Sone Capital Management, LLC Portfolio Holdings
Q3 2025•96 long positions•$1.2B portfolio value
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Holding128 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Entertainment Communication Services | $39.3M 3.29% | +$14.6M Bought | 0.154% 686.8K shares | 432.5K → 686.8K +$14.6M | +58.79% | $25.6B Large Cap | Q4 2024 Held for 11 months | |
Railroads Industrials | $31.5M 2.64% | +$31.5M Bought | 0.022% 133.2K shares | — | — | $140.18B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $31.1M 2.6% | +$11.6M Bought | 0.354% 195.3K shares | 122.4K → 195.3K +$11.6M | +59.59% | $8.8B Mid Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - Specialty & Generic Healthcare | $30.7M 2.57% | +$4.7M Bought | 0.047% 210.1K shares | 177.9K → 210.1K +$4.7M | +18.07% | $64.8B Large Cap | Q4 2024 Held for 11 months | |
Financial - Data & Stock Exchanges Financial Services | $30.3M 2.53% | +$30.3M New | 0.02% 62.2K shares | 0 → 62.2K +$30.3M | New | $148.59B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $28.7M 2.4% | +$28.7M Bought | 0.127% 54.8K shares | — | — | $22.6B Large Cap | Q1 2025 Held for 8 months | |
Real Estate - Services Real Estate | $28.2M 2.36% | +$18.5M Bought | 0.079% 333.9K shares | 115.1K → 333.9K +$18.5M | +190.05% | $35.7B Large Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $27.5M 2.3% | +$19.5M Bought | 0.116% 247.5K shares | 72.2K → 247.5K +$19.5M | +242.77% | $23.7B Large Cap | Q2 2025 Held for 5 months | |
Financial - Data & Stock Exchanges Financial Services | $27.3M 2.28% | +$17.4M Bought | 0.252% 95.1K shares | 34.4K → 95.1K +$17.4M | +176.34% | $10.8B Large Cap | Q1 2025 Held for 8 months | |
Railroads Industrials | $25.9M 2.16% | +$16.7M Bought | 0.038% 347.2K shares | 122.5K → 347.2K +$16.7M | +183.5% | $68.4B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $23.6M 1.98% | +$317.4K Bought | 0.067% 93.0K shares | 91.7K → 93.0K +$317.4K | +1.36% | $44.9B Large Cap | Q4 2024 Held for 11 months | |
Financial - Data & Stock Exchanges Financial Services | $23.5M 1.96% | +$23.5M Bought | 0.024% 139.3K shares | — | — | $96.4B Large Cap | Q3 2025 Held for 2 months | |
Construction Industrials | $22.3M 1.87% | +$22.3M Bought | 0.12% 42.2K shares | — | — | $18.6B Large Cap | Q4 2024 Held for 11 months | |
Construction Industrials | $22.1M 1.85% | +$15.5M Bought | 0.024% 52.4K shares | 15.7K → 52.4K +$15.5M | +233.78% | $93.9B Large Cap | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | $21.0M 1.76% | +$12.8M Bought | 0.023% 109.4K shares | 43.0K → 109.4K +$12.8M | +154.17% | $90.1B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Brokers Financial Services | $20.7M 1.74% | +$20.7M Bought | 0.027% 58.2K shares | — | — | $76.9B Large Cap | Q3 2025 Held for 2 months | |
Household & Personal Products Consumer Defensive | $20.1M 1.68% | +$11.7M Bought | 0.094% 228.8K shares | 95.2K → 228.8K +$11.7M | +140.26% | $21.3B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $20.0M 1.67% | -$2.4M Sold | 0.001% 82.2K shares | 92.1K → 82.2K −$2.4M | -10.68% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $19.7M 1.65% | +$14.9M Bought | 0.014% 99.2K shares | 23.9K → 99.2K +$14.9M | +314.21% | $141.96B Large Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $18.5M 1.55% | +$9.1M Bought | 0.246% 138.5K shares | 70.5K → 138.5K +$9.1M | +96.64% | $7.5B Mid Cap | Q1 2025 Held for 8 months | |
Medical - Devices Healthcare | $18.3M 1.53% | +$18.3M New | 0.013% 187.4K shares | 0 → 187.4K +$18.3M | New | $144.66B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $18.2M 1.53% | +$10.3M Bought | 0.225% 193.7K shares | 84.8K → 193.7K +$10.3M | +128.51% | $8.1B Mid Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $18.1M 1.52% | +$4.5M Bought | 0.206% 135.8K shares | 102.4K → 135.8K +$4.5M | +32.54% | $8.8B Mid Cap | Q4 2024 Held for 11 months | |
Packaging & Containers Consumer Cyclical | $17.9M 1.5% | +$15.8M Bought | 0.13% 355.1K shares | 41.2K → 355.1K +$15.8M | +761.62% | $13.7B Large Cap | Q4 2024 Held for 11 months | |
