RDST Capital LLC
SEATTLE WA · SEC CIK 0001912187
$12.08亿2026Q2 申报市值
18持仓数
71.0%前十大占比 · 第一大 8.7%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 新建仓+$6,579.74万
ARES 加仓+$5,235.09万
FND 加仓+$4,842.19万
AVGO 新建仓+$4,182.45万
MLM 加仓+$3,947.80万
2026Q2 卖出最多 按季末市值估算
DDOG 减仓-$1.17亿
OWL 清仓-$6,983.48万
MRVL 清仓-$6,029.97万
ENTG 清仓-$4,186.93万
CVNA 减仓-$1,773.39万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JHX | JAMES HARDIE INDS PLC | $1.05亿 | 8.70% | 4,015,067 | 776,950 | 24.0% | $2,034.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9,742.33万 | 8.07% | 203,998 | 26,379 | 14.9% | $1,259.78万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $9,431.93万 | 7.81% | 163,550 | 68,455 | 72.0% | $3,947.80万 | 加仓 |
| UNP | UNION PAC CORP | $8,923.10万 | 7.39% | 328,055 | 36,440 | 12.5% | $991.17万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $8,808.14万 | 7.29% | 791,316 | 470,316 | 146.5% | $5,235.09万 | 加仓 |
| AMZN | AMAZON COM INC | $8,281.70万 | 6.86% | 347,474 | 22,494 | 6.9% | $536.12万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $7,996.15万 | 6.62% | 1,347,061 | 815,733 | 153.5% | $4,842.19万 | 加仓 |
| META | META PLATFORMS INC | $7,923.63万 | 6.56% | 140,667 | 41,037 | 41.2% | $2,311.57万 | 加仓 |
| DASH | DOORDASH INC | $7,106.99万 | 5.89% | 385,140 | 15,620 | 4.2% | $288.24万 | 加仓 |
| CPNG | COUPANG INC | $7,008.50万 | 5.80% | 4,034,829 | 387,929 | 10.6% | $673.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,579.74万 | 5.45% | 328,839 | 328,839 | — | $6,579.74万 | 新建仓 |
| MSFT | MICROSOFT CORP | $6,242.27万 | 5.17% | 167,344 | -13,216 | -7.3% | -$492.98万 | 减仓 |
| HUBS | HUBSPOT INC | $6,055.61万 | 5.01% | 331,796 | 190,646 | 135.1% | $3,479.48万 | 加仓 |
| AVGO | BROADCOM INC | $4,182.45万 | 3.46% | 110,720 | 110,720 | — | $4,182.45万 | 新建仓 |
| CVNA | CARVANA CO | $3,979.34万 | 3.30% | 604,579 | -269,431 | -30.8% | -$1,773.39万 | 减仓 |
| DDOG | DATADOG INC | $3,854.37万 | 3.19% | 148,040 | -449,045 | -75.2% | -$1.17亿 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $2,804.47万 | 2.32% | 247,112 | -48,155 | -16.3% | -$546.51万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,329.63万 | 1.10% | 112,385 | -98,020 | -46.6% | -$1,159.67万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -7,648,935 | -100.0% | -$6,983.48万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -608,780 | -100.0% | -$6,029.97万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -357,125 | -100.0% | -$4,186.93万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -76,560 | -100.0% | -$800.43万 | 清仓 |