Fund HoldingsRenaissance Capital LLC

Total Portfolio Value
$203.43M
Total Bought
$75.95M
Total Sold
$60.26M
Net Transaction
+$15.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
COINBASE GLOBAL INC(COIN)84,341108,245+23,9046,33218,8269.25%+12,494
AFFIRM HOLDINGS INC(AFRM)0143,795+143,79507,0663.47%+7,066
ROBLOX CORP(RBLX)232,368296,634+64,2666,72913,5626.67%+6,833
ARM HOLDINGS PLC065,618+65,61804,9312.42%+4,931
NU HOLDINGS LTD(NU)1,167,7551,493,646+325,8918,46612,4426.12%+3,976
UIPATH INC(PATH)189,923243,026+53,1033,2506,0372.97%+2,787
ROBINHOOD MARKETS INC(HOOD)335,679429,386+93,7073,2935,4702.69%+2,177
SENTINELONE INC(S)116,215149,225+33,0101,9594,0952.01%+2,135
KENVUE INC(KVUE)878,829908,948+30,11917,64719,5709.62%+1,923
CORE & MAIN INC(CNM)53,83485,574+31,7401,5533,4581.70%+1,905
COUPANG INC(CPNG)554,706700,046+145,3409,43011,3345.57%+1,904
DUOLINGO INC(DUOL)14,38018,524+4,1442,3854,2022.07%+1,817
RIVIAN AUTOMOTIVE INC(RIVN)335,574423,549+87,9758,1489,9364.88%+1,789
COREBRIDGE FINANCIAL INC(CRBD)74,666146,083+71,4171,4753,1641.56%+1,690
GITLAB INC(GTLB)44,30256,013+11,7112,0033,5271.73%+1,523
DOUBLEVERIFY HOLDINGS INC(DV)63,10987,814+24,7051,7643,2301.59%+1,466
APPLOVIN CORP(APP)106,248134,167+27,9194,2465,3472.63%+1,101
BIRKENSTOCK HOLDING PLC(BIRK)020,650+20,65001,0060.49%+1,006
MONDAY.COM LTD
SHS
12,34415,783+3,4391,9652,9641.46%+999
KANZHUN LTD(BZ)162,738205,655+42,9172,4693,4161.68%+947
PROCORE TECHNOLOGIES INC(PCOR)39,66450,826+11,1622,5913,5181.73%+927
DOXIMITY INC(DOCS)60,43076,507+16,0771,2822,1451.05%+863
ENDEAVOR GROUP HOLDINGS INC79,771100,907+21,1361,5872,3951.18%+807
TPG INC(TPG)32,34040,978+8,6389741,7690.87%+795
FRESHWORKS INC(FRSH)81,126102,626+21,5001,6162,4111.18%+795
GLOBALFOUNDRIES INC(GFS)39,63750,095+10,4582,3063,0361.49%+729
DIGITALOCEAN HOLDINGS INC(DOCN)31,79040,160+8,3707641,4730.72%+710
ENGAGESMART INC030,774+30,77407050.35%+705
ON HOLDING(ONON)106,705134,807+28,1022,9693,6361.79%+667
MARQETA INC(MQ)245,343304,139+58,7961,4672,1231.04%+656
FULL TRUCK ALLIANCE SPN ADR(YMM)338,534427,839+89,3052,3832,9991.47%+616
MOBILEYE GLOBAL INC(MBLY)43,35954,831+11,4721,8022,3751.17%+574
BRAZE INC(BRZE)26,21333,189+6,9761,2251,7630.87%+538
GLOBAL E ONLINE LTD
SHS
46,48758,786+12,2991,8472,3301.15%+482
NEXTRACKER INC24,81031,430+6,6209961,4720.72%+476
FLUENCE ENERGY INC(FLNC)19,67237,132+17,4604528860.44%+433
SQUARESPACE INC22,37931,976+9,5976481,0560.52%+407
PRIVIA HEALTH GROUP INC(PRVA)55,35671,299+15,9431,2731,6420.81%+369
HASHICORP INC49,04062,107+13,0671,1201,4680.72%+349
KLAVIYO INC(KVYO)012,291+12,29103410.17%+341
RYAN SPECIALTY HOLDINGS INC(RYAN)46,88060,564+13,6842,2692,6051.28%+336
MAPLEBEAR INC(CART)014,085+14,08503310.16%+331
INFORMATICA INC21,41827,153+5,7354517710.38%+320
DUTCH BROS INC(BROS)17,16521,770+4,6053996890.34%+290
CLEAR SECURE INC(YOU)41,82052,054+10,2347961,0750.53%+279
PAYCOR HCM INC27,90041,089+13,1896378870.44%+250
CAVA GROUP INC(CAVA)8,38710,681+2,2942574590.23%+202
POWERSCHOOL HOLDINGS INC28,07435,500+7,4266368360.41%+200
BUMBLE INC50,74564,098+13,3537579450.46%+188
ENACT HOLDINGS INC14,98018,757+3,7774085420.27%+134
SHOALS TECHNOLOGIES GROUP(SHLS)85,896108,623+22,7271,5681,6880.83%+120
INSTRUCTURE HOLDINGS INC8,99412,350+3,3562283340.16%+105
BAUSCH LOMB CORP17,60622,407+4,8012983820.19%+84
HERTZ GLOBAL HLDGS INC67,73383,850+16,1178308710.43%+41
PLAYTIKA HOLDING CORP(PLTK)9,68814,837+5,149931290.06%+36
DLOCAL LTD(DLO)52,37558,296+5,9211,0041,0310.51%+27
OZON HOLDINGS PLC13,4400-13,44000-0
CONFLUENT INC93,549118,197+24,6482,7702,7661.36%-4
REMITLY GLOBAL INC(RELY)65,45884,310+18,8521,6511,6370.80%-14
SAVERS VALUE VILLAGE INC(SVV)11,3900-11,3902130-213
AGILON HEALTH INC(AGL)146,875185,571+38,6962,6092,3291.14%-280
SPORTRADAR GROUP(SRAD)34,4240-34,4243450-345
LUFAX HOLDING LTD(LU)345,9820-345,9823670-367
DRIVEN BRANDS HOLDINGS INC(DRVN)31,2870-31,2873940-394
MARAVAI LIFESCIENCES HLDGS(MRVI)55,4430-55,4435540-554
ASANA INC(ASAN)39,8270-39,8277290-729
SOTERA HEALTH CO(SHC)49,9160-49,9167480-748
MINISO GROUP HOLDING LTD(MNSO)43,8800-43,8801,1360-1,136
ALLEGRO MICROSYSTEMS INC(ALGM)37,8140-37,8141,2080-1,208
ACADEMY SPORTS & OUTDOORS INC(ASO)37,4030-37,4031,7680-1,768
AFFIRM HOLDINGS INC(AFRM)109,9220-109,9222,3380-2,338
BENTLEY SYSTEMS INC(BSY)97,2090-97,2094,8760-4,876
DOORDASH INC(DASH)152,7640-152,76412,1400-12,140
PALANTIR TECHNOLOGIES INC(PLTR)948,5880-948,58815,1770-15,177
AIRBNB INC133,1090-133,10918,2640-18,264
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