Redpoint Management
WOODSIDE, CAfiles as REDPOINT MANAGEMENT, LLC
$204m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 16.7% of the portfolio this quarter.
Value
$204m
Stocks
3
Top 10 share
100.0%
Turnover
16.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SentinelOneS | 72.7% | $148m | 8,734,063 | Held |
| Bitgo HoldingsBTGO | 27.3% | $56m | 10,752,948 | Held |
| CyngnCYN | <0.1% | $253 | 182 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.2% since 30 June 2025.
Where the money is
Technology72.7%
Financial services27.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.