DOSSIER · 13F-HR · Q2 2026
Sunpointe, LLC
$352M in tracked AUM across 281 positions as of Q2 2026.
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CIK 0002012181 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive SEC 13F Filing Analysis: Sunpointe, LLC
1. Portfolio Overview
Sunpointe, LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm's total portfolio value surged by 146.2%, growing from $122.50M to $301.59M. This dramatic increase in Assets Under Management (AUM) suggests a substantial influx of new capital rather than merely market appreciation, as the broad market would need to more than double to account for such growth or...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.