RDST CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 4.49M | $76.03M |
 | CSX | 1.52M | $53.90M |
 | ENTG | 957K | $88.46M |
 | MRVL | 825K | $69.40M |
 | FND | 757K | $55.77M |
 | DCO | 501K | $48.21M |
 | DDOG | 475K | $67.65M |
 | UNP | 337K | $79.57M |
 | AMZN | 282K | $61.87M |
 | MKTX | 282K | $49.06M |
 | AMAT | 261K | $53.47M |
 | WDAY | 200K | $48.04M |
 | APO | 147K | $19.60M |
 | ARI | 147K | $19.60M |
 | MSFT | 140K | $72.70M |
 | HUBS | 122K | $56.84M |
 | MLM | 112K | $70.32M |
 | CVNA | 107K | $40.44M |
 | META | 51K | $37.42M |
 | DASH | 49K | $13.21M |
Blue Owl Capital Inc.
OWL
Shares Held
4.49M
Value
$76.03M
CSX Corporation
CSX
Shares Held
1.52M
Value
$53.90M
Entegris, Inc.
ENTG
Shares Held
957K
Value
$88.46M
Marvell Technology, Inc.
MRVL
Shares Held
825K
Value
$69.40M
Floor & Decor Holdings, Inc.
FND
Shares Held
757K
Value
$55.77M
Ducommun Incorporated
DCO
Shares Held
501K
Value
$48.21M
Datadog, Inc.
DDOG
Shares Held
475K
Value
$67.65M
Union Pacific Corporation
UNP
Shares Held
337K
Value
$79.57M
Amazon.com, Inc.
AMZN
Shares Held
282K
Value
$61.87M
MarketAxess Holdings Inc.
MKTX
Shares Held
282K
Value
$49.06M
Applied Materials, Inc.
AMAT
Shares Held
261K
Value
$53.47M
Workday, Inc.
WDAY
Shares Held
200K
Value
$48.04M
Apollo Global Management, Inc.
APO
Shares Held
147K
Value
$19.60M
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
147K
Value
$19.60M
Microsoft Corporation
MSFT
Shares Held
140K
Value
$72.70M
HubSpot, Inc.
HUBS
Shares Held
122K
Value
$56.84M
Martin Marietta Materials, Inc.
MLM
Shares Held
112K
Value
$70.32M
Carvana Co.
CVNA
Shares Held
107K
Value
$40.44M
Meta Platforms, Inc.
META
Shares Held
51K
Value
$37.42M
DoorDash, Inc.
DASH
Shares Held
49K
Value
$13.21M