Renaissance Capital as of June 30, 2025
Portfolio Holdings for Renaissance Capital
Renaissance Capital holds 28 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arm Holdings Adr (ARM) | 11.2 | $16M | 100k | 161.74 | |
| Reddit Com Cl A (RDDT) | 11.1 | $16M | 105k | 150.57 | |
| Kenvue (KVUE) | 9.2 | $13M | 629k | 20.93 | |
| Astera Labs (ALAB) | 8.0 | $11M | 127k | 90.42 | |
| Viking Holdings (VIK) | 5.9 | $8.5M | 159k | 53.29 | |
| Rubrik (RBRK) | 4.6 | $6.5M | 73k | 89.59 | |
| Corebridge Finl (CRBG) | 4.4 | $6.3M | 176k | 35.50 | |
| Cava Group Ord (CAVA) | 4.4 | $6.2M | 74k | 84.23 | |
| Maplebear (CART) | 4.0 | $5.8M | 128k | 45.24 | |
| Jsc Kaspi.kz Adr (KSPI) | 3.9 | $5.6M | 66k | 84.89 | |
| Nextracker Com Cl A (NXT) | 3.8 | $5.4M | 100k | 54.37 | |
| Coreweave Inc Com Cl A (CRWV) | 3.6 | $5.1M | 32k | 163.06 | |
| Amer Sports (AS) | 3.4 | $4.8M | 124k | 38.76 | |
| Tempus Ai (TEM) | 2.9 | $4.2M | 66k | 63.54 | |
| Standardaero (SARO) | 2.9 | $4.1M | 129k | 31.65 | |
| Loar Holdings (LOAR) | 2.6 | $3.7M | 43k | 86.17 | |
| Lineage (LINE) | 2.3 | $3.3M | 76k | 43.52 | |
| Ul Solutions Com Cl A (ULS) | 2.1 | $3.1M | 42k | 72.86 | |
| Klaviyo Com Ser A (KVYO) | 2.1 | $3.0M | 90k | 33.58 | |
| Birkenstock Holding (BIRK) | 2.0 | $2.9M | 58k | 49.18 | |
| Mobileye Global Com Cl A (MBLY) | 1.2 | $1.7M | 95k | 17.98 | |
| Sailpoint (SAIL) | 1.0 | $1.5M | 66k | 22.86 | |
| Onestream (OS) | 0.9 | $1.3M | 47k | 28.30 | |
| Venture Global Com Cl A (VG) | 0.8 | $1.2M | 77k | 15.58 | |
| ServiceTitan (TTAN) | 0.8 | $1.2M | 11k | 107.18 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.5 | $657k | 28k | 23.53 | |
| Zeekr Intelligent Technology Adr (ZK) | 0.4 | $585k | 23k | 25.50 | |
| Pony Ai Adr (PONY) | 0.2 | $226k | 17k | 13.20 |
