Renaissance Capital as of June 30, 2026
Portfolio Holdings for Renaissance Capital
Renaissance Capital holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Astera Labs (ALAB) | 12.3 | $22M | 46k | 483.02 | |
| Coreweave Com Cl A (CRWV) | 9.3 | $17M | 169k | 99.54 | |
| Arm Holdings Adr (ARM) | 8.7 | $16M | 45k | 354.57 | |
| Reddit Com Cl A (RDDT) | 6.5 | $12M | 68k | 173.58 | |
| Viking Holdings (VIK) | 5.2 | $9.5M | 90k | 104.67 | |
| Medline Com Cl A (MDLN) | 5.0 | $9.0M | 229k | 39.44 | |
| Rubrik (RBRK) | 3.5 | $6.3M | 79k | 80.28 | |
| Circle Internet Group (CRCL) | 3.2 | $5.7M | 91k | 62.63 | |
| Brightspring Health Svcs (BTSG) | 3.1 | $5.7M | 81k | 69.74 | |
| American Healthcare Reit (AHR) | 2.8 | $5.1M | 97k | 52.15 | |
| Jsc Kaspi.kz Adr (KSPI) | 2.6 | $4.7M | 54k | 86.64 | |
| Ul Solutions Com Cl A (ULS) | 2.2 | $4.0M | 39k | 101.86 | |
| Cerebras Systems Com Cl A (CBRS) | 2.2 | $3.9M | 18k | 221.00 | |
| Kodiak Gas Svcs (KGS) | 2.1 | $3.8M | 50k | 75.13 | |
| Maplebear (CART) | 2.0 | $3.7M | 78k | 47.35 | |
| Forgent Power Solutions Com Cl A (FPS) | 2.0 | $3.6M | 65k | 55.86 | |
| Standardaero Com Cl A (SARO) | 1.9 | $3.5M | 116k | 29.91 | |
| Tempus Ai (TEM) | 1.8 | $3.2M | 55k | 57.93 | |
| Amer Sports (AS) | 1.7 | $3.2M | 94k | 33.84 | |
| Apogee Therapeutics (APGE) | 1.6 | $3.0M | 22k | 132.73 | |
| Chime Financial Com Cl A (CHYM) | 1.5 | $2.7M | 133k | 20.48 | |
| Legence Corp Com Cl A (LGN) | 1.4 | $2.5M | 29k | 85.23 | |
| Figure Technology Solutions Com Cl A (FIGR) | 1.2 | $2.2M | 72k | 30.71 | |
| ServiceTitan (TTAN) | 1.2 | $2.2M | 31k | 70.71 | |
| Klarna Group (KLAR) | 1.2 | $2.1M | 104k | 20.24 | |
| Figma (FIG) | 1.1 | $2.0M | 109k | 18.09 | |
| Loar Holdings (LOAR) | 1.0 | $1.8M | 23k | 80.61 | |
| Madison Air Solutions Corp Com Cl A | 1.0 | $1.8M | 46k | 39.00 | |
| Karman Hldgs (KRMN) | 1.0 | $1.7M | 35k | 49.92 | |
| Lineage (LINE) | 0.8 | $1.5M | 35k | 43.25 | |
| Equipmentshare.com Com Cl A (EQPT) | 0.7 | $1.2M | 61k | 19.66 | |
| Firefly Aerospace (FLY) | 0.6 | $1.2M | 40k | 29.40 | |
| Caris Life Sciences (CAI) | 0.6 | $1.1M | 63k | 17.82 | |
| Klaviyo Com Cl A (KVYO) | 0.6 | $1.1M | 71k | 15.10 | |
| Arxis Com Cl A | 0.6 | $1.0M | 22k | 46.14 | |
| Pacs Group (PACS) | 0.5 | $988k | 23k | 42.64 | |
| Landbridge Com Cl A (LB) | 0.5 | $983k | 12k | 79.24 | |
| Pony Ai Adr (PONY) | 0.5 | $914k | 132k | 6.95 | |
| Fervo Energy Com Cl A | 0.5 | $910k | 31k | 29.23 | |
| Birkenstock Holding (BIRK) | 0.5 | $881k | 21k | 43.03 | |
| Venture Global Com L A (VG) | 0.5 | $853k | 77k | 11.13 | |
| Janus Living Com Cl A (JAN) | 0.4 | $679k | 24k | 28.74 | |
| Netskope Com Cl A (NTSK) | 0.4 | $636k | 58k | 10.94 | |
| Solv Energy Com Cl A (MWH) | 0.3 | $632k | 19k | 34.05 | |
| Ingram Micro Hldg Corp (INGM) | 0.3 | $615k | 22k | 27.43 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.3 | $569k | 24k | 24.26 | |
| Sailpoint (SAIL) | 0.3 | $490k | 33k | 14.64 | |
| X-energy Cl A Ord | 0.2 | $395k | 22k | 18.36 | |
| Central BanCo (CBC) | 0.2 | $303k | 10k | 30.38 | |
| Billiontoone Com Cl A (BLLN) | 0.2 | $285k | 2.4k | 119.98 | |
| Beta Technologies Com Cl A (BETA) | 0.2 | $283k | 17k | 16.75 | |
| Bullish (BLSH) | 0.1 | $248k | 11k | 23.43 |
