SEC Form 13F

Sunstone Asset Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$92,359,463
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLIED MATLS INCAMATCOM$5,480,3407,580
MKS INSTRUMENTS INCMKSICOM$5,159,68011,600
MACOM TECH SOLUTIONS HLDGS IMTSICOM$4,435,49511,661
CORNING INCGLWCOM$4,353,20517,052
DOORDASH INCDASHCL A$4,225,73722,900
BILL HOLDINGS INCBILLNOTE 4/0$4,037,1914,660,000
SYNOPSYS INCSNPSCOM$3,635,4718,150
ASML HOLDING N VASMLN Y REGISTRY SHS$3,382,0481,700
SNOWFLAKE INCSNOWCOM SHS$3,054,00012,000
GLOBALSTAR INCGSATCOM NEW$2,723,21533,500

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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