Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Renaissance Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Renaissance Capital LLC (CIK 1535058) reported $181.3M across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ALAB ($22.3M, 12.32%), CRWV ($16.8M, 9.27%), ARM ($15.8M, 8.72%), RDDT ($11.8M, 6.52%), VIK ($9.5M, 5.22%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ALABASTERA LABS INC$22.3M12.32%46,255Trimmed
2CRWVCOREWEAVE INC$16.8M9.27%168,892Added
3ARMARM HOLDINGS PLC$15.8M8.72%44,595Trimmed
4RDDTREDDIT INC$11.8M6.52%68,056Added
5VIKVIKING HOLDINGS LTD$9.5M5.22%90,336Added
6MDLNMEDLINE INC$9.0M4.98%228,828Added
7RBRKRUBRIK INC$6.3M3.50%79,061Added
8CRCLCIRCLE INTERNET GROUP INC$5.7M3.15%91,224Added
9BTSGBRIGHTSPRING HEALTH SERVICES$5.7M3.12%81,210Added
10AHRAMERICAN HEALTHCARE REIT INC$5.1M2.80%97,359Added
11KSPIJSC KASPI.KZ$4.7M2.59%54,261Added
12ULSUL SOLUTIONS INC$4.0M2.20%39,150Added
13CBRSCEREBRAS SYSTEMS INC$3.9M2.15%17,642New
14KGSKODIAK GAS SERVICES INC$3.8M2.08%50,300New
15CARTMAPLEBEAR INC$3.7M2.04%78,118Trimmed
16FPSFORGENT POWER SOLUTIONS$3.6M2.01%65,171Added
17SAROSTANDARDAERO INC$3.5M1.92%116,429Added
18TEMTEMPUS AI INC$3.2M1.75%54,824Added
19ASAMER SPORTS INC$3.2M1.75%93,637Added
20APGEAPOGEE THERAPEUTICS INC$3.0M1.64%22,440New
21CHYMCHIME FINANCIAL INC$2.7M1.50%132,504Added
22LGNLEGENCE CORP$2.5M1.37%29,243Added
23FIGRFIGURE TECHNOLOGY SOLUTIONS$2.2M1.22%72,152Added
24TTANSERVICETITAN INC$2.2M1.19%30,554Trimmed
25KLARKLARNA GROUP PLC$2.1M1.16%103,656Added

Source: SEC Form 13F filings · as of 2026-06-30