Residential Construction Consumer Cyclical | $17.4M 1.46% | +$9.2M Bought | 0.338% 240.5K shares | 114.0K → 240.5K +$9.2M | +110.94% | $5.2B Mid Cap | Q4 2024 Held for 11 months | |
Regulated Water Utilities | $17.2M 1.44% | +$11.3M Bought | 0.064% 123.9K shares | 42.6K → 123.9K +$11.3M | +190.64% | $27.2B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $16.8M 1.4% | -$11.5M Sold | 0.001% 76.4K shares | 128.7K → 76.4K −$11.5M | -40.67% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Packaged Foods Consumer Defensive | $16.8M 1.4% | +$10.7M Bought | 0.093% 250.5K shares | 89.9K → 250.5K +$10.7M | +178.72% | $18.0B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $16.6M 1.39% | +$1.3M Bought | 0.012% 65.9K shares | 60.5K → 65.9K +$1.3M | +8.84% | $140.94B Large Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $15.9M 1.33% | +$6.4M Bought | 0.002% 46.4K shares | 27.6K → 46.4K +$6.4M | +68.32% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $15.8M 1.32% | +$13.5M Bought | 0.014% 121.4K shares | 17.4K → 121.4K +$13.5M | +599.27% | $115.78B Large Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | $15.1M 1.26% | +$8.4M Bought | 0.232% 86.7K shares | 38.6K → 86.7K +$8.4M | +124.51% | $6.5B Mid Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $14.8M 1.24% | -$22.4M Sold | 0.121% 90.8K shares | 228.1K → 90.8K −$22.4M | -60.2% | $12.3B Large Cap | Q1 2025 Held for 8 months | |
Packaging & Containers Consumer Cyclical | $14.3M 1.2% | +$14.3M Bought | 0.128% 148.5K shares | — | — | $11.2B Large Cap | Q3 2025 Held for 2 months | |
Consulting Services Industrials | $14.3M 1.19% | +$2.2M Bought | 0.087% 170.3K shares | 144.5K → 170.3K +$2.2M | +17.88% | $16.3B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $13.6M 1.14% | +$10.8M Bought | 0.134% 155.4K shares | 31.8K → 155.4K +$10.8M | +388.8% | $10.2B Large Cap | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $12.9M 1.08% | -$14.9M Sold | 0.078% 262.6K shares | 567.2K → 262.6K −$14.9M | -53.7% | $16.6B Large Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $12.6M 1.05% | -$9.6M Sold | 0.092% 183.6K shares | 323.1K → 183.6K −$9.6M | -43.17% | $13.6B Large Cap | Q4 2024 Held for 11 months | |
Electrical Equipment & Parts Industrials | $12.3M 1.03% | +$6.6M Bought | 0.021% 81.5K shares | 37.8K → 81.5K +$6.6M | +115.61% | $57.6B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $11.9M 0.996% | +$11.3M Bought | 0.022% 23.9K shares | 1.2K → 23.9K +$11.3M | +1,919.46% | $53.7B Large Cap | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $11.7M 0.979% | +$850.2K Bought | 0.008% 31.6K shares | 29.3K → 31.6K +$850.2K | +7.84% | $141.33B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $11.6M 0.971% | +$4.0M Bought | 0.372% 180.4K shares | 117.5K → 180.4K +$4.0M | +53.48% | $3.1B Mid Cap | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $11.1M 0.925% | +$2.6M Bought | 0.007% 89.3K shares | 68.5K → 89.3K +$2.6M | +30.5% | $151.09B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $11.0M 0.923% | -$13.8M Sold | 0.101% 160.0K shares | 360.2K → 160.0K −$13.8M | -55.57% | $10.9B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $10.6M 0.885% | +$6.9M Bought | 0.201% 587.1K shares | 205.1K → 587.1K +$6.9M | +186.21% | $5.3B Mid Cap | Q2 2025 Held for 5 months | |
Household & Personal Products Consumer Defensive | $10.6M 0.883% | +$10.6M Bought | 0.016% 132.1K shares | — | — | $64.6B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $10.3M 0.865% | +$7.9M Bought | 0.057% 138.8K shares | 33.1K → 138.8K +$7.9M | +318.77% | $18.0B Large Cap | Q4 2024 Held for 11 months | |
Beverages - Non-Alcoholic Consumer Defensive | $10.3M 0.864% | -$6.8M Sold | 0.016% 153.4K shares | 253.8K → 153.4K −$6.8M | -39.57% | $65.7B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $9.7M 0.808% | +$9.7M Bought | 0.0% 18.7K shares | — | — | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $9.6M 0.8% | -$12.9M Sold | 0.054% 31.9K shares | 75.0K → 31.9K −$12.9M | -57.47% | $17.8B Large Cap | Q2 2025 Held for 5 months |
