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Redpoint Management Portfolio holdings

AUM $201M
1-Year Est. Return 39.14%
This Fund
S&P 500
This Quarter Est. Return
-32.34%
1 Year Est. Return
-39.14%
3 Year Est. Return
-0.66%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$201M
AUM Growth
+$64.9M
Cap. Flow
+$113M
Cap. Flow %
55.98%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
BTGO
BitGo Holdings
BTGO
+$118M

Top Sells

Rank Stock Value
1
BIOA
BioAge Labs
BIOA
+$5.07M

Sector Composition

Rank Sector Weight
1 Technology 55.97%
2 Financials 44.03%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
S icon
1
SentinelOne
S
$6.53B
$112M 55.97%
8,734,063
– –
BTGO
2
BitGo Holdings
BTGO
$564M
$88.5M 44.03%
+10,752,948
New +$118M
CYN icon
3
Cyngn
CYN
$15.3M
$302 ﹤0.01%
182
– –
BIOA
4
BioAge Labs
BIOA
$402M
– –
-383,254
Closed -$5.07M

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FCM
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SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
FFL
Financial Freedom LLC Cincinnati, Ohio $201M AUM 20.17% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FB
First Bancorp Damariscotta, Maine $201M AUM 21.27% 1-Year Est. Return
LI
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Redpoint Management's Q1 2026 Portfolio in Review

As of Q1 2026, Redpoint Management held 4 positions worth $201M, up 48% from $136M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Redpoint Management deployed $113M of net new capital in Q1 2026, opening 1 new position. Its largest new stake was BitGo Holdings: 10,752,948 shares worth $88.5M.

By sector, the portfolio is most concentrated in Technology at 56% of assets, down from 96% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the most notable exit was BioAge Labs, an estimated $5.07M sold.

  • Redpoint Management's largest Q1 2026 buy was BitGo Holdings: 10,752,948 shares worth $88.5M.
  • Redpoint Management fully exited BioAge Labs in Q1 2026, selling an estimated $5.07M.
  • Redpoint Management's ten largest holdings make up 100% of its $201M portfolio in Q1 2026.
  • Redpoint Management opened 1 new position and closed 1 in Q1 2026.
  • Redpoint Management's portfolio value rose 48% quarter-over-quarter to $201M.

Based on Redpoint Management's 13F filing for Q1 2026, filed 15 May 2026.