Rdst Capital LLC Portfolio Holdings by Sector

Rdst Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology DDOG HUBS WDAY 3 stocks	$172,529 16.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG AMAT 2 stocks	$141,930 13.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$133,469 12.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA 2 stocks	$102,311 9.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL APO 2 stocks	$95,627 9.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$72,696 6.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$70,323 6.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$69,398 6.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$55,772 5.25% of portfolio	-	-	-	-	0 Calls 0 Puts

Internet Content & Information \| Communication Services META DASH 2 stocks	$50,630 4.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MKTX 1 stocks	$49,059 4.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials DCO 1 stocks	$48,208 4.54% of portfolio	-	-	-	-	0 Calls 0 Puts

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