# EDGAR Filing Document

**Accession Number:** 0002111996
**File Stem:** 0000912282-26-000730
**Filing Date:** 2026-5
**Character Count:** 9847
**Document Hash:** f906675d8ab75d3c14963d9b8b0a0cfb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000912282-26-000730.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0000912282-26-000730

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sunstone Asset Management, L.P.
- **CENTRAL INDEX KEY:** 0002111996

**ORGANIZATION NAME:**
- **EIN:** 933097231
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26643
- **FILM NUMBER:** 26980668

**BUSINESS ADDRESS:**
- **STREET 1:** 800 3RD AVENUE
- **STREET 2:** 15TH FLOOR, SUITE 1510
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-554-3113

**MAIL ADDRESS:**
- **STREET 1:** 800 3RD AVENUE
- **STREET 2:** 15TH FLOOR, SUITE 1510
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sunstone Asset Management L.P.<br>**Address:** 800 3rd Avenue<br>15th Floor Suite 1510<br>New York, NY 10022

**Form 13F File Number:** 028-26643

**CRD Number (if applicable):** 000328895

**SEC File Number (if applicable):** 801-133932

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Razvan Rone<br>**Title:** Chief Operating Officer<br>**Phone:** 212-554-3113

**Signature, Place, and Date of Signing:**

/s/ Razvan Rone  New York, NY  05-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $85170397

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2257259 | 11096 | SH |  | SOLE |  | 11096 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 2108876 | 16700 | SH |  | SOLE |  | 16700 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1333224 | 4647 | SH |  | SOLE |  | 4647 | 0 | 0 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 1710958 | 9914 | SH |  | SOLE |  | 9914 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 1832075 | 14500 | SH |  | SOLE |  | 14500 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 763536 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 2563425 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 842585 | 2721 | SH |  | SOLE |  | 2721 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 1126157 | 3998 | SH |  | SOLE |  | 3998 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 2062801 | 15171 | SH |  | SOLE |  | 15171 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 2357355 | 15700 | SH |  | SOLE |  | 15700 | 0 | 0 |
| ELASTIC N V | ORD SHS | N14506104 |  | 329802 | 6600 | SH |  | SOLE |  | 6600 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 2043800 | 2085 | SH |  | SOLE |  | 2085 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 544782 | 10900 | SH |  | SOLE |  | 10900 | 0 | 0 |
| FLEXTRONICS INTL LTD | ORD | Y2573F102 |  | 1981736 | 30274 | SH |  | SOLE |  | 30274 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 1245254 | 2880 | SH |  | SOLE |  | 2880 | 0 | 0 |
| JOYY INC | ADS REPSTG COM A | 46591M109 |  | 1092185 | 18705 | SH |  | SOLE |  | 18705 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 1413514 | 960 | SH |  | SOLE |  | 960 | 0 | 0 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 |  | 3166940 | 14261 | SH |  | SOLE |  | 14261 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 2277745 | 13132 | SH |  | SOLE |  | 13132 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2184003 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 3915341 | 15996 | SH |  | SOLE |  | 15996 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 1537920 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| NOKIA CORP | SPONSORED ADR | 654902204 |  | 1324992 | 164800 | SH |  | SOLE |  | 164800 | 0 | 0 |
| NUTANIX INC | CL A | 67059N108 |  | 1250149 | 32890 | SH |  | SOLE |  | 32890 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5310280 | 30441 | SH |  | SOLE |  | 30441 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 809215 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2743556 | 17113 | SH |  | SOLE |  | 17113 | 0 | 0 |
| RAMBUS INC DEL | COM | 750917106 |  | 1010508 | 11746 | SH |  | SOLE |  | 11746 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 833072 | 14729 | SH |  | SOLE |  | 14729 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 1651884 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 1127375 | 13614 | SH |  | SOLE |  | 13614 | 0 | 0 |
| SENTINELONE INC | CL A | 81730H109 |  | 257600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 839456 | 8030 | SH |  | SOLE |  | 8030 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 852878 | 7190 | SH |  | SOLE |  | 7190 | 0 | 0 |
| SMART SH GLOBAL LTD | ADS | 83193E102 |  | 55277 | 48918 | SH |  | SOLE |  | 48918 | 0 | 0 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 1085904 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 1027258 | 49626 | SH |  | SOLE |  | 49626 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1101645 | 2560 | SH |  | SOLE |  | 2560 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 2945846 | 7430 | SH |  | SOLE |  | 7430 | 0 | 0 |
| TELEPHONE  DATA SYS INC | COM NEW | 879433829 |  | 2972428 | 70604 | SH |  | SOLE |  | 70604 | 0 | 0 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 482963 | 9700 | SH |  | SOLE |  | 9700 | 0 | 0 |
| TTM TECHNOLOGIES INC | COM | 87305R109 |  | 1178782 | 12100 | SH |  | SOLE |  | 12100 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 1455234 | 11566 | SH |  | SOLE |  | 11566 | 0 | 0 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 941226 | 42900 | SH |  | SOLE |  | 42900 | 0 | 0 |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 |  | 844830 | 9217 | SH |  | SOLE |  | 9217 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2206352 | 7300 | SH |  | SOLE |  | 7300 | 0 | 0 |
| ZIPRECRUITER INC | CL A | 98980B103 |  | 71410 | 38810 | SH |  | SOLE |  | 38810 | 0 | 0 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 337638 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 527490 | 3760 | SH |  | SOLE |  | 3760 | 0 | 0 |
| BILL HOLDINGS INC | NOTE 4/0 | 090043AF7 |  | 4155788 | 4660000 | PRN |  | SOLE |  | 4660000 | 0 | 0 |
| ETSY INC | NOTE 0.125%10/0 | 29786AAJ5 |  | 977800 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| FIVE9 INC | NOTE 1.000% 3/1 | 338307AF8 |  | 174500 | 200000 | PRN |  | SOLE |  | 200000 | 0 | 0 |
| SUPER MICRO COMPUTER INC | NOTE 2.250% 7/1 | 86800UAD6 |  | 871600 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| SUPER MICRO COMPUTER INC | NOTE 3.500% 3/0 | 86800UAB0 |  | 799900 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| UNITY SOFTWARE INC | NOTE 11/1 | 91332UAB7 |  | 1946000 | 2000000 | PRN |  | SOLE |  | 2000000 | 0 | 0 |
| MAPLEBEAR INC | CALL | 565394903 |  | 37500 | 60000 | SH | Call | SOLE |  | 60000 | 0 | 0 |
| ETSY INC | CALL | 29786A906 |  | 55625 | 5000 | SH | Call | SOLE |  | 5000 | 0 | 0 |
| ETSY INC | CALL | 29786A906 |  | 13688 | 2500 | SH | Call | SOLE |  | 2500 | 0 | 0 |
| ETSY INC | CALL | 29786A906 |  | 2525 | 5000 | SH | Call | SOLE |  | 5000 | 0 | 0 |
| CORNING INC | CALL | 219350905 |  | 85375 | 5000 | SH | Call | SOLE |  | 5000 | 0 | 0 |
| CORNING INC | CALL | 219350905 |  | 73375 | 5000 | SH | Call | SOLE |  | 5000 | 0 | 0 |
| PALO ALTO NETWORKS INC | CALL | 697435905 |  | 21450 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |
| NUTANIX INC | CALL | 67059N908 |  | 18750 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |

---