RDST Capital LLC

Q2 2025 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    18

  • Value ($000)

    $1,000,704

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CSX
CSX

CSX CORP

COM
126408103
$94.26M
9 %

2,888,885

ENQ
ENQ

ENTEGRIS INC

COM
29362U104
$88.93M
9 %

1,102,675

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$78.71M
8 %

158,240

AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$70.42M
7 %

384,660

AMZN
AMZN

AMAZON COM INC

COM
023135106
$68.47M
7 %

312,080

OWL
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$64.95M
7 %

3,381,080

QSR
QSR

RESTAURANT BRANDS INTL INC

COM
76131D103
$64.17M
6 %

968,064

DDOG
DDOG

DATADOG INC

CL A COM
23804L103
$62.69M
6 %

466,665

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$58.58M
6 %

244,090

MLM
MLM

MARTIN MARIETTA MATLS INC

COM
573284106
$57.94M
6 %

105,540

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 18