§ 13F · FUND PROFILE
Renaissance Capital LLC.
AUM · $181M (13F)Positions · 52Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ALAB | ASTERA LABS INC | 46K | $22M | 12.3% | −23% |
| 2 | CRWV | COREWEAVE INC | 169K | $17M | 9.3% | +19% |
| 3 | ARM | ARM HOLDINGS PLC | 45K | $16M | 8.7% | −25% |
| 4 | RDDT | REDDIT INC | 68K | $12M | 6.5% | +12% |
| 5 | VIK | VIKING HOLDINGS LTD | 90K | $9M | 5.2% | +13% |
| 6 | MDLN | MEDLINE INC | 229K | $9M | 5.0% | +52% |
| 7 | RBRK | RUBRIK INC | 79K | $6M | 3.5% | +16% |
| 8 | CRCL | CIRCLE INTERNET GROUP INC | 91K | $6M | 3.2% | +74% |
| 9 | BTSG | BRIGHTSPRING HEALTH SERVICES | 81K | $6M | 3.1% | +33% |
| 10 | AHR | AMERICAN HEALTHCARE REIT INC | 97K | $5M | 2.8% | +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 $181 million in assets. The fund runs a portfolio of 52 positions.
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