Renaissance Capital LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
RC
Renaissance Capital LLC
Institutional Filer 0.54%$138.0M47

Current Portfolio Holdings

Showing all 47 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1CRWVCoreWeave, Inc. Class A Common StockTechnology142K$15.8M11.47%
2ARMArm Holdings plc American Depositary SharesTechnology59K$12.4M9.01%
3KVUEKenvue Inc.Consumer Defensive692K$12.1M8.79%
4ALABAstera Labs, Inc. Common StockTechnology60K$11.8M8.53%
5RDDTReddit, Inc.Communication Services61K$9.0M6.51%
6MDLNMEDLINE150K$6.7M4.84%
7VIKViking Holdings LtdConsumer Cyclical80K$6.5M4.73%
8CRCLCircle Internet GroupFinancial Services53K$4.8M3.46%
9CAVACAVA Group, Inc.Consumer Cyclical48K$4.4M3.22%
10AHRAmerican Healthcare REIT, Inc.Real Estate83K$4.2M3.07%
11KSPIJoint Stock Company Kaspi.kzTechnology43K$3.7M2.65%
12RBRKRubrik, Inc.Technology68K$3.6M2.63%
13CARTInstacart (Maplebear Inc.)Consumer Cyclical82K$3.5M2.52%
14ULSUL Solutions Inc.Industrials37K$3.3M2.40%
15BTSGBrightSpring Health Services, Inc. Common StockHealthcare61K$2.9M2.12%
Showing 1 to 15 of 47 holdings
Renaissance Capital LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner