13F HOLDINGS REPORT
Renaissance Capital LLC
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001580642-25-006632
Total Value
$178.4M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REDDIT INC | RDDT | 73,218 | $16.8M | 9.44% |
| 2 | KENVUE INC | KVUE | 980,436 | $15.9M | 8.92% |
| 3 | ASTERA LABS INC | ALAB | 81,126 | $15.9M | 8.90% |
| 4 | ARM HOLDINGS PLC | 042068205 | 104,090 | $14.7M | 8.25% |
| 5 | NEXTRACKER INC | NXT | 125,612 | $9.3M | 5.21% |
| 6 | VIKING HOLDINGS LTD | VIK | 149,436 | $9.3M | 5.21% |
| 7 | RUBRIK INC | RBRK | 112,459 | $9.2M | 5.18% |
| 8 | JSC KASPI.KZ | 48581R205 | 89,750 | $7.3M | 4.11% |
| 9 | TEMPUS AI INC | TEM | 84,166 | $6.8M | 3.81% |
| 10 | CIRCLE INTERNET GROUP INC | CRCL | 51,208 | $6.8M | 3.81% |
| 11 | COREWEAVE INC | CRWV | 47,162 | $6.5M | 3.62% |
| 12 | CAVA GROUP INC | CAVA | 105,730 | $6.4M | 3.58% |
| 13 | MAPLEBEAR INC | CART | 170,345 | $6.3M | 3.51% |
| 14 | AMER SPORTS INC | AS | 166,855 | $5.8M | 3.25% |
| 15 | STANDARDAERO INC | SARO | 179,994 | $4.9M | 2.75% |
| 16 | LOAR HOLDINGS INC | LOAR | 54,186 | $4.3M | 2.43% |
| 17 | MOBILEYE GLOBAL INC | MBLY | 268,558 | $3.8M | 2.13% |
| 18 | LINEAGE INC | LINE | 89,739 | $3.5M | 1.94% |
| 19 | UL SOLUTIONS INC | ULS | 48,862 | $3.5M | 1.94% |
| 20 | BIRKENSTOCK HOLDING PLC | BIRK | 69,098 | $3.1M | 1.75% |
| 21 | KLAVIYO INC | KVYO | 104,955 | $2.9M | 1.63% |
| 22 | FIGMA INC | FIG | 47,028 | $2.4M | 1.37% |
| 23 | BULLISH | BLSH | 38,289 | $2.4M | 1.37% |
| 24 | ZEEKR INTELLIGENT TECHNOLOGY LTD | 98923K103 | 68,567 | $2.1M | 1.17% |
| 25 | SAILPOINT INC | SAIL | 76,390 | $1.7M | 0.95% |
| 26 | VENTURE GLOBAL INC | VG | 118,830 | $1.7M | 0.95% |
| 27 | SMITHFIELD FOODS INC | SFD | 57,400 | $1.3M | 0.76% |
| 28 | SERVICETITAN INC | TTAN | 12,769 | $1.3M | 0.72% |
| 29 | CARIS LIFE SCIENCES INC | CAI | 28,460 | $860,915 | 0.48% |
| 30 | CHIME FINANCIAL INC | 16935C109 | 40,742 | $821,766 | 0.46% |
| 31 | PONY AI INC | PYAIF | 33,690 | $757,688 | 0.42% |