StockDriftsStockDriftsTop 20 Rdst Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | 6.82% | 291.6K | $70.8M | -30.58%(-128.48K) | $231.36(+16.94%) | 2026-03-31 | |
| DDOG | DATADOG INC | 6.79% | 597.1K | $70.5M | +60.36%(+224.74K) | $122.88(+69.26%) | 2026-03-31 | |
| OWL | BLUE OWL CAPITAL INC | 6.73% | 7.65M | $69.8M | +22.08%(+1.38M) | $15.80(-40.14%) | 2026-03-31 | |
| CPNG | COUPANG INC | 6.63% | 3.65M | $68.9M | +69.28%(+1.49M) | $25.17(-35.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.52% | 325.0K | $67.7M | +4.29%(+13.38K) | $194.49(+35.81%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.44% | 180.6K | $66.8M | +15.84%(+24.68K) | $394.62(+6.92%) | 2026-03-31 | |
| JHX | JAMES HARDIE INDS PLC | 5.91% | 3.24M | $61.3M | +20.21%(+544.50K) | $19.96(-3.44%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 5.81% | 608.8K | $60.3M | +136.39%(+351.25K) | $85.57(+106.72%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.78% | 177.6K | $60.0M | +111.35%(+93.58K) | $307.04(+31.69%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.49% | 99.6K | $57.0M | +59.65%(+37.23K) | $658.11(-6.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.73% | +59.05% |
| Top 20 Holdings Unweighted | +16.09% | +56.44% |
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