DOSSIER · 13F-HR · Q1 2026

Sunpointe, LLC

Sunpointe's pension fund based in London, UK $305M in tracked AUM across 266 positions as of Q1 2026.

S
Sunpointe·London, UK·Pension Fund
CIK 0002012181 · last filed Mar 31, 2026
Total AUM
$305M
6.2%
vs prior
Holdings
266
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 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 — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$19M107K6.1%
02
VTI
VANGUARD INDEX FDS
$14M42K4.5%
03
AAPL
APPLE INC
$11M43K3.6%
04
ACIO
ETF SER SOLUTIONS
$7M175K2.4%
05
AVGO
BROADCOM INC
$7M23K2.4%
06
CGCB
CAPITAL GRP FIXED INCM ETF T
$6M224K1.9%
07
MSFT
MICROSOFT CORP
$6M16K1.9%
08
VIG
VANGUARD SPECIALIZED FUNDS
$6M27K1.9%
09
FDG
AMERICAN CENTY ETF TR
$6M49K1.8%
10
MOAT
VANECK ETF TRUST
$5M53K1.7%

Filing history

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