StockDriftsStockDriftsTop 50 Sunstone Asset Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.26% | 30.4K | $5.3M | +48.92%(+10.00K) | $184.54(+5.58%) | 2026-03-31 | |
| MDB | MONGODB INC | 4.61% | 16.0K | $3.9M | +193.45%(+10.54K) | $343.41(+3.34%) | 2026-03-31 | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 3.73% | 14.3K | $3.2M | +11.75%(+1.50K) | $153.02(+110.60%) | 2026-03-31 | |
| TDS | TELEPHONE & DATA SYS INC | 3.5% | 70.6K | $3.0M | +0.00%(+0) | $40.12(-9.80%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 3.47% | 7.4K | $2.9M | +48.30%(+2.42K) | $465.77(-6.14%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.23% | 17.1K | $2.7M | new | $172.26(+102.06%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.02% | 7.5K | $2.6M | +141.94%(+4.40K) | $271.07(+122.47%) | 2026-03-31 | |
| DASH | DOORDASH INC | 2.78% | 15.7K | $2.4M | +13.28%(+1.84K) | $242.10(-20.69%) | 2026-03-31 | |
| MRSH | MARSH & MCLENNAN COS INC | 2.68% | 13.1K | $2.3M | +0.00%(+0) | $193.53(-7.74%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.66% | 11.1K | $2.3M | new | $208.79(+148.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -38.82% | -77.10% |
| Top 20 Holdings Unweighted | -37.06% | -75.07% |
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