Fund HoldingsSone Capital Management, LLC

Total Portfolio Value
$1.31B
Total Bought
$594.95M
Total Sold
$472.40M
Net Transaction
+$122.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
QIAGEN NV(QGEN)0851,611+851,611033,2982.54%+33,298
AMERICAN TOWER CORP(AMT)41,835198,247+156,4127,22032,4272.47%+25,207
WATERS CORP(WAT)060,706+60,706022,7671.73%+22,767
COOPER COS INC(COO)113,157387,030+273,8738,09127,7542.11%+19,663
TOLL BROTHERS INC(TOL)0114,762+114,762018,9071.44%+18,907
RPM INTL INC(RPM)0167,229+167,229018,5881.42%+18,588
MSA SAFETY INC(MSA)0106,377+106,377018,5711.41%+18,571
MCDONALDS CORP(MCD)1,70468,382+66,67853018,4841.41%+17,955
MARRIOTT INTL INC NEW(MAR)14,80261,051+46,2494,84122,6251.72%+17,784
INTUITIVE SURGICAL INC042,899+42,899017,0601.30%+17,060
ICON PUB LTD CO(ICLR)083,333+83,333014,4761.10%+14,476
PROCORE TECHNOLOGIES INC(PCOR)44,402409,648+365,2462,53116,6401.27%+14,109
LINCOLN ELEC HLDGS INC(LECO)052,193+52,193013,8581.06%+13,858
CARRIER GLOBAL CORPORATION(CARR)0188,214+188,214013,8051.05%+13,805
MICROSOFT CORP(MSFT)45,92081,854+35,93416,99830,5332.33%+13,535
COCA COLA CO(KO)0165,256+165,256013,4301.02%+13,430
ECOLAB INC(ECL)29,59775,337+45,7407,87320,9901.60%+13,116
BALL CORP90,486295,441+204,9555,34918,4361.40%+13,087
REVVITY INC(RVTY)0109,761+109,761012,2120.93%+12,212
WW GRAINGER INC(GWW)08,223+8,223011,1870.85%+11,187
ARAMARK(ARMK)0196,162+196,162011,1620.85%+11,162
MONDELEZ INTL INC(MDLZ)0189,647+189,647010,9690.84%+10,969
MARSH & MCLENNAN COS INC(MRSH)065,402+65,402010,9010.83%+10,901
CHUBB LIMITED
COM
030,674+30,674010,4520.80%+10,452
HEICO CORP NEW126,426143,977+17,55126,68737,1332.83%+10,446
BENTLEY SYS INC(BSY)374,524786,538+412,01413,15323,5101.79%+10,356
IDEXX LABS INC(IDXX)018,931+18,93109,9660.76%+9,966
LOWES COS INC(LOW)36,86784,379+47,5128,71118,6051.42%+9,894
BLACKROCK INC(BLK)010,067+10,06709,6800.74%+9,680
DUKE ENERGY CORP NEW(DUK)48,438125,098+76,6606,34215,8351.21%+9,492
TE CONNECTIVITY PLC(TEL)045,810+45,81009,2360.70%+9,236
VERALTO CORP(VLTO)314,528417,311+102,78327,81137,0072.82%+9,197
HERSHEY CO(HSY)93,120156,927+63,80719,35927,5332.10%+8,174
CBOE GLOBAL MKTS INC(CBOE)4,75638,522+33,7661,3379,3480.71%+8,011
MCCORMICK & CO INC(MKC)36,725184,743+148,0181,8529,3150.71%+7,462
CHURCH & DWIGHT CO INC(CHD)24,27799,237+74,9602,2669,6140.73%+7,349
JPMORGAN CHASE & CO(JPM)23,68942,160+18,4716,96813,8001.05%+6,832
TRADEWEB MKTS INC(TW)102,289187,468+85,17912,03518,6831.42%+6,648
S&P GLOBAL INC(SPGI)59315,431+14,8382526,2840.48%+6,032
STRYKER CORPORATION(SYK)4,86222,151+17,2891,5986,9740.53%+5,376
MANHATTAN ASSOCIATES INC(MANH)71,913106,792+34,8799,57314,8711.13%+5,298
MIAMI INTL HLDGS INC(MIAX)0138,903+138,90305,1620.39%+5,162
ELEVANCE HEALTH INC FORMERLY(ELV)013,292+13,29205,1400.39%+5,140
FERGUSON ENTERPRISES INC(FERG)100,332119,297+18,96523,40328,3132.16%+4,909
VERISIGN INC016,519+16,51904,1560.32%+4,156
SBA COMMUNICATIONS CORP(SBAC)022,027+22,02703,8870.30%+3,887
OLD DOMINION FREIGHT LINE IN(ODFL)38,79651,842+13,0467,58111,2290.86%+3,648
ABBOTT LABORATORIES40,06383,673+43,6104,1137,5920.58%+3,479
