Sone Capital Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$971.2M
Holdings
104
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (104 positions)
| Stock | Value |
|---|---|
IEXIDEX CORP | $29.9M |
ITGARTNER INC | $27.8M |
LIILENNOX INTL INC | $25.8M |
COOCOOPER COS INC | $24.7M |
BSYBENTLEY SYS INC | $24.5M |
FDSFACTSET RESH SYS INC | $24.0M |
PCTYPAYLOCITY HLDG CORP | $23.5M |
PEPPEPSICO INC | $23.1M |
TYLTYLER TECHNOLOGIES INC | $21.3M |
AKXANSYS INC | $21.3M |
CLXCLOROX CO DEL | $21.1M |
DUKDUKE ENERGY CORP NEW | $20.1M |
GOOGLALPHABET INC | $20.1M |
WTWWILLIS TOWERS WATSON PLC LTD | $18.8M |
XELXCEL ENERGY INC | $18.3M |
AG8AGILENT TECHNOLOGIES INC | $17.9M |
MKTXMARKETAXESS HLDGS INC | $17.5M |
AMZNAMAZON COM INC | $15.9M |
BDXBECTON DICKINSON & CO | $15.9M |
INTUINTUIT | $15.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $15.1M |
IQVIQVIA HLDGS INC | $15.1M |
DHRDANAHER CORPORATION | $15.0M |
ARMKARAMARK | $14.7M |
MTDMETTLER TOLEDO INTERNATIONAL | $13.8M |
SYKSTRYKER CORPORATION | $13.6M |
HEIHEICO CORP NEW | $13.4M |
KKRKKR & CO INC | $13.3M |
LGF/BEURLIONS GATE ENTMNT CORP | $13.0M |
FOXFOX CORP | $12.9M |
CSXCSX CORP | $12.7M |
MSFTMICROSOFT CORP | $12.1M |
VEEVVEEVA SYS INC | $12.0M |
MORNMORNINGSTAR INC | $11.6M |
MSCIMSCI INC | $11.4M |
IDXXIDEXX LABS INC | $10.9M |
GTLBGITLAB INC | $10.1M |
ALLEALLEGION PLC | $10.0M |
METAMETA PLATFORMS INC | $9.9M |
APDAIR PRODS & CHEMS INC | $9.0M |
FTVFORTIVE CORP | $8.9M |
AAPLAPPLE INC | $8.8M |
DSGDESCARTES SYS GROUP INC | $8.7M |
VVISA INC | $8.4M |
TRITHOMSON REUTERS CORP | $8.3M |
DAYDAYFORCE INC | $8.3M |
HDHOME DEPOT INC | $8.3M |
AVYAVERY DENNISON CORP | $8.2M |
ATRAPTARGROUP INC | $8.0M |
AMATAPPLIED MATLS INC | $7.9M |
VMCVULCAN MATLS CO | $7.9M |
MCXMCCORMICK & CO INC | $7.8M |
SBACSBA COMMUNICATIONS CORP NEW | $7.6M |
ADPAUTOMATIC DATA PROCESSING IN | $7.3M |
ZGZILLOW GROUP INC | $7.2M |
MTHMERITAGE HOMES CORP | $7.1M |
ECLECOLAB INC | $6.8M |
STESTERIS PLC | $6.1M |
ADSKAUTODESK INC | $5.9M |
LOWLOWES COS INC | $5.7M |
TTTRANE TECHNOLOGIES PLC | $5.5M |
AWCAMERICAN WTR WKS CO INC NEW | $5.4M |
CLCOLGATE PALMOLIVE CO | $5.3M |
EQIXEQUINIX INC | $5.3M |
CRMSALESFORCE INC | $5.0M |
VLTOVERALTO CORP | $5.0M |
APPFAPPFOLIO INC | $5.0M |
UNHUNITEDHEALTH GROUP INC | $4.8M |
SNPSSYNOPSYS INC | $4.7M |
APHAMPHENOL CORP NEW | $4.5M |
BXBLACKSTONE INC | $4.2M |
XYZBLOCK INC | $4.1M |
BLKBLACKROCK INC | $4.1M |
CWEN/ACLEARWAY ENERGY INC | $4.0M |
CPRTCOPART INC | $4.0M |
LINLINDE PLC | $4.0M |
ACGLARCH CAP GROUP LTD | $4.0M |
CARRCARRIER GLOBAL CORPORATION | $3.9M |
RNRRENAISSANCERE HLDGS LTD | $3.9M |
RGENREPLIGEN CORP | $3.8M |
BLKBBLACKBAUD INC | $3.3M |
PTCPTC INC | $3.2M |
BUWABIO RAD LABS INC | $3.0M |
HQYHEALTHEQUITY INC | $2.9M |
8CWCROWN CASTLE INC | $2.8M |
ZTSZOETIS INC | $2.8M |
PKNREVVITY INC | $2.6M |
VRSKVERISK ANALYTICS INC | $2.6M |
NSCNORFOLK SOUTHN CORP | $2.5M |
AMTAMERICAN TOWER CORP NEW | $2.4M |
TRUTRANSUNION | $2.4M |
WECWEC ENERGY GROUP INC | $2.3M |
WDAYWORKDAY INC | $2.3M |
WMTWALMART INC | $2.3M |
ABTABBOTT LABS | $2.1M |
POOLPOOL CORP | $2.1M |
LAMRLAMAR ADVERTISING CO NEW | $2.0M |
STZCONSTELLATION BRANDS INC | $1.9M |
TOSTTOAST INC | $1.8M |
HUBSHUBSPOT INC | $1.4M |
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