§ 13F · FUND PROFILE
RDST Capital LLC.
AUM · $1.2B (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$108M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JHX | JAMES HARDIE INDS PLC | 4.02M | $105M | 8.7% | +24% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 204K | $97M | 8.1% | +15% |
| 3 | MLM | MARTIN MARIETTA MATLS INC | 164K | $94M | 7.8% | +72% |
| 4 | UNP | UNION PAC CORP | 328K | $89M | 7.4% | +13% |
| 5 | ARES | ARES MANAGEMENT CORPORATION | 791K | $88M | 7.3% | +147% |
| 6 | AMZN | AMAZON COM INC | 347K | $83M | 6.9% | +7% |
| 7 | FND | FLOOR & DECOR HLDGS INC | 1.35M | $80M | 6.6% | +154% |
| 8 | META | META PLATFORMS INC | 141K | $79M | 6.6% | +41% |
| 9 | DASH | DOORDASH INC | 385K | $71M | 5.9% | +4% |
| 10 | CPNG | COUPANG INC | 4.03M | $70M | 5.8% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RDST SIGNAL
AC read
RDST Capital LLC is a Other fund managing $1.2 billion in assets. The fund runs a focused portfolio of just 18 positions.
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