Sone Capital Management, LLC Reduced Holdings in Q2 2025

Sone Capital Management, LLC

  • $1.08 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
-54.3K
- 80.71%
$284.19 - $351.22 $15.4M - $19.1M
13K $4.55B
PEP
Pepsico Inc

Consumer Defensive
-83.8K
- 54.28%
$128.02 - $151.37 $10.7M - $12.7M
70.5K $9.31B
DUK
Duke Energy Corp

Utilities
-104K
- 63.24%
$112.46 - $124.05 $11.7M - $13M
60.7K $7.16B
KKR
Kkr & Co. Inc.

Financial Services
-97.6K
- 84.89%
$92.79 - $134.29 $9.05M - $13.1M
17.4K $2.31B
DHR
Danaher Corp

Healthcare
-49K
- 67.19%
$174.64 - $205.16 $8.56M - $10.1M
23.9K $4.73B
VEEV
Veeva Systems Inc

Healthcare
-42K
- 80.95%
$209.39 - $289.94 $8.8M - $12.2M
9.89K $2.85B
MKTX
Marketaxess Holdings Inc

Financial Services
-42.3K
- 52.29%
$203.19 - $231.09 $8.6M - $9.78M
38.6K $8.62B
FDS
Factset Research Systems Inc

Financial Services
-18.4K
- 34.87%
$398.85 - $473.32 $7.35M - $8.72M
34.4K $15.4B
GTLB
Gitlab Inc.

Technology
-168K
- 77.78%
$40.52 - $53.43 $6.79M - $8.96M
47.9K $2.16B
MORN
Morningstar, Inc.

Financial Services
-24K
- 62.23%
$255.31 - $313.93 $6.12M - $7.53M
14.6K $4.57B
ALLE
Allegion PLC

Industrials
-52.3K
- 68.39%
$118.52 - $145.64 $6.2M - $7.62M
24.2K $3.48B
IQV
Iqvia Holdings Inc.

Healthcare
-30.2K
- 35.21%
$137.0 - $174.37 $4.13M - $5.26M
55.5K $8.75B
WTW
Willis Towers Watson PLC

Financial Services
-14K
- 25.19%
$295.96 - $337.43 $4.15M - $4.73M
41.7K $12.8B
CLX
Clorox CO

Consumer Defensive
-18K
- 12.61%
$118.01 - $148.69 $2.13M - $2.68M
125K $15B
ZG
Zillow Group, Inc.

Communication Services
-74.7K
- 69.26%
$59.44 - $70.64 $4.44M - $5.28M
33.1K $2.27B
SBAC
Sba Communications Corp

Real Estate
-19.1K
- 55.49%
$208.57 - $243.4 $3.99M - $4.65M
15.3K $3.6B
GOOGL
Alphabet Inc.

Communication Services
-37.7K
- 29.03%
$144.7 - $178.6 $5.45M - $6.73M
92.1K $16.2B
BX
Blackstone Inc.

Financial Services
-20.6K
- 68.95%
$120.07 - $151.11 $2.48M - $3.12M
9.29K $1.39B
SYK
Stryker Corp

Healthcare
-7.16K
- 19.62%
$337.37 - $395.63 $2.42M - $2.83M
29.3K $11.6B
INTU
Intuit Inc

Technology
-7.96K
- 31.81%
$544.07 - $787.63 $4.33M - $6.27M
17.1K $13.4B
CPRT
Copart Inc

Consumer Cyclical
-20.8K
- 29.45%
$47.72 - $63.84 $991K - $1.33M
49.8K $2.44B
PCTY
Paylocity Holding Corp

Technology
-2.8K
- 2.24%
$172.54 - $201.04 $484K - $564K
122K $22.2B
MKC
Mccormick & CO Inc

Consumer Defensive
-4.56K
- 4.83%
$71.11 - $82.25 $324K - $375K
89.9K $6.81B
DSGX
Descartes Systems Group Inc

Technology
-1.39K
- 1.61%
$94.15 - $116.93 $131K - $162K
84.8K $8.61B
SNPS
Synopsys Inc

Technology
-461
- 4.23%
$380.9 - $517.66 $176K - $239K
10.4K $5.35B
TT
Trane Technologies PLC

Industrials
-607
- 3.73%
$315.21 - $437.41 $191K - $266K
15.7K $6.86B
AMAT
Applied Materials Inc

Technology
-877
- 1.61%
$126.95 - $183.52 $111K - $161K
53.7K $9.83B
APH
Amphenol Corp

Technology
-315
- 0.46%
$59.09 - $98.75 $18.6K - $31.1K
68.5K $6.76B
Activity Summary
Buys All Purchases 69 New Holdings 27 Increased Positions 42 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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