DOSSIER · 13F-HR · Q4 2025

Redpoint Management, LLC

$136M in tracked AUM across 3 positions as of Q4 2025.

RM
CIK 0001689508 · last filed Dec 31, 2025
Total AUM
$136M
as of Q4 2025
Holdings
3
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Portfolio Overview

Redpoint Management, LLC’s 13F filing for the period ending September 30, 2025, reveals a highly concentrated portfolio with a distinct "high-conviction" strategy. With a total market value of approximately $166.28 million spread across just five holdings, the firm demonstrates a preference for focused exposure rather than broad diversification. The portfolio saw a slight contraction of 2.0% from the previous quarter ($169.66M), a minor fluctuation likely attributable to ...

Key Holdings

The portfolio is characterized by extreme dominance of a single asset, SentinelOne Inc. (S). This position accounts for $153.81 million, representing a massive 92.50% of the total portfolio value. Holding 8.73 million shares suggests that Redpoint Management views SentinelOne as a core long-term holding with significant upside potential, or they may be a large stakeholder with a specific strategic interest in the company's direction.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
S
SENTINELONE INC
$131M8.7M96.3%
02
BIOA
BIOAGE LABS INC
$5M383K3.7%
03
CYN
CYNGN INC
$4331820.0%

Filing history

2025Q4Dec 31
$136M 18.2%
3 positionsView →
2025Q3Sep 30
$166M 2.0%
5 positionsView →
2025Q2Jun 30
$170M 38.7%
5 positionsLocked
2025Q1Mar 31
$277M 12.9%
6 positionsLocked
2024Q4Dec 31
$317M 40.7%
6 positionsLocked
2024Q3Sep 30
$535M 15.0%
7 positionsLocked
2024Q2Jun 30
$630M 13.8%
6 positionsLocked
2024Q1Mar 31
$730M 17.9%
8 positionsLocked
2023Q4Dec 31
$890M 83.1%
8 positionsLocked
2023Q3Sep 30
$486M 24.2%
10 positionsLocked
2023Q2Jun 30
$641M 19.8%
11 positionsLocked
2023Q1Mar 31
$535M 30.7%
11 positionsLocked
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