Sone Capital Management, LLC

data from 30/09/2025

Capitalization

$ 1.195 B 10.28 %

Average holding period

3 ans

Performance

$ -17.140 M -1.70 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sone Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FOX FOX CORP 3.29% 39.344 M $ 686754 2024/12/31 2.448 M $ 10.96 %
2025/09/30 UNP UNION PAC CORP 2.64% 31.492 M $ 133230 2025/09/30 0.000 $ 0.00 %
2025/09/30 PCTY PAYLOCITY HLDG CORP 2.60% 31.106 M $ 195301 2024/12/31 -2.682 M $ -12.10 %
2025/09/30 ZTS ZOETIS INC 2.57% 30.740 M $ 210085 2024/12/31 -1.713 M $ -6.18 %
2025/09/30 SPGI S&P GLOBAL INC 2.53% 30.266 M $ 62185 2025/09/30 0.000 $ 0.00 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 2.40% 28.653 M $ 54769 2025/03/31 0.000 $ 0.00 %
2025/09/30 CSGP COSTAR GROUP INC 2.36% 28.172 M $ 333912 2024/12/31 457.030 K $ 4.94 %
2025/09/30 TW TRADEWEB MKTS INC 2.30% 27.465 M $ 247481 2025/06/30 -2.557 M $ -24.19 %
2025/09/30 FDS FACTSET RESH SYS INC 2.28% 27.252 M $ 95122 2025/03/31 -5.535 M $ -35.95 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 2.16% 25.863 M $ 347221 2024/12/31 -585.444 K $ -6.02 %
2025/09/30 HEI-A HEICO CORP NEW 1.98% 23.620 M $ 92960 2024/12/31 -427.373 K $ -1.80 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 1.96% 23.467 M $ 139286 2025/09/30 0.000 $ 0.00 %
2025/09/30 LII LENNOX INTL INC 1.87% 22.340 M $ 42202 2024/12/31 0.000 $ 0.00 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 1.85% 22.090 M $ 52350 2024/12/31 -242.317 K $ -3.53 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 1.76% 21.039 M $ 109396 2025/03/31 -1.235 M $ -12.99 %
2025/09/30 AON AON PLC 1.74% 20.739 M $ 58161 2025/09/30 0.000 $ 0.00 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 1.68% 20.053 M $ 228837 2025/06/30 -807.694 K $ -8.82 %
2025/09/30 GOOGL ALPHABET INC 1.67% 19.991 M $ 82233 2024/12/31 6.156 M $ 37.94 %
2025/09/30 DHR DANAHER CORPORATION 1.65% 19.664 M $ 99183 2024/12/31 17.240 K $ 0.36 %
2025/09/30 RGEN REPLIGEN CORP 1.55% 18.518 M $ 138535 2025/03/31 654.499 K $ 7.47 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.53% 18.295 M $ 187387 2025/09/30 0.000 $ 0.00 %
2025/09/30 DSGX DESCARTES SYS GROUP INC 1.53% 18.244 M $ 193741 2024/12/31 -629.097 K $ -7.31 %
2025/09/30 ATR APTARGROUP INC 1.52% 18.145 M $ 135758 2024/12/31 -2.332 M $ -14.56 %
2025/09/30 BALL BALL CORP 1.50% 17.906 M $ 355135 2024/12/31 -233.700 K $ -10.11 %
2025/09/30 MTH MERITAGE HOMES CORP 1.46% 17.418 M $ 240478 2024/12/31 622.461 K $ 8.15 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 1.44% 17.245 M $ 123895 2024/12/31 3.410 K $ 0.06 %
2025/09/30 AMZN AMAZON COM INC 1.40% 16.766 M $ 76357 2024/12/31 23.166 K $ 0.08 %
2025/09/30 MKC MCCORMICK & CO INC 1.40% 16.760 M $ 250482 2024/12/31 -800.741 K $ -11.75 %
2025/09/30 LOW LOWES COS INC 1.39% 16.551 M $ 65858 2025/03/31 1.781 M $ 13.27 %
2025/09/30 V VISA INC 1.33% 15.852 M $ 46434 2024/12/31 -377.114 K $ -3.85 %
2025/09/30 KKR KKR & CO INC 1.32% 15.780 M $ 121428 2025/03/31 -53.484 K $ -2.32 %
2025/09/30 MKTX MARKETAXESS HLDGS INC 1.26% 15.102 M $ 86668 2024/12/31 -1.895 M $ -21.98 %
2025/09/30 IEX IDEX CORP 1.24% 14.774 M $ 90772 2025/03/31 -2.922 M $ -7.30 %
2025/09/30 CCK CROWN HLDGS INC 1.20% 14.343 M $ 148489 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRU TRANSUNION 1.19% 14.272 M $ 170345 2024/12/31 -609.840 K $ -4.80 %
2025/09/30 REVVITY INC 1.14% 13.619 M $ 155379 2025/03/31 -288.317 K $ -9.38 %
2025/09/30 FTV FORTIVE CORP 1.08% 12.864 M $ 262583 2024/12/31 -1.781 M $ -6.02 %
2025/09/30 COO COOPER COS INC 1.05% 12.589 M $ 183619 2024/12/31 -840.041 K $ -3.65 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.03% 12.289 M $ 81459 2025/06/30 848.161 K $ 17.48 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 1.00% 11.904 M $ 23870 2024/12/31 -80.553 K $ -12.02 %
2025/09/30 SYK STRYKER CORPORATION 0.98% 11.696 M $ 31638 2024/12/31 -761.614 K $ -6.56 %
2025/09/30 BLKB BLACKBAUD INC 0.97% 11.599 M $ 180358 2025/03/31 11.751 K $ 0.16 %
2025/09/30 APH AMPHENOL CORP NEW 0.93% 11.056 M $ 89341 2024/12/31 1.712 M $ 25.32 %
2025/09/30 DAYFORCE INC 0.92% 11.025 M $ 160039 2024/12/31 4.863 M $ 24.37 %
2025/09/30 CWAN CLEARWATER ANALYTICS HLDGS I 0.89% 10.580 M $ 587131 2025/06/30 -802.097 K $ -17.83 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.88% 10.556 M $ 132053 2024/12/31 0.000 $ 0.00 %
2025/09/30 ZG ZILLOW GROUP INC 0.86% 10.332 M $ 138800 2024/12/31 197.212 K $ 8.69 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 0.86% 10.322 M $ 153356 2025/06/30 1.185 M $ 7.46 %
2025/09/30 MSFT MICROSOFT CORP 0.81% 9.660 M $ 18650 2024/12/31 0.000 $ 0.00 %
2025/09/30 WAT WATERS CORP 0.80% 9.557 M $ 31877 2025/06/30 -3.690 M $ -14.10 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.79% 9.379 M $ 150139 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTU INTUIT 0.78% 9.270 M $ 13574 2024/12/31 -1.787 M $ -13.30 %
2025/09/30 AME AMETEK INC 0.78% 9.262 M $ 49264 2025/09/30 0.000 $ 0.00 %
2025/09/30 LIN LINDE PLC 0.77% 9.216 M $ 19403 2024/12/31 148.194 K $ 1.24 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.77% 9.144 M $ 37081 2024/12/31 -1.584 M $ -17.49 %
2025/09/30 APPF APPFOLIO INC 0.76% 9.135 M $ 33138 2025/03/31 0.000 $ 0.00 %
2025/09/30 MORN MORNINGSTAR INC 0.76% 9.101 M $ 39226 2025/03/31 -1.193 M $ -26.10 %
2025/09/30 TMHC TAYLOR MORRISON HOME CORP 0.74% 8.896 M $ 134771 2025/09/30 0.000 $ 0.00 %
2025/09/30 VLTO VERALTO CORP 0.74% 8.889 M $ 83383 2024/12/31 486.165 K $ 5.61 %
2025/09/30 BDX BECTON DICKINSON & CO 0.71% 8.501 M $ 45417 2024/12/31 1.291 M $ 8.66 %
2025/09/30 BLD TOPBUILD CORP 0.70% 8.346 M $ 21352 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCI CROWN CASTLE INC 0.69% 8.261 M $ 85612 2024/12/31 -515.586 K $ -6.07 %
2025/09/30 NOW SERVICENOW INC 0.68% 8.165 M $ 8872 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYC PAYCOM SOFTWARE INC 0.66% 7.843 M $ 37683 2024/12/31 -1.096 M $ -10.05 %
2025/09/30 HUBS HUBSPOT INC 0.64% 7.668 M $ 16392 2025/03/31 -3.820 M $ -15.96 %
2025/09/30 ACGL ARCH CAP GROUP LTD 0.60% 7.131 M $ 78599 2025/03/31 -14.931 K $ -0.35 %
2025/09/30 IQV IQVIA HLDGS INC 0.59% 7.067 M $ 37206 2024/12/31 1.796 M $ 20.53 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.59% 7.000 M $ 76572 2025/09/30 0.000 $ 0.00 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.58% 6.974 M $ 54336 2024/12/31 962.333 K $ 8.76 %
2025/09/30 POOL POOL CORP 0.56% 6.732 M $ 21710 2025/03/31 647.006 K $ 6.38 %
2025/09/30 PAYX PAYCHEX INC 0.56% 6.721 M $ 53025 2025/06/30 -1.434 M $ -12.86 %
2025/09/30 CMS CMS ENERGY CORP 0.55% 6.624 M $ 90417 2025/06/30 669.623 K $ 5.74 %
2025/09/30 WM WASTE MGMT INC DEL 0.54% 6.410 M $ 29026 2024/12/31 -137.164 K $ -3.49 %
2025/09/30 EQIX EQUINIX INC 0.52% 6.215 M $ 7935 2025/03/31 -262.871 K $ -1.54 %
2025/09/30 BL BLACKLINE INC 0.46% 5.490 M $ 103397 2024/12/31 -342.608 K $ -6.22 %
2025/09/30 BRBR BELLRING BRANDS INC 0.45% 5.397 M $ 148476 2025/09/30 0.000 $ 0.00 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.43% 5.107 M $ 41075 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADSK AUTODESK INC 0.41% 4.888 M $ 15388 2025/03/31 677.516 K $ 2.62 %
2025/09/30 IDXX IDEXX LABS INC 0.39% 4.634 M $ 7253 2024/12/31 0.000 $ 0.00 %
2025/09/30 TTAN SERVICETITAN INC 0.37% 4.403 M $ 43672 2025/09/30 0.000 $ 0.00 %
2025/09/30 CWEN-A CLEARWAY ENERGY INC 0.37% 4.383 M $ 162771 2024/12/31 -534.784 K $ -11.00 %
2025/09/30 SPSC SPS COMM INC 0.36% 4.257 M $ 40880 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLX CLOROX CO DEL 0.34% 4.078 M $ 33070 2024/12/31 403.643 K $ 2.69 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.30% 3.626 M $ 12353 2025/03/31 0.000 $ 0.00 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.28% 3.294 M $ 6791 2024/12/31 4.003 M $ 19.62 %
2025/09/30 ALC ALCON AG 0.26% 3.100 M $ 41609 2025/09/30 0.000 $ 0.00 %
2025/09/30 KLAC KLA CORP 0.25% 2.979 M $ 2762 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALLE ALLEGION PLC 0.24% 2.852 M $ 16080 2024/12/31 803.169 K $ 23.06 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 0.22% 2.668 M $ 18954 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.21% 2.496 M $ 13380 2025/09/30 0.000 $ 0.00 %
2025/09/30 RNR RENAISSANCERE HLDGS LTD 0.21% 2.493 M $ 9816 2025/03/31 203.106 K $ 4.54 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.21% 2.481 M $ 31903 2025/06/30 -1.631 K $ -0.56 %
2025/09/30 MTD METTLER TOLEDO INTERNATIONAL 0.20% 2.342 M $ 1908 2024/12/31 0.000 $ 0.00 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.09% 1.077 M $ 3067 2025/09/30 0.000 $ 0.00 %
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 0.09% 1.065 M $ 4635 2025/09/30 0.000 $ 0.00 %
2025/09/30 BX BLACKSTONE INC 0.07% 806.925 K $ 4723 2025/03/31 197.662 K $ 14.22 %
2025/09/30 CRM SALESFORCE INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INCORPORATED 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MSCI MSCI INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 SBAC SBA COMMUNICATIONS CORP NEW 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %