Sone Capital Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$790.4M
Holdings
113
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (113 positions)
| Stock | Value |
|---|---|
WMWASTE MGMT INC DEL | $24.9M |
LINLINDE PLC | $22.9M |
WTWWILLIS TOWERS WATSON PLC LTD | $21.0M |
ROPROPER TECHNOLOGIES INC | $20.8M |
PEPPEPSICO INC | $20.3M |
SHWSHERWIN WILLIAMS CO | $18.6M |
COOCOOPER COS INC | $18.1M |
BSYBENTLEY SYS INC | $17.9M |
SNPSSYNOPSYS INC | $17.1M |
WCNWASTE CONNECTIONS INC | $14.2M |
INTUINTUIT | $13.7M |
AKXANSYS INC | $13.1M |
APHAMPHENOL CORP NEW | $13.1M |
FISFIDELITY NATL INFORMATION SV | $13.0M |
ABTABBOTT LABS | $12.7M |
CSXCSX CORP | $12.6M |
DAYDAYFORCE INC | $12.2M |
FTVFORTIVE CORP | $11.8M |
DHRDANAHER CORPORATION | $11.6M |
HEIHEICO CORP NEW | $11.3M |
STZCONSTELLATION BRANDS INC | $11.2M |
ZGZILLOW GROUP INC | $11.2M |
TTTRANE TECHNOLOGIES PLC | $11.1M |
TRUTRANSUNION | $10.8M |
AMZNAMAZON COM INC | $10.6M |
LGF/BEURLIONS GATE ENTMNT CORP | $10.3M |
CLXCLOROX CO DEL | $10.2M |
VLTOVERALTO CORP | $10.1M |
REEVEREST GROUP LTD | $9.8M |
MKTXMARKETAXESS HLDGS INC | $9.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $9.5M |
GOOGLALPHABET INC | $9.3M |
AWCAMERICAN WTR WKS CO INC NEW | $8.9M |
BALLBALL CORP | $8.6M |
RYANRYAN SPECIALTY HOLDINGS INC | $8.3M |
CMECME GROUP INC | $8.0M |
GTLBGITLAB INC | $7.9M |
PTCPTC INC | $7.8M |
SYKSTRYKER CORPORATION | $7.6M |
MCXMCCORMICK & CO INC | $7.5M |
BF/BBROWN FORMAN CORP | $7.4M |
DUKDUKE ENERGY CORP NEW | $7.1M |
ROLROLLINS INC | $6.8M |
STESTERIS PLC | $6.8M |
CPCANADIAN PACIFIC KANSAS CITY | $6.7M |
BUWABIO RAD LABS INC | $6.7M |
IQVIQVIA HLDGS INC | $6.6M |
FOXFOX CORP | $6.6M |
UNHUNITEDHEALTH GROUP INC | $6.6M |
AZPN1USDASPEN TECHNOLOGY INC | $6.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $6.4M |
8CWCROWN CASTLE INC | $6.3M |
MSCIMSCI INC | $6.3M |
ACNACCENTURE PLC IRELAND | $6.2M |
AG8AGILENT TECHNOLOGIES INC | $6.1M |
MRSHMARSH & MCLENNAN COS INC | $5.9M |
WDAYWORKDAY INC | $5.9M |
IDXXIDEXX LABS INC | $5.9M |
ALCALCON AG | $5.7M |
CCKCROWN HLDGS INC | $5.4M |
TMHCTAYLOR MORRISON HOME CORP | $5.4M |
ODFLOLD DOMINION FREIGHT LINE IN | $5.3M |
VVISA INC | $5.3M |
AONAON PLC | $5.2M |
BLBLACKLINE INC | $4.9M |
ADBEADOBE INC | $4.8M |
AFWALIGN TECHNOLOGY INC | $4.8M |
DSGDESCARTES SYS GROUP INC | $4.8M |
MTHMERITAGE HOMES CORP | $4.7M |
OTISOTIS WORLDWIDE CORP | $4.6M |
ATRAPTARGROUP INC | $4.5M |
NSCNORFOLK SOUTHN CORP | $4.5M |
ITGARTNER INC | $4.5M |
LIILENNOX INTL INC | $4.5M |
TTANSERVICETITAN INC | $4.3M |
CDNSCADENCE DESIGN SYSTEM INC | $4.3M |
VEEVVEEVA SYS INC | $3.7M |
TRITHOMSON REUTERS CORP | $3.4M |
METAMETA PLATFORMS INC | $3.3M |
UAUNDER ARMOUR INC | $3.2M |
PAGSPAGSEGURO DIGITAL LTD | $3.2M |
NCNONCINO INC | $3.2M |
LRCXLAM RESEARCH CORP | $3.0M |
GPNGLOBAL PMTS INC | $3.0M |
CWEN/ACLEARWAY ENERGY INC | $2.9M |
BROBROWN & BROWN INC | $2.7M |
AOSSMITH A O CORP | $2.7M |
LAMRLAMAR ADVERTISING CO NEW | $2.6M |
MSFTMICROSOFT CORP | $2.6M |
TOSTTOAST INC | $2.4M |
GTMZOOMINFO TECHNOLOGIES INC | $2.3M |
ZTSZOETIS INC | $2.3M |
ELVELEVANCE HEALTH INC | $2.3M |
MDLZMONDELEZ INTL INC | $2.2M |
CARRCARRIER GLOBAL CORPORATION | $2.0M |
CNRCANADIAN NATL RY CO | $2.0M |
PCTYPAYLOCITY HLDG CORP | $1.9M |
SBACSBA COMMUNICATIONS CORP NEW | $1.9M |
COSTCOSTCO WHSL CORP NEW | $1.9M |
UNPUNION PAC CORP | $1.8M |
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