Renaissance Capital LLC
Net buyer this quarter
$181M
52
+$12.4M
59.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ALAB | $22.3M | 12.32% | 0.03% | -23.5% | Q2 2024 |
 CRWV | $16.8M | 9.27% | Not reported | +19.0% | Q2 2025 |
 ARM | $15.8M | 8.72% | 0.00% | -24.6% | Q4 2023 |
 RDDT | $11.8M | 6.52% | Not reported | +11.5% | Q2 2024 |
 VIK | $9.46M | 5.22% | Not reported | +13.3% | Q2 2024 |
 MDLN | $9.02M | 4.98% | Not reported | +52.2% | Q1 2026 |
 RBRK | $6.35M | 3.50% | Not reported | +15.9% | Q2 2024 |
 CRCL | $5.71M | 3.15% | Not reported | +73.5% | Q3 2025 |
 BTSG | $5.66M | 3.12% | 0.04% | +33.3% | Q4 2025 |
 AHR | $5.08M | 2.80% | 0.05% | +16.8% | Q4 2025 |
 KSPI | $4.7M | 2.59% | 0.03% | +27.3% | Q1 2024 |
 ULS | $3.99M | 2.20% | 0.02% | +7.0% | Q2 2024 |
 CBRS | $3.9M | 2.15% | Not reported | New | Q2 2026 |
 KGS | $3.78M | 2.08% | 0.05% | New | Q2 2026 |
 CART | $3.7M | 2.04% | 0.03% | -5.0% | Q4 2023 |
 FPS | $3.64M | 2.01% | Not reported | +69.5% | Q1 2026 |
 SARO | $3.48M | 1.92% | 0.04% | +6.7% | Q4 2024 |
 TEM | $3.18M | 1.75% | Not reported | +16.2% | Q3 2024 |
 AS | $3.17M | 1.75% | 0.02% | +31.5% | Q1 2024 |
| APGE | $2.98M | 1.64% | 0.03% | New | Q2 2026 |
 CHYM | $2.71M | 1.50% | 0.20% | +747.3% | Q3 2025 |
 LGN | $2.49M | 1.37% | Not reported | +21.1% | Q1 2026 |
 FIGR | $2.22M | 1.22% | Not reported | +335.4% | Q4 2025 |
 TTAN | $2.16M | 1.19% | 0.09% | -3.2% | Q1 2025 |
 KLAR | $2.1M | 1.16% | 0.03% | +532.5% | Q4 2025 |
 FIG | $1.97M | 1.08% | Not reported | +26.7% | Q3 2025 |
 LOAR | $1.81M | 1.00% | 0.02% | +10.4% | Q2 2024 |
 MAIR | $1.77M | 0.98% | 4547.20% | New | Q2 2026 |
 KRMN | $1.74M | 0.96% | 0.03% | +43.8% | Q4 2025 |
 LINE | $1.53M | 0.84% | 0.02% | +5.0% | Q3 2024 |
 EQPT | $1.19M | 0.66% | 0.08% | +305.3% | Q1 2026 |
 FLY | $1.17M | 0.64% | 0.02% | New | Q2 2026 |
 CAI | $1.12M | 0.62% | 0.02% | +44.6% | Q3 2025 |
 KVYO | $1.07M | 0.59% | Not reported | +9.0% | Q4 2023 |
 ARXS | $1.02M | 0.56% | Not reported | New | Q2 2026 |
 PACS | $988K | 0.54% | 0.01% | +11.4% | Q3 2024 |
| LB | $983K | 0.54% | 0.05% | +8.0% | Q1 2026 |
 PONY | $914K | 0.50% | 0.03% | +10.0% | Q1 2025 |
 FRVO | $910K | 0.50% | Not reported | New | Q2 2026 |
 BIRK | $881K | 0.49% | 0.01% | -0.1% | Q4 2023 |
 VG | $853K | 0.47% | Not reported | +38.8% | Q1 2025 |
 JAN | $679K | 0.37% | Not reported | New | Q2 2026 |
 NTSK | $636K | 0.35% | Not reported | +42.7% | Q4 2025 |
 MWH | $632K | 0.35% | Not reported | +84.4% | Q1 2026 |
 INGM | $615K | 0.34% | 0.01% | New | Q2 2026 |
 SFD | $569K | 0.31% | 0.01% | +8.8% | Q1 2025 |
 SAIL | $490K | 0.27% | 0.01% | +16.6% | Q1 2025 |
 XE | $395K | 0.22% | Not reported | New | Q2 2026 |
 CBC | $302K | 0.17% | 0.00% | +6.6% | Q1 2026 |
 BLLN | $285K | 0.16% | 0.02% | +23.1% | Q4 2025 |
| Q1 2026 | |||||
| CRWV | $15.8M | 11.47% | Not reported | -15.6% | Q2 2025 |
| ARM | $12.4M | 9.01% | 0.01% | -15.3% | Q4 2023 |
 KVUE | $12.1M | 8.79% | 0.04% | -15.3% | Q2 2023 |
| ALAB | $11.8M | 8.53% | 0.04% | -12.6% | Q2 2024 |
