Sunstone Asset Management, LP
Sunstone Asset Management, LP reported 63 holdings worth US$92.4M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sunstone Asset Management, LP reported 63 holdings worth US$92.4M as of Jun 30, 2026. Largest: Applied Materials, Inc., Mks Inc. and Macom Technology Solutions Holdings, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$92.4M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 7,580 | US$5.48M | 5.9% |
| Mks Inc. | 11,600 | US$5.16M | 5.6% |
| Macom Technology Solutions Holdings, Inc. | 11,661 | US$4.44M | 4.8% |
| Corning Incorporated | 17,052 | US$4.35M | 4.7% |
| Doordash, Inc. | 22,900 | US$4.23M | 4.6% |
| Synopsys, Inc. | 8,150 | US$3.64M | 3.9% |
| Asml Holding Nv | 1,700 | US$3.38M | 3.7% |
| Snowflake Inc. | 12,000 | US$3.05M | 3.3% |
| Globalstar, Inc. | 33,500 | US$2.72M | 2.9% |
| Telephone And Data Systems, Inc. | 70,604 | US$2.61M | 2.8% |
| Amphenol Corporation | 14,500 | US$2.56M | 2.8% |
| Visa Inc. | 7,300 | US$2.5M | 2.7% |
| Amazon.com, Inc. | 10,300 | US$2.45M | 2.7% |
| Analog Devices, Inc. | 6,000 | US$2.38M | 2.6% |
| Arista Networks, Inc. | 10,400 | US$1.77M | 1.9% |
| Equinix, Inc. | 1,645 | US$1.71M | 1.9% |
| Nutanix, Inc. | 32,890 | US$1.68M | 1.8% |
| American Tower Corporation (reit) | 9,914 | US$1.62M | 1.8% |
| Oracle Corporation | 10,500 | US$1.54M | 1.7% |
| Ciena Corporation | 3,040 | US$1.49M | 1.6% |
| Marsh | 7,932 | US$1.32M | 1.4% |
| Teradyne, Inc. | 2,320 | US$1.12M | 1.2% |
| Servicenow, Inc. | 11,230 | US$1.11M | 1.2% |
| Kla Corporation | 3,540 | US$1.07M | 1.2% |
| Twilio Inc. | 5,166 | US$1.07M | 1.2% |
| Trip.com Group Ltd. | 26,300 | US$1.05M | 1.1% |
| Sony Group Corporation | 49,626 | US$995K | 1.1% |
| Cloudflare, Inc. | 4,046 | US$994K | 1.1% |
| Coherent Corp. | 2,400 | US$947K | 1.0% |
| Shopify Inc. | 7,190 | US$821K | 0.89% |
| Universal Display Corporation | 9,217 | US$798K | 0.86% |
| Airbnb, Inc. | 5,000 | US$716K | 0.77% |
| Sba Communications Corporation | 4,000 | US$706K | 0.76% |
| Guidewire Software, Inc. | 4,400 | US$541K | 0.59% |
| Sentinelone, Inc. | 20,000 | US$339K | 0.37% |
| Roblox Corporation | 5,900 | US$321K | 0.35% |
| Ziprecruiter, Inc. | 38,810 | US$146K | 0.16% |
| Zscaler Inc | 0 | US$0 | 0.00% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Celestica Inc. | 0 | US$0 | 0.00% |
| Etsy, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Mongodb, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
| Rambus, Inc. | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| Unity Software Inc. | 0 | US$0 | 0.00% |
| Zoom Communications, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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