RDST Capital LLC
RDST Capital LLC is an independent investment firm headquartered in Seattle, Washington. Founded in 2016 by Brian D. Pirie, RDST Capital specializes in investment advisory services, with a primary focus on pooled investment vehicles and charitable organizations. The firm manages over $1 billion in assets and employs around 6 professionals, most of whom are investment specialists. RDST Capital serves sophisticated institutional clients and non-profit endowments.
Investment Strategy
RDST Capital LLC focuses on fundamental, research-driven investment strategies predominantly in publicly traded equities, as demonstrated by meaningful positions in companies such as CSX Corp, Entegris Inc, Microsoft, Applied Materials, and Amazon. The firm aims to generate alpha through rigorous security selection, portfolio diversification, and strong risk management tailored for pooled investment vehicles and nonprofit organizations.
Latest 13F Filing Activity
RDST Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $1B. The fund increased holdings in Martin Marietta Matls Inc., Floor & Decor HLDGS Inc., Datadog Inc. among other positions. RDST Capital LLC reduced exposure to Americold Realty Trust Inc., Restaurant Brands Intl Inc., Carvana Co. among others.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CSX | CSX CORP | 9.42% | $94.3M | 2,888,885 | $32.43 | $32.63 | +$27.2M |
E ENTG | ENTEGRIS INC | 8.89% | $88.9M | 1,102,675 | $91.03 | $80.65 | +$21.2M |
M MSFT | MICROSOFT CORP | 7.87% | $78.7M | 158,240 | $376.16 | $497.41 | +$2.2M |
A AMAT | APPLIED MATLS INC | 7.04% | $70.4M | 384,660 | $158.67 | $183.07 | +$22.6M |
A AMZN | AMAZON COM INC | 6.84% | $68.5M | 312,080 | $194.06 | $219.39 | +$21.6M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
B Brian Pirie | Portfolio Manager | Seattle, WA , United States | |
 | Senior Analyst | Bellevue, WA , United States | |
 | Senior Analyst | Dallas, TX , United States |