RDST Capital LLC 13F Holdings

CIK 0001912187 · SEATTLE, WA

As of Sep 30, 2025, RDST Capital LLC reported 20 positions worth $2.1B in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
ENTEGRIS INCENTGTechnology1,913,560 76.9M8.33%
UNION PACIFIC CORPUNPIndustrials673,290 59.1M7.49%
BLUE OWL CAPITAL INCOWLFinancial Services8,981,630 52.1M7.16%
MICROSOFT CORPMSFTTechnology280,710 45.4M6.85%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials223,150 40.6M6.62%
MARVELL TECHNOLOGY INCMRVLTechnology1,650,970 38.8M6.53%
DATADOG INCDDOGTechnology950,190 35.3M6.37%
AMAZON.COM INCAMZNEquity563,550 23.7M5.83%
HUBSPOT INCHUBSTechnology243,010 13.7M5.35%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical1,513,500 11.5M5.25%
CSX CORPCSXIndustrials3,035,650 07.8M5.08%
APPLIED MATERIALS INCAMATTechnology522,294 06.9M5.03%
MARKETAXESS HOLDINGS INCMKTXFinancial Services563,094$98.1M4.62%
DUCOMMUN INC DELDCO—1,002,992$96.4M4.54%
WORKDAY INCWDAYTechnology399,090$96.1M4.52%
CARVANA COCVNAConsumer Cyclical214,410$80.9M3.81%
META PLATFORMS INCMETACommunication Services101,910$74.8M3.52%
DOORDASH INCDASHCommunication Services97,140$26.4M1.24%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services147,055 9.6M0.92%
APOLLO COMMERCIAL REAL ESTATE FINANCE INCARIReal Estate147,055 9.6M0.92%