Sunstone Asset Management, LP: 13F holdings
CIK 21119962026Q2
| Positions | 57 |
|---|
| Reported value | $92.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 57 (-4 vs prior quarter) |
|---|
| Reported value | $92.4m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 7,580 | $5.5m | 5.9% |
| MKSI MKS INSTRUMENTS INC | 11,600 | $5.2m | 5.6% |
| MTSI MACOM TECH SOLUTIONS HLDGS I | 11,661 | $4.4m | 4.8% |
| GLW CORNING INC | 17,052 | $4.4m | 4.7% |
| DASH DOORDASH INC | 22,900 | $4.2m | 4.6% |
| BILL HOLDINGS INC | 4,660,000 | $4.0m | 4.4% |
| SNPS SYNOPSYS INC | 8,150 | $3.6m | 3.9% |
| ASML HOLDING N V | 1,700 | $3.4m | 3.7% |
| SNOW SNOWFLAKE INC | 12,000 | $3.1m | 3.3% |
| GSAT GLOBALSTAR INC | 33,500 | $2.7m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111996")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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