The Analysis of RDST Capital LLC's Holdings
Currently, RDST Capital LLC holds 19 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in UNP (+336.6K shares, valued at $79.6M), HUBS (+121.5K shares, valued at $56.8M), MRVL (+391.3K shares, valued at $32.9M); decreased their positions in CSX (-1.4M shares, valued at $48.7M), DASH (-121.0K shares, valued at $32.9M), AMAT (-123.5K shares, valued at $25.3M); initiated new positions in UNP (+336.6K shares, valued at $79.6M), HUBS (+121.5K shares, valued at $56.8M), ARI (+147.1K shares, valued at $19.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ENTG ENTEGRIS INC956.8K shares-13.23%2025-09-302025-11-13
UNP UNION PAC CORP336.6K sharesnew addition2025-09-302025-11-13 OWL BLUE OWL CAPITAL INC4.5M shares32.82%2025-09-302025-11-13 MSFT MICROSOFT CORP140.4K shares-11.30%2025-09-302025-11-13 MLM MARTIN MARIETTA MATLS INC111.6K shares5.72%2025-09-302025-11-13 MRVL MARVELL TECHNOLOGY INC825.5K shares90.13%2025-09-302025-11-13 DDOG DATADOG INC475.1K shares1.81%2025-09-302025-11-13 AMZN AMAZON COM INC281.8K shares-9.71%2025-09-302025-11-13 HUBS HUBSPOT INC121.5K sharesnew addition2025-09-302025-11-13 FND FLOOR & DECOR HLDGS INC756.8K shares12.97%2025-09-302025-11-13 CSX CSX CORP1.5M shares-47.46%2025-09-302025-11-13 AMAT APPLIED MATLS INC261.1K shares-32.11%2025-09-302025-11-13 MKTX MARKETAXESS HLDGS INC281.5K shares158.29%2025-09-302025-11-13 DCO DUCOMMUN INC DEL501.5K shares-11.83%2025-09-302025-11-13 WDAY WORKDAY INC199.5K shares-18.25%2025-09-302025-11-13 CVNA CARVANA CO107.2K shares-21.68%2025-09-302025-11-13 META META PLATFORMS INC51.0K shares40.16%2025-09-302025-11-13 ARI APOLLO GLOBAL MGMT INC147.1K sharesnew addition2025-09-302025-11-13 DASH DOORDASH INC48.6K shares-71.35%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available