13F Pro

Hedge Funds Similar to RDST

13F Portfolio OverlapQ1 2026RDST portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RDST Capital LLC is an institutional investor managing $1.0B across 20 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RDST are Palestra, GREENOAKS PARTNERS, Dream Peak Ltd, with shared positions in $UNP, $CVNA, $CPNG, $DASH, $ENTG, $JHX. The full ranking of 25 similar funds is below.

#1Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$UNP$CVNA$CPNG
$2.6B
23 positions
#2GREENOAKS CAPITAL PARTNERS LLCSmart money
Notable overlap · 3 shared positions
$CPNG$CVNA$DASH
$2.3B
10 positions
#3Dream Peak Capital LtdActive
Notable overlap · 3 shared positions
$CPNG$CVNA$ENTG
$675M
6 positions
#4D1 Capital Partners L.P.Active
Notable overlap · 6 shared positions
$JHX$CPNG$DASH$CVNA$MLM$APO
$11.2B
44 positions
#5Dragoneer Investment Group, LLCSmart money
Notable overlap · 3 shared positions
$CPNG$CVNA$DDOG
$3.0B
17 positions
#6Durable Capital Partners LPActive
Notable overlap · 4 shared positions
$DASH$CVNA$CPNG$ENTG
$9.7B
37 positions
#7Sands Capital Ventures, LLCSmart money
Notable overlap · 3 shared positions
$CPNG$DASH$DDOG
$421M
21 positions
#8One Madison Group LLCActive
Notable overlap · 4 shared positions
$MLM$UNP$DDOG$JHX
$866M
28 positions
#9Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$CVNA$DASH$HUBS
$1.3B
24 positions
#10Saraza Management, LPActive
Notable overlap · 3 shared positions
$CPNG$ARES$MLM
$239M
20 positions
#11Partners Group Holding AGActive
Notable overlap · 4 shared positions
$ARES$UNP$APO$OWL
$1.4B
50 positions
#12OCO Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$OWL$ARES$APO
$408M
9 positions
#13PointState Capital LPSmart money
Notable overlap · 3 shared positions
$DASH$ENTG$CPNG
$7.9B
45 positions
#14Coronation Fund Managers Ltd.Active
Notable overlap · 3 shared positions
$CPNG$DASH$CVNA
$2.2B
53 positions
#15Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive
Some overlap · 3 shared positions
$MRVL$DASH$NOW
$262M
28 positions
#16GARDNER RUSSO & QUINN LLCSmart money
Some overlap · 3 shared positions
$MLM$DASH$UNP
$8.5B
86 positions
#17Exane Asset ManagementActive
Some overlap · 4 shared positions
$DASH$DDOG$HUBS$NOW
$489M
32 positions
#18TREMBLANT CAPITAL GROUPActive
Some overlap · 3 shared positions
$DASH$CPNG$CVNA
$3.1B
57 positions
#19ICONIQ Capital, LLCSmart money
Some overlap · 3 shared positions
$OWL$NOW$DASH
$4.5B
82 positions
#20Kinetic Partners Management, LPActive
Some overlap · 4 shared positions
$CVNA$JHX$DASH$DDOG
$1.8B
49 positions
#21Sentinel Dome Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$DASH$NOW
$105M
29 positions
#22WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive
Some overlap · 3 shared positions
$MRVL$MKTX$FND
$354M
43 positions
#23Kerrisdale Advisers, LLCPassive
Some overlap · 3 shared positions
$MRVL$UNP$CPNG
$263M
112 positions
#24Alpine Global Management, LLCPassive
Some overlap · 3 shared positions
$ARES$APO$OWL
$668M
226 positions
#25HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MRVL$ENTG$NOW
$156M
41 positions

Compare RDST’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RDST’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.