Renaissance Capital LLC 13F 持仓 · 2026年Q2
Renaissance Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 1.81 亿美元。前几大持仓：ALAB（12.32%）、CRWV（9.27%）、ARM（8.72%）。本季前 25 大持仓中：新建仓 3 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ALAB | ASTERA LABS INC | $22.3M | 12.32% | 46,255 | 减持 |
| 2 | CRWV | COREWEAVE INC | $16.8M | 9.27% | 168,892 | 增持 |
| 3 | ARM | ARM HOLDINGS PLC | $15.8M | 8.72% | 44,595 | 减持 |
| 4 | RDDT | REDDIT INC | $11.8M | 6.52% | 68,056 | 增持 |
| 5 | VIK | VIKING HOLDINGS LTD | $9.5M | 5.22% | 90,336 | 增持 |
| 6 | MDLN | MEDLINE INC | $9.0M | 4.98% | 228,828 | 增持 |
| 7 | RBRK | RUBRIK INC | $6.3M | 3.50% | 79,061 | 增持 |
| 8 | CRCL | CIRCLE INTERNET GROUP INC | $5.7M | 3.15% | 91,224 | 增持 |
| 9 | BTSG | BRIGHTSPRING HEALTH SERVICES | $5.7M | 3.12% | 81,210 | 增持 |
| 10 | AHR | AMERICAN HEALTHCARE REIT INC | $5.1M | 2.80% | 97,359 | 增持 |
| 11 | KSPI | JSC KASPI.KZ | $4.7M | 2.59% | 54,261 | 增持 |
| 12 | ULS | UL SOLUTIONS INC | $4.0M | 2.20% | 39,150 | 增持 |
| 13 | CBRS | CEREBRAS SYSTEMS INC | $3.9M | 2.15% | 17,642 | 新建仓 |
| 14 | KGS | KODIAK GAS SERVICES INC | $3.8M | 2.08% | 50,300 | 新建仓 |
| 15 | CART | MAPLEBEAR INC | $3.7M | 2.04% | 78,118 | 减持 |
| 16 | FPS | FORGENT POWER SOLUTIONS | $3.6M | 2.01% | 65,171 | 增持 |
| 17 | SARO | STANDARDAERO INC | $3.5M | 1.92% | 116,429 | 增持 |
| 18 | AS | AMER SPORTS INC | $3.2M | 1.75% | 93,637 | 增持 |
| 19 | TEM | TEMPUS AI INC | $3.2M | 1.75% | 54,824 | 增持 |
| 20 | APGE | APOGEE THERAPEUTICS INC | $3.0M | 1.64% | 22,440 | 新建仓 |
| 21 | CHYM | CHIME FINANCIAL INC | $2.7M | 1.50% | 132,504 | 增持 |
| 22 | LGN | LEGENCE CORP | $2.5M | 1.37% | 29,243 | 增持 |
| 23 | FIGR | FIGURE TECHNOLOGY SOLUTIONS | $2.2M | 1.22% | 72,152 | 增持 |
| 24 | TTAN | SERVICETITAN INC | $2.2M | 1.19% | 30,554 | 减持 |
| 25 | KLAR | KLARNA GROUP PLC | $2.1M | 1.16% | 103,656 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR