Redpoint Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Redpoint Management, LLC reported 6 stock positions worth $629.6 million. Its top holding was Sentinelone Class A (S) at 43.8% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 43.4%) and Snowflake (SNOW, 10.7%). Compared with Q1 2024, it sold out of 2. The biggest sale was an exit from Hims & Hers Health (HIMS).
- Most Recent 13F
- Q2 2026
- Location
- WOODSIDE, CA
- CIK
- 0001689508
- Portfolio Value
- $629.6M (Q2 2024)
- SEC Filing
- 0001104659-24-088977 ↗ filed Aug 13, 2024
Holdings Value
Holdings 6 stocks · $629.6M
| S Sentinelone Inc. Class A | 43.80% | 13,101,096 | $275.8M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 43.39% | 21,195,636 | $273.2M | No change |
| SNOW Snowflake Inc. | 10.72% | 499,558 | $67.5M | No change |
| NXDR Nextdoor Holdings Inc. | 1.89% | 4,282,910 | $11.9M | No change |
| NEUE Neuehealth Inc. | 0.16% | 189,348 | $1.0M | No change |
| CYNGN INC | 0.03% | 2,710,237 | $198K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |