Skip to Content

Renaissance IPO ETF IPO

Medalist Rating as of | See Renaissance Capital Investment Hub

Morningstar’s Analysis IPO

Will IPO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Renaissance IPO ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IPO

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kenvue Inc

10.42 18.3 Mil
Consumer Defensive

Nu Holdings Ltd Ordinary Shares Class A

10.00 17.6 Mil
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

9.18 16.1 Mil
Financial Services

ARM Holdings PLC ADR

5.85 10.3 Mil
Technology

AppLovin Corp Ordinary Shares - Class A

5.49 9.7 Mil
Technology

Robinhood Markets Inc Class A

4.87 8.6 Mil
Financial Services

Core & Main Inc Class A

3.14 5.5 Mil
Industrials

On Holding AG

3.12 5.5 Mil
Consumer Cyclical

NEXTracker Inc Ordinary Shares - Class A

2.51 4.4 Mil
Technology

Rivian Automotive Inc Class A

2.47 4.4 Mil
Consumer Cyclical