Renaissance

Renaissance IM Large Cap Growth

Large-cap Growth

Jun 2025Jun 2026

Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in 2 years follow all of Renaissance for every strategy.

What it bought and sold

  • AddedNvidiaJun 2026
    Information Technology 36.0% 3.7% CDW, Nvidia (ServiceNow)

Also held

Its investment theses

Every letter