Renaissance Capital LLC

CIK
1535058
City
STAMFORD
State / Country
CT

Top Portfolio Positions

47 positions · $119,150,445 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
KVUE
Kenvue Inc.
Consumer Defensive
692,188 $11,933,321 10.02%
CRWV
CoreWeave, Inc.
Technology
141,927 $10,995,084 9.23%
ARM
Arm Holdings Plc /Uk
Technology
59,145 $8,947,455 7.51%
RDDT
Reddit, Inc.
Communication Services
61,034 $8,218,228 6.90%
MDLN
Medline Inc.
Healthcare
150,304 $6,688,528 5.61%
ALAB
Astera Labs, Inc.
Technology
60,436 $6,623,785 5.56%
VIK
Viking Holdings Ltd
Consumer Cyclical
79,741 $5,859,368 4.92%
CRCL
Circle Internet Group, Inc.
Financial Services
52,568 $5,015,512 4.21%
AHR
American Healthcare REIT, Inc.
Real Estate
83,393 $3,932,813 3.30%
CAVA
Cava Group, Inc.
Consumer Cyclical
47,623 $3,852,700 3.23%

Holdings in BETA

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Report Date Value (USD) Shares
2026-03-31 $230,716 15,695