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Brian D. Pirie

Rdst Capital Llc

Assets Managed
$1.038B
Holdings
20
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-2.19%(2Q avg: -1.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rdst Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Rdst Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.038B in assets, with a quarterly growth rate of -2.19% and a 2-quarter average growth rate of -1.12%. The portfolio is managed by Brian D. Pirie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
UNP
Union Pacific Corp
Recent Activity
Decreased -30.58%
6.82%
$70.752M
291,615 shares@ $242.63 avg price
DDOG
Datadog Inc - Class A
Recent Activity
Increased 60.36%
6.8%
$70.486M
597,085 shares@ $118.06 avg price
OWL
Blue Owl Capital Inc
Recent Activity
Increased 22.09%
6.73%
$69.835M
7.649M shares@ $9.13 avg price
CPNG
Coupang Inc
Recent Activity
Increased 69.28%
6.64%
$68.853M
3.647M shares@ $18.88 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.3%
6.53%
$67.684M
324,980 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.84%
6.44%
$66.838M
180,560 shares@ $370.17 avg price
JHX
James Hardie Ind Plc
Recent Activity
Increased 20.22%
5.91%
$61.33M
3.238M shares@ $18.95 avg price
MRVL
Marvell Technology Inc
Recent Activity
Increased 136.39%
5.81%
$60.3M
608,780 shares@ $99.06 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 111.36%
5.79%
$60.026M
177,619 shares@ $337.95 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 59.66%
5.5%
$57.001M
99,630 shares@ $572.14 avg price

1-10 of 20