Renaissance Capital as of Sept. 30, 2026
Portfolio Holdings for Renaissance Capital
Renaissance Capital holds 54 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Astera Labs (ALAB) | 12.1 | $18M | 49k | 355.97 | |
| Space Exploration Techn Corp Com Cl A (SPCX) | 9.9 | $14M | 95k | 150.86 | |
| Sk Hynix Adr (SKHY) | 9.6 | $14M | 75k | 184.15 | |
| Coreweave Com Cl A (CRWV) | 7.1 | $10M | 118k | 87.12 | |
| Reddit Com Cl A (RDDT) | 5.1 | $7.4M | 52k | 142.44 | |
| Rubrik Com Cl A (RBRK) | 4.6 | $6.7M | 59k | 114.47 | |
| Medline Com Cl A (MDLN) | 4.1 | $5.9M | 169k | 34.70 | |
| Circle Internet Group (CRCL) | 3.8 | $5.5M | 68k | 82.17 | |
| Viking Holdings (VIK) | 3.6 | $5.2M | 67k | 78.33 | |
| Jsc Kaspi.kz Adr (KSPI) | 2.6 | $3.8M | 40k | 94.06 | |
| American Healthcare Reit (AHR) | 2.6 | $3.7M | 72k | 51.26 | |
| Brightspring Health Svcs (BTSG) | 2.4 | $3.5M | 62k | 56.75 | |
| Tempus Ai Com Cl A (TEM) | 2.3 | $3.3M | 41k | 81.90 | |
| Forgent Power Solutions Com Cl A (FPS) | 1.9 | $2.7M | 72k | 37.44 | |
| Chime Financial Com L A (CHYM) | 1.8 | $2.6M | 98k | 26.64 | |
| Cerebras Systems Com Cl A (CBRS) | 1.4 | $2.0M | 11k | 177.65 | |
| Cg Oncology (CGON) | 1.3 | $1.9M | 27k | 70.89 | |
| Ul Solutions Com Cl A (ULS) | 1.3 | $1.9M | 29k | 65.62 | |
| Amer Sports (AS) | 1.3 | $1.9M | 69k | 27.29 | |
| Standardaero (SARO) | 1.3 | $1.8M | 86k | 21.35 | |
| Figma Com Cl A (FIG) | 1.2 | $1.7M | 81k | 21.02 | |
| Netskope Com Cl A (NTSK) | 1.1 | $1.6M | 92k | 17.44 | |
| Hinge Health Com Cl A (HNGE) | 1.1 | $1.6M | 16k | 97.24 | |
| Figure Technology Solutions Com Cl A (FIGR) | 1.1 | $1.5M | 53k | 28.85 | |
| Servicetitan Com Cl A (TTAN) | 1.0 | $1.5M | 23k | 65.79 | |
| Caris Life Sciences (CAI) | 1.0 | $1.4M | 47k | 30.63 | |
| Arxis Com Cl A (ARXS) | 0.9 | $1.3M | 25k | 49.39 | |
| Venture Global Com Cl A (VG) | 0.8 | $1.2M | 95k | 12.64 | |
| Legence Corp Com Cl A (LGN) | 0.8 | $1.2M | 22k | 53.68 | |
| Madison Air Solutions Corp Com Cl A (MAIR) | 0.7 | $1.1M | 43k | 24.60 | |
| Loar Holdings (LOAR) | 0.7 | $1.0M | 17k | 61.52 | |
| Beta Technologies Com Cl A (BETA) | 0.7 | $959k | 43k | 22.10 | |
| Klarna Group (KLAR) | 0.7 | $951k | 77k | 12.39 | |
| Lineage (LINE) | 0.6 | $894k | 26k | 34.12 | |
| Karman Hldgs (KRMN) | 0.6 | $837k | 26k | 32.42 | |
| Navan Com Cl A (NAVN) | 0.6 | $819k | 39k | 20.99 | |
| Janus Living Com Cl A (JAN) | 0.6 | $815k | 28k | 29.63 | |
| Billiontoone Com Cl A (BLLN) | 0.6 | $798k | 7.5k | 106.44 | |
| Landbridge Com Cl A (LB) | 0.5 | $746k | 9.2k | 81.17 | |
| Bending Spoons Spa | 0.5 | $743k | 22k | 33.32 | |
| Pacs Group (PACS) | 0.5 | $712k | 17k | 41.55 | |
| Innio Nv (INIO) | 0.5 | $709k | 39k | 18.13 | |
| Birkenstock Holding (BIRK) | 0.4 | $648k | 20k | 32.41 | |
| Ingram Micro Hldg Corp (INGM) | 0.4 | $572k | 21k | 26.81 | |
| Sailpoint (SAIL) | 0.3 | $503k | 25k | 20.36 | |
| Quantinuum Com Cl A (QNT) | 0.3 | $484k | 10k | 48.06 | |
| Fervo Energy Com Cl A (FRVO) | 0.3 | $395k | 29k | 13.59 | |
| Central BanCo (CBC) | 0.3 | $363k | 12k | 31.25 | |
| Solv Energy Com Cl A (MWH) | 0.2 | $351k | 15k | 24.02 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.2 | $325k | 17k | 18.72 | |
| Equipmentshare.com Com Cl A (EQPT) | 0.2 | $300k | 17k | 17.37 | |
| Bullish (BLSH) | 0.2 | $273k | 7.8k | 34.89 | |
| Jersey Mikes Subs Com Cl A (JMKE) | 0.2 | $263k | 16k | 16.82 | |
| X-energy Cl A Ord (XE) | 0.2 | $237k | 17k | 14.18 |
