SONE CAPITAL MANAGEMENT, LLC

PrivateCIK: 2026215
Location

NEW YORK, NY

101
Positions
$1.19B
Total AUM (reported)
11.86M
Total Shares

Allocation by class

TOTAL AUM$1.19B101 positions
COM$808.84M67.9%
CL A$93.09M7.8%
COM CL A$52.14M4.4%
ORD SHS$50.40M4.2%
CL B COM$33.56M2.8%
COM SHS$27.81M2.3%
SHS$27.68M2.3%

Portfolio Concentration

Top 39.8%4–1018.3%11–2527.6%Rest44.3%TOP 1028.1%0%100%
Top 3$116.22M9.8%
4–10$218.34M18.3%
11–25$328.37M27.6%
Rest$528.13M44.3%

Top 3 weight

9.8%

Top 10 weight

28.1%

Voting Authority Distribution

Total shares with voting rights: 11.86M

Sole

Full voting authority

11.86M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:

LENNOX INTL INC

SOLE
COM
Shares83.86K
TypeSH
Market value$38.92M
3.27%
Sole
83.86K
Shared
0.00
None
0.00

ALLEGION PLC

SOLE
ORD SHS
Shares266.04K
TypeSH
Market value$38.65M
3.25%
Sole
266.04K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares159.27K
TypeSH
Market value$38.64M
3.24%
Sole
159.27K
Shared
0.00
None
0.00

IDEX CORP

SOLE
COM
Shares203.82K
TypeSH
Market value$38.63M
3.24%
Sole
203.82K
Shared
0.00
None
0.00

FOX CORP

SOLE
CL B COM
Shares632.02K
TypeSH
Market value$33.56M
2.82%
Sole
632.02K
Shared
0.00
None
0.00

POOL CORP

SOLE
COM
Shares160.88K
TypeSH
Market value$32.55M
2.73%
Sole
160.88K
Shared
0.00
None
0.00

AMERICAN WTR WKS CO INC NEW

SOLE
COM
Shares221.28K
TypeSH
Market value$30.11M
2.53%
Sole
221.28K
Shared
0.00
None
0.00

DESCARTES SYS GROUP INC

SOLE
COM
Shares391.83K
TypeSH
Market value$28.06M
2.36%
Sole
391.83K
Shared
0.00
None
0.00

VERALTO CORP

SOLE
COM SHS
Shares314.53K
TypeSH
Market value$27.81M
2.33%
Sole
314.53K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares83.95K
TypeSH
Market value$27.61M
2.32%
Sole
83.95K
Shared
0.00
None
0.00

AUTODESK INC

SOLE
COM
Shares112.52K
TypeSH
Market value$26.94M
2.26%
Sole
112.52K
Shared
0.00
None
0.00

HEICO CORP NEW

SOLE
CL A
Shares126.43K
TypeSH
Market value$26.69M
2.24%
Sole
126.43K
Shared
0.00
None
0.00

MARKETAXESS HLDGS INC

SOLE
COM
Shares159.97K
TypeSH
Market value$26.39M
2.22%
Sole
159.97K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares123.89K
TypeSH
Market value$25.80M
2.17%
Sole
123.89K
Shared
0.00
None
0.00

FERGUSON ENTERPRISES INC

SOLE
COMMON STOCK NEW
Shares100.33K
TypeSH
Market value$23.40M
1.96%
Sole
100.33K
Shared
0.00
None
0.00

FORTIVE CORP

SOLE
COM
Shares418.69K
TypeSH
Market value$23.15M
1.94%
Sole
418.69K
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares53.92K
TypeSH
Market value$22.47M
1.89%
Sole
53.92K
Shared
0.00
None
0.00

APPFOLIO INC

SOLE
COM CL A
Shares133.71K
TypeSH
Market value$21.10M
1.77%
Sole
133.71K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares133.22K
TypeSH
Market value$20.95M
1.76%
Sole
133.22K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares40.16K
TypeSH
Market value$19.74M
1.66%
Sole
40.16K
Shared
0.00
None
0.00

HERSHEY CO

SOLE
COM
Shares93.12K
TypeSH
Market value$19.36M
1.63%
Sole
93.12K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares123.82K
TypeSH
Market value$19.23M
1.61%
Sole
123.82K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares89.26K
TypeSH
Market value$18.14M
1.52%
Sole
89.26K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares59.62K
TypeSH
Market value$18.02M
1.51%
Sole
59.62K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares45.92K
TypeSH
Market value$17.00M
1.43%
Sole
45.92K
Shared
0.00
None
0.00
Page 1 of 5