RDST Capital LLC

Q3 2025 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    19

  • Value ($000)

    $1,061,961

  • Date Filed
    11/18/2025
  • Form type
    restatement
  • CIK
    0001912187
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ENQ
ENQ

ENTEGRIS INC

COM
29362U104
$88.46 M
8 %

956,780

UNP
UNP

UNION PAC CORP

COM
907818108
$79.57 M
8 %

336,645

OWL
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$76.03 M
7 %

4,490,815

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$72.70 M
7 %

140,355

MLM
MLM

MARTIN MARIETTA MATLS INC

COM
573284106
$70.32 M
7 %

111,575

MRVL
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$69.40 M
7 %

825,485

DDOG
DDOG

DATADOG INC

CL A COM
23804L103
$67.65 M
6 %

475,095

AMZN
AMZN

AMAZON COM INC

COM
023135106
$61.87 M
6 %

281,775

HUBS
HUBS

HUBSPOT INC

COM
443573100
$56.84 M
5 %

121,505

FND
FND

FLOOR & DECOR HLDGS INC

CL A
339750101
$55.77 M
5 %

756,750

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