Redpoint Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Redpoint Management, LLC reported 7 stock positions worth $535.1 million. Its top holding was Sentinelone Class A (S) at 58.6% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 27.0%) and Snowflake (SNOW, 10.7%). Compared with Q2 2024, it opened 1 new position and reduced 1. The biggest buy was a new position in Bioage Labs (BIOA) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- WOODSIDE, CA
- CIK
- 0001689508
- Portfolio Value
- $535.1M (Q3 2024)
- SEC Filing
- 0001104659-24-118956 ↗ filed Nov 14, 2024
Holdings Value
Holdings 7 stocks · $535.1M
| S Sentinelone Inc. Class A | 58.56% | 13,101,096 | $313.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 27.03% | 10,597,818 | $144.7M | Reduce -50.0% |
| SNOW Snowflake Inc. | 10.72% | 499,558 | $57.4M | No change |
| NXDR Nextdoor Holdings Inc. | 1.99% | 4,282,910 | $10.6M | No change |
| BIOA Bioage Labs Inc. | 1.49% | 383,255 | $8.0M | New |
| NEUE Neuehealth Inc. | 0.18% | 189,348 | $988K | No change |
| CYNGN INC | 0.02% | 27,103 | $105K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -50.0% | 27.03% | −16.36 |
Portfolio Buys Q2 2024 → Q3 2024
| BIOA Bioage Labs Inc. | New | 1.49% | +1.49 |
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 |