Renaissance Capital as of Sept. 30, 2025
Portfolio Holdings for Renaissance Capital
Renaissance Capital holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Reddit Com Cl A (RDDT) | 9.4 | $17M | 73k | 229.99 | |
| Kenvue (KVUE) | 8.9 | $16M | 980k | 16.23 | |
| Astera Labs (ALAB) | 8.9 | $16M | 81k | 195.80 | |
| Arm Holdings Adr (ARM) | 8.3 | $15M | 104k | 141.49 | |
| Nextracker Com Cl A (NXT) | 5.2 | $9.3M | 126k | 73.99 | |
| Viking Holdings (VIK) | 5.2 | $9.3M | 149k | 62.16 | |
| Rubrik (RBRK) | 5.2 | $9.2M | 113k | 82.25 | |
| Jsc Kaspi.kz Adr (KSPI) | 4.1 | $7.3M | 90k | 81.68 | |
| Tempus Ai (TEM) | 3.8 | $6.8M | 84k | 80.71 | |
| Circle Internet Group Com Cl A (CRCL) | 3.8 | $6.8M | 51k | 132.58 | |
| Coreweave Com Cl A (CRWV) | 3.6 | $6.5M | 47k | 136.85 | |
| Cava Group Ord (CAVA) | 3.6 | $6.4M | 106k | 60.41 | |
| Maplebear (CART) | 3.5 | $6.3M | 170k | 36.76 | |
| Amer Sports (AS) | 3.2 | $5.8M | 167k | 34.75 | |
| Standardaero (SARO) | 2.8 | $4.9M | 180k | 27.29 | |
| Loar Holdings (LOAR) | 2.4 | $4.3M | 54k | 80.00 | |
| Mobileye Global Com Cl A (MBLY) | 2.1 | $3.8M | 269k | 14.12 | |
| Lineage (LINE) | 1.9 | $3.5M | 90k | 38.64 | |
| Ul Solutions Com Cl A (ULS) | 1.9 | $3.5M | 49k | 70.86 | |
| Birkenstock Holding (BIRK) | 1.8 | $3.1M | 69k | 45.25 | |
| Klaviyo Com Ser A (KVYO) | 1.6 | $2.9M | 105k | 27.69 | |
| Figma Com Cl A (FIG) | 1.4 | $2.4M | 47k | 51.87 | |
| Bullish | 1.4 | $2.4M | 38k | 63.61 | |
| Zeekr Intelligent Technology Adr (ZK) | 1.2 | $2.1M | 69k | 30.48 | |
| Sailpoint (SAIL) | 0.9 | $1.7M | 76k | 22.08 | |
| Venture Global Com Cl A (VG) | 0.9 | $1.7M | 119k | 14.19 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.8 | $1.3M | 57k | 23.48 | |
| ServiceTitan (TTAN) | 0.7 | $1.3M | 13k | 100.83 | |
| Caris Life Sciences (CAI) | 0.5 | $861k | 29k | 30.25 | |
| Chime Financial Com Cl A (CHYM) | 0.5 | $822k | 41k | 20.17 | |
| Pony Ai Adr (PONY) | 0.4 | $758k | 34k | 22.49 |
