Institutions / Sunrise Partners Limited Partnership
Sunrise Partners Limited Partnership
CIK 1103882 · Institution · as of Mar 31, 2026
Portfolio value
$177.14M
Positions
43
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$177.14M-39.1%Positions
43-8.5%Top holdings
Mar 31, 2026View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Alibaba Group Hldg Ltd | $48.65M | 27.5% |
| Centuri Holdings, Inc. | $18.10M | 10.2% |
| Viasat Inc | $12.53M | 7.1% |
| Trip Com Group Ltd | $10.38M | 5.9% |
| Broadcom Inc. | $6.81M | 3.8% |
| Intel Corp | $6.62M | 3.7% |
| Amazon.com Inc | $5.21M | 2.9% |
| Take Two Interactive Software Inc | $4.34M | 2.5% |
| Arista Networks, Inc.ANET | $4.17M | 2.4% |
| Nio Inc | $4.07M | 2.3% |
| Red Rock Resorts, Inc. | $3.47M | 2.0% |
| Wyndham Hotels & Resorts, Inc. | $3.33M | 1.9% |
| Optimum Communications, Inc. | $3.07M | 1.7% |
| Host Hotels & Resorts Inc | $2.97M | 1.7% |
| PENN Entertainment, Inc. | $2.86M | 1.6% |
| Meta Platforms Inc | $2.72M | 1.5% |
| International Business Machines Corp | $2.42M | 1.4% |
| Semtech Corp | $2.42M | 1.4% |
| Lam Research Corp | $2.35M | 1.3% |
| Vail Resorts Inc | $2.18M | 1.2% |
| Dutch Bros Inc. | $2.13M | 1.2% |
| Asml Hldg NV | $1.98M | 1.1% |
| Boyd Gaming Corp | $1.89M | 1.1% |
| Life Time Group Holdings, Inc. | $1.89M | 1.1% |
| Las Vegas Sands Corp | $1.87M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Centuri Holdings, Inc. Common stock | $18.10M | +620K | 619,674 10.22% of portfolio | medium |
| Q1 2026 as of | Exit | NVIDIA Corp Common stock | $-9.88M | -53K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Advanced Micro Devices Inc Common stock | $-5.03M | -24K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Hasbro, Inc. Common stock | $-4.96M | -53K -84.13% | 10,000 0.53% of portfolio | low |
| Q1 2026 as of | Add | Viasat Inc Common stock | $4.83M | +106K +62.78% | 273,560 7.07% of portfolio | low |
| Q1 2026 as of | Exit | DraftKings Inc. Common stock | $-4.82M | -140K -100.00% | 0 | low |
| Q1 2026 as of | New | ANET Arista Networks, Inc. Common Stock | $4.17M | +34K | 34,000 2.36% of portfolio | low |
| Q1 2026 as of | Trim | Affirm Holdings Inc Class a Common stock | $-3.76M | -82K -74.52% | 28,029 0.73% of portfolio | low |
| Q1 2026 as of | Trim | Intel Corp Common stock | $-3.75M | -85K -36.17% | 150,000 3.74% of portfolio | low |
| Q1 2026 as of | Exit | Walmart Inc. Common stock | $-3.68M | -33K -100.00% | 0 | low |