account_balance

Investment manager · 13F filer · SEC CIK 2111996

Sunstone Asset Management, LP

Reported value$103Mas of Sep 30, 2026
Positions54 17 new, 20 sold out
Top 10 weight34.5%NOW alone is 5%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NOW ServiceNow, Inc. 4.7% Added +221%GLW Corning Inc 4.0% Added +56%
Bill Holdings Inc 3.8% Held
SNPS Synopsys Inc 3.4% HeldV Visa Inc. 3.3% Added +30%MTSI Macom Technology Solutions Holdings, Inc. 3.2% HeldMSFT Microsoft Corp 3.1% NewAMZN Amazon.com Inc 3.0% Added +22%ASML ASML Holding NV 3.0% HeldTWLO Twilio Inc 2.9% Added +99%CRWD CrowdStrike Holdings, Inc. 2.9% NewSE Sea Ltd 2.8% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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