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Sunriver Management LLC AMPL holdings history

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AMPLITUDE INC-CLASS A · CUSIP 03213A104 · CIK 1663900

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2025-06-30, Sunriver Management LLC reported 3.34M AMPL (shares), valued at $41.41M, or 4.44% of its reported non-derivative portfolio. Filed 2025-08-13.

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Portfolio weight and quantity history
Reported portfolio weight
4.44%
Shares
3.34M
3,339,327
Reported value
$41.41M
USD

Shares decreased 13.29%; reported value increased 5.52%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 2026Not reportedNot reported—
Q1 2026Not reportedNot reported—
Q4 2025Not reportedNot reported—
Q3 2025Not reportedNot reported—
Q2 20254.44%3,339,327SEC filing ↗Filed Aug 13, 2025
Q1 20254.84%3,850,928SEC filing ↗Filed May 14, 2025
Q4 20244.76%3,772,808SEC filing ↗Filed Feb 13, 2025
Q3 20243.35%3,035,208SEC filing ↗Filed Nov 13, 2024
Q2 20241.37%1,214,821SEC filing ↗Filed Aug 13, 2024
Q1 20244.73%3,327,585SEC filing ↗Filed May 14, 2024
Q4 20234.47%2,242,883SEC filing ↗Filed Feb 13, 2024
Q3 20233.83%1,749,837SEC filing ↗Filed Nov 14, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20233.83%1,749,837$20.25MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 14, 2023
Q4 20234.47%2,242,883$28.53MShares increased 28.18%; reported value increased 40.92%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2024
Q1 20244.73%3,327,585$36.20MShares increased 48.36%; reported value increased 26.90%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2024
Q2 20241.37%1,214,821$10.81MShares decreased 63.49%; reported value decreased 70.14%, and weight changed -3.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2024
Q3 20243.35%3,035,208$27.23MShares increased 149.85%; reported value increased 151.81%, and weight changed +1.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2024
Q4 20244.76%3,772,808$39.80MShares increased 24.30%; reported value increased 46.20%, and weight changed +1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20254.84%3,850,928$39.24MShares increased 2.07%; reported value decreased 1.41%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2025
Q2 20254.44%3,339,327$41.41MShares decreased 13.29%; reported value increased 5.52%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2025
Q3 2025Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Q4 2025Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Q1 2026Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Q2 2026Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Sunriver Management LLC · AMPLITUDE INC-CLASS A

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.