Fund HoldingsSonnipe Ltd

Total Portfolio Value
$949.12M
Total Bought
$1.15M
Total Sold
$137.70M
Net Transaction
-$136.55M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MONDAY COM LTD
SHS
4,157,8684,064,368-93,500780,889918,01996.72%+137,130
AMAZON COM INC(AMZN)37,76437,76405,7386,8120.72%+1,074
MICROSOFT CORP(MSFT)17,71717,71706,6627,4540.79%+792
ALPHABET INC(GOOG)7,53910,197+2,6581,0531,5390.16%+486
NVIDIA CORPORATION(NVDA)1,1351,085-505629800.10%+418
LAUDER ESTEE COS INC(EL)4,3146,271+1,9576319670.10%+336
DISNEY WALT CO(DIS)8,0348,610+5767251,0540.11%+328
WASTE MGMT INC DEL(WM)4,8224,82208641,0280.11%+164
BOSTON SCIENTIFIC CORP(BSX)15,20815,20808791,0420.11%+162
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,0686,490-5787358830.09%+148
MARTIN MARIETTA MATLS INC(MLM)1,2651,26506317770.08%+146
BALL CORP13,24013,24007628920.09%+130
PROCTER AND GAMBLE CO(PG)7,5597,55901,1081,2260.13%+119
DANAHER CORPORATION(DHR)4,1174,11709521,0280.11%+76
MARSH & MCLENNAN COS INC(MRSH)2,7052,70505135570.06%+45
INTUIT(INTU)1,5301,53009569950.10%+38
NORTHERN TR CORP(NTRS)8,1188,11806857220.08%+37
ACCENTURE PLC IRELAND
SHS CLASS A
2,7502,75009659530.10%-12
S&P GLOBAL INC(SPGI)2,1382,13809429100.10%-32
NIKE INC(NKE)4,9384,93805364640.05%-72
AMERICAN TOWER CORP NEW(AMT)4,1314,13108928160.09%-76
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