Fund HoldingsSonnipe Ltd

Total Portfolio Value
$807.68M
Total Bought
$2.44M
Total Sold
$116.34M
Net Transaction
-$113.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MONDAY COM LTD
SHS
4,181,3684,157,868-23,500665,757780,88996.68%+115,132
MICROSOFT CORP(MSFT)17,03217,717+6855,3786,6620.82%+1,284
AMAZON COM INC(AMZN)37,76437,76404,8015,7380.71%+937
LAUDER ESTEE COS INC(EL)04,314+4,31406310.08%+631
NORTHERN TR CORP(NTRS)5,9908,118+2,1284166850.08%+269
DANAHER CORPORATION(DHR)3,1614,117+9566959520.12%+257
S&P GLOBAL INC(SPGI)2,1382,13807819420.12%+161
WASTE MGMT INC DEL(WM)4,8224,82207358640.11%+129
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,0687,06806147350.09%+121
ACCENTURE PLC IRELAND
SHS CLASS A
2,7502,75008459650.12%+120
MARTIN MARIETTA MATLS INC(MLM)1,2651,26505196310.08%+112
BALL CORP13,24013,24006597620.09%+102
DISNEY WALT CO(DIS)8,0348,03406517250.09%+74
NVIDIA CORPORATION(NVDA)1,1351,13504945620.07%+68
NIKE INC(NKE)4,9384,93804725360.07%+64
PROCTER AND GAMBLE CO(PG)7,5597,55901,1031,1080.14%+5
ALPHABET INC(GOOG)8,1327,539-5931,0641,0530.13%-11
VERALTO CORP(VLTO)1,0530-1,053890-89
INTUIT(INTU)2,0601,530-5301,0539560.12%-96
BOSTON SCIENTIFIC CORP(BSX)19,20415,208-3,9961,0148790.11%-135
AMERICAN TOWER CORP NEW(AMT)6,4494,131-2,3181,0618920.11%-169
MARSH & MCLENNAN COS INC(MRSH)4,4182,705-1,7138415130.06%-328
BURLINGTON STORES INC(BURL)2,8280-2,8283830-383
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