13F HOLDINGS REPORT
Renaissance Capital LLC
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001580642-26-000570
Total Value
$138.8M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REDDIT INC | RDDT | 62,967 | $14.5M | 10.43% |
| 2 | KENVUE INC | KVUE | 816,718 | $14.1M | 10.15% |
| 3 | COREWEAVE INC | CRWV | 168,181 | $12.0M | 8.68% |
| 4 | ASTERA LABS INC | ALAB | 69,170 | $11.5M | 8.29% |
| 5 | ARM HOLDINGS PLC | 042068205 | 69,843 | $7.6M | 5.50% |
| 6 | NEXTPOWER INC | NXT | 80,407 | $7.0M | 5.05% |
| 7 | VIKING HOLDINGS LTD | VIK | 92,642 | $6.6M | 4.77% |
| 8 | RUBRIK INC | RBRK | 72,802 | $5.6M | 4.01% |
| 9 | AMERICAN HEALTHCARE REIT INC | AHR | 100,247 | $4.7M | 3.40% |
| 10 | MAPLEBEAR INC | CART | 103,905 | $4.7M | 3.37% |
| 11 | JSC KASPI.KZ | 48581R205 | 56,225 | $4.4M | 3.17% |
| 12 | SERVICETITAN INC | TTAN | 41,223 | $4.4M | 3.16% |
| 13 | UL SOLUTIONS INC | ULS | 47,544 | $3.7M | 2.70% |
| 14 | CAVA GROUP INC | CAVA | 63,527 | $3.7M | 2.69% |
| 15 | TEMPUS AI INC | TEM | 60,687 | $3.6M | 2.58% |
| 16 | AMER SPORTS | AS | 94,975 | $3.5M | 2.56% |
| 17 | BRIGHTSPRING HEALTH SERVICES | 10950A106 | 70,105 | $2.6M | 1.89% |
| 18 | STANDARDAERO INC | SARO | 90,189 | $2.6M | 1.86% |
| 19 | KLAVIYO INC | KVYO | 73,557 | $2.4M | 1.72% |
| 20 | CIRCLE INTERNET GROUP INC | CRCL | 30,047 | $2.4M | 1.72% |
| 21 | KARMAN HOLDINGS INC | KRMN | 32,365 | $2.4M | 1.71% |
| 22 | WAYSTAR HOLDING CORP | WAY | 69,393 | $2.3M | 1.64% |
| 23 | LOAR HOLDINGS INC | LOAR | 27,151 | $1.8M | 1.33% |
| 24 | LINEAGE INC | LINE | 44,964 | $1.6M | 1.13% |
| 25 | BIRKENSTOCK HOLDING PLC | BIRK | 33,898 | $1.4M | 1.00% |
| 26 | FIGURE TECHNOLOGY SOLUTIONS | FGRS | 22,105 | $902,768 | 0.65% |
| 27 | FIGMA INC | FIG | 23,564 | $880,587 | 0.63% |
| 28 | BULLISH INC | BLSH | 21,052 | $797,239 | 0.57% |
| 29 | SAILPOINT INC | SAIL | 38,277 | $774,344 | 0.56% |
| 30 | SMITHFIELD FOODS INC | SFD | 28,761 | $642,233 | 0.46% |
| 31 | KLARNA GROUP PLC | KLAR | 21,889 | $632,811 | 0.46% |
| 32 | NETSKOPE INC | NTSK | 30,494 | $534,865 | 0.39% |
| 33 | CHIME FINANCIAL INC | 16935C109 | 20,862 | $525,097 | 0.38% |
| 34 | VENTURE GLOBAL INC | VG | 70,525 | $480,981 | 0.35% |
| 35 | BETA TECHNOLOGIES INC | BETA | 15,949 | $449,921 | 0.32% |
| 36 | CARIS LIFE SCIENCES INC | CAI | 14,429 | $389,294 | 0.28% |
| 37 | PONY AI INC | PYAIF | 16,881 | $244,775 | 0.18% |
| 38 | BILLIONTOONE INC | BLLN | 2,454 | $200,835 | 0.14% |
| 39 | FERMI INC | FRMI | 22,804 | $182,432 | 0.13% |