RDST CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 6.27M | $93.61M |
 | JHX | 2.69M | $55.89M |
 | CPNG | 2.15M | $50.82M |
 | ENTG | 1.11M | $93.15M |
 | FND | 925K | $56.34M |
 | UNP | 420K | $97.18M |
 | DCO | 390K | $37.14M |
 | DDOG | 372K | $50.64M |
 | AMZN | 312K | $71.92M |
 | MKTX | 311K | $56.31M |
 | MRVL | 258K | $21.89M |
 | APO | 180K | $25.99M |
 | HUBS | 158K | $63.32M |
 | MSFT | 156K | $75.38M |
 | DASH | 134K | $30.24M |
 | CVNA | 122K | $51.60M |
 | MLM | 102K | $63.20M |
 | TSM | 84K | $25.54M |
 | META | 62K | $41.19M |
Blue Owl Capital Inc.
OWL
Shares Held
6.27M
Value
$93.61M
James Hardie Industries plc
JHX
Shares Held
2.69M
Value
$55.89M
Coupang, Inc.
CPNG
Shares Held
2.15M
Value
$50.82M
Entegris, Inc.
ENTG
Shares Held
1.11M
Value
$93.15M
Floor & Decor Holdings, Inc.
FND
Shares Held
925K
Value
$56.34M
Union Pacific Corporation
UNP
Shares Held
420K
Value
$97.18M
Ducommun Incorporated
DCO
Shares Held
390K
Value
$37.14M
Datadog, Inc.
DDOG
Shares Held
372K
Value
$50.64M
Amazon.com, Inc.
AMZN
Shares Held
312K
Value
$71.92M
MarketAxess Holdings Inc.
MKTX
Shares Held
311K
Value
$56.31M
Marvell Technology, Inc.
MRVL
Shares Held
258K
Value
$21.89M
Apollo Global Management, Inc.
APO
Shares Held
180K
Value
$25.99M
HubSpot, Inc.
HUBS
Shares Held
158K
Value
$63.32M
Microsoft Corporation
MSFT
Shares Held
156K
Value
$75.38M
DoorDash, Inc.
DASH
Shares Held
134K
Value
$30.24M
Carvana Co.
CVNA
Shares Held
122K
Value
$51.60M
Martin Marietta Materials, Inc.
MLM
Shares Held
102K
Value
$63.20M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
84K
Value
$25.54M
Meta Platforms, Inc.
META
Shares Held
62K
Value
$41.19M