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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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