Renaissance
Renaissance IM Midcap Growth
Mid-cap Growth
Jun 2025 → Jun 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 9 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
We sold Houlihan Lokey (HLI) following a deterioration in fundamental factors.
Also held
Its investment theses
- Expedia GroupJun 2026Expedia Group is the largest online travel company in North America with margin expansion potential and attractive double-digit earnings growth.
- DynatraceJun 2025Dynatrace is a leading provider of observability services, benefiting from strong growth drivers such as the shift to cloud and AI, while consolidating customer demand onto a single platform.