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RDST Capital LLC 13F holdings

Filed 2026-08-14 · RDST Capital LLC · 18 positions · $1.2B

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TickerCompanySharesValue% of portfolio
—JAMES HARDIE INDS PLC4.0M$105.1M8.7%
TSMTAIWAN SEMICONDUCTOR MANUFAC204.0K$97.4M8.1%
MLMMARTIN MARIETTA MATLS INC163.6K$94.3M7.8%
UNPUNION PAC CORP328.1K$89.2M7.4%
ARESARES MANAGEMENT CORPORATION791.3K$88.1M7.3%
AMZNAMAZON COM INC347.5K$82.8M6.9%
FNDFLOOR & DECOR HLDGS INC1.3M$80.0M6.6%
METAMETA PLATFORMS INC140.7K$79.2M6.6%
DASHDOORDASH INC385.1K$71.1M5.9%
CPNGCOUPANG INC4.0M$70.1M5.8%
NVDANVIDIA CORPORATION328.8K$65.8M5.4%
MSFTMICROSOFT CORP167.3K$62.4M5.2%
HUBSHUBSPOT INC331.8K$60.6M5.0%
AVGOBROADCOM INC110.7K$41.8M3.5%
CVNACARVANA CO604.6K$39.8M3.3%
DDOGDATADOG INC148.0K$38.5M3.2%
MKTXMARKETAXESS HLDGS INC247.1K$28.0M2.3%
APOAPOLLO GLOBAL MGMT INC112.4K$13.3M1.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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