Sunstone Asset Management, L.P. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Sunstone Asset Management, L.P. held in its portfolio 52 assets valued at $104,438,234 (i.e. $104.44M).
The most valuable assets in the portfolio included: CYBERARK SOFTWARE LTD ($3.84M), NVIDIA CORPORATION ($3.81M), and DOORDASH INC ($3.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sunstone Asset Management, L.P. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CYBERARK SOFTWARE LTD | 8600 | 3836116 | SHS |
| NVIDIA CORPORATION | 20441 | 3812247 | COM |
| DOORDASH INC | 13860 | 3139013 | CL A |
| TELEPHONE & DATA SYS INC | 70604 | 2894764 | COM NEW |
| VISA INC | 7300 | 2560183 | COM CL A |
| MARSH & MCLENNAN COS INC | 13132 | 2436249 | COM |
| MICROSOFT CORP | 4900 | 2369738 | COM |
| SYNOPSYS INC | 5010 | 2353297 | COM |
| MONGODB INC | 5451 | 2287730 | CL A |
| AIRBNB INC | 16700 | 2266524 | COM CL A |
| MACOM TECH SOLUTIONS HLDGS I | 12761 | 2185704 | COM |
| FLEX LTD | 33524 | 2025520 | ORD |
| BROADCOM INC | 5241 | 1813910 | COM |
| AMERICAN TOWER CORP NEW | 9914 | 1740601 | COM |
| MONDAY COM LTD | 11641 | 1717746 | SHS |
| EQUINIX INC | 2085 | 1597444 | COM |
| NUTANIX INC | 29900 | 1545531 | CL A |
| NETFLIX INC | 16000 | 1500160 | COM |
| TWILIO INC | 10515 | 1495654 | CL A |
| TEXAS INSTRS INC | 8348 | 1448295 | COM |
| CELESTICA INC | 3998 | 1181849 | COM |
| ALPHABET INC | 3647 | 1144429 | CAP STK CL C |
| SERVICENOW INC | 7300 | 1118287 | COM |
| UNIVERSAL DISPLAY CORP | 9217 | 1076361 | COM |
| ORACLE CORP | 5000 | 974550 | COM |
| TERADYNE INC | 10000 | 967000 | CALL |
| TTM TECHNOLOGIES INC | 13575 | 936675 | COM |
| JOYY INC | 13905 | 900488 | ADS REPSTG COM A |
| SONY GROUP CORP | 34926 | 894106 | SPONSORED ADR |
| SPDR GOLD TR | 2190 | 867919 | GOLD SHS |
| FORMFACTOR INC | 15409 | 858928 | COM |
| SEA LTD | 6614 | 843748 | SPONSORD ADS |
| APPLIED MATLS INC | 3100 | 796669 | COM |
| SHOPIFY INC | 4900 | 788415 | CL A SUB VTG SHS |
| THE TRADE DESK INC | 20000 | 759200 | COM CL A |
| SANDISK CORP | 3000 | 712140 | COM |
| CONFLUENT INC | 21300 | 644112 | CLASS A COM |
| ETSY INC | 10900 | 604296 | COM |
| DATADOG INC | 3206 | 435984 | CL A COM |
| MAPLEBEAR INC | 60000 | 429000 | CALL |
| BLOOM ENERGY CORP | 4800 | 417072 | COM CL A |
| SUPER MICRO COMPUTER INC | 14000 | 409780 | COM NEW |
| MONGODB INC | 5000 | 368250 | CALL |
| KLAVIYO INC | 10335 | 335577 | COM SER A |
| CONFLUENT INC | 45000 | 239500 | CALL |
| BROADCOM INC | 5000 | 231750 | CALL |
| ZIPRECRUITER INC | 38810 | 151359 | CL A |
| PALO ALTO NETWORKS INC | 10000 | 126500 | CALL |
| NUTANIX INC | 10000 | 72500 | CALL |
| NVIDIA CORPORATION | 10000 | 68250 | CALL |
| SMART SH GLOBAL LTD | 48918 | 57234 | ADS |
| SENTINELONE INC | 70000 | 20500 | CALL |
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