Sound Capital Solutions LLC

13F filer · CIK 0002033735

Reported Aug 13, 2026

13F portfolio value$427MU.S. long equity reported on 13F

Positions308Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight26.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026308 positions
NVDANvidia Corp	$18.8M	4.41%	0.00%	New	Q2 2026
HPEHewlett Packard Enterprise Co	$17M	3.99%	0.03%	New	Q2 2026
SNDKSandisk Corp	$12M	2.82%	0.00%	New	Q2 2026
PENGPenguin Solutions, Inc.	$11.6M	2.72%	0.30%	New	Q2 2026
FSLRFirst Solar, Inc.	$10.1M	2.37%	0.04%	New	Q2 2026
EQTEQT Corp	$10M	2.34%	0.03%	New	Q2 2026
IBRXImmunityBio, Inc.	$9.81M	2.30%	0.11%	New	Q2 2026
MUMicron Technology Inc	$8.71M	2.04%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$8.43M	1.97%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$8.21M	1.92%	0.00%	New	Q2 2026
STXSeagate Technology Holdings plc	$7.64M	1.79%	0.00%	New	Q2 2026
PANWPalo Alto Networks Inc	$7.5M	1.75%	0.00%	New	Q2 2026
WDCWestern Digital Corp	$7.27M	1.70%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$6.64M	1.55%	Not reported	New	Q2 2026
FLNCFluence Energy, Inc.	$6.54M	1.53%	0.64%	New	Q2 2026
UBERUber Technologies, Inc	$6.47M	1.51%	0.00%	New	Q2 2026
KLACKla Corp	$6.27M	1.47%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$6.22M	1.45%	0.00%	New	Q2 2026
SNOWSnowflake Inc.	$6.16M	1.44%	0.01%	New	Q2 2026
LRCXLam Research Corp	$6.07M	1.42%	0.00%	New	Q2 2026
TTMITTM Technologies Inc	$5.94M	1.39%	0.03%	New	Q2 2026
NOWServiceNow, Inc.	$5.84M	1.37%	0.01%	New	Q2 2026
CDECoeur Mining, Inc.	$5.81M	1.36%	0.03%	New	Q2 2026
USARUSA Rare Earth, Inc.	$5.4M	1.26%	0.10%	New	Q2 2026
MTSIMACOM Technology Solutions Holdings, Inc.	$5.12M	1.20%	0.02%	New	Q2 2026
TERTeradyne, Inc	$4.95M	1.16%	0.01%	New	Q2 2026
RGLDRoyal Gold Inc	$4.68M	1.10%	0.03%	New	Q2 2026
COHRCoherent Corp.	$4.67M	1.09%	0.01%	New	Q2 2026
SOFISoFi Technologies, Inc.	$4.45M	1.04%	0.02%	New	Q2 2026
ARWArrow Electronics, Inc.	$4.31M	1.01%	0.04%	New	Q2 2026
NEMNEWMONT Corp	$4.11M	0.96%	0.00%	New	Q2 2026
LITELumentum Holdings Inc.	$4.11M	0.96%	0.01%	New	Q2 2026
APHAmphenol Corp	$3.73M	0.87%	0.00%	New	Q2 2026
KEYSKeysight Technologies, Inc.	$3.59M	0.84%	0.01%	New	Q2 2026
ADIAnalog Devices Inc	$3.51M	0.82%	0.00%	New	Q2 2026
QRVOQorvo, Inc.	$3.35M	0.78%	0.04%	New	Q2 2026
FNFabrinet	$3.21M	0.75%	0.02%	New	Q2 2026
AAPLApple Inc.	$3.14M	0.73%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$3.03M	0.71%	0.00%	New	Q2 2026
VYXNCR Voyix Corp	$2.91M	0.68%	0.26%	New	Q2 2026
CSIQCanadian Solar Inc.	$2.8M	0.65%	0.26%	New	Q2 2026
TELTE Connectivity plc	$2.74M	0.64%	0.00%	New	Q2 2026
MSFTMicrosoft Corp	$2.55M	0.60%	0.00%	New	Q2 2026
MSIMotorola Solutions, Inc.	$2.52M	0.59%	0.00%	New	Q2 2026
CLVTClarivate PLC	$2.2M	0.52%	0.16%	New	Q2 2026
PTCPTC Inc.	$1.95M	0.46%	0.02%	New	Q2 2026
ORKAOruka Therapeutics, Inc.	$1.27M	0.30%	0.02%	New	Q2 2026
VSTSVestis Corp	$1.18M	0.28%	0.06%	New	Q2 2026
GOGrocery Outlet Holding Corp.	$959K	0.22%	0.10%	New	Q2 2026
NWLNewell Brands Inc.	$925K	0.22%	0.04%	New	Q2 2026

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