Sone Capital Management, LLC Quant / Systematic

Location: New York, NY

CIK: 0002026215 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $971M (100.0% shares, 0.0% debt)

Holdings (104)

IEX IDEX CORP 3.1%
Value $29.9M Shares 165,226 Est. Cost $196.61 Unrealized 0.0%
IT GARTNER INC 2.9%
Value $27.77M Shares 66,161 Est. Cost $496.02 Unrealized -0.6%
LII LENNOX INTL INC 2.7%
Value $25.78M Shares 45,969 Est. Cost $602.62 Unrealized -0.5%
COO COOPER COS INC 2.5%
Value $24.72M Shares 293,090 Est. Cost $97.83 Unrealized -8.4%
BSY BENTLEY SYS INC 2.5%
Value $24.48M Shares 622,385 Est. Cost $46.88 Unrealized -5.3%
FDS FACTSET RESH SYS INC 2.5%
Value $24.03M Shares 52,852 Est. Cost $450.41 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 2.4%
Value $23.45M Shares 125,180 Est. Cost $199.13 Unrealized +0.3%
PEP PEPSICO INC 2.4%
Value $23.13M Shares 154,292 Est. Cost $154.78 Unrealized -7.3%
TYL TYLER TECHNOLOGIES INC 2.2%
Value $21.3M Shares 36,634 Est. Cost $593.87 Unrealized 0.0%
ANSYS INC 2.2%
Value $21.28M Shares 67,219 Est. Cost $328.53 Unrealized
CLX CLOROX CO DEL 2.2%
Value $21.06M Shares 143,003 Est. Cost $152.12 Unrealized -2.7%
DUK DUKE ENERGY CORP NEW 2.1%
Value $20.14M Shares 165,090 Est. Cost $109.85 Unrealized +0.6%
GOOGL ALPHABET INC 2.1%
Value $20.06M Shares 129,726 Est. Cost $178.22 Unrealized +1.4%
WTW WILLIS TOWERS WATSON PLC LTD 1.9%
Value $18.82M Shares 55,701 Est. Cost $302.48 Unrealized +6.6%
XEL XCEL ENERGY INC 1.9%
Value $18.35M Shares 259,175 Est. Cost $66.02 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 1.8%
Value $17.87M Shares 152,793 Est. Cost $134.52 Unrealized -0.4%
MKTX MARKETAXESS HLDGS INC 1.8%
Value $17.51M Shares 80,913 Est. Cost $233.29 Unrealized -11.6%
AMZN AMAZON COM INC 1.6%
Value $15.93M Shares 83,727 Est. Cost $209.84 Unrealized +3.4%
BDX BECTON DICKINSON & CO 1.6%
Value $15.86M Shares 69,221 Est. Cost $227.24 Unrealized +0.1%
INTU INTUIT 1.6%
Value $15.37M Shares 25,031 Est. Cost $629.87 Unrealized -5.1%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value $15.13M Shares 30,410 Est. Cost $544.41 Unrealized -0.9%
IQV IQVIA HLDGS INC 1.6%
Value $15.11M Shares 85,679 Est. Cost $200.62 Unrealized -3.3%
DHR DANAHER CORPORATION 1.5%
Value $14.96M Shares 72,985 Est. Cost $235.69 Unrealized -7.9%
ARMK ARAMARK 1.5%
Value $14.72M Shares 426,281 Est. Cost $36.47 Unrealized -0.3%
MTD METTLER TOLEDO INTERNATIONAL 1.4%
Value $13.81M Shares 11,697 Est. Cost $1280.49 Unrealized -0.3%
SYK STRYKER CORPORATION 1.4%
Value $13.59M Shares 36,497 Est. Cost $370.84 Unrealized +1.7%
HEI/A HEICO CORP NEW 1.4%
Value $13.43M Shares 63,664 Est. Cost $200.95 Unrealized -3.7%
KKR KKR & CO INC 1.4%
Value $13.29M Shares 114,918 Est. Cost $136.88 Unrealized 0.0%
LIONS GATE ENTMNT CORP 1.3%
Value $13M Shares 1,641,723 Est. Cost $7.61 Unrealized
FOX FOX CORP 1.3%
Value $12.93M Shares 245,330 Est. Cost $44.82 Unrealized +9.9%
CSX CSX CORP 1.3%
Value $12.7M Shares 431,523 Est. Cost $33.46 Unrealized -6.4%
MSFT MICROSOFT CORP 1.2%
Value $12.1M Shares 32,245 Est. Cost $408.41 Unrealized -0.8%
VEEV VEEVA SYS INC 1.2%
Value $12.02M Shares 51,895 Est. Cost $225.63 Unrealized +1.3%
MORN MORNINGSTAR INC 1.2%
