Renaissance Capital
Renaissance Capital reported 54 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are ALAB (12.1%), SPCX (9.9%) and SKHY (9.6%). Compared with Q2 2026, the fund opened new positions in SPCX, SKHY and CGON, added to ALAB, FPS and NTSK, trimmed CRWV, RDDT and RBRK and sold out of ARM, KGS and CART.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ALAB Astera Labs Inc | $17.5M | 12.1% | 49K | +2,916 (+6%) | 8 of 8 | |
| 2 |  SPCX Space Exploration Techn Corp Class A Com Stk | $14.3M | 9.9% | 95K | New position | 1 of 8 | |
| 3 |  SKHY SK Hynix Inc Fsponsored ADR 1 ADR Reps 0.1 Ord Shs | $13.9M | 9.6% | 75K | New position | 1 of 8 | |
| 4 |  CRWV Coreweave Inc | $10.3M | 7.1% | 118K | −51K (−30%) | 6 of 8 | |
| 5 |  RDDT Reddit Inc | $7.4M | 5.1% | 52K | −16K (−24%) | 8 of 8 | |
| 6 |  RBRK Rubrik Inc. | $6.7M | 4.6% | 59K | −21K (−26%) | 8 of 8 | |
| 7 |  MDLN Medline Inc | $5.9M | 4.1% | 169K | −59K (−26%) | 3 of 8 | |
| 8 |  CRCL Circle Internet Group Inc | $5.5M | 3.8% | 68K | −24K (−26%) | 5 of 8 | |
| 9 |  VIK Viking Holdings Ltd | $5.2M | 3.6% | 67K | −23K (−26%) | 8 of 8 | |
| 10 |  KSPI Kaspi KZ Jsc | $3.8M | 2.6% | 40K | −14K (−26%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ARM Arm Hldgs PLC Equity A F | $15.8M | 45K |
 KGS Kodiak Gas Svcs Inc | $3.8M | 50K |
 CART Maplebear Inc | $3.7M | 78K |
APOGEE THERAPEUTICS INC | $3M | 22K |
 FLY Firefly Aerospace Inc C | $1.2M | 40K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Renaissance Capital 13F FAQ
What does Renaissance Capital own?
Renaissance Capital reported 54 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are ALAB (12.1%), SPCX (9.9%) and SKHY (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Renaissance Capital buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 9 added to, 36 trimmed and 7 sold out. New positions include SPCX, SKHY and CGON. It sold all of ARM, KGS and CART.
When will Renaissance Capital file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Renaissance Capital's portfolio worth?
The Q3 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.