account_balance

Investment manager · 13F filer · SEC CIK 1912187

RDST Capital LLC

Reported value$1.21Bas of Jun 30, 2026
Positions18 2 new, 4 sold out
Top 10 weight71.0%JHX alone is 9%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
JHX James Hardie Industries PLC 8.7% Added +24%TSM Taiwan Semiconductor Manufacturing Co Ltd 8.1% Added +15%MLM Martin Marietta Materials Inc 7.8% Added +72%UNP Union Pacific Corp 7.4% Added +12%ARES Ares Management Corp 7.3% Added +147%AMZN Amazon.com Inc 6.9% Added +7%FND Floor & Decor Holdings, Inc. 6.6% Added +154%META Meta Platforms, Inc. 6.6% Added +41%DASH DoorDash, Inc. 5.9% Added +4%CPNG Coupang, Inc. 5.8% Added +11%NVDA NVIDIA Corp 5.4% NewMSFT Microsoft Corp 5.2% Trimmed −7%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist