Renaissance Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$138.0M
Q ending 2026-03-31
Prior quarter
$138.8M
Q ending 2025-12-31
Change
-0.5% QoQ · +6.6% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Coreweave | CRWV | Shares | $15.8M | 142K |
| Arm Holdings | ARM | Shares | $12.4M | 59K |
| Kenvue | KVUE | Shares | $12.1M | 692K |
| Astera Labs | ALAB | Shares | $11.8M | 60K |
| RDDT | Shares | $9.0M | 61K | |
| Medline | MDLN | Shares | $6.7M | 150K |
| Viking Holdings | Shares | $6.5M | 80K | |
| Circle Internet Group | CRCL | Shares | $4.8M | 53K |
| Cava Group | CAVA | Shares | $4.4M | 48K |
| American Healthcare Reit | AHR | Shares | $4.2M | 83K |
| Kaspi.Kz | KSPI | Shares | $3.7M | 43K |
| Rubrik | RBRK | Shares | $3.6M | 68K |
| Instacart (Maplebear) | CART | Shares | $3.5M | 82K |
| Ul Solutions | ULS | Shares | $3.3M | 37K |
| Brightspring Health Services | BTSG | Shares | $2.9M | 61K |
| Standardaero | SARO | Shares | $2.7M | 109K |
| Tempus Ai | TEM | Shares | $2.6M | 47K |
| Amer Sports | Shares | $2.5M | 71K | |
| Atmus Filtration Technologies | ATMU | Shares | $2.5M | 39K |
| Legence | LGN | Shares | $2.1M | 24K |
| Servicetitan | TTAN | Shares | $1.9M | 32K |
| Karman Holdings | KRMN | Shares | $1.6M | 24K |
| Figma | FIG | Shares | $1.5M | 86K |
| Forgent Power Solutions | FPS | Shares | $1.4M | 38K |
| Klaviyo | KVYO | Shares | $1.3M | 65K |
| Lineage | LINE | Shares | $1.2M | 34K |
| Pony Ai | PONY | Shares | $1.2M | 120K |
| Loar Holdings | LOAR | Shares | $1.1M | 20K |
| Waystar Holding | WAY | Shares | $1.1M | 52K |
| Caris Life Sciences | CAI | Shares | $826K | 43K |
| Birkenstock Holding | Shares | $794K | 21K | |
| Landbridge | LB | Shares | $790K | 11K |
| Venture Global | VG | Shares | $732K | 55K |
| Pacs Group | PACS | Shares | $698K | 21K |
| Figure Technology Solutions | FIGR | Shares | $582K | 17K |
| Bullish | Shares | $578K | 15K | |
| Smithfield Foods | SFD | Shares | $567K | 22K |
| Netskope | NTSK | Shares | $406K | 41K |
| Solv Energy | MWH | Shares | $401K | 10K |
| Chime Financial | CHYM | Shares | $342K | 16K |
| Sailpoint | SAIL | Shares | $328K | 29K |
| Equipmentshare.Com | EQPT | Shares | $314K | 15K |
| Central Bancompany | CBC | Shares | $252K | 9K |
| Beta Technologies | BETA | Shares | $250K | 16K |
| Klarna Group | Shares | $228K | 16K | |
| Billiontoone | BLLN | Shares | $145K | 2K |
| Fermi | FRMI | Shares | $90K | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.