13FBOX
Renaissance Capital LLC · 13F Holdings
Options Calculator Rankings

Renaissance Capital LLC

No.7495 Data as of 2026Q2
Latest AUM (Q2 2026)
$181.3M
QoQ Change Q1 2026
+$43.3M+31.4%
Holdings
52
New Buys
10
Adds
36
Reduces
6
Exits
5
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AASTERA LABS INCALAB
12.32%8.53%$22.3M46,255$11.8M60,436-14,181-23.46%Reduce
CCOREWEAVE INC CLASS ACRWV
9.27%11.47%$16.8M168,892$15.8M141,927+26,965+19.00%Add
ARM HOLDINGS PLCARM
8.72%9.01%$15.8M44,595$12.4M59,145-14,550-24.60%Reduce
REDDIT INC CL ARDDT
6.52%6.51%$11.8M68,056$9.0M61,034+7,022+11.51%Add
VIKING HOLDINGS LTD ORD SHSVIK
5.22%4.73%$9.5M90,336$6.5M79,741+10,595+13.29%Add
MMEDLINE INC COM CL AMDLN
4.98%4.84%$9.0M228,828$6.7M150,304+78,524+52.24%Add
RRUBRIK INC CLASS ARBRK
3.5%2.63%$6.3M79,061$3.6M68,216+10,845+15.90%Add
CCIRCLE INTERNET GROUP INC COM CL ACRCL
3.15%3.46%$5.7M91,224$4.8M52,568+38,656+73.54%Add
BBRIGHTSPRING HEALTH SVCS INCBTSG
3.12%2.12%$5.7M81,210$2.9M60,919+20,291+33.31%Add
AMERICAN HEALTHCARE REIT INCAHR
2.8%3.07%$5.1M97,359$4.2M83,393+13,966+16.75%Add
KKASPI KZ JSCKSPI
2.59%2.65%$4.7M54,261$3.7M42,619+11,642+27.32%Add
HSBC HLDGS PLC SPON ADR NEWHSBC
2.2%2.4%$4.0M39,150$3.3M36,591+2,559+6.99%Add
CCEREBRAS SYS INC CLASS ACBRS
2.15%$3.9M17,642$00+17,642New Buy
KKODIAK GAS SVCS INCKGS
2.08%$3.8M50,300$00+50,300New Buy
MAPLEBEAR INC COMCART
2.04%2.52%$3.7M78,118$3.5M82,236-4,118-5.01%Reduce
FFORGENT POWER SOLUTIONS INCFPS
2.01%1.05%$3.6M65,171$1.4M38,439+26,732+69.54%Add
STANDARDAERO INCSARO
1.92%1.96%$3.5M116,429$2.7M109,091+7,338+6.73%Add
TTEMPUS AI INCTEM
1.75%1.9%$3.2M54,824$2.6M47,175+7,649+16.21%Add
AMER SPORTS INC COM SHSAS
1.75%1.81%$3.2M93,637$2.5M71,198+22,439+31.52%Add
APOGEE THERAPEUTICS INCAPGE
1.64%$3.0M22,440$00+22,440New Buy
CCHIME FINL INCCHYM
1.5%0.25%$2.7M132,504$341,86915,639+116,865+747.27%Add
LLEGENCE CORPLGN
1.37%1.52%$2.5M29,243$2.1M24,154+5,089+21.07%Add
FFIGURE TECHNOLOGY SOLUTIOFIGR
1.22%0.42%$2.2M72,152$581,64216,571+55,581+335.41%Add
SSERVICETITAN INC SHS CL ATTAN
1.19%1.36%$2.2M30,554$1.9M31,553-999-3.17%Reduce
KKLARNA GROUP PLCKLAR
1.16%0.17%$2.1M103,656$228,13516,389+87,267+532.47%Add
FFIGMA INCFIG
1.08%1.1%$2.0M108,721$1.5M85,809+22,912+26.70%Add
LOAR HOLDINGS INCLOAR
1%0.83%$1.8M22,473$1.1M20,353+2,120+10.42%Add
MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR
0.98%$1.8M45,472$00+45,472New Buy
KKARMAN HLDGS INCKRMN
0.96%1.19%$1.7M34,889$1.6M24,263+10,626+43.80%Add
LINEAGE INCLINE
0.84%0.9%$1.5M35,406$1.2M33,708+1,698+5.04%Add
EEQUIPMENTSHARE COM INCEQPT
0.66%0.23%$1.2M60,581$313,81214,947+45,634+305.31%Add
FFIREFLY AEROSPACE INCFLY
0.64%$1.2M39,723$00+39,723New Buy
CCARIS LIFE SCIENCES INC COMCAI
0.62%0.6%$1.1M62,887$826,19643,484+19,403+44.62%Add
KKLAVIYO INCKVYO
0.59%0.95%$1.1M70,905$1.3M65,039+5,866+9.02%Add
AARXIS INCARXS
0.56%$1.0M22,098$00+22,098New Buy
PACS GROUP INCPACS
0.54%0.51%$987,67023,163$697,87420,801+2,362+11.36%Add
LANDBRIDGE CO LLC CL A CLASS ALB
0.54%0.57%$983,44812,411$789,63911,489+922+8.03%Add
PPONY AI INC SPONSORED ADSPONY
0.5%0.86%$914,439131,574$1.2M119,586+11,988+10.02%Add
FFERVO ENERGY COFRVO
0.5%$909,69631,122$00+31,122New Buy
BBIRKENSTOCK HOLDING PLC COM SHSBIRK
0.49%0.58%$881,29720,481$794,17020,500-19-0.09%Reduce
VVENTURE GLOBAL INC CLASS AVG
0.47%0.53%$852,50276,595$732,37155,190+21,405+38.78%Add
JJANUS LIVING INCJAN
0.37%$678,98323,625$00+23,625New Buy
NNETSKOPE INCNTSK
0.35%0.29%$636,12858,147$405,77040,740+17,407+42.73%Add
SSOLV ENERGY INCMWH
0.35%0.29%$631,66218,551$400,83010,061+8,490+84.39%Add
IINGRAM MICRO HLDG CORP COMINGM
0.34%$615,09022,424$00+22,424New Buy
SSMITHFIELD FOODS INCSFD
0.31%0.41%$569,16423,461$566,62321,561+1,900+8.81%Add
SSAILPOINT INC COMSAIL
0.27%0.24%$489,63533,445$327,69728,695+4,750+16.55%Add
XX-ENERGY INCXE
0.22%$394,52021,488$00+21,488New Buy
CCENTRAL BANCOMPANY COM CL ACBC
0.17%0.18%$302,4949,957$252,4219,342+615+6.58%Add
BBILLIONTOONE INCBLLN
0.16%0.1%$284,7132,373$144,6211,927+446+23.14%Add

🧭 Institutional Sector Flow Heatmap

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