REDPOINT MANAGEMENT, LLC
Portfolio value QoQ: +1.5% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 3.0 quarters Tracked Q1 2025–Q2 2026 · 42.9% still held
Performance vs S&P 500
Annualized: -10.3% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| S | $148,217,049 | 72.68% | 8,734,063 | $35,722,318 | |||
| BTGO | $55,700,271 | 27.32% | 10,752,948 | $-32,796,491 | |||
| CYN | $253 | 0.00% | 182 | $-49 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.