Fund HoldingsSone Capital Management, LLC

Total Portfolio Value
$1.08B
Total Bought
$539.55M
Total Sold
$429.45M
Net Transaction
+$110.10M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
WATERS CORP(WAT)074,953+74,953026,1622.41%+26,162
ZOETIS INC(ZTS)16,726177,930+161,2042,75427,7482.56%+24,994
HUBSPOT INC(HUBS)2,52343,003+40,4801,44123,9372.21%+22,495
MASTERCARD INCORPORATED(MA)037,277+37,277020,9471.93%+20,947
FORTIVE CORP(FTV)121,798567,192+445,3948,91329,5682.73%+20,655
AUTODESK INC22,57383,644+61,0715,91025,8942.39%+19,984
MCDONALDS CORP(MCD)058,217+58,217017,0091.57%+17,009
MONSTER BEVERAGE CORP NEW(MNST)0253,786+253,786015,8971.47%+15,897
BLOCK INC(XYZ)74,718280,175+205,4574,05919,0321.76%+14,973
PROCORE TECHNOLOGIES INC(PCOR)0204,860+204,860014,0171.29%+14,017
ABBOTT LABS0116,667+116,667015,8681.46%+15,868
SALESFORCE INC(CRM)18,80168,320+49,5195,04518,6301.72%+13,585
AMAZON COM INC(AMZN)83,727128,700+44,97315,93028,2352.61%+12,306
EQUINIX INC(EQIX)6,44621,494+15,0485,25617,0981.58%+11,842
CMS ENERGY CORP(CMS)0168,247+168,247011,6561.08%+11,656
DAYFORCE INC0360,189+360,189019,9511.84%+19,951
PAYCHEX INC(PAYX)076,708+76,708011,1581.03%+11,158
PAYCOM SOFTWARE INC(PAYC)047,122+47,122010,9041.01%+10,904
TRADEWEB MKTS INC(TW)072,201+72,201010,5700.98%+10,570
TRANSUNION(TRU)0144,512+144,512012,7171.17%+12,717
HEICO CORP NEW63,66491,711+28,04713,43123,7302.19%+10,299
MARSH & MCLENNAN COS INC(MRSH)046,853+46,853010,2440.95%+10,244
IDEX CORP(IEX)165,226228,092+62,86629,90140,0463.70%+10,145
CANADIAN PACIFIC KANSAS CITY(CP)0122,478+122,47809,7270.90%+9,727
FOX CORP(FOX)245,330432,495+187,16512,93122,3302.06%+9,398
BROWN FORMAN CORP(BF-A)0345,822+345,82209,3060.86%+9,306
COSTAR GROUP INC(CSGP)0115,121+115,12109,2560.85%+9,256
CHURCH & DWIGHT CO INC(CHD)095,247+95,24709,1540.84%+9,154
ACCENTURE PLC IRELAND
SHS CLASS A
030,299+30,29909,0560.84%+9,056
POOL CORP(POOL)6,44034,804+28,3642,05010,1450.94%+8,094
CARRIER GLOBAL CORPORATION(CARR)62,109163,552+101,4433,93811,9701.10%+8,033
APTARGROUP INC53,863102,429+48,5667,99216,0231.48%+8,031
LINDE PLC(LIN)025,463+25,463011,9471.10%+11,947
LOWES COS INC(LOW)24,62660,510+35,8845,74413,4251.24%+7,682
AMERICAN TOWER CORP NEW(AMT)11,16243,040+31,8782,4299,5130.88%+7,084
MSCI INC(MSCI)20,24331,405+11,16211,44718,1131.67%+6,665
CROWN CASTLE INC(CCI)082,626+82,62608,4880.78%+8,488
BLACKLINE INC(BL)097,332+97,33205,5110.51%+5,511
THERMO FISHER SCIENTIFIC INC(TMO)30,41050,314+19,90415,13220,4001.88%+5,268
REPLIGEN CORP(RGEN)29,73370,452+40,7193,7838,7630.81%+4,980
VERTIV HOLDINGS CO(VRT)037,780+37,78004,8510.45%+4,851
FISERV INC(FISV)027,060+27,06004,6650.43%+4,665
DEXCOM INC(DXCM)052,989+52,98904,6250.43%+4,625
CBOE GLOBAL MKTS INC(CBOE)019,672+19,67204,5880.42%+4,588
CLEARWATER ANALYTICS HLDGS I0205,140+205,14004,4990.42%+4,499
STERIS PLC(STE)26,80543,660+16,8556,07510,4880.97%+4,413
BLACKBAUD INC(BLKB)53,505117,514+64,0093,3207,5460.70%+4,226
