RDST Capital as of Dec. 31, 2025
Portfolio Holdings for RDST Capital
RDST Capital holds 19 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 9.2 | $97M | 420k | 231.32 | |
| Blue Owl Capital Com Cl A (OWL) | 8.8 | $94M | 6.3M | 14.94 | |
| Entegris (ENTG) | 8.8 | $93M | 1.1M | 84.25 | |
| Microsoft Corporation (MSFT) | 7.1 | $75M | 156k | 483.62 | |
| Amazon (AMZN) | 6.8 | $72M | 312k | 230.82 | |
| Hubspot (HUBS) | 6.0 | $63M | 158k | 401.30 | |
| Martin Marietta Materials (MLM) | 6.0 | $63M | 102k | 622.66 | |
| Floor & Decor Hldgs Cl A (FND) | 5.3 | $56M | 925k | 60.89 | |
| MarketAxess Holdings (MKTX) | 5.3 | $56M | 311k | 181.25 | |
| James Hardie Inds Ord Shs (JHX) | 5.3 | $56M | 2.7M | 20.75 | |
| Carvana Cl A (CVNA) | 4.9 | $52M | 122k | 422.02 | |
| Coupang Cl A (CPNG) | 4.8 | $51M | 2.2M | 23.59 | |
| Datadog Cl A Com (DDOG) | 4.8 | $51M | 372k | 135.99 | |
| Meta Platforms Cl A (META) | 3.9 | $41M | 62k | 660.09 | |
| Ducommun Incorporated (DCO) | 3.5 | $37M | 390k | 95.13 | |
| Doordash Cl A (DASH) | 2.8 | $30M | 134k | 226.48 | |
| Apollo Global Mgmt (APO) | 2.4 | $26M | 180k | 144.76 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $26M | 84k | 303.89 | |
| Marvell Technology (MRVL) | 2.1 | $22M | 258k | 84.98 |
