Sound Capital Solutions LLC reported 306 positions worth $404.13M for the quarter ended Jun 30, 2026. Its largest holding is Nvidia Corp at 4.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 94.2K | $18.85M | 4.66% | – | – | – | 0% |
| 2 | HPE Hewlett Packard Enterprise Co | Technology | 377.9K | $17.05M | 4.22% | – | – | – | 0.03% |
| 3 | SNDK Sandisk Corp | Technology | 5,296 | $12.04M | 2.98% | – | – | – | 0% |
| 4 | PENG Penguin Solutions, Inc. | Technology | 152.9K | $11.62M | 2.88% | – | – | – | 0.3% |
| 5 | FSLR First Solar, Inc. | Industrials | 42.9K | $10.12M | 2.51% | – | – | – | 0.04% |
| 6 | EQT EQT Corp | Energy | 188.3K | $10.01M | 2.48% | – | – | – | 0.03% |
| 7 | IBRX ImmunityBio, Inc. | Healthcare | 1.12M | $9.81M | 2.43% | – | – | – | 0.11% |
| 8 | MU Micron Technology Inc | Technology | 7,542 | $8.71M | 2.15% | – | – | – | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 14.5K | $8.43M | 2.09% | – | – | – | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 21.7K | $8.21M | 2.03% | – | – | – | 0% |
| 11 | STX Seagate Technology Holdings plc | Technology | 7,916 | $7.64M | 1.89% | – | – | – | 0% |
| 12 | PANW Palo Alto Networks Inc | Technology | 22.0K | $7.50M | 1.85% | – | – | – | 0% |
| 13 | WDC Western Digital Corp | Technology | 11.4K | $7.27M | 1.8% | – | – | – | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 11.8K | $6.64M | 1.64% | – | – | – | 0% |
| 15 | FLNC Fluence Energy, Inc. | Industrials | 329.0K | $6.54M | 1.62% | – | – | – | 0.24% |
Tip. Select a row to see that position’s full history at Sound Capital Solutions.
As of its Q2 2026 13F filing, Sound Capital Solutions LLC’s five largest positions were Nvidia Corp (NVDA) at 4.7%, Hewlett Packard Enterprise Co (HPE) at 4.2%, Sandisk Corp (SNDK) at 3.0%, Penguin Solutions, Inc. (PENG) at 2.9%, First Solar, Inc. (FSLR) at 2.5% of the reported portfolio.
Sound Capital Solutions LLC reported a 13F portfolio worth $404.13M across 306 positions for Q2 2026.
From the Form 13F-HR reports Sound Capital Solutions LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.