RDST Capital LLC
RDST Capital LLC reported 18 positions worth $1.21B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: JHX (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JHX | SH | $105.1M | 8.70% | 4,015,067 | — | — | |
| ▸ 2 | TSM | SH | $97.4M | 8.07% | 203,998 | — | — | |
| ▸ 3 | MLM | SH | $94.3M | 7.81% | 163,550 | — | — | |
| ▸ 4 | UNP | SH | $89.2M | 7.39% | 328,055 | — | — | |
| ▸ 5 | ARES | SH | $88.1M | 7.29% | 791,316 | — | — | |
| ▸ 6 | AMZN | SH | $82.8M | 6.86% | 347,474 | — | — | |
| ▸ 7 | FND | SH | $80.0M | 6.62% | 1,347,061 | — | — | |
| ▸ 8 | META | SH | $79.2M | 6.56% | 140,667 | — | — | |
| ▸ 9 | DASH | SH | $71.1M | 5.89% | 385,140 | — | — | |
| ▸ 10 | CPNG | SH | $70.1M | 5.80% | 4,034,829 | — | — |
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Frequently Asked Questions
What stocks does RDST Capital LLC hold as of Q2 2026?
RDST Capital LLC reported 18 positions worth $1.21B in its Q2 2026 13F filing. Largest positions: JHX (8.7%), TSM (8.1%), MLM (7.8%), UNP (7.4%) and ARES (7.3%).
What did RDST Capital LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RDST Capital LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.