DOSSIER · 13F-HR · Q2 2026

Sunstone Asset Management, L.P.

$92M in tracked AUM across 63 positions as of Q2 2026.

SA
CIK 0002111996 · last filed Jun 30, 2026
Total AUM
$92M
as of Q2 2026
Holdings
63
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sunstone Asset Management, L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$5M8K5.9%
02
MKSI
MKS INSTRUMENTS INC
$5M12K5.6%
03
MTSI
MACOM TECH SOLUTIONS HLDGS I
$4M12K4.8%
04
GLW
CORNING INC
$4M17K4.7%
05
DASH
DOORDASH INC
$4M23K4.6%
06
BILL 0 04/01/30
BILL HOLDINGS INC
$4M4.7M4.4%
07
SNPS
SYNOPSYS INC
$4M8K3.9%
08
N07059210
ASML HOLDING N V
$3M2K3.7%
09
SNOW
SNOWFLAKE INC
$3M12K3.3%
10
GSAT
GLOBALSTAR INC
$3M34K2.9%

Filing history

2026Q2Jun 30
$92M▲ 8.4%
63 positionsView →
2026Q1Mar 31
$85M▼ 18.4%
64 positionsView →
2025Q4Dec 31
$104M—
61 positionsView →