Holdings
Sunstone Asset Management, LP
As of Jun 30, 2026, Sunstone Asset Management, LP reported 37 positions worth US$72.8M. Largest: Applied Materials, Inc., Mks Inc. and Macom Technology Solutions Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 7,580 | US$5.48M | +80 | Jun 30, 2026 |
| Mks Inc. | 11,600 | US$5.16M | new | Jun 30, 2026 |
| Macom Technology Solutions Holdings, Inc. | 11,661 | US$4.44M | −2,600 | Jun 30, 2026 |
| Corning Incorporated | 17,052 | US$4.35M | +1,881 | Jun 30, 2026 |
| Doordash, Inc. | 22,900 | US$4.23M | +7,200 | Jun 30, 2026 |
| Synopsys, Inc. | 8,150 | US$3.64M | +720 | Jun 30, 2026 |
| Asml Holding Nv | 1,700 | US$3.38M | new | Jun 30, 2026 |
| Snowflake Inc. | 12,000 | US$3.05M | +4,800 | Jun 30, 2026 |
| Globalstar, Inc. | 33,500 | US$2.72M | new | Jun 30, 2026 |
| Telephone And Data Systems, Inc. | 70,604 | US$2.61M | no change | Jun 30, 2026 |