Holdings

Sunpointe, LLC

As of Jun 30, 2026, Sunpointe, LLC reported 171 positions worth US$190M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation106KUS$21.2M−450Jun 30, 2026
Apple Inc40,708US$11.8M−2,603Jun 30, 2026
Alphabet Inc (google) Class C26,764US$9.56M−1,345Jun 30, 2026
Broadcom Inc.20,472US$7.73M−2,876Jun 30, 2026
Micron Technology, Inc.5,257US$6.07M+1,068Jun 30, 2026
Berkshire Hathaway Inc.11,803US$5.91M−162Jun 30, 2026
Microsoft Corp.15,565US$5.81M−313Jun 30, 2026
Amazon.com, Inc.22,899US$5.46M−1,458Jun 30, 2026
Johnson & Johnson15,952US$4.05M+422Jun 30, 2026
Taiwan Semiconductor Manufacturing Co., Ltd.7,945US$3.79M+269Jun 30, 2026