Rdst Capital
$1.0B Assets Reported
21 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UNP | UNION PAC CORP | 291,615 | $71M | 6.8% |
| DDOG | DATADOG INC | 597,085 | $70M | 6.8% |
| OWL | BLUE OWL CAPITAL INC | 7,648,935 | $70M | 6.7% |
| CPNG | COUPANG INC | 3,646,900 | $69M | 6.6% |
| AMZN | AMAZON COM INC | 324,980 | $68M | 6.5% |
| MSFT | MICROSOFT CORP | 180,560 | $67M | 6.4% |
| JHX | JAMES HARDIE INDS PLC | 3,238,117 | $61M | 5.9% |
| MRVL | MARVELL TECHNOLOGY INC | 608,780 | $60M | 5.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 177,619 | $60M | 5.8% |
| META | META PLATFORMS INC | 99,630 | $57M | 5.5% |
Track Rdst Capital's 13F portfolio: $1.0B in reported holdings, 21 positions. Top holdings, AUM, and quarterly changes on SentiSense.