Rdst Capital LLC Top Holdings and 13F Report (2026) About Rdst Capital LLCInvestment ActivityRdst Capital LLC has $1.04 billion in total holdings as of March 31, 2026.Rdst Capital LLC owns shares of 20 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 26.56% of the portfolio was purchased this quarter.About 17.96% of the portfolio was sold this quarter.This quarter, Rdst Capital LLC has purchased 19 new stocks and bought additional shares in 12 stocks.Rdst Capital LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Union Pacific $70,751,632Datadog $70,485,885Blue Owl Capital $69,834,776Coupang $68,853,472Amazon.com $67,683,584 Largest New Holdings this Quarter 03990B101 - Ares Management $35,021,100 Holding81762P102 - ServiceNow $8,004,348 Holding Largest Purchases this Quarter DOORDASH INC 235,985 shares (about $35.43M)Ares Management 321,000 shares (about $35.02M)Marvell Technology 351,245 shares (about $34.79M)Taiwan Semiconductor Manufacturing 93,579 shares (about $31.63M)Coupang 1,492,500 shares (about $28.18M) Largest Sales this Quarter Entegris 748,500 shares (about $87.75M)Union Pacific 128,480 shares (about $31.17M)Floor & Decor 393,919 shares (about $20.01M)HubSpot 16,635 shares (about $4.06M)Martin Marietta Materials 6,405 shares (about $3.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRdst Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNPUnion Pacific$70,751,632$31,171,818 â–¼-30.6%291,6156.8%TransportationDDOGDatadog$70,485,885$26,529,967 â–²60.4%597,0856.8%Computer and TechnologyOWLBlue Owl Capital$69,834,776$12,630,898 â–²22.1%7,648,9356.7%FinanceCPNGCoupang$68,853,472$28,178,400 â–²69.3%3,646,9006.6%Retail/WholesaleAMZNAmazon.com$67,683,584$2,785,611 â–²4.3%324,9806.5%Retail/WholesaleMSFTMicrosoft$66,837,895$9,137,646 â–²15.8%180,5606.4%Computer and TechnologyJAMES HARDIE INDS PLC$61,329,936$10,312,830 â–²20.2%3,238,1175.9%ORD SHSMRVLMarvell Technology$60,299,660$34,790,818 â–²136.4%608,7805.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$60,026,341$31,625,023 â–²111.4%177,6195.8%Computer and TechnologyMETAMeta Platforms$57,001,312$21,297,539 â–²59.7%99,6305.5%Computer and TechnologyMLMMartin Marietta Materials$55,980,525$3,770,495 â–¼-6.3%95,0955.4%ConstructionDOORDASH INC$55,483,428$35,433,148 â–²176.7%369,5205.3%CL ACVNACarvana$54,954,252$16,517,525 â–²43.0%174,8025.3%Retail/WholesaleMKTXMarketAxess$48,713,150$2,545,641 â–¼-5.0%295,2674.7%FinanceENTGEntegris$41,869,335$87,754,140 â–¼-67.7%357,1254.0%Computer and TechnologyARESAres Management$35,021,100$35,021,100 â–²New Holding321,0003.4%FinanceHUBSHubSpot$34,454,715$4,060,604 â–¼-10.5%141,1503.3%Computer and TechnologyFNDFloor & Decor$26,991,463$20,011,086 â–¼-42.6%531,3282.6%Retail/WholesaleAPOApollo Global Management$23,443,325$3,440,092 â–²17.2%210,4052.3%FinanceNOWServiceNow$8,004,348$8,004,348 â–²New Holding76,5600.8%Computer and TechnologyDCODucommun$0$37,135,232 â–¼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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