Sunstone Asset Management, LP — 13F holdings

Sunstone Asset Management, LP reported 63 holdings worth $92.4M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $5.48M (5.9%)
2. MKSI MKS INC. — $5.16M (5.6%)
3. MTSI MACOM TECH SOLUTIONS HLDGS I — $4.44M (4.8%)
4. GLW CORNING INC — $4.35M (4.7%)
5. DASH DOORDASH INC — $4.23M (4.6%)
6. BILL HOLDINGS INC — $4.04M (4.4%)
7. SNPS SYNOPSYS INC — $3.64M (3.9%)
8. ASML ASML Holding N V — $3.38M (3.7%)
9. SNOW SNOWFLAKE INC — $3.05M (3.3%)
10. GSAT GLOBALSTAR INC — $2.72M (2.9%)