§ 13F · FUND PROFILE
RDST Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 19Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | 292K | $71M | 6.8% | −31% |
| 2 | DDOG | DATADOG INC | 597K | $70M | 6.8% | +60% |
| 3 | OWL | BLUE OWL CAPITAL INC | 7.65M | $70M | 6.7% | +22% |
| 4 | CPNG | COUPANG INC | 3.65M | $69M | 6.6% | +69% |
| 5 | AMZN | AMAZON COM INC | 325K | $68M | 6.5% | +4% |
| 6 | MSFT | MICROSOFT CORP | 181K | $67M | 6.4% | +16% |
| 7 | JHX | JAMES HARDIE INDS PLC | 3.24M | $61M | 5.9% | +20% |
| 8 | MRVL | MARVELL TECHNOLOGY INC | 609K | $60M | 5.8% | +136% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 178K | $60M | 5.8% | +111% |
| 10 | META | META PLATFORMS INC | 100K | $57M | 5.5% | +60% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RDST SIGNAL
AC read
RDST Capital LLC is a Other fund managing $1.1 billion in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed