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Hedge Funds Similar to RDST

13F Portfolio OverlapQ2 2026RDST portfolio →
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Most similar hedge funds by 13F overlap

RDST Capital LLC is an institutional investor managing $1.2B across 18 U.S. equity positions as of Q2 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, Saraza, with shared positions in $UNP, $CPNG, $JHX, $CVNA, $DASH, $ARES. The full ranking of 25 similar funds is below.

#1Palestra Capital Management LLCActive
Notable overlap · 4 shared positions
$UNP$CPNG$JHX$CVNA
$2.9B
21 positions
#2GREENOAKS CAPITAL PARTNERS LLCSmart money
Notable overlap · 3 shared positions
$CPNG$DASH$CVNA
$2.4B
10 positions
#3Saraza Management, LPActive
Notable overlap · 3 shared positions
$CPNG$ARES$UNP
$251M
19 positions
#4Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$DASH$HUBS$CVNA
$1.8B
25 positions
#5Sands Capital Ventures, LLCSmart money
Notable overlap · 3 shared positions
$DASH$CPNG$DDOG
$614M
24 positions
#6GARDNER RUSSO & QUINN LLCSmart money
Notable overlap · 3 shared positions
$MLM$DASH$UNP
$8.9B
85 positions
#7Durable Capital Partners LPActive
Notable overlap · 3 shared positions
$DASH$CVNA$CPNG
$10.3B
36 positions
#8One Madison Group LLCActive
Notable overlap · 3 shared positions
$UNP$MLM$JHX
$1.0B
27 positions
#9TREMBLANT CAPITAL GROUPActive
Notable overlap · 4 shared positions
$DASH$CPNG$CVNA$DDOG
$3.5B
58 positions
#10Cercano Management LLCSmart money
Notable overlap · 3 shared positions
$UNP$JHX$DASH
$1.0B
136 positions
#11Partners Group Holding AGActive
Notable overlap · 3 shared positions
$ARES$UNP$APO
$1.5B
52 positions
#12PointState Capital LPActive
Some overlap · 3 shared positions
$DASH$UNP$CPNG
$7.8B
50 positions
#13Wolf Hill Capital Management, LPActive
Some overlap · 3 shared positions
$FND$APO$DASH
$1.2B
34 positions
#14PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$ARES$DDOG$APO
$421M
110 positions
#15National Philanthropic TrustActive
Some overlap · 4 shared positions
$CVNA$APO$CPNG$DASH
$6.9B
409 positions
#16D1 Capital Partners L.P.Smart money
Some overlap · 6 shared positions
$JHX$CVNA$DASH$MLM$CPNG$APO
$34.8B
55 positions
#17SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CVNA$DASH$DDOG
$26.9B
71 positions
#18Skye Global Management LPSmart money
Some overlap · 4 shared positions
$MLM$UNP$DASH$CPNG
$5.1B
30 positions
#19SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$UNP$MLM$DASH
$822M
86 positions
#20LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 3 shared positions
$UNP$CPNG$APO
$1.9B
65 positions
#21Lotus Technology Management, LPPassive
Some overlap · 3 shared positions
$DASH$CVNA$FND
$81M
78 positions
#22Kinetic Partners Management, LPSmart money
Some overlap · 4 shared positions
$CVNA$JHX$DASH$DDOG
$4.2B
47 positions
#23BAILLIE GIFFORD & COActive
Slight overlap · 3 shared positions
$CPNG$DASH$MLM
$110.2B
273 positions
#24ADVENT CAPITAL MANAGEMENT /DE/Passive
Slight overlap · 3 shared positions
$APO$ARES$DDOG
$4.5B
236 positions
#25MAPLELANE CAPITAL, LLCActive
Slight overlap · 3 shared positions
$DDOG$DASH$CVNA
$5.5B
86 positions

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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.