Redpoint Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Redpoint Management, LLC reported 5 stock positions worth $169.7 million. Its top holding was Sentinelone Class A (S) at 94.1% of the portfolio, followed by Nextdoor (NXDR, 4.2%) and Bioage Labs (BIOA, 0.9%). Compared with Q1 2025, it sold out of 1 and added to 1. The biggest buy was Cyngn (CYN, shares +1%) and the biggest sale an exit from Nu Holdings Ltd./Cayman Isl-A (NU).

Most Recent 13F
Q2 2026
Location
WOODSIDE, CA
CIK
0001689508
Portfolio Value
$169.7M (Q2 2025)
SEC Filing
0001415889-25-021904 ↗ filed Aug 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $730.2M Q1 2024 Q2 2024: $629.6M Q2 2024 Q3 2024: $535.1M Q3 2024 Q4 2024: $317.5M Q4 2024 Q1 2025: $276.6M Q1 2025 Q2 2025: $169.7M $169.7M Q2 2025 Q3 2025: $166.3M Q3 2025 Q4 2025: $136.1M Q4 2025 Q1 2026: $201.0M Q1 2026 Q2 2026: $203.9M Q2 2026

Holdings 5 stocks · $169.7M

S Sentinelone Inc. Class A 94.10% 8,734,063 $159.7M No change
NXDR Nextdoor Holdings Inc. 4.19% 4,282,910 $7.1M No change
BIOA Bioage Labs Inc. 0.93% 383,254 $1.6M No change
NEUE Neuehealth Inc. 0.77% 189,623 $1.3M No change
CYN Cyngn Inc. 0.00% 182 $3K Add +0.6%

Portfolio Sells Q1 2025 → Q2 2025

NU Nu Holdings Ltd./Cayman Isl-A Sold out 0.00% −39.24

Portfolio Buys Q1 2025 → Q2 2025

CYN Cyngn Inc. Add +0.6% 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$203.9MS, BTGO, CYN
Q1 2026 3$201.0MS, BTGO, CYN
Q4 2025 3$136.1MS, BIOA, CYN
Q3 2025 5$166.3MS, NXDR, BIOA, NEUE, CYN
Q2 2025 5$169.7MS, NXDR, BIOA, NEUE, CYN
Q1 2025 6$276.6MS, NU, NXDR, BIOA, NEUE
Q4 2024 6$317.5MS, NU, NXDR, BIOA, NEUE
Q3 2024 7$535.1MS, NU, SNOW, NXDR, BIOA
Q2 2024 6$629.6MS, NU, SNOW, NXDR, NEUE
Q1 2024 8$730.2MS, NU, SNOW, HIMS, NXDR