Sunrise Partners Limited Partnership

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
ALIBABA GROUP HLDG LTD	—	$48.65M	35,000,000	27.5%
Centuri Holdings, Inc.	—	$18.10M	619,674	10.2%
VIASAT INC	—	$12.53M	273,560	7.1%
TRIP COM GROUP LTD	—	$10.38M	10,000,000	5.9%
Broadcom Inc.	—	$6.81M	22,000	3.8%
INTEL CORP	—	$6.62M	150,000	3.7%
Amazon.com Inc	—	$5.21M	25,000	2.9%
TAKE TWO INTERACTIVE SOFTWARE INC	—	$4.34M	22,000	2.5%
Arista Networks, Inc.ANET	Common Stock	$4.17M	34,000	2.4%
NIO INC	—	$4.07M	4,000,000	2.3%
Red Rock Resorts, Inc.	—	$3.47M	65,000	2.0%
WYNDHAM HOTELS & RESORTS, INC.	—	$3.33M	41,000	1.9%
Optimum Communications, Inc.	—	$3.07M	2,363,922	1.7%
Host Hotels & Resorts Inc	—	$2.97M	155,000	1.7%
PENN Entertainment, Inc.	—	$2.86M	190,000	1.6%
Meta Platforms Inc	—	$2.72M	4,750	1.5%
INTERNATIONAL BUSINESS MACHINES CORP	—	$2.42M	10,000	1.4%
SEMTECH CORP	—	$2.42M	31,500	1.4%
LAM RESEARCH CORP	—	$2.35M	11,000	1.3%
VAIL RESORTS INC	—	$2.18M	17,000	1.2%
Dutch Bros Inc.	—	$2.13M	42,000	1.2%
ASML HLDG NV	—	$1.98M	1,500	1.1%
BOYD GAMING CORP	—	$1.89M	23,000	1.1%
Life Time Group Holdings, Inc.	—	$1.89M	70,000	1.1%
LAS VEGAS SANDS CORP	—	$1.87M	34,796	1.1%
NOKIA CORP	—	$1.73M	215,000	1.0%
ROGERS CORP	—	$1.72M	16,000	1.0%
Caesars Entertainment, Inc.	—	$1.63M	61,767	0.9%
Travel + Leisure Co	—	$1.52M	22,000	0.9%
AFFIRM HOLDINGS INC CLASS A	—	$1.28M	28,029	0.7%
COLOMBIER ACQUISITION CORP I	—	$1.22M	119,596	0.7%
STMICROELECTRONICS N V	—	$1.21M	35,000	0.7%
CNFinance Holdings Ltd.CNF	ADR	$1.19M	305,337	0.7%
Alphabet Inc.	—	$1.15M	4,000	0.6%
ANALOG DEVICES INC	—	$1.11M	3,500	0.6%
QDRO Acquisition Corp	—	$992.0K	100,000	0.6%
HASBRO, INC.	—	$936.0K	10,000	0.5%
Primo Brands Corp	—	$847.4K	45,000	0.5%
IPG PHOTONICS CORP	—	$716.2K	6,250	0.4%
Hudson Pacific Properties, Inc.HPP	REIT	$595.4K	100,736	0.3%
LIBERTY MEDIA CORP DEL	—	$507.7K	7,000,000	0.3%
IDEA ACQUISITION CORP	—	$247.7K	24,993	0.1%
Elauwit Connection, Inc.	—	$89.0K	15,000	0.1%