Institutional Fund
Rdst Capital LLC
Seattle, WACIK 19121876 filings on record
Portfolio Value
$1.04B
Q1 2026
Holdings
20
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.2%
from $1.06B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Union Pac Corp6.8%
- Datadog Inc6.8%
- Blue Owl Capital Inc6.7%
- Coupang Inc6.6%
- Amazon Com Inc6.5%
- Microsoft Corp6.4%
- Other60.1%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Union Pac Corp | 291.6K | $70.75M | 6.8% | −128.5K | Reduced |
| 2 | Datadog Inc | 597.1K | $70.49M | 6.8% | +224.7K | Added |
| 3 | Blue Owl Capital Inc | 7.65M | $69.83M | 6.7% | +1.38M | Added |
| 4 | Coupang Inc | 3.65M | $68.85M | 6.6% | +1.49M | Added |
| 5 | Amazon Com Inc | 325.0K | $67.68M | 6.5% | +13.4K | Added |
| 6 | Microsoft Corp | 180.6K | $66.84M | 6.4% | +24.7K | Added |
| 7 | James Hardie Inds PLC | 3.24M | $61.33M | 5.9% | +544.5K | Added |
| 8 | Marvell Technology Inc | 608.8K | $60.30M | 5.8% | +351.2K | Added |
| 9 | Taiwan Semiconductor Mfg Ltd | 177.6K | $60.03M | 5.8% | +93.6K | Added |
| 10 | Meta Platforms Inc | 99.6K | $57.00M | 5.5% | +37.2K | Added |
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