyClassValueShares% of portfolio
Reddit, Inc.$14.47M62,96710.4%
Kenvue Inc.$14.09M816,71810.2%
CoreWeave, Inc.$12.04M168,1818.7%
Astera Labs, Inc.$11.51M69,1708.3%
Arm Holdings PLC /UkARMADR$7.63M69,8435.5%
Nextpower Inc.$7.00M80,4075.0%
Viking Holdings Ltd$6.62M92,6424.8%
Rubrik, Inc.$5.57M72,8024.0%
American Healthcare REIT, Inc.$4.72M100,2473.4%
Maplebear Inc$4.67M103,9053.4%
Joint Stock Co Kaspi.kzKSPIADR$4.39M56,2253.2%
ServiceTitan, Inc.$4.39M41,2233.2%
UL Solutions Inc.$3.75M47,5442.7%
Cava Group, Inc.$3.73M63,5272.7%
Tempus AI, Inc.$3.58M60,6872.6%
Amer Sports$3.55M94,9752.6%
BrightSpring Health Services, Inc.$2.63M70,1051.9%
StandardAero, Inc.SAROCommon Stock$2.59M90,1891.9%
Klaviyo, Inc.$2.39M73,5571.7%
Circle Internet Group, Inc.CRCLCommon Stock$2.38M30,0471.7%
Karman Holdings Inc.$2.37M32,3651.7%
Waystar Holding Corp.$2.27M69,3931.6%
Loar Holdings Inc.LOARCommon Stock$1.85M27,1511.3%
Lineage, Inc.LINEREIT$1.57M44,9641.1%
Birkenstock Holding plc$1.39M33,8981.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.