Renaissance Capital LLC
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,716 | 15,695 | Shares | Sole | 2026-05-07 | |
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