Redpoint Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Redpoint Management, LLC reported 3 stock positions worth $136.1 million. Its top holding was Sentinelone Class A (S) at 96.3% of the portfolio, followed by Bioage Labs (BIOA, 3.7%) and Cyngn (CYN, 0.0%). Compared with Q3 2025, it sold out of 2. The biggest sale was an exit from Nextdoor (NXDR).

Most Recent 13F
Q2 2026
Location
WOODSIDE, CA
CIK
0001689508
Portfolio Value
$136.1M (Q4 2025)
SEC Filing
0001689508-26-000003 ↗ filed Feb 17, 2026

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 Q2 2025 Q3 2025: $166.3M Q3 2025 Q4 2025: $136.1M $136.1M Q4 2025 Q1 2026: $201.0M Q1 2026 Q2 2026: $203.9M Q2 2026

Holdings 3 stocks · $136.1M

S Sentinelone Inc. Class A 96.27% 8,734,063 $131.0M No change
BIOA Bioage Labs Inc. 3.73% 383,254 $5.1M No change
CYN Cyngn Inc. 0.00% 182 $433 No change

Portfolio Sells Q3 2025 → Q4 2025

NXDR Nextdoor Holdings Inc. Sold out 0.00% −5.38
NEUE Neuehealth Inc. Sold out 0.00% −0.76

Portfolio Buys Q3 2025 → Q4 2025

None this quarter.

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