Sone Capital Management, LLC Quant / Systematic

Location: New York, NY

CIK: 0002026215 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $1.195B (100.0% shares, 0.0% debt)

Holdings (96)

FOX FOX CORP 3.3%
Value $39.34M Shares 686,754 Share Price $57.29 * Est. Cost/Share $48.69 Unrealized @ Report Date +8.0%
UNP UNION PAC CORP 2.6%
Value $31.49M Shares 133,230 Share Price $236.37 * Est. Cost/Share $223.15 Unrealized @ Report Date 0.0%
PCTY PAYLOCITY HLDG CORP 2.6%
Value $31.11M Shares 195,301 Share Price $159.27 * Est. Cost/Share $190.89 Unrealized @ Report Date -7.2%
ZTS ZOETIS INC 2.6%
Value $30.74M Shares 210,085 Share Price $146.32 * Est. Cost/Share $157.70 Unrealized @ Report Date -4.5%
SPGI S&P GLOBAL INC 2.5%
Value $30.27M Shares 62,185 Share Price $486.71 * Est. Cost/Share $533.84 Unrealized @ Report Date 0.0%
TYL TYLER TECHNOLOGIES INC 2.4%
Value $28.65M Shares 54,769 Share Price $523.16 * Est. Cost/Share $561.33 Unrealized @ Report Date 0.0%
CSGP COSTAR GROUP INC 2.4%
Value $28.17M Shares 333,912 Share Price $84.37 * Est. Cost/Share $84.76 Unrealized @ Report Date +4.3%
TW TRADEWEB MKTS INC 2.3%
Value $27.47M Shares 247,481 Share Price $110.98 * Est. Cost/Share $131.75 Unrealized @ Report Date -2.4%
FDS FACTSET RESH SYS INC 2.3%
Value $27.25M Shares 95,122 Share Price $286.49 * Est. Cost/Share $405.30 Unrealized @ Report Date -6.3%
CP CANADIAN PACIFIC KANSAS CITY 2.2%
Value $25.86M Shares 347,221 Share Price $74.49 * Est. Cost/Share $76.36 Unrealized @ Report Date -0.2%
HEI/A HEICO CORP NEW 2.0%
Value $23.62M Shares 92,960 Share Price $254.09 Est. Cost/Share $206.96 Unrealized @ Report Date +20.7%
ICE INTERCONTINENTAL EXCHANGE IN 2.0%
Value $23.47M Shares 139,286 Share Price $168.48 * Est. Cost/Share $177.73 Unrealized @ Report Date 0.0%
LII LENNOX INTL INC 1.9%
Value $22.34M Shares 42,202 Share Price $529.36 * Est. Cost/Share $581.04 Unrealized @ Report Date 0.0%
TT TRANE TECHNOLOGIES PLC 1.8%
Value $22.09M Shares 52,350 Share Price $421.96 Est. Cost/Share $416.70 Unrealized @ Report Date +2.4%
AMT AMERICAN TOWER CORP NEW 1.8%
Value $21.04M Shares 109,396 Share Price $192.32 * Est. Cost/Share $204.72 Unrealized @ Report Date -0.1%
AON AON PLC 1.7%
Value $20.74M Shares 58,161 Share Price $356.58 Est. Cost/Share $361.49 Unrealized @ Report Date 0.0%
CHD CHURCH & DWIGHT CO INC 1.7%
Value $20.05M Shares 228,837 Share Price $87.63 * Est. Cost/Share $95.15 Unrealized @ Report Date -2.0%
GOOGL ALPHABET INC 1.7%
Value $19.99M Shares 82,233 Share Price $243.10 * Est. Cost/Share $178.22 Unrealized @ Report Date +17.4%
DHR DANAHER CORPORATION 1.6%
Value $19.66M Shares 99,183 Share Price $198.26 Est. Cost/Share $207.38 Unrealized @ Report Date -4.3%
RGEN REPLIGEN CORP 1.5%
Value $18.52M Shares 138,535 Share Price $133.67 * Est. Cost/Share $130.14 Unrealized @ Report Date -6.7%
BSX BOSTON SCIENTIFIC CORP 1.5%
Value $18.29M Shares 187,387 Share Price $97.63 * Est. Cost/Share $103.56 Unrealized @ Report Date 0.0%
DSGX DESCARTES SYS GROUP INC 1.5%
Value $18.24M Shares 193,741 Share Price $94.17 * Est. Cost/Share $106.07 Unrealized @ Report Date -3.6%
ATR APTARGROUP INC 1.5%
Value $18.15M Shares 135,758 Share Price $133.66 * Est. Cost/Share $150.86 Unrealized @ Report Date -4.9%
