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IPO

Renaissance IPO ETF
1W: -1.0% 1M: -2.0% 3M: -8.8% YTD: -7.6% 1Y: +7.8% 3Y: +60.5% 5Y: -29.9%
$43.43
+0.72 (+1.69%)
After Hours: $42.50 (-0.93, -2.14%)
ETF AMEX · AUM $133.0M
ETF-Level Metrics
AUM$133M
Holdings72
Top 10 Wt52.2%
Beta1.68
% Profitable45%
Coverage100%
Portfolio Valuation
P/E75.0
P/B5.7
P/S3.7
EV/EBITDA57.5
P/FCF30.8
PEG1.67
Profitability & Returns
Gross Margin32.4%
Net Margin0.4%
ROE0.7%
ROA0.2%
ROIC22.7%
Div Yield0.83%
Leverage & Liquidity
Debt/Equity0.68
Debt/Assets0.22
Net Debt/EBITDA-2.9x
Interest Cov1.4x
Current Ratio1.46
Quick Ratio1.39
Growth (YoY)
Revenue+20.2%
Net Income+34.5%
EPS+36.3%
FCF+41.4%
EBITDA+48.2%
Rev CAGR 3Y+36.8%
Quality Scores
Piotroski F5.5
Altman Z165.10
IS Quality55.5
IS Overall52.8
IS Value30.8
Median P/E-0.5

Sector Breakdown

9 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 28 45.5% -45.1
Consumer Cyclical 13 20.1% -107.2
Healthcare 14 15.0% 9.3
Financial Services 7 9.8% -89.3
Communication Services 2 4.4% 24.8
Real Estate 1 2.1% 39.7
Industrials 4 1.9% 21.0
Consumer Defensive 3 1.2% 9.5
Other 1 0.1%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 73 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Snowflake Inc. SNOW 9.89% $28.6M 249,886 -41.3 $55.0B Technology
2 Palantir Technologies Inc. PLTR 7.86% $22.7M 1,883,864 227.6 $355.1B Technology
3 Peloton Interactive, Inc. PTON 5.68% $16.4M 304,076 -33.5 $1.7B Consumer Cyclical
4 Coinbase Global, Inc. COIN 4.74% $13.7M 131,857 38.5 $48.8B Financial Services
5 Cloudflare, Inc. NET 4.70% $13.6M 285,386 -748.4 $76.7B Technology
6 Airbnb, Inc. ABNB 4.37% $12.6M 181,448 32.2 $79.0B Consumer Cyclical
7 Datadog, Inc. DDOG 4.35% $12.6M 257,246 401.5 $43.6B Technology
8 DoorDash, Inc. DASH 4.29% $12.4M 154,983 70.7 $66.4B Communication Services
9 Roblox Corporation RBLX 3.20% $9.2M 237,177 -37.3 $40.2B Technology
10 10x Genomics, Inc. TXG 3.13% $9.0M 97,780 -61.0 $2.7B Healthcare
11 Unity Software Inc. U 3.01% $8.7M 167,679 -19.0 $7.7B Technology
12 XPeng Inc. XPEV 2.94% $8.5M 444,344 -105.5 $17.9B Consumer Cyclical
13 Li Auto Inc. LI 2.69% $7.8M 541,954 111.0 $18.3B Consumer Cyclical
14 Royalty Pharma plc RPRX 2.56% $7.4M 382,001 26.3 $20.1B Healthcare
15 Bill.com Holdings, Inc. BILL 2.53% $7.3M 83,776 -159.6 $3.8B Technology
16 KE Holdings Inc. BEKE 2.15% $6.2M 265,400 39.7 $17.7B Real Estate
17 Dynatrace, Inc. DT 1.94% $5.6M 208,051 59.5 $11.0B Technology
18 XP Inc. XP 1.63% $4.7M 221,814 10.5 $10.4B Financial Services
19 PPD, Inc. PPD 1.36% $3.9M 184,289 106.7 Healthcare
20 Envista Holdings Corporation NVST 1.28% $3.7M 188,089 91.4 $4.3B Healthcare
21 Lufax Holding Ltd LU 1.22% $3.5M 624,538 4.3 $809M Financial Services
22 BridgeBio Pharma, Inc. BBIO 1.20% $3.5M 127,675 -19.4 $13.9B Healthcare
23 Oak Street Health, Inc. OSH 1.18% $3.4M 121,154 -17.6 $9.5B Healthcare
24 Change Healthcare Inc. CHNG 1.04% $3.0M 283,401 -57.6 Healthcare
25 ZoomInfo Technologies Inc. ZI 0.92% $2.7M 110,430 15.1 $3.4B Technology
26 Lightspeed Commerce Inc. LSPD 0.92% $2.7M 70,290 -1.8 $1.2B Technology
27 ContextLogic Inc. WISH 0.91% $2.6M 422,843 -1645.7 Consumer Cyclical
28 Coupang, Inc. CPNG 0.89% $2.6M 141,135 164.3 $34.4B Consumer Cyclical
29 Vroom, Inc. VRM 0.89% $2.6M 132,648 -0.9 $69M Consumer Cyclical
30 Adaptive Biotechnologies Corporation ADPT 0.83% $2.4M 126,860 -36.4 $2.2B Healthcare
31 The AZEK Company Inc. AZEK 0.82% $2.4M 124,444 77.6 $7.8B Industrials
32 Asana, Inc. ASAN 0.74% $2.1M 79,478 -7.6 $1.4B Technology
33 Lemonade, Inc. LMND 0.73% $2.1M 42,348 -29.1 $5.1B Financial Services
34 GFL Environmental Inc. GFL 0.69% $2.0M 136,853 -13.1 $13.7B Industrials
35 Progyny, Inc. PGNY 0.66% $1.9M 69,734 25.9 $1.5B Healthcare
36 Dun & Bradstreet Holdings, Inc. DNB 0.64% $1.8M 183,753 -103.5 $4.1B Financial Services
37 Bumble Inc. BMBL 0.57% $1.6M 65,122 -0.5 $366M Technology
38 Albertsons Companies, Inc. ACI 0.56% $1.6M 176,222 10.1 $9.1B Consumer Defensive
39 Kingsoft Cloud Holdings Limited KC 0.54% $1.6M 102,152 -29.0 $4.1B Technology
40 nCino, Inc. NCNO 0.54% $1.6M 53,413 -76.1 $1.7B Technology
41 CureVac N.V. CVAC 0.52% $1.5M 57,232 7.0 $1.0B Healthcare
42 Rocket Companies, Inc. RKT 0.50% $1.4M 158,490 -593.7 $40.4B Financial Services
43 GoodRx Holdings, Inc. GDRX 0.46% $1.3M 75,940 23.0 $706M Healthcare
44 Squarespace, Inc. SQSP 0.45% $1.3M 45,382 -891.4 $6.5B Technology
45 Agora, Inc. API 0.43% $1.2M 69,987 33.0 $324M Technology
46 Qualtrics International Inc. XM 0.42% $1.2M 72,027 -10.0 $11.0B Technology
47 Oatly Group AB OTLY 0.41% $1.2M 100,395 -2.0 $311M Consumer Defensive
48 Ozon Holdings PLC OZON 0.39% $1.1M 42,464 -4.6 $2.4B Consumer Cyclical
49 AppLovin Corporation APP 0.37% $1.1M 28,479 44.3 $147.6B Technology
50 agilon health, inc. AGL 0.37% $1.1M 55,899 -0.5 $177M Healthcare

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms