Fund HoldingsRenaissance Capital LLC

Total Portfolio Value
$151.94M
Total Bought
$42.46M
Total Sold
$65.24M
Net Transaction
-$22.78M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JSC KASPI.KZ(KSPI)10,23096,058+85,8281,32010,1816.70%+8,861
LINEAGE INC(LINE)066,456+66,45605,2093.43%+5,209
CAVA GROUP INC(CAVA)67,78781,374+13,5876,28710,0786.63%+3,791
MAPLEBEAR INC(CART)154,604185,593+30,9894,9697,5614.98%+2,592
HASHICORP INC86,426152,143+65,7172,9125,1523.39%+2,240
TPG INC COMMON STOCK(TPG)75,48790,618+15,1313,1295,2163.43%+2,087
KLAVIYO INC(KVYO)33,42478,401+44,9778322,7741.83%+1,942
PACS GROUP INC(PACS)042,272+42,27201,6901.11%+1,690
VIKING HOLDINGS LTD(VIK)66,306112,020+45,7142,2503,9082.57%+1,658
COREBRIDGE FINANCIAL INC(CRBD)229,680275,717+46,0376,6888,0405.29%+1,352
RUBRIK INC(RBRK)20,70760,061+39,3546351,9311.27%+1,296
GITLAB INC(GTLB)106,451127,788+21,3375,2936,5864.33%+1,293
ONESTREAM INC
CL A
030,451+30,45101,0320.68%+1,032
NEXTRACKER INC103,975154,389+50,4144,8745,7873.81%+912
BIRKENSTOCK HOLDING PLC(BIRK)22,68242,359+19,6771,2342,0881.37%+854
TEMPUS AI INC(TEM)011,188+11,18806330.42%+633
UL SOLUTIONS INC(ULS)34,99942,014+7,0151,4772,0711.36%+595
FLUENCE ENERGY INC(FLNC)54,28865,169+10,8819411,4800.97%+539
BRAZE INC(BRZE)46,67370,574+23,9011,8132,2821.50%+470
LOAR HOLDINGS INC(LOAR)9,30911,392+2,0834978500.56%+353
REDDIT INC(RDDT)22,77827,344+4,5661,4551,8031.19%+347
BAUSCH LOMB CORP36,28643,560+7,2745278400.55%+313
ZEEKR INTELLIGENT TECHNOLOGY18,90722,696+3,7893565060.33%+150
ASTERA LABS INC(ALAB)19,79323,760+3,9671,1981,2450.82%+47
RIVIAN AUTOMOTIVE INC(RIVN)739,354887,551+148,1979,9229,9586.55%+36
INFORMATICA INC57,37769,769+12,3921,7721,7641.16%-8
GLOBALFOUNDRIES INC(GFS)88,340106,047+17,7074,4664,2682.81%-198
AMER SPORTS INC(AS)108,82662,761-46,0651,3681,0010.66%-367
INSTRUCTURE HOLDINGS INC19,6920-19,6924610-461
ENACT HOLDINGS INC26,0840-26,0848000-800
MOBILEYE GLOBAL INC(MBLY)79,89095,903+16,0132,2441,3140.86%-930
ARM HOLDINGS PLC98,205105,112+6,90716,06815,0329.89%-1,036
POWERSCHOOL HOLDINGS INC53,1000-53,1001,1890-1,189
REMITLY GLOBAL INC(RELY)129,3370-129,3371,5680-1,568
NUVALENT INC28,4810-28,4812,1610-2,161
KENVUE INC(KVUE)964,523662,262-302,26117,53515,31810.08%-2,217
FRESHWORKS INC(FRSH)181,7890-181,7892,3070-2,307
DUTCH BROS INC(BROS)82,2560-82,2563,4050-3,405
SENTINELONE INC(S)205,9520-205,9524,3350-4,335
NU HOLDINGS LTD(NU)1,482,0521,050,903-431,14919,10414,3459.44%-4,759
RYAN SPECIALTY HOLDINGS INC(RYAN)91,9290-91,9295,3240-5,324
DUOLINGO INC(DUOL)32,9610-32,9616,8780-6,878
CORE AND MAIN INC(CNM)149,0570-149,0577,2950-7,295
ON HOLDING(ONON)222,3490-222,3498,6270-8,627
ROBINHOOD MARKETS INC(HOOD)596,7360-596,73613,5520-13,552
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