Redpoint Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Redpoint Management, LLC reported 6 stock positions worth $317.5 million. Its top holding was Sentinelone Class A (S) at 61.1% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 34.6%) and Nextdoor (NXDR, 3.2%). Compared with Q3 2024, it sold out of 1, added to 1 and reduced 1. The biggest buy was Neuehealth (NEUE, shares +0%) and the biggest sale an exit from Snowflake (SNOW).
- Most Recent 13F
- Q2 2026
- Location
- WOODSIDE, CA
- CIK
- 0001689508
- Portfolio Value
- $317.5M (Q4 2024)
- SEC Filing
- 0001104659-25-014105 ↗ filed Feb 14, 2025
Holdings Value
Holdings 6 stocks · $317.5M
| S Sentinelone Inc. Class A | 61.07% | 8,734,063 | $193.9M | Reduce -33.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 34.58% | 10,597,818 | $109.8M | No change |
| NXDR Nextdoor Holdings Inc. | 3.20% | 4,282,910 | $10.2M | No change |
| BIOA Bioage Labs Inc. | 0.70% | 383,255 | $2.2M | No change |
| NEUE Neuehealth Inc. | 0.44% | 189,623 | $1.4M | Add +0.1% |
| CYNGN INC | 0.01% | 27,103 | $23K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| NEUE Neuehealth Inc. | Add +0.1% | 0.44% | +0.26 |
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 |