Stone Run Capital, LLC Portfolio Holdings

Stone Run Capital, LLC

  • $254 Billion
  • Q3 2025

Stone Run Capital, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $11.8B, Heico Corp with a value of $11.4B, Berkshire Hathaway Inc Class B with a value of $10.3B, Autodesk, Inc. with a value of $10B, and Arista Networks Inc with a value of $9.68B.

Examining the 13F form we can see an increase of $3.74B in the current position value, from $250B to 254B.

Stone Run Capital, LLC is based out at New York, NY

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

Portfolio value $254 Billion
Industrials: $67.9 Billion
Technology: $61.8 Billion
Healthcare: $40.2 Billion
Basic Materials: $22.2 Billion
Financial Services: $19.1 Billion
Communication Services: $4.22 Billion
Consumer Defensive: $3.95 Billion
Utilities: $2.24 Billion
Other: $807 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.6B
$11.8 Billion 4.65% of portfolio
95,320
Q3 2025 Reduced 2.56%
$17.1B
$11.4 Billion 4.51% of portfolio
35,466
Q3 2025 Reduced 0.04%
$662B
$10.3 Billion 4.07% of portfolio
20,575
Q2 2025 Reduced 2.65%
$53.1B
$10 Billion 3.95% of portfolio
31,535
Q3 2025 Reduced 3.22%
Arista Networks Inc
-
$9.68 Billion 3.81% of portfolio
-
Q3 2025 Reduced 0.3%
$37.2B
$9.62 Billion 3.79% of portfolio
15,263
Q3 2025 Reduced 3.39%
$7.37B
$8.94 Billion 3.52% of portfolio
32,000
Q3 2025 Reduced 3.18%
$159B
$8.79 Billion 3.46% of portfolio
18,061
Q3 2025 Reduced 5.52%
Linde PLC
-
$8.38 Billion 3.3% of portfolio
-
Q3 2025 Reduced 0.06%
$16.7B
$8.32 Billion 3.28% of portfolio
15,715
Q3 2025 Added 1.35%
$47.7B
$7.99 Billion 3.15% of portfolio
16,021
Q3 2025 Reduced 2.73%
$25.8B
$7.01 Billion 2.76% of portfolio
28,330
Q3 2025 Added 0.53%
$69.4B
$6.95 Billion 2.74% of portfolio
84,724
Q3 2025 Reduced 0.05%
$86.1B
$6.4 Billion 2.52% of portfolio
18,490
Q3 2025 Reduced 0.32%
$222B
$6.31 Billion 2.49% of portfolio
13,012
Q3 2025 Added 13.42%
$73.7B
$5.93 Billion 2.34% of portfolio
21,660
Q1 2025 Reduced 0.23%
$37.1B
$5.68 Billion 2.24% of portfolio
28,335
Q3 2025 Reduced 3.41%
Ge Vernova Inc
-
$5.51 Billion 2.17% of portfolio
-
Q3 2025 Reduced 2.87%
$53.4B
$5.48 Billion 2.16% of portfolio
70,400
Q3 2025 Reduced 0.07%
$40.4B
$5.43 Billion 2.14% of portfolio
42,853
Q3 2025 Added 0.23%
$25.7B
$5.1 Billion 2.01% of portfolio
34,545
Q3 2025 Reduced 0.65%
$160B
$5.03 Billion 1.98% of portfolio
25,388
Q3 2025 Added 0.1%
$19.2B
$4.85 Billion 1.91% of portfolio
59,440
Q3 2025 Reduced 0.42%
Labcorp Holdings Inc
-
$4.8 Billion 1.89% of portfolio
-
Q3 2025 Reduced 7.48%
$2.33B
$4.35 Billion 1.71% of portfolio
78,195
Q3 2025 Reduced 0.06%
$1.65T
$4.22 Billion 1.66% of portfolio
17,350
Q3 2025 Added 13.03%
$13.2B
$4.16 Billion 1.64% of portfolio
18,315
Q3 2025 Reduced 10.57%
$18.3B
$4.1 Billion 1.62% of portfolio
15,602
Q3 2025 Reduced 0.29%
$16.4B
$3.95 Billion 1.56% of portfolio
59,050
Q3 2025 Reduced 1.17%
$54.5B
$3.96 Billion 1.56% of portfolio
21,139
Q3 2025 Reduced 13.32%
$59.7B
$3.7 Billion 1.46% of portfolio
7,498
Q3 2025 Added 499.84%
$79.5B
$3.69 Billion 1.45% of portfolio
28,625
Q3 2025 Reduced 7.74%
$11.7B
$3.68 Billion 1.45% of portfolio
39,830
Q3 2025 Added 20.04%
$15.3B
$3.44 Billion 1.36% of portfolio
39,283
Q3 2025 Reduced 0.38%
$26.6B
$2.81 Billion 1.11% of portfolio
20,450
Q3 2025 Reduced 0.73%
$61.4B
$2.75 Billion 1.08% of portfolio
13,500
Q3 2025 Added 23.57%
Veralto Corp
-
$2.22 Billion 0.87% of portfolio
-
Q3 2025 Reduced 25.96%
$20.5B
$1.87 Billion 0.74% of portfolio
9,230
Q3 2025 Added 2.78%
$10.6B
$1.83 Billion 0.72% of portfolio
12,140
Q3 2025 Reduced 5.16%
$4.3T
$1.78 Billion 0.7% of portfolio
6,980
Q4 2024 Reduced 1.41%
$1B
$1.69 Billion 0.66% of portfolio
94,526
Q3 2025 Added 2.72%
$8.21B
$1.64 Billion 0.64% of portfolio
22,300
Q3 2025 Reduced 16.17%
$16.2B
$1.61 Billion 0.63% of portfolio
48,930
Q3 2025 Added 0.02%
$64.9B
$1.32 Billion 0.52% of portfolio
15,650
Q3 2025 Reduced 1.26%
$193B
$1.12 Billion 0.44% of portfolio
2,500
Q4 2023 Reduced 0.08%
$414B
$857 Million 0.34% of portfolio
3,700
Q2 2025 Reduced 9.76%
$91.4B
$650 Million 0.26% of portfolio
4,189
Q4 2023 Reduced 45.52%
$258B
$598 Million 0.24% of portfolio
3,573
Q4 2023 Reduced 45.64%
$74.9B
$508 Million 0.2% of portfolio
1,950
Q1 2025 Reduced 5.02%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $254 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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