Arkolith/Funds/Redpoint Management, LLC

Redpoint Management, LLC

CIK 1689508
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Redpoint Management, LLC holds a concentrated book of 3 stocks worth $201.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bitgo Holdings Inc-CL A. Their largest long position is Sentinelone Inc -Class A at 56% of the equity book.

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Use Arkolith to show Redpoint Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
0
existing
Trimmed
0
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
56%
Financials
44%
Health Care
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Redpoint Management, LLC

Manager / fundShared namesTheir $ in those
VANGUARD CAPITAL MANAGEMENT LLC4 / 3$217.7M
GEODE CAPITAL MANAGEMENT, LLC4 / 3$92.1M
STATE STREET CORP4 / 3$91.9M
MORGAN STANLEY4 / 3$47.1M
JPMORGAN CHASE & CO4 / 3$34.9M
BANK OF AMERICA CORP /DE/4 / 3$33.9M
UBS Group AG4 / 3$32.8M
VANGUARD FIDUCIARY TRUST CO4 / 3$30.9M

Ranked by how many of Redpoint Management, LLC's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3 positions
#SecurityValueShares% PortLast moveHistory
1
CL A
$112.5M8.73M
56.0%
Held
2
COM SHS CL A
$88.5M10.75M
44.0%
New
New position
3
COM
$302182
0.0%
Held
Showing all 3 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20263$201.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20263$136.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20255$166.3M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20255$169.7M13F-HR

Data source

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.