Renaissance Capital as of March 31, 2025
Portfolio Holdings for Renaissance Capital
Renaissance Capital holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kenvue (KVUE) | 10.8 | $14M | 581k | 23.98 | |
| Corebridge Finl (CRBG) | 10.0 | $13M | 410k | 31.57 | |
| Arm Holdings Adr (ARM) | 9.3 | $12M | 112k | 106.79 | |
| Astera Labs (ALAB) | 6.7 | $8.7M | 146k | 59.67 | |
| Maplebear (CART) | 5.5 | $7.1M | 178k | 39.89 | |
| Cava Group Ord (CAVA) | 5.1 | $6.6M | 77k | 86.41 | |
| Nextracker Com Cl A (NXT) | 4.9 | $6.4M | 151k | 42.14 | |
| Jsc Kaspi.kz Adr (KSPI) | 4.4 | $5.7M | 62k | 92.85 | |
| Tempus Ai (TEM) | 4.2 | $5.5M | 113k | 48.24 | |
| Viking Holdings (VIK) | 3.8 | $4.9M | 124k | 39.75 | |
| Lineage (LINE) | 3.6 | $4.7M | 79k | 58.63 | |
| Loar Holdings (LOAR) | 3.2 | $4.2M | 59k | 70.65 | |
| Ul Solutions Com Cl A (ULS) | 3.0 | $3.9M | 70k | 56.40 | |
| Reddit Com Cl A (RDDT) | 2.8 | $3.6M | 35k | 104.90 | |
| Birkenstock Holding (BIRK) | 2.8 | $3.6M | 78k | 45.85 | |
| Rubrik (RBRK) | 2.7 | $3.5M | 57k | 60.98 | |
| Standardaero (SARO) | 2.7 | $3.4M | 129k | 26.64 | |
| Amer Sports (AS) | 2.6 | $3.3M | 125k | 26.73 | |
| Klaviyo Com Ser A (KVYO) | 2.6 | $3.3M | 109k | 30.26 | |
| Mobileye Global Com Cl A (MBLY) | 2.0 | $2.5M | 177k | 14.39 | |
| ServiceTitan (TTAN) | 1.5 | $1.9M | 20k | 95.11 | |
| Onestream Com Cl A (OS) | 1.4 | $1.8M | 84k | 21.34 | |
| Venture Global Com Cl A (VG) | 1.1 | $1.4M | 140k | 10.30 | |
| Bausch Lomb Corp (BLCO) | 0.9 | $1.2M | 80k | 14.50 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.8 | $1.0M | 51k | 20.39 | |
| Zeekr Intelligent Technology Adr (ZK) | 0.8 | $1.0M | 42k | 24.09 | |
| Sailpoint (SAIL) | 0.7 | $946k | 51k | 18.75 | |
| Pony Ai Adr (PONY) | 0.3 | $352k | 40k | 8.82 |
