Redpoint Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Redpoint Management, LLC reported 8 stock positions worth $730.2 million. Its top holding was Sentinelone Class A (S) at 41.8% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 34.6%) and Snowflake (SNOW, 11.1%). Compared with Q4 2023, it reduced 2. The biggest sale was Nu Holdings Ltd./Cayman Isl-A (NU, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- WOODSIDE, CA
- CIK
- 0001689508
- Portfolio Value
- $730.2M (Q1 2024)
- SEC Filing
- 0001104659-24-061172 ↗ filed May 14, 2024
Holdings Value
Holdings 8 stocks · $730.2M
| S Sentinelone Inc. Class A | 41.82% | 13,101,096 | $305.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 34.63% | 21,195,636 | $252.9M | Reduce -50.0% |
| SNOW Snowflake Inc. | 11.06% | 499,558 | $80.7M | No change |
| HIMS Hims & Hers Health Inc. | 10.76% | 5,077,016 | $78.5M | Reduce -33.0% |
| NXDR Nextdoor Holdings Inc. | 1.32% | 4,282,910 | $9.6M | No change |
| ROOT Root Inc./Oh Class A | 0.18% | 21,694 | $1.3M | No change |
| NEUE Neuehealth Inc. | 0.17% | 189,348 | $1.2M | No change |
| CYNGN INC | 0.06% | 2,710,237 | $450K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $203.9M | S, BTGO, CYN |
| Q1 2026 | 3 | $201.0M | S, BTGO, CYN |
| Q4 2025 | 3 | $136.1M | S, BIOA, CYN |
| Q3 2025 | 5 | $166.3M | S, NXDR, BIOA, NEUE, CYN |
| Q2 2025 | 5 | $169.7M | S, NXDR, BIOA, NEUE, CYN |
| Q1 2025 | 6 | $276.6M | S, NU, NXDR, BIOA, NEUE |
| Q4 2024 | 6 | $317.5M | S, NU, NXDR, BIOA, NEUE |
| Q3 2024 | 7 | $535.1M | S, NU, SNOW, NXDR, BIOA |
| Q2 2024 | 6 | $629.6M | S, NU, SNOW, NXDR, NEUE |
| Q1 2024 | 8 | $730.2M | S, NU, SNOW, HIMS, NXDR |