Sone Capital Management, LLC Portfolio Holdings

Sone Capital Management, LLC

  • $971 Billion
  • Q1 2025

Sone Capital Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $971 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Idex Corp with a value of $29.9B, Gartner Inc with a value of $27.8B, Lennox International Inc with a value of $25.8B, Cooper Cos Inc with a value of $24.7B, and Bentley Systems Inc with a value of $24.5B.

Examining the 13F form we can see an increase of $181B in the current position value, from $790B to 971B.

Sone Capital Management, LLC is based out at New York, NY

Below you can find more details about Sone Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $971 Billion
Technology: $240 Billion
Healthcare: $165 Billion
Industrials: $128 Billion
Financial Services: $118 Billion
Consumer Defensive: $61.5 Billion
Communication Services: $50.1 Billion
Utilities: $46.2 Billion
Consumer Cyclical: $41.1 Billion
Other: $44.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.6B
$29.9 Billion 3.08% of portfolio
165,226
Q1 2025 New
$34.5B
$27.8 Billion 2.86% of portfolio
66,161
Q1 2025 Added 609.12%
$20B
$25.8 Billion 2.65% of portfolio
45,969
Q1 2025 Added 526.88%
Cooper Cos Inc
-
$24.7 Billion 2.55% of portfolio
-
Q1 2025 Added 49.11%
$13.2B
$24.5 Billion 2.52% of portfolio
622,385
Q1 2025 Added 62.52%
$17.5B
$24 Billion 2.47% of portfolio
52,852
Q1 2025 New
$10.6B
$23.5 Billion 2.41% of portfolio
125,180
Q1 2025 Added 1,181.93%
$181B
$23.1 Billion 2.38% of portfolio
154,292
Q1 2025 Added 15.71%
$24B
$21.3 Billion 2.19% of portfolio
36,634
Q1 2025 New
$28.8B
$21.3 Billion 2.19% of portfolio
67,219
Q1 2025 Added 73.58%
$16.3B
$21.1 Billion 2.17% of portfolio
143,003
Q1 2025 Added 126.63%
$1.03T
$20.1 Billion 2.07% of portfolio
129,726
Q1 2025 Added 164.62%
$90.6B
$20.1 Billion 2.07% of portfolio
165,090
Q1 2025 Added 151.85%
$33.7B
$18.8 Billion 1.94% of portfolio
55,701
Q1 2025 Reduced 17.03%
$38.3B
$18.3 Billion 1.89% of portfolio
259,175
Q1 2025 New
$33.1B
$17.9 Billion 1.84% of portfolio
152,793
Q1 2025 Added 238.36%
$2.09T
$15.9 Billion 1.64% of portfolio
83,727
Q1 2025 Added 73.37%
$49.2B
$15.9 Billion 1.63% of portfolio
69,221
Q1 2025 Added 1,613.82%
$212B
$15.4 Billion 1.58% of portfolio
25,031
Q1 2025 Added 14.87%
$158B
$15.1 Billion 1.56% of portfolio
30,410
Q1 2025 Added 67.12%
$26.1B
$15.1 Billion 1.56% of portfolio
85,679
Q1 2025 Added 155.28%
$138B
$15 Billion 1.54% of portfolio
72,985
Q1 2025 Added 44.14%
$10.4B
$14.7 Billion 1.52% of portfolio
426,281
Q1 2025 Added 1,797.53%
$26B
$13.8 Billion 1.42% of portfolio
11,697
Q1 2025 Added 720.27%
$145B
$13.6 Billion 1.4% of portfolio
36,497
Q1 2025 Added 72.31%
-
$13.4 Billion 1.38% of portfolio
-
Q1 2025 Added 4.88%
$104B
$13.3 Billion 1.37% of portfolio
114,918
Q1 2025 New
-
$13 Billion 1.34% of portfolio
-
Q1 2025 Added 20.18%
$12.5B
$12.9 Billion 1.33% of portfolio
245,330
Q1 2025 Added 70.94%
$66.4B
$12.7 Billion 1.31% of portfolio
431,523
Q1 2025 Added 10.12%
$3.43T
$12.1 Billion 1.25% of portfolio
32,245
Q1 2025 Added 419.58%
$39.3B
$12 Billion 1.24% of portfolio
51,895
Q1 2025 Added 198.64%
$13.1B
$11.6 Billion 1.19% of portfolio
38,549
Q1 2025 New
$45.1B
$11.4 Billion 1.18% of portfolio
20,243
Q1 2025 Added 92.53%
$42.7B
$10.9 Billion 1.12% of portfolio
25,986
Q1 2025 Added 82.03%
$3.96B
$10.1 Billion 1.04% of portfolio
215,540
Q1 2025 Added 53.42%
$12.5B
$9.98 Billion 1.03% of portfolio
76,474
Q1 2025 Added 1,906.14%
$1.45T
$9.92 Billion 1.02% of portfolio
17,209
Q1 2025 Added 208.41%
$61.9B
$9 Billion 0.93% of portfolio
30,524
Q1 2025 New
$24.8B
$8.91 Billion 0.92% of portfolio
121,798
Q1 2025 Reduced 22.46%
$3.23T
$8.81 Billion 0.91% of portfolio
39,664
Q1 2025 New
$9.83B
$8.68 Billion 0.89% of portfolio
86,171
Q1 2025 Added 106.01%
$597B
$8.41 Billion 0.87% of portfolio
24,004
Q1 2025 Added 42.9%
Thomson Reuters Corp
-
$8.32 Billion 0.86% of portfolio
-
Q1 2025 Added 125.63%
$9.88B
$8.32 Billion 0.86% of portfolio
142,613
Q1 2025 Reduced 15.32%
$377B
$8.26 Billion 0.85% of portfolio
22,546
Q1 2025 New
$14.4B
$8.2 Billion 0.84% of portfolio
46,058
Q1 2025 Added 515.09%
$135B
$7.92 Billion 0.82% of portfolio
54,574
Q1 2025 New
$10.3B
$7.99 Billion 0.82% of portfolio
53,863
Q1 2025 Added 86.5%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $971 Billion
  • Prior Value $790 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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