Institutions / RDST Capital LLC
RDST Capital LLC
CIK 1912187 · Institution · as of Dec 31, 2025
Portfolio value
$1.06B
Positions
19
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Union Pacific Corp | $97.18M | 9.2% |
| Blue Owl Capital Inc. | $93.61M | 8.8% |
| Entegris, Inc. | $93.15M | 8.8% |
| Microsoft Corp | $75.38M | 7.1% |
| Amazon.com Inc | $71.92M | 6.8% |
| Hubspot Inc | $63.32M | 6.0% |
| Martin Marietta Materials Inc | $63.20M | 6.0% |
| FLOOR & DECOR HOLDINGS INC | $56.34M | 5.3% |
| Marketaxess Holdings Inc | $56.31M | 5.3% |
| James Hardie Industries PLC | $55.89M | 5.3% |
| Carvana Co. | $51.60M | 4.9% |
| Coupang, Inc. | $50.82M | 4.8% |
| Datadog, Inc. | $50.64M | 4.8% |
| Meta Platforms Inc | $41.19M | 3.9% |
| Ducommun Inc /De | $37.14M | 3.5% |
| DoorDash, Inc. | $30.24M | 2.8% |
| Apollo Global Management, Inc. | $25.99M | 2.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $25.54M | 2.4% |
| Marvell Technology, Inc. | $21.89M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.