BALL BALL CORP 1.5%
Value $17.91M Shares 355,135 Share Price $50.42 * Est. Cost/Share $53.46 Unrealized @ Report Date +0.4%
MTH MERITAGE HOMES CORP 1.5%
Value $17.42M Shares 240,478 Share Price $72.43 * Est. Cost/Share $76.26 Unrealized @ Report Date -2.6%
AWK AMERICAN WTR WKS CO INC NEW 1.4%
Value $17.24M Shares 123,895 Share Price $139.19 Est. Cost/Share $137.52 Unrealized @ Report Date +1.8%
AMZN AMAZON COM INC 1.4%
Value $16.77M Shares 76,357 Share Price $219.57 * Est. Cost/Share $205.66 Unrealized @ Report Date +10.1%
MKC MCCORMICK & CO INC 1.4%
Value $16.76M Shares 250,482 Share Price $66.91 * Est. Cost/Share $71.58 Unrealized @ Report Date -3.5%
LOW LOWES COS INC 1.4%
Value $16.55M Shares 65,858 Share Price $251.31 * Est. Cost/Share $230.55 Unrealized @ Report Date +5.9%
V VISA INC 1.3%
Value $15.85M Shares 46,434 Share Price $341.38 Est. Cost/Share $326.98 Unrealized @ Report Date +5.6%
KKR KKR & CO INC 1.3%
Value $15.78M Shares 121,428 Share Price $129.95 * Est. Cost/Share $140.97 Unrealized @ Report Date +0.5%
MKTX MARKETAXESS HLDGS INC 1.3%
Value $15.1M Shares 86,668 Share Price $174.25 * Est. Cost/Share $211.20 Unrealized @ Report Date -8.4%
IEX IDEX CORP 1.2%
Value $14.77M Shares 90,772 Share Price $162.76 * Est. Cost/Share $190.80 Unrealized @ Report Date -11.9%
CCK CROWN HLDGS INC 1.2%
Value $14.34M Shares 148,489 Share Price $96.59 * Est. Cost/Share $99.95 Unrealized @ Report Date 0.0%
TRU TRANSUNION 1.2%
Value $14.27M Shares 170,345 Share Price $83.78 * Est. Cost/Share $87.17 Unrealized @ Report Date +3.9%
RVTY REVVITY INC 1.1%
Value $13.62M Shares 155,379 Share Price $87.65 * Est. Cost/Share $94.72 Unrealized @ Report Date -4.2%
FTV FORTIVE CORP 1.1%
Value $12.86M Shares 262,583 Share Price $48.99 Est. Cost/Share $53.26 Unrealized @ Report Date -7.7%
COO COOPER COS INC 1.1%
Value $12.59M Shares 183,619 Share Price $68.56 * Est. Cost/Share $95.86 Unrealized @ Report Date -26.1%
VRT VERTIV HOLDINGS CO 1.0%
Value $12.29M Shares 81,459 Share Price $150.86 * Est. Cost/Share $116.54 Unrealized @ Report Date +14.4%
ROP ROPER TECHNOLOGIES INC 1.0%
Value $11.9M Shares 23,870 Share Price $498.69 * Est. Cost/Share $532.89 Unrealized @ Report Date -0.3%
SYK STRYKER CORPORATION 1.0%
Value $11.7M Shares 31,638 Share Price $369.67 * Est. Cost/Share $371.83 Unrealized @ Report Date +3.4%
BLKB BLACKBAUD INC 1.0%
Value $11.6M Shares 180,358 Share Price $64.31 Est. Cost/Share $66.10 Unrealized @ Report Date -0.9%
APH AMPHENOL CORP NEW 0.9%
Value $11.06M Shares 89,341 Share Price $123.75 * Est. Cost/Share $78.70 Unrealized @ Report Date +39.0%
— DAYFORCE INC 0.9%
Value $11.03M Shares 160,039 Share Price $68.89 * Est. Cost/Share $63.23 Unrealized @ Report Date -1.6%
CWAN CLEARWATER ANALYTICS HLDGS I 0.9%
Value $10.58M Shares 587,131 Share Price $18.02 * Est. Cost/Share $21.23 Unrealized @ Report Date -4.5%
CL COLGATE PALMOLIVE CO 0.9%
Value $10.56M Shares 132,053 Share Price $79.94 * Est. Cost/Share $84.64 Unrealized @ Report Date 0.0%
ZG ZILLOW GROUP INC 0.9%
Value $10.33M Shares 138,800 Share Price $74.44 * Est. Cost/Share $76.38 Unrealized @ Report Date +3.1%
MNST MONSTER BEVERAGE CORP NEW 0.9%
