Sound Capital Solutions LLC — 13F Holdings & Portfolio

CIK 2033735 · latest 13F-HR filed 2026-08-13

Sound Capital Solutions LLC manages $427.4M in 13F-reported U.S. long-equity assets across 309 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (4.50%), NVDA (4.41%), HPE (3.99%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
29141 BRENDISI WAY
UNIT 201
NAPLES, FL 34110
Phone
(630) 853-3300
Filing Manager
Sound Capital Solutions LLC
NAPLES, FL
Signatory
Nicholas Dalmaso
Chief Compliance Officer
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AUM

$427.4M

Long-equity book

Holdings

309

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 State Street SPDR Portfolio S&P 500 ETF SPYM 78464A854 $19.2M 4.50% 218,694 SH
2 NVIDIA Corp NVDA 67066G104 $18.8M 4.41% 94,205 SH
3 Hewlett Packard Enterprise Co HPE 42824C109 $17.0M 3.99% 377,935 SH
4 Sandisk Corp SNDK 80004C200 $12.0M 2.82% 5,296 SH
5 Penguin Solutions Inc PENG 706915105 $11.6M 2.72% 152,938 SH
6 First Solar Inc FSLR 336433107 $10.1M 2.37% 42,909 SH
7 EQT Corp EQT 26884L109 $10.0M 2.34% 188,268 SH
8 ImmunityBio Inc IBRX 45256X103 $9.8M 2.30% 1,120,808 SH
9 Micron Technology Inc MU 595112103 $8.7M 2.04% 7,542 SH
10 Advanced Micro Devices Inc AMD 007903107 $8.4M 1.97% 14,513 SH
11 Broadcom Inc AVGO 11135F101 $8.2M 1.92% 21,736 SH
12 Seagate Technology Holdings PLC STX G7997R103 $7.6M 1.79% 7,916 SH
13 Palo Alto Networks Inc PANW 697435105 $7.5M 1.75% 21,980 SH
14 Western Digital Corp WDC 958102105 $7.3M 1.70% 11,387 SH
15 Meta Platforms Inc META 30303M102 $6.6M 1.55% 11,787 SH
16 Fluence Energy Inc FLNC 34379V103 $6.5M 1.53% 329,015 SH
17 Uber Technologies Inc UBER 90353T100 $6.5M 1.51% 89,668 SH
18 KLA CORP KLAC 482480100 $6.3M 1.47% 20,768 SH
19 Applied Materials Inc AMAT 038222105 $6.2M 1.45% 8,600 SH
20 Snowflake Inc SNOW 833445109 $6.2M 1.44% 24,192 SH
21 Lam Research Corp LRCX 512807306 $6.1M 1.42% 14,010 SH
22 TTM Technologies Inc TTMI 87305R109 $5.9M 1.39% 31,767 SH
23 ServiceNow Inc NOW 81762P102 $5.8M 1.37% 58,865 SH
24 COEUR MINING INC. CDE 192108504 $5.8M 1.36% 356,210 SH
25 USA Rare Earth Inc USAR 91733P107 $5.4M 1.26% 250,000 SH
26 MACOM Technology Solutions Holdings Inc MTSI 55405Y100 $5.1M 1.20% 13,458 SH
27 Teradyne Inc TER 880770102 $4.9M 1.16% 10,228 SH
28 Royal Gold Inc RGLD 780287108 $4.7M 1.10% 23,464 SH
29 Coherent Corp COHR 19247G107 $4.7M 1.09% 11,847 SH
30 SoFi Technologies Inc SOFI 83406F102 $4.4M 1.04% 248,140 SH
31 Arrow Electronics Inc ARW 042735100 $4.3M 1.01% 20,184 SH
32 Newmont Corp NEM 651639106 $4.1M 0.96% 44,021 SH
33 Lumentum Holdings Inc LITE 55024U109 $4.1M 0.96% 4,790 SH
34 Amphenol Corp APH 032095101 $3.7M 0.87% 21,177 SH
35 Keysight Technologies Inc KEYS 49338L103 $3.6M 0.84% 10,251 SH
36 Analog Devices Inc ADI 032654105 $3.5M 0.82% 8,843 SH
37 Qorvo Inc QRVO 74736K101 $3.4M 0.78% 35,969 SH
38 Fabrinet FN G3323L100 $3.2M 0.75% 5,706 SH
39 Apple Inc AAPL 037833100 $3.1M 0.73% 10,847 SH
40 International Business Machines Corp IBM 459200101 $3.0M 0.71% 10,789 SH
41 NCR Voyix Corp VYX 62886E108 $2.9M 0.68% 355,750 SH
42 Canadian Solar Inc CSIQ 136635109 $2.8M 0.65% 174,540 SH
43 TE Connectivity PLC TEL G87052109 $2.7M 0.64% 13,566 SH
44 Microsoft Corp MSFT 594918104 $2.5M 0.60% 6,829 SH
45 Motorola Solutions Inc MSI 620076307 $2.5M 0.59% 6,061 SH
46 Clarivate PLC CLVT G21810109 $2.2M 0.52% 1,019,212 SH
47 PTC Inc PTC 69370C100 $1.9M 0.46% 17,163 SH
48 Oruka Therapeutics Inc ORKA 687604108 $1.3M 0.30% 13,396 SH
49 Vestis Corp VSTS 29430C102 $1.2M 0.28% 81,247 SH
50 Grocery Outlet Holding Corp GO 39874R101 $958.6K 0.22% 96,052 SH