RDST Capital LLC
SEATTLE WA · SEC CIK 0001912187
$10.38亿2026Q1 申报市值
20持仓数
62.9%前十大占比 · 第一大 6.8%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DASH 加仓+$3,543.31万
ARES 新建仓+$3,502.11万
MRVL 加仓+$3,479.08万
TSM 加仓+$3,162.50万
CPNG 加仓+$2,817.84万
2026Q1 卖出最多 按季末市值估算
ENTG 减仓-$8,775.41万
DCO 清仓-$3,713.52万
UNP 减仓-$3,117.18万
FND 减仓-$2,001.11万
HUBS 减仓-$406.06万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $7,075.16万 | 6.82% | 291,615 | -128,480 | -30.6% | -$3,117.18万 | 减仓 |
| DDOG | DATADOG INC | $7,048.59万 | 6.79% | 597,085 | 224,735 | 60.4% | $2,653.00万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $6,983.48万 | 6.73% | 7,648,935 | 1,383,450 | 22.1% | $1,263.09万 | 加仓 |
| CPNG | COUPANG INC | $6,885.35万 | 6.63% | 3,646,900 | 1,492,500 | 69.3% | $2,817.84万 | 加仓 |
| AMZN | AMAZON COM INC | $6,768.36万 | 6.52% | 324,980 | 13,375 | 4.3% | $278.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,683.79万 | 6.44% | 180,560 | 24,685 | 15.8% | $913.76万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $6,132.99万 | 5.91% | 3,238,117 | 544,500 | 20.2% | $1,031.28万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6,029.97万 | 5.81% | 608,780 | 351,245 | 136.4% | $3,479.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,002.63万 | 5.78% | 177,619 | 93,579 | 111.4% | $3,162.50万 | 加仓 |
| META | META PLATFORMS INC | $5,700.13万 | 5.49% | 99,630 | 37,225 | 59.7% | $2,129.75万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5,598.05万 | 5.39% | 95,095 | -6,405 | -6.3% | -$377.05万 | 减仓 |
| DASH | DOORDASH INC | $5,548.34万 | 5.35% | 369,520 | 235,985 | 176.7% | $3,543.31万 | 加仓 |
| CVNA | CARVANA CO | $5,495.43万 | 5.29% | 174,802 | 52,540 | 43.0% | $1,651.75万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $4,871.31万 | 4.69% | 295,267 | -15,430 | -5.0% | -$254.56万 | 减仓 |
| ENTG | ENTEGRIS INC | $4,186.93万 | 4.03% | 357,125 | -748,500 | -67.7% | -$8,775.41万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $3,502.11万 | 3.37% | 321,000 | 321,000 | — | $3,502.11万 | 新建仓 |
| HUBS | HUBSPOT INC | $3,445.47万 | 3.32% | 141,150 | -16,635 | -10.5% | -$406.06万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,699.15万 | 2.60% | 531,328 | -393,919 | -42.6% | -$2,001.11万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,344.33万 | 2.26% | 210,405 | 30,875 | 17.2% | $344.01万 | 加仓 |
| NOW | SERVICENOW INC | $800.43万 | 0.77% | 76,560 | 76,560 | — | $800.43万 | 新建仓 |
| DCO | DUCOMMUN INC DEL | $0 | 0.00% | 0 | -390,363 | -100.0% | -$3,713.52万 | 清仓 |