The Analysis of RDST Capital LLC's Holdings

Currently, RDST Capital LLC holds 19 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+2.7M shares, valued at $55.9M), CPNG (+2.2M shares, valued at $50.8M), OWL (+1.8M shares, valued at $26.5M); decreased their positions in N/A (-568.0K shares, valued at $48.3M), DDOG (-102.7K shares, valued at $14.0M), DCO (-111.1K shares, valued at $10.6M); initiated new positions in N/A (+2.7M shares, valued at $55.9M), CPNG (+2.2M shares, valued at $50.8M), N/A (+179.5K shares, valued at $26.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UNP UNION PAC CORP420.1K shares24.79%2025-12-312026-02-17

OWL BLUE OWL CAPITAL INC6.3M shares39.52%2025-12-312026-02-17

ENTG ENTEGRIS INC1.1M shares15.56%2025-12-312026-02-17

MSFT MICROSOFT CORP155.9K shares11.06%2025-12-312026-02-17

AMZN AMAZON COM INC311.6K shares10.59%2025-12-312026-02-17

HUBS HUBSPOT INC157.8K shares29.86%2025-12-312026-02-17

MLM MARTIN MARIETTA MATLS INC101.5K shares-9.03%2025-12-312026-02-17

FND FLOOR & DECOR HLDGS INC925.2K shares22.27%2025-12-312026-02-17

Sponsored

MKTX MARKETAXESS HLDGS INC310.7K shares10.35%2025-12-312026-02-17

JAMES HARDIE INDS PLC JAMES HARDIE INDS PLC2.7M sharesnew addition2025-12-312026-02-17

CVNA CARVANA CO122.3K shares14.05%2025-12-312026-02-17

CPNG COUPANG INC2.2M sharesnew addition2025-12-312026-02-17

DDOG DATADOG INC372.4K shares-21.63%2025-12-312026-02-17

META META PLATFORMS INC62.4K shares22.47%2025-12-312026-02-17

DCO DUCOMMUN INC DEL390.4K shares-22.16%2025-12-312026-02-17

DASH DOORDASH INC133.5K shares174.93%2025-12-312026-02-17