Sone Capital Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.19 Trillion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fox Corp Cl B (De) with a value of $39.3B, Union Pacific Corp with a value of $31.5B, Paylocity Holding Corp with a value of $31.1B, Zoetis Inc. with a value of $30.7B, and S&P Global Inc. with a value of $30.3B.

Examining the 13F form we can see an increase of $111B in the current position value, from $1.08T to 1.19T.

Sone Capital Management, LLC is based out at New York, NY

Below you can find more details about Sone Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.19 Trillion
Technology: $218 Billion
Financial Services: $195 Billion
Healthcare: $179 Billion
Industrials: $176 Billion
Consumer Cyclical: $91.9 Billion
Consumer Defensive: $81.7 Billion
Communication Services: $69.7 Billion
Real Estate: $63.7 Billion
Other: $30.9 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $1.19 Trillion
  • Prior Value $1.08 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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