Sound Capital Solutions LLC: 13F holdings
CIK 20337352026Q2
| Positions | 309 |
|---|---|
| Reported value | $427.4m |
| Filed | 2026-08-13 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 218,694 | $19.2m | 4.5% |
| NVDA NVIDIA Corp | 94,205 | $18.8m | 4.4% |
| HPE Hewlett Packard Enterprise Co | 377,935 | $17.0m | 4.0% |
| SNDK Sandisk Corp | 5,296 | $12.0m | 2.8% |
| PENG Penguin Solutions Inc | 152,938 | $11.6m | 2.7% |
| FSLR First Solar Inc | 42,909 | $10.1m | 2.4% |
| EQT EQT Corp | 188,268 | $10.0m | 2.3% |
| IBRX ImmunityBio Inc | 1,120,808 | $9.8m | 2.3% |
| MU Micron Technology Inc | 7,542 | $8.7m | 2.0% |
| AMD Advanced Micro Devices Inc | 14,513 | $8.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033735")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.