Redpoint Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Redpoint Management, LLC reported 6 stock positions worth $276.6 million. Its top holding was Sentinelone Class A (S) at 57.4% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 39.2%) and Nextdoor (NXDR, 2.4%). Compared with Q4 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Cyngn (CYN) and the biggest sale Bioage Labs (BIOA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WOODSIDE, CA
- CIK
- 0001689508
- Portfolio Value
- $276.6M (Q1 2025)
- SEC Filing
- 0001415889-25-013171 ↗ filed May 15, 2025
Holdings Value
Holdings 6 stocks · $276.6M
| S Sentinelone Inc. Class A | 57.41% | 8,734,063 | $158.8M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 39.24% | 10,597,818 | $108.5M | No change |
| NXDR Nextdoor Holdings Inc. | 2.37% | 4,282,910 | $6.6M | No change |
| BIOA Bioage Labs Inc. | 0.52% | 383,254 | $1.4M | Reduce 0.0% |
| NEUE Neuehealth Inc. | 0.46% | 189,623 | $1.3M | No change |
| CYN Cyngn Inc. | 0.00% | 181 | $820 | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| CYN Cyngn Inc. | New | 0.00% | +0.00 |
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 |