RDST Capital as of March 31, 2026
Portfolio Holdings for RDST Capital
RDST Capital holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 6.8 | $71M | 292k | 242.62 | |
| Datadog Cl A Com (DDOG) | 6.8 | $71M | 597k | 118.05 | |
| Blue Owl Capital Com Cl A (OWL) | 6.7 | $70M | 7.6M | 9.13 | |
| Coupang Cl A (CPNG) | 6.6 | $69M | 3.6M | 18.88 | |
| Amazon (AMZN) | 6.5 | $68M | 325k | 208.27 | |
| Microsoft Corporation (MSFT) | 6.4 | $67M | 181k | 370.17 | |
| James Hardie Inds Ord Shs (JHX) | 5.9 | $61M | 3.2M | 18.94 | |
| Marvell Technology (MRVL) | 5.8 | $60M | 609k | 99.05 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.8 | $60M | 178k | 337.95 | |
| Meta Platforms Cl A (META) | 5.5 | $57M | 100k | 572.13 | |
| Martin Marietta Materials (MLM) | 5.4 | $56M | 95k | 588.68 | |
| Doordash Cl A (DASH) | 5.3 | $56M | 370k | 150.15 | |
| Carvana Cl A (CVNA) | 5.3 | $55M | 175k | 314.38 | |
| MarketAxess Holdings (MKTX) | 4.7 | $49M | 295k | 164.98 | |
| Entegris (ENTG) | 4.0 | $42M | 357k | 117.24 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 3.4 | $35M | 321k | 109.10 | |
| Hubspot (HUBS) | 3.3 | $35M | 141k | 244.10 | |
| Floor & Decor Hldgs Cl A (FND) | 2.6 | $27M | 531k | 50.80 | |
| Apollo Global Mgmt (APO) | 2.3 | $23M | 210k | 111.42 | |
| Servicenow (NOW) | 0.8 | $8.0M | 77k | 104.55 |
