EdgeMarket › What Rdst Capital Llc reported owning
What Rdst Capital Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
20Quarter
2026-03-31Shown below
20largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UNP UNION PACIFIC CORP | 70.8M | 6.8% | 291.6K | 308.05 | +36.5% |
| DDOG Datadog, Inc. | 70.5M | 6.8% | 597.1K | 235.62 | +83.4% |
| OWL BLUE OWL CAPITAL INC. | 69.8M | 6.7% | 7.6M | 11.67 | -37.2% |
| CPNG Coupang, Inc. | 68.9M | 6.6% | 3.6M | 16.45 | -43.0% |
| AMZN AMAZON COM INC | 67.7M | 6.5% | 325.0K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 66.8M | 6.4% | 180.6K | 483.24 | -4.4% |
| JHX James Hardie Industries plc | 61.3M | 5.9% | 3.2M | 30.43 | +63.3% |
| MRVL Marvell Technology, Inc. | 60.3M | 5.8% | 608.8K | 237.04 | +232.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 60.0M | 5.8% | 177.6K | 418.95 | +83.3% |
| META Meta Platforms, Inc. | 57.0M | 5.5% | 99.6K | 549.90 | -26.5% |
| MLM MARTIN MARIETTA MATERIALS INC | 56.0M | 5.4% | 95.1K | 534.92 | -10.9% |
| DASH DoorDash, Inc. | 55.5M | 5.3% | 369.5K | 223.49 | -8.3% |
| CVNA CARVANA CO. | 55.0M | 5.3% | 174.8K | 69.91 | +3.2% |
| MKTX MARKETAXESS HOLDINGS INC | 48.7M | 4.7% | 295.3K | 162.11 | -14.3% |
| ENTG ENTEGRIS INC | 41.9M | 4.0% | 357.1K | 143.66 | +80.9% |
| ARES Ares Management Corp | 35.0M | 3.4% | 321.0K | 141.25 | -21.1% |
| HUBS HUBSPOT INC | 34.5M | 3.3% | 141.2K | 240.01 | -47.1% |
| FND Floor & Decor Holdings, Inc. | 27.0M | 2.6% | 531.3K | 54.26 | -33.8% |
| APO Apollo Global Management, Inc. | 23.4M | 2.3% | 210.4K | 132.69 | -2.0% |
| NOW ServiceNow, Inc. | 8.0M | 0.8% | 76.6K | 128.48 | -27.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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