Sunstone Asset Management, LP
Sunstone Asset Management, LP reported 57 positions worth $92.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMAT (5.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $5.5M | 5.93% | 7,580 | — | — | |
| ▸ 2 | MKSI | SH | $5.2M | 5.59% | 11,600 | — | — | |
| ▸ 3 | MTSI | SH | $4.4M | 4.80% | 11,661 | — | — | |
| ▸ 4 | GLW | SH | $4.4M | 4.71% | 17,052 | — | — | |
| ▸ 5 | DASH | SH | $4.2M | 4.58% | 22,900 | — | — | |
| ▸ 6 | BILL 0 04-01-30 | SH | $4.0M | 4.37% | 4,660,000 | — | — | |
| ▸ 7 | SNPS | SH | $3.6M | 3.94% | 8,150 | — | — | |
| ▸ 8 | ASML | SH | $3.4M | 3.66% | 1,700 | — | — | |
| ▸ 9 | SNOW | SH | $3.1M | 3.31% | 12,000 | — | — | |
| ▸ 10 | GSAT | SH | $2.7M | 2.95% | 33,500 | — | — |
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Frequently Asked Questions
What stocks does Sunstone Asset Management, LP hold as of Q2 2026?
Sunstone Asset Management, LP reported 57 positions worth $92.4M in its Q2 2026 13F filing. Largest positions: AMAT (5.9%), MKSI (5.6%), MTSI (4.8%), GLW (4.7%) and DASH (4.6%).
What did Sunstone Asset Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sunstone Asset Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.