Renaissance Capital as of March 31, 2026
Portfolio Holdings for Renaissance Capital
Renaissance Capital holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coreweave Com Cl A (CRWV) | 11.5 | $16M | 142k | 111.60 | |
| Arm Holdings Adr (ARM) | 9.0 | $12M | 59k | 210.32 | |
| Kenvue (KVUE) | 8.8 | $12M | 692k | 17.53 | |
| Astera Labs (ALAB) | 8.5 | $12M | 60k | 194.74 | |
| Reddit Com Cl A (RDDT) | 6.5 | $9.0M | 61k | 147.23 | |
| Medline Com Cl A (MDLN) | 4.8 | $6.7M | 150k | 44.47 | |
| Viking Holdings (VIK) | 4.7 | $6.5M | 80k | 81.91 | |
| Circle Internet Group Com Cl A (CRCL) | 3.5 | $4.8M | 53k | 90.88 | |
| Cava Group Ord (CAVA) | 3.2 | $4.4M | 48k | 93.41 | |
| American Healthcare Reit (AHR) | 3.1 | $4.2M | 83k | 50.78 | |
| Kaspi.kz Adr (KSPI) | 2.7 | $3.7M | 43k | 85.84 | |
| Rubrik (RBRK) | 2.6 | $3.6M | 68k | 53.18 | |
| Maplebear (CART) | 2.5 | $3.5M | 82k | 42.35 | |
| Ul Solutions Com Cl A (ULS) | 2.4 | $3.3M | 37k | 90.49 | |
| Brightspring Health Svcs (BTSG) | 2.1 | $2.9M | 61k | 47.97 | |
| Standardaero Com Cl A (SARO) | 2.0 | $2.7M | 109k | 24.86 | |
| Tempus Ai (TEM) | 1.9 | $2.6M | 47k | 55.48 | |
| Amer Sports (AS) | 1.8 | $2.5M | 71k | 35.07 | |
| Atmus Filtration Technologies Ord (ATMU) | 1.8 | $2.5M | 39k | 63.40 | |
| Legence Com Cl A (LGN) | 1.5 | $2.1M | 24k | 86.96 | |
| ServiceTitan (TTAN) | 1.4 | $1.9M | 32k | 59.46 | |
| Karman Hldgs (KRMN) | 1.2 | $1.6M | 24k | 67.98 | |
| Figma Com Cl A (FIG) | 1.1 | $1.5M | 86k | 17.70 | |
| Forgent Power Solutions Com Cl A (FPS) | 1.0 | $1.4M | 38k | 37.62 | |
| Klaviyo Com Cl A (KVYO) | 0.9 | $1.3M | 65k | 20.09 | |
| Lineage (LINE) | 0.9 | $1.2M | 34k | 36.88 | |
| Pony Ai Com Cl A (PONY) | 0.9 | $1.2M | 120k | 9.87 | |
| Loar Holdings (LOAR) | 0.8 | $1.1M | 20k | 56.12 | |
| Waystar Holding Corp (WAY) | 0.8 | $1.1M | 52k | 21.38 | |
| Caris Life Sciences (CAI) | 0.6 | $826k | 44k | 19.00 | |
| Birkenstock Holding (BIRK) | 0.6 | $794k | 21k | 38.74 | |
| Landbridge Com Cl A (LB) | 0.6 | $790k | 12k | 68.73 | |
| Venture Global Com Cl A (VG) | 0.5 | $732k | 55k | 13.27 | |
| Pacs Group (PACS) | 0.5 | $698k | 21k | 33.55 | |
| Figure Technology Solutions Com Cl A (FIGR) | 0.4 | $582k | 17k | 35.10 | |
| Bullish (BLSH) | 0.4 | $578k | 15k | 37.73 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.4 | $567k | 22k | 26.28 | |
| Netskope Com Cl A (NTSK) | 0.3 | $406k | 41k | 9.96 | |
| Solv Energy Com Cl A (MWH) | 0.3 | $401k | 10k | 39.84 | |
| Chime Financial Com Cl A (CHYM) | 0.2 | $342k | 16k | 21.86 | |
| Sailpoint (SAIL) | 0.2 | $328k | 29k | 11.42 | |
| Equipmentshare.com Com Cl A | 0.2 | $314k | 15k | 21.00 | |
| Central Bancompany Com Cl A (CBC) | 0.2 | $252k | 9.3k | 27.02 | |
| Beta Technologies Com Cl A (BETA) | 0.2 | $250k | 16k | 15.93 | |
| Klarna Group (KLAR) | 0.2 | $228k | 16k | 13.92 | |
| Billiontoone Com Cl A (BLLN) | 0.1 | $145k | 1.9k | 75.05 | |
| Fermi (FRMI) | 0.1 | $90k | 18k | 5.13 |