Value $11.56M Shares 38,549 Est. Cost $314.89 Unrealized 0.0%
MSCI MSCI INC 1.2%
Value $11.45M Shares 20,243 Est. Cost $583.64 Unrealized -1.5%
IDXX IDEXX LABS INC 1.1%
Value $10.91M Shares 25,986 Est. Cost $436.64 Unrealized -0.6%
GTLB GITLAB INC 1.0%
Value $10.13M Shares 215,540 Est. Cost $59.29 Unrealized +3.1%
ALLE ALLEGION PLC 1.0%
Value $9.977M Shares 76,474 Est. Cost $129.09 Unrealized -0.4%
META META PLATFORMS INC 1.0%
Value $9.919M Shares 17,209 Est. Cost $624.28 Unrealized +3.0%
APD AIR PRODS & CHEMS INC 0.9%
Value $9.002M Shares 30,524 Est. Cost $300.39 Unrealized 0.0%
FTV FORTIVE CORP 0.9%
Value $8.913M Shares 121,798 Est. Cost $57.10 Unrealized +2.4%
AAPL APPLE INC 0.9%
Value $8.811M Shares 39,664 Est. Cost $230.77 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.9%
Value $8.676M Shares 86,171 Est. Cost $111.02 Unrealized -0.4%
V VISA INC 0.9%
Value $8.412M Shares 24,004 Est. Cost $309.73 Unrealized +8.6%
TRI THOMSON REUTERS CORP 0.9%
Value $8.323M Shares 48,169 Est. Cost $164.49 Unrealized +1.2%
DAYFORCE INC 0.9%
Value $8.319M Shares 142,613 Est. Cost $72.49 Unrealized -11.1%
HD HOME DEPOT INC 0.9%
Value $8.263M Shares 22,546 Est. Cost $380.72 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.8%
Value $8.197M Shares 46,058 Est. Cost $183.41 Unrealized -1.7%
ATR APTARGROUP INC 0.8%
Value $7.992M Shares 53,863 Est. Cost $156.86 Unrealized -5.4%
AMAT APPLIED MATLS INC 0.8%
Value $7.92M Shares 54,574 Est. Cost $166.66 Unrealized 0.0%
VMC VULCAN MATLS CO 0.8%
Value $7.903M Shares 33,873 Est. Cost $252.23 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.8%
Value $7.773M Shares 94,432 Est. Cost $76.10 Unrealized +0.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.8%
Value $7.575M Shares 34,432 Est. Cost $209.37 Unrealized -1.9%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value $7.26M Shares 23,761 Est. Cost $295.41 Unrealized 0.0%
ZG ZILLOW GROUP INC 0.7%
Value $7.21M Shares 107,834 Est. Cost $68.94 Unrealized +7.2%
MTH MERITAGE HOMES CORP 0.7%
Value $7.14M Shares 100,734 Est. Cost $80.03 Unrealized -6.1%
ECL ECOLAB INC 0.7%
Value $6.799M Shares 26,817 Est. Cost $249.61 Unrealized 0.0%
STE STERIS PLC 0.6%
Value $6.075M Shares 26,805 Est. Cost $217.42 Unrealized +0.5%
ADSK AUTODESK INC 0.6%
Value $5.91M Shares 22,573 Est. Cost $284.41 Unrealized 0.0%
LOW LOWES COS INC 0.6%
Value $5.744M Shares 24,626 Est. Cost $242.06 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.6%
Value $5.489M Shares 16,291 Est. Cost $393.53 Unrealized -8.8%
AWK AMERICAN WTR WKS CO INC NEW 0.6%
Value $5.419M Shares 36,734 Est. Cost $131.37 Unrealized -1.7%
CL COLGATE PALMOLIVE CO 0.6%
Value $5.347M Shares 57,070 Est. Cost $89.50 Unrealized -1.9%
EQIX EQUINIX INC 0.5%
Value $5.256M Shares 6,446 Est. Cost $880.48 Unrealized 0.0%
CRM SALESFORCE INC 0.5%
Value $5.045M Shares 18,801 Est. Cost $309.40 Unrealized -0.1%
VLTO VERALTO CORP 0.5%
Value $5.014M Shares 51,452 Est. Cost $105.96 Unrealized -6.2%
APPF APPFOLIO INC 0.5%
Value $4.999M Shares 22,733 Est. Cost $229.40 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $4.772M Shares 9,111 Est. Cost $552.89 Unrealized -9.7%
SNPS SYNOPSYS INC 0.5%
