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
$35.2B
$7.9 Billion 0.81% of portfolio
33,873
Q1 2025 New
$18.2B
$7.77 Billion 0.8% of portfolio
94,432
Q1 2025 Reduced 4.34%
$25B
$7.58 Billion 0.78% of portfolio
34,432
Q1 2025 Added 268.34%
$135B
$7.26 Billion 0.75% of portfolio
23,761
Q1 2025 New
$3.9B
$7.21 Billion 0.74% of portfolio
107,834
Q1 2025 Reduced 31.69%
$2.33B
$7.14 Billion 0.74% of portfolio
100,734
Q1 2025 Added 229.59%
$75.7B
$6.8 Billion 0.7% of portfolio
26,817
Q1 2025 New
$24.5B
$6.08 Billion 0.63% of portfolio
26,805
Q1 2025 Reduced 18.55%
$53.1B
$5.91 Billion 0.61% of portfolio
22,573
Q1 2025 New
$140B
$5.74 Billion 0.59% of portfolio
24,626
Q1 2025 New
$99.7B
$5.49 Billion 0.57% of portfolio
16,291
Q1 2025 Reduced 46.01%
$26B
$5.42 Billion 0.56% of portfolio
36,734
Q1 2025 Reduced 48.47%
$77.5B
$5.35 Billion 0.55% of portfolio
57,070
Q1 2025 Added 215.18%
$80.9B
$5.26 Billion 0.54% of portfolio
6,446
Q1 2025 New
Veralto Corp
-
$5.01 Billion 0.52% of portfolio
-
Q1 2025 Reduced 48.08%
$265B
$5.05 Billion 0.52% of portfolio
18,801
Q1 2025 Added 1,876.97%
$282B
$4.77 Billion 0.49% of portfolio
9,111
Q1 2025 Reduced 29.69%
$70.9B
$4.67 Billion 0.48% of portfolio
10,890
Q1 2025 Reduced 69.12%
$53.5B
$4.51 Billion 0.46% of portfolio
68,775
Q1 2025 Reduced 63.42%
$98.4B
$4.18 Billion 0.43% of portfolio
29,932
Q1 2025 New
Blackrock Inc
-
$4.06 Billion 0.42% of portfolio
-
Q1 2025 New
-
$4.04 Billion 0.42% of portfolio
142,027
Q1 2025 Added 20.17%
$30.3B
$4.06 Billion 0.42% of portfolio
74,718
Q1 2025 New
$59.5B
$3.94 Billion 0.41% of portfolio
62,109
Q1 2025 Added 114.52%
Linde PLC
-
$3.98 Billion 0.41% of portfolio
-
Q1 2025 Reduced 84.4%
$12.3B
$3.99 Billion 0.41% of portfolio
70,553
Q1 2025 New
$35.1B
$3.96 Billion 0.41% of portfolio
41,223
Q1 2025 New
$10.9B
$3.9 Billion 0.4% of portfolio
16,267
Q1 2025 New
$6.55B
$3.78 Billion 0.39% of portfolio
29,733
Q1 2025 New
$3.3B
$3.32 Billion 0.34% of portfolio
53,505
Q1 2025 New
$19.8B
$3.16 Billion 0.33% of portfolio
20,380
Q1 2025 Reduced 51.79%
$5.59B
$3 Billion 0.31% of portfolio
12,317
Q1 2025 Reduced 39.27%
$8.5B
$2.95 Billion 0.3% of portfolio
33,332
Q1 2025 New
$43.5B
$2.85 Billion 0.29% of portfolio
27,334
Q1 2025 Reduced 60.83%
$78.9B
$2.75 Billion 0.28% of portfolio
16,726
Q1 2025 Added 17.33%
$15.3B
$2.6 Billion 0.27% of portfolio
24,547
Q1 2025 New
$49.3B
$2.58 Billion 0.27% of portfolio
8,663
Q1 2025 New
$57.2B
$2.52 Billion 0.26% of portfolio
10,639
Q1 2025 Reduced 44.82%
$99.9B
$2.43 Billion 0.25% of portfolio
11,162
Q1 2025 New
$16.5B
$2.36 Billion 0.24% of portfolio
28,399
Q1 2025 Reduced 75.59%
$33.9B
$2.28 Billion 0.23% of portfolio
20,923
Q1 2025 New
$268B
$2.26 Billion 0.23% of portfolio
25,752
Q1 2025 New
$49.8B
$2.27 Billion 0.23% of portfolio
9,707
Q1 2025 Reduced 57.63%
$234B
$2.09 Billion 0.22% of portfolio
15,755
Q1 2025 Reduced 85.91%
$10.5B
$2 Billion 0.21% of portfolio
17,593
Q1 2025 Reduced 19.02%
$11.9B
$2.05 Billion 0.21% of portfolio
6,440
Q1 2025 New
$28.7B
$1.94 Billion 0.2% of portfolio
10,583
Q1 2025 Reduced 79.18%
$13.7B
$1.83 Billion 0.19% of portfolio
55,177
Q1 2025 Reduced 16.74%
$28.3B
$1.44 Billion 0.15% of portfolio
2,523
Q1 2025 New

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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