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Portfolio (Quarterly) Guide ↗

Renaissance Capital LLC

· CIK 0001535058
13F Portfolio $181M AUM 52 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 52 New
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHYM CHIME FINANCIAL INC Financial Services 132,504.0 $2.7M 1.50% NEW $20.48 +61.5%
22 LGN LEGENCE CORP Industrials 29,243.0 $2.5M 1.38% NEW $85.23 -26.7%
23 FIGR FIGURE TECHNOLOGY SOLUTIONS Financial Services 72,152.0 $2.2M 1.22% NEW $30.71 +20.0%
24 TTAN SERVICETITAN INC Technology 30,554.0 $2.2M 1.19% NEW $70.71 +34.4%
25 KLARNA GROUP PLC 103,656.0 $2.1M 1.16% NEW $20.24
26 FIG FIGMA INC Technology 108,721.0 $2.0M 1.08% NEW $18.09 +48.1%
27 LOAR LOAR HOLDINGS INC Industrials 22,473.0 $1.8M 1.00% NEW $80.61 -5.1%
28 MAIR MADISON AIR SOLUTIONS CORP Industrials 45,472.0 $1.8M 0.98% NEW $39.00 -28.1%
29 KRMN KARMAN HOLDINGS INC Industrials 34,889.0 $1.7M 0.96% NEW $49.92 +16.6%
30 LINE LINEAGE INC REIT Real Estate 35,406.0 $1.5M 0.84% NEW $43.25 -3.4%
31 EQPT EQUIPMENTSHARE.COM Industrials 60,581.0 $1.2M 0.66% NEW $19.66 +0.1%
32 FLY FIREFLY AEROSPACE INC Industrials 39,723.0 $1.2M 0.64% NEW $29.40 -13.9%
33 CAI CARIS LIFE SCIENCES INC Healthcare 62,887.0 $1.1M 0.62% NEW $17.82 +27.7%
34 KVYO KLAVIYO INC Technology 70,905.0 $1.1M 0.59% NEW $15.10 +20.5%
35 ARXS ARXIS INC Industrials 22,098.0 $1.0M 0.56% NEW $46.14 +20.7%
36 PACS PACS GROUP INC Financial Services 23,163.0 $988K 0.55% NEW $42.64 +3.8%
37 LANDBRIDGE CO LLC 12,411.0 $983K 0.54% NEW $79.24
38 PONY AI INC 131,574.0 $914K 0.50% NEW $6.95
39 FRVO FERVO ENERGY CO 31,122.0 $910K 0.50% NEW $29.23 -39.0%
40 BIRKENSTOCK HOLDING PLC 20,481.0 $881K 0.49% NEW $43.03
Page 2 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.0%
Industrials 13.5%
Healthcare 13.3%
Financial Services 8.3%
Communication Services 8.2%
Real Estate 4.6%
Energy 2.6%
Consumer Cyclical 2.6%