RDST Capital LLC — 13F holdings

RDST Capital LLC reported 18 holdings worth $1.21B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. JHX JAMES HARDIE INDS PLC — $105M (8.7%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $97.4M (8.1%)
3. MLM MARTIN MARIETTA MATLS INC — $94.3M (7.8%)
4. UNP UNION PAC CORP — $89.2M (7.4%)
5. ARES ARES MANAGEMENT CORPORATION — $88.1M (7.3%)
6. AMZN AMAZON COM INC — $82.8M (6.9%)
7. FND FLOOR & DECOR HLDGS INC — $80.0M (6.6%)
8. META META PLATFORMS INC — $79.2M (6.6%)
9. DASH DOORDASH INC — $71.1M (5.9%)
10. CPNG COUPANG INC — $70.1M (5.8%)