RDST CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 7.65M | $69.83M |
 | CPNG | 3.65M | $68.85M |
 | JHX | 3.24M | $61.33M |
 | MRVL | 609K | $60.30M |
 | DDOG | 597K | $70.49M |
 | FND | 531K | $26.99M |
 | DASH | 370K | $55.48M |
 | ENTG | 357K | $41.87M |
 | AMZN | 325K | $67.68M |
 | ARES | 321K | $35.02M |
 | MKTX | 295K | $48.71M |
 | UNP | 292K | $70.75M |
 | APO | 210K | $23.44M |
 | MSFT | 181K | $66.84M |
 | TSM | 178K | $60.03M |
 | CVNA | 175K | $54.95M |
 | HUBS | 141K | $34.45M |
 | META | 100K | $57.00M |
 | MLM | 95K | $55.98M |
 | NOW | 77K | $8.00M |
Blue Owl Capital Inc.
OWL
Shares Held
7.65M
Value
$69.83M
Coupang, Inc.
CPNG
Shares Held
3.65M
Value
$68.85M
James Hardie Industries plc
JHX
Shares Held
3.24M
Value
$61.33M
Marvell Technology, Inc.
MRVL
Shares Held
609K
Value
$60.30M
Datadog, Inc.
DDOG
Shares Held
597K
Value
$70.49M
Floor & Decor Holdings, Inc.
FND
Shares Held
531K
Value
$26.99M
DoorDash, Inc.
DASH
Shares Held
370K
Value
$55.48M
Entegris, Inc.
ENTG
Shares Held
357K
Value
$41.87M
Amazon.com, Inc.
AMZN
Shares Held
325K
Value
$67.68M
Ares Management Corporation
ARES
Shares Held
321K
Value
$35.02M
MarketAxess Holdings Inc.
MKTX
Shares Held
295K
Value
$48.71M
Union Pacific Corporation
UNP
Shares Held
292K
Value
$70.75M
Apollo Global Management, Inc.
APO
Shares Held
210K
Value
$23.44M
Microsoft Corporation
MSFT
Shares Held
181K
Value
$66.84M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
178K
Value
$60.03M
Carvana Co.
CVNA
Shares Held
175K
Value
$54.95M
HubSpot, Inc.
HUBS
Shares Held
141K
Value
$34.45M
Meta Platforms, Inc.
META
Shares Held
100K
Value
$57.00M
Martin Marietta Materials, Inc.
MLM
Shares Held
95K
Value
$55.98M
ServiceNow, Inc.
NOW
Shares Held
77K
Value
$8.00M