Value $10.32M Shares 153,356 Share Price $67.31 * Est. Cost/Share $61.11 Unrealized @ Report Date +2.2%
MSFT MICROSOFT CORP 0.8%
Value $9.66M Shares 18,650 Share Price $517.95 Est. Cost/Share $508.71 Unrealized @ Report Date 0.0%
WAT WATERS CORP 0.8%
Value $9.557M Shares 31,877 Share Price $299.81 Est. Cost/Share $343.81 Unrealized @ Report Date -12.2%
MDLZ MONDELEZ INTL INC 0.8%
Value $9.379M Shares 150,139 Share Price $62.47 Est. Cost/Share $63.41 Unrealized @ Report Date 0.0%
INTU INTUIT 0.8%
Value $9.27M Shares 13,574 Share Price $682.91 * Est. Cost/Share $629.87 Unrealized @ Report Date +14.2%
AME AMETEK INC 0.8%
Value $9.262M Shares 49,264 Share Price $188.00 * Est. Cost/Share $183.47 Unrealized @ Report Date 0.0%
LIN LINDE PLC 0.8%
Value $9.216M Shares 19,403 Share Price $475.00 Est. Cost/Share $451.10 Unrealized @ Report Date +4.3%
ACN ACCENTURE PLC IRELAND 0.8%
Value $9.144M Shares 37,081 Share Price $246.60 * Est. Cost/Share $295.15 Unrealized @ Report Date -11.7%
APPF APPFOLIO INC 0.8%
Value $9.135M Shares 33,138 Share Price $275.66 * Est. Cost/Share $270.12 Unrealized @ Report Date 0.0%
MORN MORNINGSTAR INC 0.8%
Value $9.101M Shares 39,226 Share Price $232.01 * Est. Cost/Share $284.49 Unrealized @ Report Date -6.3%
TMHC TAYLOR MORRISON HOME CORP 0.7%
Value $8.896M Shares 134,771 Share Price $66.01 Est. Cost/Share $65.82 Unrealized @ Report Date 0.0%
VLTO VERALTO CORP 0.7%
Value $8.889M Shares 83,383 Share Price $106.61 Est. Cost/Share $102.02 Unrealized @ Report Date +3.2%
BDX BECTON DICKINSON & CO 0.7%
Value $8.501M Shares 45,417 Share Price $187.17 Est. Cost/Share $217.88 Unrealized @ Report Date -15.5%
BLD TOPBUILD CORP 0.7%
Value $8.346M Shares 21,352 Share Price $390.86 * Est. Cost/Share $399.15 Unrealized @ Report Date 0.0%
CCI CROWN CASTLE INC 0.7%
Value $8.261M Shares 85,612 Share Price $96.49 * Est. Cost/Share $98.10 Unrealized @ Report Date +1.0%
NOW SERVICENOW INC 0.7%
Value $8.165M Shares 8,872 Share Price $920.28 * Est. Cost/Share $186.78 Unrealized @ Report Date 0.0%
PAYC PAYCOM SOFTWARE INC 0.7%
Value $7.843M Shares 37,683 Share Price $208.14 * Est. Cost/Share $235.94 Unrealized @ Report Date -4.8%
HUBS HUBSPOT INC 0.6%
Value $7.668M Shares 16,392 Share Price $467.80 * Est. Cost/Share $592.47 Unrealized @ Report Date -15.1%
ACGL ARCH CAP GROUP LTD 0.6%
Value $7.131M Shares 78,599 Share Price $90.73 Est. Cost/Share $91.22 Unrealized @ Report Date -1.7%
IQV IQVIA HLDGS INC 0.6%
Value $7.067M Shares 37,206 Share Price $189.94 * Est. Cost/Share $200.62 Unrealized @ Report Date -9.4%
VNQ VANGUARD INDEX FDS 0.6%
Value $7M Shares 76,572 Share Price $91.42 Est. Cost/Share $91.42 Unrealized @ Report Date —
A AGILENT TECHNOLOGIES INC 0.6%
Value $6.974M Shares 54,336 Share Price $128.35 * Est. Cost/Share $134.52 Unrealized @ Report Date -10.4%
POOL POOL CORP 0.6%
Value $6.732M Shares 21,710 Share Price $310.07 Est. Cost/Share $305.66 Unrealized @ Report Date +1.8%
PAYX PAYCHEX INC 0.6%
Value $6.721M Shares 53,025 Share Price $126.76 * Est. Cost/Share $147.52 Unrealized @ Report Date -7.0%
CMS CMS ENERGY CORP 0.6%
Value $6.624M Shares 90,417 Share Price $73.26 * Est. Cost/Share $69.97 Unrealized @ Report Date +1.6%
WM WASTE MGMT INC DEL 0.5%
