RDST Capital LLC holds a focused book of 20 stocks worth $1.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ares Management Corp - A and trimmed Union Pacific Corp. Their largest long position is Union Pacific Corp at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1912187/holdings"
Use Arkolith to show RDST Capital LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Union Pac Corp COM | $70.8M | 291.6K | 6.8% | ▼−31% Reduced · −128K sh | |
| 2 | Datadog Inc CL A COM | $70.5M | 597.1K | 6.8% | ▲+60% Added · +225K sh | |
| 3 | Blue Owl Capital Inc COM CL A | $69.8M | 7.65M | 6.7% | ▲+22% Added · +1.4M sh | |
| 4 | Coupang Inc CL A | $68.9M | 3.65M | 6.6% | ▲+69% Added · +1.5M sh | |
| 5 | Amazon Com Inc COM | $67.7M | 325.0K | 6.5% | ▲+4.3% Added · +13K sh | |
| 6 | Microsoft Corp COM | $66.8M | 180.6K | 6.4% | ▲+16% Added · +25K sh | |
| 7 | James Hardie Inds PLC ORD SHS | $61.3M | 3.24M | 5.9% | ▲+20% Added · +545K sh | |
| 8 | Marvell Technology Inc COM | $60.3M | 608.8K | 5.8% | ▲+136% Added · +351K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $60.0M | 177.6K | 5.8% | ▲+111% Added · +94K sh | |
| 10 | Meta Platforms Inc CL A | $57.0M | 99.6K | 5.5% | ▲+60% Added · +37K sh | |
| 11 | Martin Marietta Matls Inc COM | $56.0M | 95.1K | 5.4% | ▼−6.3% Reduced · −6K sh | |
| 12 | Doordash Inc CL A | $55.5M | 369.5K | 5.3% | ▲+177% Added · +236K sh | |
| 13 | Carvana Co CL A | $55.0M | 174.8K | 5.3% | ▲+43% Added · +53K sh | |
| 14 | Marketaxess Hldgs Inc COM | $48.7M | 295.3K | 4.7% | ▼−5.0% Reduced · −15K sh | |
| 15 | Entegris Inc COM | $41.9M | 357.1K | 4.0% | ▼−68% Reduced · −749K sh | |
| 16 | Ares Management Corporation CL A COM STK | $35.0M | 321.0K | 3.4% | ▲New New position | |
| 17 | Hubspot Inc COM | $34.5M | 141.2K | 3.3% | ▼−11% Reduced · −17K sh | |
| 18 | Floor & Decor Hldgs Inc CL A | $27.0M | 531.3K | 2.6% | ▼−43% Reduced · −394K sh | |
| 19 | Apollo Global Mgmt Inc COM | $23.4M | 210.4K | 2.3% | ▲+17% Added · +31K sh | |
| 20 | Servicenow Inc COM | $8.0M | 76.6K | 0.8% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 20 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 19 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 18, 2025 | 19 | $1.1B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.