| RDDT | $8.99M | 6.51% | Not reported | -3.1% | Q2 2024 |
| MDLN | $6.68M | 4.84% | Not reported | New | Q1 2026 |
| VIK | $6.53M | 4.73% | Not reported | -13.9% | Q2 2024 |
| CRCL | $4.78M | 3.46% | Not reported | +75.0% | Q3 2025 |
 CAVA | $4.45M | 3.22% | 0.04% | -25.0% | Q3 2023 |
| AHR | $4.23M | 3.07% | 0.04% | -16.8% | Q4 2025 |
| KSPI | $3.66M | 2.65% | 0.02% | -24.2% | Q1 2024 |
| RBRK | $3.63M | 2.63% | Not reported | -6.3% | Q2 2024 |
| CART | $3.48M | 2.52% | 0.03% | -20.9% | Q4 2023 |
| ULS | $3.31M | 2.40% | 0.02% | -23.0% | Q2 2024 |
| BTSG | $2.92M | 2.12% | 0.03% | -13.1% | Q4 2025 |
| SARO | $2.71M | 1.96% | 0.03% | +21.0% | Q4 2024 |
| TEM | $2.62M | 1.90% | Not reported | -22.3% | Q3 2024 |
| AS | $2.5M | 1.81% | 0.01% | -25.0% | Q1 2024 |
 ATMU | $2.47M | 1.79% | 0.05% | New | Q1 2026 |
| LGN | $2.1M | 1.52% | Not reported | New | Q1 2026 |
| TTAN | $1.88M | 1.36% | 0.09% | -23.5% | Q1 2025 |
| KRMN | $1.65M | 1.19% | 0.02% | -25.0% | Q4 2025 |
| FIG | $1.52M | 1.10% | Not reported | +264.2% | Q3 2025 |
| FPS | $1.45M | 1.05% | Not reported | New | Q1 2026 |
| KVYO | $1.31M | 0.95% | Not reported | -11.6% | Q4 2023 |
| LINE | $1.24M | 0.90% | 0.01% | -25.0% | Q3 2024 |
| PONY | $1.18M | 0.86% | 0.03% | +608.4% | Q1 2025 |
| LOAR | $1.14M | 0.83% | 0.02% | -25.0% | Q2 2024 |
 WAY | $1.11M | 0.81% | 0.03% | -25.0% | Q4 2025 |
| CAI | $826K | 0.60% | 0.02% | +201.4% | Q3 2025 |
| BIRK | $794K | 0.58% | 0.01% | -39.5% | Q4 2023 |
| LB | $790K | 0.57% | 0.05% | New | Q1 2026 |
| VG | $732K | 0.53% | Not reported | -21.7% | Q1 2025 |
| PACS | $698K | 0.51% | 0.01% | Not reported | Q3 2024 |
| FIGR | $582K | 0.42% | Not reported | -25.0% | Q4 2025 |
 BLSH | $578K | 0.42% | 0.01% | -27.3% | Q3 2025 |
| SFD | $567K | 0.41% | 0.01% | -25.0% | Q1 2025 |
| NTSK | $406K | 0.29% | Not reported | +33.6% | Q4 2025 |
| MWH | $401K | 0.29% | Not reported | New | Q1 2026 |
| CHYM | $342K | 0.25% | 0.02% | -25.0% | Q3 2025 |
| SAIL | $328K | 0.24% | 0.01% | -25.0% | Q1 2025 |
| EQPT | $314K | 0.23% | 0.02% | New | Q1 2026 |
| CBC | $252K | 0.18% | 0.00% | New | Q1 2026 |
 BETA | $250K | 0.18% | 0.04% | -1.6% | Q4 2025 |
| KLAR | $228K | 0.17% | 0.00% | -25.1% | Q4 2025 |
| BLLN | $145K | 0.10% | 0.02% | -21.5% | Q4 2025 |
 FRMI | $89.8K | 0.07% | 0.00% | -23.3% | Q4 2025 |
| Q4 2025 | |||||
| RDDT | $14.5M | 10.43% | Not reported | -14.0% | Q2 2024 |
| KVUE | $14.1M | 10.15% | 0.04% | -16.7% | Q2 2023 |
| CRWV | $12M | 8.68% | Not reported | +256.6% | Q2 2025 |
| ALAB | $11.5M | 8.29% | 0.04% | -14.7% | Q2 2024 |
| ARM | $7.63M | 5.50% | 0.01% | -32.9% | Q4 2023 |
 NXT | $7M | 5.05% | 0.06% | -36.0% | Q1 2023 |
| VIK | $6.62M | 4.77% | Not reported | -38.0% | Q2 2024 |
| RBRK | $5.57M | 4.01% | Not reported | -35.3% | Q2 2024 |
| AHR | $4.72M | 3.40% | 0.05% | New | Q4 2025 |
| CART | $4.67M | 3.37% | 0.04% | -39.0% | Q4 2023 |
| KSPI | $4.39M | 3.17% | 0.03% | -37.4% | Q1 2024 |
| TTAN | $4.39M | 3.16% | 0.12% | +222.8% | Q1 2025 |
| ULS | $3.75M | 2.70% | 0.02% | -2.7% | Q2 2024 |