Value $6.41M Shares 29,026 Share Price $220.83 Est. Cost/Share $225.76 Unrealized @ Report Date -0.9%
EQIX EQUINIX INC 0.5%
Value $6.215M Shares 7,935 Share Price $783.24 Est. Cost/Share $849.11 Unrealized @ Report Date -8.8%
BL BLACKLINE INC 0.5%
Value $5.49M Shares 103,397 Share Price $53.10 Est. Cost/Share $51.79 Unrealized @ Report Date +4.3%
BRBR BELLRING BRANDS INC 0.5%
Value $5.397M Shares 148,476 Share Price $36.35 * Est. Cost/Share $45.18 Unrealized @ Report Date 0.0%
KMB KIMBERLY-CLARK CORP 0.4%
Value $5.107M Shares 41,075 Share Price $124.34 Est. Cost/Share $126.80 Unrealized @ Report Date 0.0%
ADSK AUTODESK INC 0.4%
Value $4.888M Shares 15,388 Share Price $317.67 * Est. Cost/Share $283.89 Unrealized @ Report Date +7.3%
IDXX IDEXX LABS INC 0.4%
Value $4.634M Shares 7,253 Share Price $638.89 * Est. Cost/Share $606.98 Unrealized @ Report Date 0.0%
TTAN SERVICETITAN INC 0.4%
Value $4.403M Shares 43,672 Share Price $100.83 * Est. Cost/Share $109.72 Unrealized @ Report Date 0.0%
CWEN/A CLEARWAY ENERGY INC 0.4%
Value $4.383M Shares 162,771 Share Price $26.93 * Est. Cost/Share $24.52 Unrealized @ Report Date +13.9%
SPSC SPS COMM INC 0.4%
Value $4.257M Shares 40,880 Share Price $104.14 * Est. Cost/Share $119.01 Unrealized @ Report Date 0.0%
CLX CLOROX CO DEL 0.3%
Value $4.078M Shares 33,070 Share Price $123.30 Est. Cost/Share $152.12 Unrealized @ Report Date -19.6%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $3.626M Shares 12,353 Share Price $293.50 Est. Cost/Share $297.80 Unrealized @ Report Date 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $3.294M Shares 6,791 Share Price $485.02 * Est. Cost/Share $494.03 Unrealized @ Report Date -5.9%
ALC ALCON AG 0.3%
Value $3.1M Shares 41,609 Share Price $74.51 * Est. Cost/Share $83.45 Unrealized @ Report Date 0.0%
KLAC KLA CORP 0.2%
Value $2.979M Shares 2,762 Share Price $1078.60 * Est. Cost/Share $930.36 Unrealized @ Report Date 0.0%
ALLE ALLEGION PLC 0.2%
Value $2.852M Shares 16,080 Share Price $177.35 * Est. Cost/Share $129.09 Unrealized @ Report Date +27.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value $2.668M Shares 18,954 Share Price $140.78 * Est. Cost/Share $152.59 Unrealized @ Report Date 0.0%
NVDA NVIDIA CORPORATION 0.2%
Value $2.496M Shares 13,380 Share Price $186.58 * Est. Cost/Share $174.29 Unrealized @ Report Date 0.0%
RNR RENAISSANCERE HLDGS LTD 0.2%
Value $2.493M Shares 9,816 Share Price $253.93 * Est. Cost/Share $242.01 Unrealized @ Report Date +0.1%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $2.481M Shares 31,903 Share Price $77.77 Est. Cost/Share $77.72 Unrealized @ Report Date +0.5%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value $2.342M Shares 1,908 Share Price $1227.61 * Est. Cost/Share $1253.17 Unrealized @ Report Date 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $1.077M Shares 3,067 Share Price $351.26 * Est. Cost/Share $344.03 Unrealized @ Report Date 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value $1.065M Shares 4,635 Share Price $229.86 Est. Cost/Share $227.43 Unrealized @ Report Date 0.0%
BX BLACKSTONE INC 0.1%
Value $807K Shares 4,723 Share Price $170.85 Est. Cost/Share $158.19 Unrealized @ Report Date +7.1%