§ 13F · FUND PROFILE
Renaissance Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143M (13F)Positions · 28Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CRWV | COREWEAVE | 142K | $16M | 11.5% | −16% |
| 2 | ARM | ARM HOLDINGS | 59K | $12M | 9.0% | −15% |
| 3 | KVUE | KENVUE | 692K | $12M | 8.8% | −15% |
| 4 | ALAB | ASTERA LABS | 60K | $12M | 8.5% | −13% |
| 5 | RDDT | 61K | $9M | 6.5% | −3% | |
| 6 | MDLN | MEDLINE | 150K | $7M | 4.8% | NEW |
| 7 | VIK | VIKING HOLDINGS | 80K | $7M | 4.7% | −14% |
| 8 | CRCL | CIRCLE INTERNET GROUP | 53K | $5M | 3.5% | +75% |
| 9 | CAVA | CAVA GROUP | 48K | $4M | 3.2% | −25% |
| 10 | AHR | AMERICAN HEALTHCARE REIT | 83K | $4M | 3.1% | −17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RENAISSANCE SIGNAL
AC read
Renaissance Capital LLC is a Other fund managing $143 million in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed