account_balance
Investment manager · 13F filer · SEC CIK 1697848
Woodson Capital Management, LP
Reported value$597Mas of Jun 30, 2026
Positions26 5 new, 7 sold out
Top 10 weight64.1%RDDT alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RDDTReddit Inc
9.3%Trimmed −28%
XYZBlock Inc
8.5%Added +16%
SGSweetgreen Inc
7.8%Trimmed −21%
ASAmer Sports Inc
7.6%Trimmed −26%
REALThe Realreal Inc
6.5%Added +24%
QXOQxo Inc
5.5%Added +34%
TPRTapestry Inc
5.5%Trimmed −17%
AMZNAmazon Com Inc
5.0%Trimmed −45%
LUXELuxexperience Bv
4.3%Trimmed −8%
WOLFWolfspeed Inc
4.0%Trimmed −47%
GRMNGarmin Ltd
4.0%Added +53%
ESTAEstablishment Labs Hldgs Inc
4.0%Trimmed −21%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RDDT Reddit Inc 9.3% Trimmed −28%XYZ Block Inc 8.5% Added +16%SG Sweetgreen Inc 7.8% Trimmed −21%AS Amer Sports Inc 7.6% Trimmed −26%REAL The Realreal Inc 6.5% Added +24%QXO Qxo Inc 5.5% Added +34%TPR Tapestry Inc 5.5% Trimmed −17%AMZN Amazon Com Inc 5.0% Trimmed −45%LUXE Luxexperience Bv 4.3% Trimmed −8%WOLF Wolfspeed Inc 4.0% Trimmed −47%GRMN Garmin Ltd 4.0% Added +53%ESTA Establishment Labs Hldgs Inc 4.0% Trimmed −21%
What changed