Renaissance Capital LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Renaissance Capital LLC reported 25 stock positions worth $152.4 million. Its top holding was Kenvue (KVUE) at 10.1% of the portfolio, followed by Astera Labs (ALAB, 9.9%) and Arm Holdings PLC-ADR (ARM, 8.6%). Compared with Q3 2024, it opened 2 new positions, sold out of 9, added to 18 and reduced 5. The biggest buy was Astera Labs (ALAB, shares +381%) and the biggest sale an exit from Nu Holdings Ltd./Cayman Isl-A (NU).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001535058
- Portfolio Value
- $152.4M (Q4 2024)
- SEC Filing
- 0001580642-25-000436 ↗ filed Jan 24, 2025
Holdings Value
Holdings 25 stocks · $152.4M
| KVUE Kenvue Inc. | 10.14% | 723,592 | $15.4M | Add +9.3% |
| ALAB Astera Labs Inc. | 9.93% | 114,276 | $15.1M | Add +381.0% |
| ARM Arm Holdings PLC-ADR | 8.56% | 105,802 | $13.1M | Add +0.7% |
| CRDO Credo Technology Group Holdi | 6.30% | 142,849 | $9.6M | New |
| CAVA Cava Group Inc. | 5.66% | 76,422 | $8.6M | Reduce -6.1% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 5.61% | 90,311 | $8.6M | Reduce -6.0% |
| CRBG Corebridge Financial Inc. | 4.63% | 235,664 | $7.1M | Reduce -14.5% |
| CART Maplebear Inc. | 4.16% | 153,189 | $6.3M | Reduce -17.5% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 3.83% | 159,779 | $5.8M | Add +3.5% |
| TPG TPG Inc. | 3.62% | 87,914 | $5.5M | Reduce -3.0% |
| VIK Viking Holdings Ltd. | 3.51% | 121,547 | $5.4M | Add +8.5% |
| RDDT Reddit Inc. Class A | 3.35% | 31,236 | $5.1M | Add +14.2% |
| KVYO Klaviyo Inc. Class A | 3.32% | 122,646 | $5.1M | Add +56.4% |
| LINE Lineage Inc. | 3.21% | 83,446 | $4.9M | Add +25.6% |
| RBRK Rubrik Inc. Class A | 3.12% | 72,775 | $4.8M | Add +21.2% |
| BIRK Birkenstock Holding PLC | 3.06% | 82,190 | $4.7M | Add +94.0% |
| ULS Ul Solutions Inc. Class A | 2.87% | 87,609 | $4.4M | Add +108.5% |
| LOAR Loar Holdings Inc. | 2.83% | 58,275 | $4.3M | Add +411.5% |
| MBLY Mobileye Global Inc. Class A | 2.71% | 207,355 | $4.1M | Add +116.2% |
| SARO Standardaero Inc. | 2.62% | 161,238 | $4.0M | New |
| AS Amer Sports Inc. | 2.49% | 135,697 | $3.8M | Add +116.2% |
| OS Onestream Inc. | 1.89% | 100,890 | $2.9M | Add +231.3% |
| BLCO Bausch + Lomb Corp. | 1.12% | 94,182 | $1.7M | Add +116.2% |
| ZK Zeekr Intelligent Techno-ADR | 0.93% | 49,697 | $1.4M | Add +119.0% |
| TEM Tempus AI Inc. Class A | 0.55% | 24,757 | $836K | Add +121.3% |
Portfolio Sells Q3 2024 → Q4 2024
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −9.44 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −6.55 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −4.33 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −3.39 |
| GFS Globalfoundries Inc. | Sold out | 0.00% | −2.81 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −1.50 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −1.16 |
| PACS Pacs Group Inc. | Sold out | 0.00% | −1.11 |
| KSPI JSC Kaspi.kz ADR | Reduce -6.0% | 5.61% | −1.09 |
| CAVA Cava Group Inc. | Reduce -6.1% | 5.66% | −0.98 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.97 |
| CART Maplebear Inc. | Reduce -17.5% | 4.16% | −0.81 |
| CRBG Corebridge Financial Inc. | Reduce -14.5% | 4.63% | −0.66 |
| TPG TPG Inc. | Reduce -3.0% | 3.62% | +0.19 |
Portfolio Buys Q3 2024 → Q4 2024
| ALAB Astera Labs Inc. | Add +381.0% | 9.93% | +9.11 |
| CRDO Credo Technology Group Holdi | New | 6.30% | +6.30 |
| SARO Standardaero Inc. | New | 2.62% | +2.62 |
| LOAR Loar Holdings Inc. | Add +411.5% | 2.83% | +2.27 |
| RDDT Reddit Inc. Class A | Add +14.2% | 3.35% | +2.16 |
| RBRK Rubrik Inc. Class A | Add +21.2% | 3.12% | +1.85 |
| MBLY Mobileye Global Inc. Class A | Add +116.2% | 2.71% | +1.85 |
| AS Amer Sports Inc. | Add +116.2% | 2.49% | +1.83 |
| BIRK Birkenstock Holding PLC | Add +94.0% | 3.06% | +1.68 |
| ULS Ul Solutions Inc. Class A | Add +108.5% | 2.87% | +1.50 |
| KVYO Klaviyo Inc. Class A | Add +56.4% | 3.32% | +1.49 |
| OS Onestream Inc. | Add +231.3% | 1.89% | +1.21 |
| VIK Viking Holdings Ltd. | Add +8.5% | 3.51% | +0.94 |
| ZK Zeekr Intelligent Techno-ADR | Add +119.0% | 0.93% | +0.59 |
| BLCO Bausch + Lomb Corp. | Add +116.2% | 1.12% | +0.56 |
| TEM Tempus AI Inc. Class A | Add +121.3% | 0.55% | +0.13 |
| KVUE Kenvue Inc. | Add +9.3% | 10.14% | +0.05 |
| NXT Nextpower Inc. | Add +3.5% | 3.83% | +0.02 |
| LINE Lineage Inc. | Add +25.6% | 3.21% | −0.22 |
| ARM Arm Holdings PLC-ADR | Add +0.7% | 8.56% | −1.33 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $181.3M | ALAB, CRWV, ARM, RDDT, VIK |
| Q1 2026 | 47 | $138.0M | CRWV, ARM, KVUE, ALAB, RDDT |
| Q4 2025 | 39 | $138.8M | RDDT, KVUE, CRWV, ALAB, ARM |
| Q3 2025 | 31 | $178.4M | RDDT, KVUE, ALAB, ARM, NXT |
| Q2 2025 | 28 | $143.4M | ARM, RDDT, KVUE, ALAB, VIK |
| Q1 2025 | 28 | $129.5M | KVUE, CRBG, ARM, ALAB, CART |
| Q4 2024 | 25 | $152.4M | KVUE, ALAB, ARM, CRDO, CAVA |
| Q3 2024 | 32 | $151.9M | KVUE, ARM, NU, KSPI, CAVA |
| Q2 2024 | 41 | $179.1M | NU, KVUE, ARM, HOOD, RIVN |
| Q1 2024 | 53 | $192.7M | KVUE, COIN, NU, APP, ARM |