SUNRISE PARTNERS LIMITED PARTNERSHIP /CT

Hedge Fund • Multi-Strategy

SUNRISE PARTNERS LIMITED PARTNERSHIP /CT is a Multi-Strategy Hedge Fund based in Greenwich, CT led by Ravi Mohan Singh, reporting $20.8B in AUM as of Q3 2025 with 69% Technology concentration and 69% technology allocation.

CEORavi Mohan Singh

Portfolio Value: $202.2M
Positions: 57
Top Holding: BTDR at 7.42%
Last Reported: Q3 2025

Address2 American Lane, Greenwich, CT, 06836-2571, United States

Top Holdings

Largest long holdings in SUNRISE PARTNERS LIMITED PARTNERSHIP /CT's portfolio (40.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Bitdeer Technologies Group BTDR	Software - Application Technology	$15.0M	7.42%	+$15.0M Bought	0.41% 877.2K shares	Q3 2024 Held for 1y 2m
2 Advanced Micro Devices AMD	Semiconductors Technology	$11.7M	5.80%	+$11.5M Bought	0.00% 72.5K shares	Q4 2015 Held for 9y 11m
3 iShares 20+ Year Treasury Bond TLT	ETF ETF	$8.9M	4.42%	—	— 100.0K shares	Q2 2021 Held for 4y 5m
4 Hewlett Packard Enterprise HPE	Communication Equipment Technology	$7.4M	3.64%	+$736.8K Bought	0.02% 300.0K shares	Q2 2025 Held for 5 months
5 Intel INTC	Semiconductors Technology	$6.9M	3.40%	-$2.3M Sold	0.00% 205.0K shares	Q3 2013 Held for 12y 2m
6 Broadcom Inc. AVGO	Semiconductors Technology	$6.6M	3.26%	-$6.9M Sold	0.00% 20.0K shares	Q1 2023 Held for 2y 8m
7 HubSpot HUBS	Software - Application Technology	$6.3M	3.13%	+$6.3M Bought	0.03% 13.5K shares	Q3 2024 Held for 1y 2m
8 Transocean RIG	Oil & Gas Drilling Energy	$6.2M	3.09%	-$6.9M Sold	0.18% 2.0M shares	Q1 2025 Held for 8 months
9 Affirm Holdings, Inc. AFRM	Software - Infrastructure Technology	$6.2M	3.08%	-$634.8K Sold	0.03% 85.1K shares	Q1 2025 Held for 8 months
10 Tower Semiconductor TSEM	Semiconductors Technology	$6.1M	3.04%	+$6.1M Bought	0.08% 85.0K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SUNRISE PARTNERS LIMITED PARTNERSHIP /CT's latest filing

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Market Value

$202.2M

Prior: $232.3M

Q/Q Change

-12.97%

-$30.1M

Net Flows % of MV

-55.88%

Turnover Ratio

68.7%

New Purchases

5 stocks

$7.8M

Added To

17 stocks

+$39.0M

Sold Out Of

45 stocks

$132.1M

Reduced Holdings

10 stocks

-$27.7M

Increased Positions

Position	Shares Δ	Change
1 Klaviyo KVYO	New	0 → 140.2K +$3.9M
2 ALT5 Sigma Corporation ALTS	New	0 → 554.5K +$1.5M
3 CoreWeave, Inc. CRWV	New	0 → 10.0K +$1.4M
4 Primo Brands PRMB	New	0 → 30.0K +$663.0K
5 OTGA OTG Acquisition Corp. I OTGA	New	0 → 40.0K +$402.8K

Decreased Positions

Position	Shares Δ	Change
1 Core Scientific, Inc. CORZ	Sold	600.0K → 0 −$10.2M
2 Technology Select Sector SPDR Fund XLK	Sold	39.2K → 0 −$9.9M
3 Lattice Semiconductor LSCC	Sold	200.0K → 0 −$9.8M
4 iShares Core U.S. Aggregate Bond AGG	Sold	91.6K → 0 −$9.1M
5 iShares iBoxx $ Investment Grade Corporate Bond LQD	Sold	69.1K → 0 −$7.6M