Renaissance Capital LLC

Renaissance Capital LLC reported 52 holdings worth US$181M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 5, 2026

Renaissance Capital LLC reported 52 holdings worth US$181M as of Jun 30, 2026. Largest: Astera Labs, Inc., Coreweave, Inc. and Reddit, Inc. Filed Aug 5, 2026 (Form 13F).

Holdings
52
Value as reported
US$181M

The filing in full

CompanySharesValue as reported% of portfolio
Astera Labs, Inc.46,255US$22.3M12.3%
Coreweave, Inc.169KUS$16.8M9.3%
Reddit, Inc.68,056US$11.8M6.5%
Viking Holdings Ltd90,336US$9.46M5.2%
Medline Inc.229KUS$9.02M5.0%
Rubrik, Inc.79,061US$6.35M3.5%
Circle Internet Group, Inc.91,224US$5.71M3.2%
Brightspring Health Services, Inc.81,210US$5.66M3.1%
American Healthcare Reit, Inc.97,359US$5.08M2.8%
Ul Solutions Inc.39,150US$3.99M2.2%
Cerebras Systems Inc.17,642US$3.9M2.2%
Kodiak Gas Services, Inc.50,300US$3.78M2.1%
Maplebear Inc.78,118US$3.7M2.0%
Forgent Power Solutions, Inc.65,171US$3.64M2.0%
Standardaero, Inc.116KUS$3.48M1.9%
Tempus Ai, Inc.54,824US$3.18M1.8%
Amer Sports, Inc.93,637US$3.17M1.7%
Apogee Therapeutics, Inc.22,440US$2.98M1.6%
Chime Financial, Inc.133KUS$2.71M1.5%
Legence Corp.29,243US$2.49M1.4%
Figure Technology Solutions, Inc.72,152US$2.22M1.2%
Servicetitan, Inc.30,554US$2.16M1.2%
Figma Inc109KUS$1.97M1.1%
Loar Holdings Inc.22,473US$1.81M1.00%
Madison Air Solutions Corporation45,472US$1.77M0.98%
Karman Holdings Inc.34,889US$1.74M0.96%
Lineage, Inc.35,406US$1.53M0.84%
Equipmentshare.com Inc60,581US$1.19M0.66%
Firefly Aerospace Inc.39,723US$1.17M0.64%
Caris Life Sciences, Inc.62,887US$1.12M0.62%
Klaviyo, Inc. Series A70,905US$1.07M0.59%
Arxis, Inc.22,098US$1.02M0.56%
Pacs Group, Inc.23,163US$988K0.54%
Landbridge Company Llc12,411US$983K0.54%
Pony Ai Inc. Class A132KUS$914K0.50%
Fervo Energy Company31,122US$910K0.50%
Venture Global, Inc.76,595US$853K0.47%
Janus Living, Inc.23,625US$679K0.37%
Netskope, Inc.58,147US$636K0.35%
Solv Energy, Inc.18,551US$632K0.35%
Ingram Micro Holding Corporation22,424US$615K0.34%
Smithfield Foods, Inc.23,461US$569K0.31%
Sailpoint, Inc.33,445US$490K0.27%
X-energy, Inc.21,488US$395K0.22%
Central Bancompany, Inc.9,957US$302K0.17%
Billiontoone, Inc.2,373US$285K0.16%
Beta Technologies, Inc.16,871US$283K0.16%
Bullish10,593US$248K0.14%
Cava Group, Inc.0US$00.00%
Fermi Inc.0US$00.00%
Kenvue Inc.0US$00.00%
Waystar Holding Corp.0US$00.00%
Atmus Filtration Technologies Inc.0US$00.00%

Source

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