CME GROUP INC(CME)015,227+15,22704,1970.39%+4,197
VERALTO CORP(VLTO)085,895+85,89508,6710.80%+8,671
WASTE MGMT INC DEL(WM)017,167+17,16703,9280.36%+3,928
GRAINGER W W INC(GWW)03,024+3,02403,1460.29%+3,146
BALL CORP041,217+41,21702,3120.21%+2,312
AMPHENOL CORP NEW068,460+68,46006,7600.62%+6,760
WEC ENERGY GROUP INC(WEC)20,92342,606+21,6832,2804,4400.41%+2,159
APPLIED MATLS INC54,57453,697-8777,9209,8300.91%+1,911
WORKDAY INC(WDAY)015,562+15,56203,7350.34%+3,735
VISA INC(V)24,00427,587+3,5838,4129,7950.90%+1,382
TRANE TECHNOLOGIES PLC(TT)015,684+15,68406,8600.63%+6,860
CLEARWAY ENERGY INC(CWEN)142,027160,596+18,5694,0424,8600.45%+818
SYNOPSYS INC(SNPS)010,429+10,42905,3470.49%+5,347
ROPER TECHNOLOGIES INC(ROP)01,182+1,18206700.06%+670
RENAISSANCERE HLDGS LTD(RNR)16,26718,414+2,1473,9044,4730.41%+569
AMERICAN WTR WKS CO INC NEW042,629+42,62905,9300.55%+5,930
MERITAGE HOMES CORP(MTH)100,734114,004+13,2707,1407,6350.70%+495
REVVITY INC(RVTY)24,54731,788+7,2412,5973,0750.28%+477
EDWARDS LIFESCIENCES CORP03,709+3,70902900.03%+290
ARCH CAP GROUP LTD
ORD
41,22346,661+5,4383,9654,2480.39%+284
ROLLINS INC(ROL)04,704+4,70402650.02%+265
DESCARTES SYS GROUP INC(DSGX)86,17184,784-1,3878,6768,6100.79%-66
ZOOMINFO TECHNOLOGIES INC(GTM)17,9470-17,9471790-179
SHERWIN WILLIAMS CO(SHW)000000
XCEL ENERGY INC(XEL)259,175259,916+74118,34717,7001.63%-647
GARTNER INC(IT)66,16166,634+47327,77026,9352.49%-836
BECTON DICKINSON & CO(BDX)69,22186,538+17,31715,85614,9061.38%-950
UNITEDHEALTH GROUP INC(UNH)9,11112,252+3,1414,7723,8220.35%-950
MCCORMICK & CO INC(MKC)94,43289,870-4,5627,7736,8140.63%-959
NASDAQ INC(NDAQ)14,2020-14,2021,0770-1,077
PAYLOCITY HLDG CORP(PCTY)125,180122,376-2,80423,45122,1732.05%-1,278
COPART INC(CPRT)70,55349,776-20,7773,9932,4430.23%-1,550
COOPER COS INC(COO)293,090323,093+30,00324,72222,9912.12%-1,731
TOAST INC(TOST)55,1770-55,1771,8300-1,830
INTUIT(INTU)25,03117,069-7,96215,36913,4441.24%-1,925
CONSTELLATION BRANDS INC(STZ)000000
STRYKER CORPORATION(SYK)36,49729,338-7,15913,58611,6071.07%-1,979
LAMAR ADVERTISING CO NEW(LAMR)17,5930-17,5932,0020-2,002
WALMART INC(WMT)25,7520-25,7522,2610-2,261
NORFOLK SOUTHN CORP(NSC)10,6390-10,6392,5200-2,520
VERISK ANALYTICS INC(VRSK)8,6630-8,6632,5780-2,578
BLACKSTONE INC(BX)29,9329,293-20,6394,1841,3900.13%-2,794
HEALTHEQUITY INC(HQY)33,3320-33,3322,9460-2,946
BIO RAD LABS INC000000
PTC INC(PTC)000000
ALPHABET INC(GOOG)129,72692,064-37,66220,06116,2241.50%-3,836
SBA COMMUNICATIONS CORP NEW(SBAC)34,43215,325-19,1077,5753,5990.33%-3,976
BLACKROCK INC(BLK)4,2850-4,2854,0560-4,056
ZILLOW GROUP INC(Z)033,145+33,14502,2700.21%+2,270
APPFOLIO INC(APPF)22,7330-22,7334,9990-4,999
COLGATE PALMOLIVE CO(CL)57,0700-57,0705,3470-5,347
CLOROX CO DEL(CLX)143,003124,967-18,03621,05715,0051.38%-6,052
WILLIS TOWERS WATSON PLC LTD(WTW)55,70141,669-14,03218,82412,7721.18%-6,053
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