Renaissance Capital as of Dec. 31, 2025
Portfolio Holdings for Renaissance Capital
Renaissance Capital holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Reddit Com Cl A (RDDT) | 10.4 | $15M | 63k | 229.87 | |
| Kenvue (KVUE) | 10.2 | $14M | 817k | 17.25 | |
| Coreweave Com Cl A (CRWV) | 8.7 | $12M | 168k | 71.61 | |
| Astera Labs (ALAB) | 8.3 | $12M | 69k | 166.36 | |
| Arm Holdings Adr (ARM) | 5.5 | $7.6M | 70k | 109.31 | |
| Nextpower Com Cl A (NXT) | 5.0 | $7.0M | 80k | 87.11 | |
| Viking Holdings (VIK) | 4.8 | $6.6M | 93k | 71.41 | |
| Rubrik (RBRK) | 4.0 | $5.6M | 73k | 76.48 | |
| American Healthcare Reit (AHR) | 3.4 | $4.7M | 100k | 47.06 | |
| Maplebear (CART) | 3.4 | $4.7M | 104k | 44.98 | |
| Jsc Kaspi.kz Adr (KSPI) | 3.2 | $4.4M | 56k | 78.13 | |
| ServiceTitan (TTAN) | 3.2 | $4.4M | 41k | 106.50 | |
| Ul Solutions Com Cl A (ULS) | 2.7 | $3.7M | 48k | 78.86 | |
| Cava Group Ord (CAVA) | 2.7 | $3.7M | 64k | 58.69 | |
| Tempus Ai (TEM) | 2.6 | $3.6M | 61k | 59.05 | |
| Amer Sports (AS) | 2.6 | $3.5M | 95k | 37.35 | |
| Brightspring Health Svcs (BTSG) | 1.9 | $2.6M | 70k | 37.45 | |
| Standardaero (SARO) | 1.9 | $2.6M | 90k | 28.68 | |
| Klaviyo Com Cl A (KVYO) | 1.7 | $2.4M | 74k | 32.47 | |
| Circle Internet Group Com Cl A (CRCL) | 1.7 | $2.4M | 30k | 79.30 | |
| Karman Hldgs (KRMN) | 1.7 | $2.4M | 32k | 73.17 | |
| Waystar Holding Corp (WAY) | 1.6 | $2.3M | 69k | 32.75 | |
| Loar Holdings (LOAR) | 1.3 | $1.8M | 27k | 68.00 | |
| Lineage (LINE) | 1.1 | $1.6M | 45k | 35.00 | |
| Birkenstock Holding (BIRK) | 1.0 | $1.4M | 34k | 40.90 | |
| Figure Technology Solutions Com Cl A (FIGR) | 0.7 | $903k | 22k | 40.84 | |
| Figma Com Cl A (FIG) | 0.6 | $881k | 24k | 37.37 | |
| Bullish (BLSH) | 0.6 | $797k | 21k | 37.87 | |
| Sailpoint (SAIL) | 0.6 | $774k | 38k | 20.23 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.5 | $642k | 29k | 22.33 | |
| Klarna Group (KLAR) | 0.5 | $633k | 22k | 28.91 | |
| Netskope Com Cl A (NTSK) | 0.4 | $535k | 31k | 17.54 | |
| Chime Financial Com Cl A (CHYM) | 0.4 | $525k | 21k | 25.17 | |
| Venture Global Com Cl A (VG) | 0.3 | $481k | 71k | 6.82 | |
| Beta Technologies Com Cl A (BETA) | 0.3 | $450k | 16k | 28.21 | |
| Caris Life Sciences (CAI) | 0.3 | $389k | 14k | 26.98 | |
| Pony Ai Adr (PONY) | 0.2 | $245k | 17k | 14.50 | |
| Billiontoone Com Cl A (BLLN) | 0.1 | $201k | 2.5k | 81.84 | |
| Fermi (FRMI) | 0.1 | $182k | 23k | 8.00 |
