Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RDST Capital LLC (CIK 1912187) reported $1.04B across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UNP ($70.8M, 6.82%), DDOG ($70.5M, 6.79%), OWL ($69.8M, 6.73%), CPNG ($68.9M, 6.63%), AMZN ($67.7M, 6.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | $70.8M | 6.82% | 291,615 | Trimmed |
| 2 | DDOG | DATADOG INC | $70.5M | 6.79% | 597,085 | Added |
| 3 | OWL | BLUE OWL CAPITAL INC | $69.8M | 6.73% | 7.6M | Added |
| 4 | CPNG | COUPANG INC | $68.9M | 6.63% | 3.6M | Added |
| 5 | AMZN | AMAZON COM INC | $67.7M | 6.52% | 324,980 | Added |
| 6 | MSFT | MICROSOFT CORP | $66.8M | 6.44% | 180,560 | Added |
| 7 | JHX | JAMES HARDIE INDS PLC | $61.3M | 5.91% | 3.2M | Added |
| 8 | MRVL | MARVELL TECHNOLOGY INC | $60.3M | 5.81% | 608,780 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.0M | 5.78% | 177,619 | Added |
| 10 | META | META PLATFORMS INC | $57.0M | 5.49% | 99,630 | Added |
| 11 | MLM | MARTIN MARIETTA MATLS INC | $56.0M | 5.39% | 95,095 | Trimmed |
| 12 | DASH | DOORDASH INC | $55.5M | 5.35% | 369,520 | Added |
| 13 | CVNA | CARVANA CO | $55.0M | 5.29% | 174,802 | Added |
| 14 | MKTX | MARKETAXESS HLDGS INC | $48.7M | 4.69% | 295,267 | Trimmed |
| 15 | ENTG | ENTEGRIS INC | $41.9M | 4.03% | 357,125 | Trimmed |
| 16 | ARES | ARES MANAGEMENT CORPORATION | $35.0M | 3.37% | 321,000 | New |
| 17 | HUBS | HUBSPOT INC | $34.5M | 3.32% | 141,150 | Trimmed |
| 18 | FND | FLOOR & DECOR HLDGS INC | $27.0M | 2.60% | 531,328 | Trimmed |
| 19 | APO | APOLLO GLOBAL MGMT INC | $23.4M | 2.26% | 210,405 | Added |
| 20 | NOW | SERVICENOW INC | $8.0M | 0.77% | 76,560 | New |
| 21 | DCO | DUCOMMUN INC DEL | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31