| CAVA | $3.73M | 2.69% | 0.05% | -39.9% | Q3 2023 |
| TEM | $3.58M | 2.58% | Not reported | -27.9% | Q3 2024 |
| AS | $3.55M | 2.56% | 0.02% | -43.1% | Q1 2024 |
| BTSG | $2.63M | 1.89% | 0.04% | New | Q4 2025 |
| SARO | $2.59M | 1.86% | 0.03% | -49.9% | Q4 2024 |
| KVYO | $2.39M | 1.72% | Not reported | -29.9% | Q4 2023 |
| CRCL | $2.38M | 1.72% | Not reported | -41.3% | Q3 2025 |
| KRMN | $2.37M | 1.71% | 0.02% | New | Q4 2025 |
| WAY | $2.27M | 1.64% | 0.04% | New | Q4 2025 |
| LOAR | $1.85M | 1.33% | 0.03% | -49.9% | Q2 2024 |
| LINE | $1.57M | 1.13% | 0.02% | -49.9% | Q3 2024 |
| BIRK | $1.39M | 1.00% | 0.02% | -50.9% | Q4 2023 |
| FIGR | $903K | 0.65% | Not reported | New | Q4 2025 |
| FIG | $881K | 0.63% | Not reported | -49.9% | Q3 2025 |
| BLSH | $797K | 0.57% | 0.01% | -45.0% | Q3 2025 |
| SAIL | $774K | 0.56% | 0.01% | -49.9% | Q1 2025 |
| SFD | $642K | 0.46% | 0.01% | -49.9% | Q1 2025 |
| KLAR | $633K | 0.46% | 0.01% | New | Q4 2025 |
| NTSK | $535K | 0.39% | Not reported | New | Q4 2025 |
| CHYM | $525K | 0.38% | 0.03% | -48.8% | Q3 2025 |
| VG | $481K | 0.35% | Not reported | -40.7% | Q1 2025 |
| BETA | $450K | 0.32% | 0.04% | New | Q4 2025 |
| CAI | $389K | 0.28% | 0.01% | -49.3% | Q3 2025 |
| PONY | $245K | 0.18% | 0.00% | -49.9% | Q1 2025 |
| BLLN | $201K | 0.14% | 0.02% | New | Q4 2025 |
| FRMI | $182K | 0.13% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| RDDT | $16.8M | 9.44% | Not reported | -30.5% | Q2 2024 |
| KVUE | $15.9M | 8.92% | 0.05% | +55.8% | Q2 2023 |
| ALAB | $15.9M | 8.90% | 0.05% | -35.9% | Q2 2024 |
| ARM | $14.7M | 8.25% | 0.01% | +4.6% | Q4 2023 |
| NXT | $9.29M | 5.21% | 0.09% | +25.6% | Q1 2023 |
| VIK | $9.29M | 5.21% | Not reported | -5.9% | Q2 2024 |
| RBRK | $9.25M | 5.18% | Not reported | +54.3% | Q2 2024 |
| KSPI | $7.33M | 4.11% | 0.05% | +36.7% | Q1 2024 |
| TEM | $6.79M | 3.81% | Not reported | +27.0% | Q3 2024 |
| CRCL | $6.79M | 3.81% | Not reported | New | Q3 2025 |
| CRWV | $6.45M | 3.62% | Not reported | +49.9% | Q2 2025 |
| CAVA | $6.39M | 3.58% | 0.09% | +42.7% | Q3 2023 |
| CART | $6.26M | 3.51% | 0.06% | +33.4% | Q4 2023 |
| AS | $5.8M | 3.25% | 0.03% | +34.6% | Q1 2024 |
| SARO | $4.91M | 2.75% | 0.05% | +39.1% | Q4 2024 |
| LOAR | $4.33M | 2.43% | 0.06% | +27.2% | Q2 2024 |
 MBLY | $3.79M | 2.13% | 0.12% | +182.1% | Q4 2022 |
| LINE | $3.47M | 1.94% | 0.04% | +18.2% | Q3 2024 |
| ULS | $3.46M | 1.94% | 0.02% | +16.5% | Q2 2024 |
| BIRK | $3.13M | 1.75% | 0.04% | +19.0% | Q4 2023 |
| KVYO | $2.91M | 1.63% | Not reported | +16.5% | Q4 2023 |
| FIG | $2.44M | 1.37% | Not reported | New | Q3 2025 |
| BLSH | $2.44M | 1.37% | Not reported | New | Q3 2025 |
| SAIL | $1.69M | 0.95% | 0.01% | +16.5% | Q1 2025 |
| VG | $1.69M | 0.95% | Not reported | +55.3% | Q1 2025 |
| SFD | $1.35M | 0.76% | 0.01% | +105.6% | Q1 2025 |
| TTAN | $1.29M | 0.72% | 0.04% | +16.5% | Q1 2025 |
| CAI | $861K | 0.48% | 0.01% | New | Q3 2025 |
| CHYM | $822K | 0.46% | 0.06% | New | Q3 2025 |
| PONY | $758K | 0.42% | 0.01% | +96.9% | Q1 2025 |