Value $4.67M Shares 10,890 Est. Cost $522.72 Unrealized -7.1%
APH AMPHENOL CORP NEW 0.5%
Value $4.511M Shares 68,775 Est. Cost $69.34 Unrealized -2.3%
BX BLACKSTONE INC 0.4%
Value $4.184M Shares 29,932 Est. Cost $158.19 Unrealized 0.0%
XYZ BLOCK INC 0.4%
Value $4.059M Shares 74,718 Est. Cost $74.64 Unrealized 0.0%
BLK BLACKROCK INC 0.4%
Value $4.056M Shares 4,285 Est. Cost $961.85 Unrealized 0.0%
CWEN/A CLEARWAY ENERGY INC 0.4%
Value $4.042M Shares 142,027 Est. Cost $24.14 Unrealized +0.5%
CPRT COPART INC 0.4%
Value $3.993M Shares 70,553 Est. Cost $56.28 Unrealized 0.0%
LIN LINDE PLC 0.4%
Value $3.98M Shares 8,548 Est. Cost $448.71 Unrealized -0.9%
ACGL ARCH CAP GROUP LTD 0.4%
Value $3.965M Shares 41,223 Est. Cost $92.28 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value $3.938M Shares 62,109 Est. Cost $69.79 Unrealized -5.8%
RNR RENAISSANCERE HLDGS LTD 0.4%
Value $3.904M Shares 16,267 Est. Cost $241.96 Unrealized 0.0%
RGEN REPLIGEN CORP 0.4%
Value $3.783M Shares 29,733 Est. Cost $153.93 Unrealized 0.0%
BLKB BLACKBAUD INC 0.3%
Value $3.32M Shares 53,505 Est. Cost $71.07 Unrealized 0.0%
PTC PTC INC 0.3%
Value $3.158M Shares 20,380 Est. Cost $189.60 Unrealized -9.3%
BIO BIO RAD LABS INC 0.3%
Value $3M Shares 12,317 Est. Cost $339.43 Unrealized -11.4%
HQY HEALTHEQUITY INC 0.3%
Value $2.946M Shares 33,332 Est. Cost $102.56 Unrealized 0.0%
CCI CROWN CASTLE INC 0.3%
Value $2.849M Shares 27,334 Est. Cost $98.11 Unrealized -9.2%
ZTS ZOETIS INC 0.3%
Value $2.754M Shares 16,726 Est. Cost $174.60 Unrealized -5.8%
RVTY REVVITY INC 0.3%
Value $2.597M Shares 24,547 Est. Cost $115.09 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.3%
Value $2.578M Shares 8,663 Est. Cost $286.33 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value $2.52M Shares 10,639 Est. Cost $248.46 Unrealized -3.7%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $2.429M Shares 11,162 Est. Cost $189.52 Unrealized 0.0%
TRU TRANSUNION 0.2%
Value $2.357M Shares 28,399 Est. Cost $100.69 Unrealized -9.7%
WEC WEC ENERGY GROUP INC 0.2%
Value $2.28M Shares 20,923 Est. Cost $99.22 Unrealized 0.0%
WDAY WORKDAY INC 0.2%
Value $2.267M Shares 9,707 Est. Cost $255.47 Unrealized -0.1%
WMT WALMART INC 0.2%
Value $2.261M Shares 25,752 Est. Cost $92.95 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value $2.09M Shares 15,755 Est. Cost $113.33 Unrealized +10.7%
POOL POOL CORP 0.2%
Value $2.05M Shares 6,440 Est. Cost $334.01 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.2%
Value $2.002M Shares 17,593 Est. Cost $121.74 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value $1.942M Shares 10,583 Est. Cost $231.32 Unrealized -23.1%
TOST TOAST INC 0.2%
Value $1.83M Shares 55,177 Est. Cost $35.14 Unrealized +6.6%
HUBS HUBSPOT INC 0.1%
Value $1.441M Shares 2,523 Est. Cost $701.46 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value $1.077M Shares 14,202 Est. Cost $77.78 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value $537K Shares 1,537 Est. Cost $369.58 Unrealized -5.8%
WM WASTE MGMT INC DEL 0.1%
Value $522K Shares 2,255 Est. Cost $211.11 Unrealized +3.4%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $179K Shares 17,947 Est. Cost $10.69 Unrealized -1.9%