PAYLOCITY HLDG CORP(PCTY)032,651+32,65103,4130.26%+3,413
NVIDIA CORPORATION(NVDA)76,99782,325+5,32813,42816,4721.25%+3,044
WILLIS TOWERS WATSON PLC LTD(WTW)13,43725,646+12,2093,9066,7030.51%+2,797
ROLLINS INC(ROL)061,751+61,75102,5770.20%+2,577
GLOBAL PMTS INC(GPN)035,325+35,32502,5630.20%+2,563
BANDWIDTH INC(BAND)040,104+40,10402,5390.19%+2,539
META PLATFORMS INC(META)11,61916,059+4,4406,6489,0460.69%+2,398
EQUIFAX INC(EFX)014,945+14,94502,3720.18%+2,372
SBA COMMUNICATIONS CORP(A)37,78949,852+12,0634,3076,6220.50%+2,315
DEXCOM INC(DXCM)033,380+33,38002,2480.17%+2,248
JOYY INC(JOYY)34,02059,149+25,1291,9863,9030.30%+1,917
MSCI INC(MSCI)11,93614,278+2,3426,4347,9960.61%+1,563
AMAZON COM INC(AMZN)123,889113,779-10,11025,80227,1182.07%+1,316
BUILDERS FIRSTSOURCE INC(BLDR)012,992+12,99201,1630.09%+1,163
MODINE MFG CO(MOD)17,28718,301+1,0143,7464,8870.37%+1,140
SITEONE LANDSCAPE SUPPLY INC(SITE)09,919+9,91901,1350.09%+1,135
RENAISSANCERE HLDGS LTD(RNR)9,97112,912+2,9412,9644,0920.31%+1,128
INSTALLED BLDG PRODS INC(IBP)04,692+4,69201,0780.08%+1,078
AIR PRODUCTS AND CHEMICALS I02,139+2,13906270.05%+627
FACTSET RESH SYS INC(FDS)66,65264,630-2,02214,46314,8701.13%+407
BLOCK INC(XYZ)34,62032,768-1,8522,0832,4900.19%+407
AUTOMATIC DATA PROCESSING IN89,26382,394-6,86918,13618,4521.41%+316
STANDARD BIOTOOLS INC(LAB)1,766,7812,133,631+366,8501,6241,7550.13%+131
WILLIAMS COS INC(WMB)62,94261,268-1,6744,5814,5550.35%-26
BLACKBAUD INC(BLKB)70,19687,249+17,0532,7102,5840.20%-126
COSTAR GROUP INC(CSGP)189,258254,096+64,8387,6357,1960.55%-439
INTERCONTINENTAL EXCHANGE IN(ICE)133,219165,990+32,77120,95320,4351.56%-518
NASDAQ INC(NDAQ)7,4200-7,4206300-630
WEX INC(WEX)29,40426,285-3,1194,5003,7090.28%-791
POOL CORP(POOL)160,882146,366-14,51632,55131,4542.40%-1,097
METTLER TOLEDO INTERNATIONAL(MTD)8,6537,602-1,05110,9139,7120.74%-1,202
KLARNA GROUP PLC(KLAR)99,3740-99,3741,3010-1,301
ROCKET COS INC(RKT)347,926227,152-120,7744,9583,5780.27%-1,380
CANADIAN PACIFIC KANSAS CITY(CP)127,03195,383-31,6489,9958,2690.63%-1,726
ARCH CAP GROUP LTD
ORD
70,37051,173-19,1976,7554,9670.38%-1,788
FOX CORP(FOX)632,025678,165+46,14033,56131,7652.42%-1,795
TYLER TECHNOLOGIES INC(TYL)22,06418,839-3,2257,5545,5100.42%-2,045
APPFOLIO INC(APPF)133,705116,251-17,45421,10118,6411.42%-2,460
SERVICETITAN INC(TTAN)43,3790-43,3792,7530-2,753
MEDPACE HLDGS INC(MEDP)5,8690-5,8692,8180-2,818
ZOOMINFO TECHNOLOGIES INC(GTM)475,2440-475,2442,8420-2,842
MONSTER BEVERAGE CORP NEW(MNST)39,4560-39,4562,8590-2,859
APTARGROUP INC113,77790,366-23,41114,33811,3140.86%-3,024
FORTIVE CORP(FTV)418,695325,352-93,34323,14519,8761.51%-3,270
MASTERCARD INCORPORATED(MA)30,91823,520-7,39815,44812,0800.92%-3,369
VERTIV HOLDINGS CO(VRT)13,7100-13,7103,4350-3,435
TOPBUILD COR10,2920-10,2923,6160-3,616
TAYLOR MORRISON HOME CORP64,9630-64,9633,7830-3,783
SERVICENOW INC(NOW)97,15562,397-34,75810,1586,1950.47%-3,963
AMPHENOL CORP78,18632,025-46,1619,8795,6470.43%-4,232
PTC INC(PTC)31,3160-31,3164,4620-4,462
BELLRING BRANDS INC(BRBR)277,5980-277,5984,4670-4,467
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