SONEN CAPITAL LLC

PrivateCIK: 1557787
Location

SAN FRANCISCO, CA

70
Positions
$52.74M
Total AUM (reported)
458.70K
Total Shares

Allocation by class

TOTAL AUM$52.74M70 positions
COM$41.35M78.4%
CL A$5.76M10.9%
COM CL A$1.82M3.4%
CAP STK CL A$928.0K1.8%
SPONSORED ADS$533.4K1.0%
COM NEW$459.8K0.9%
CL B$422.9K0.8%

Portfolio Concentration

Top 326.2%4–1015.8%11–2523.8%Rest34.1%TOP 1042.1%0%100%
Top 3$13.84M26.2%
4–10$8.35M15.8%
11–25$12.56M23.8%
Rest$17.98M34.1%

Top 3 weight

26.2%

Top 10 weight

42.1%

Voting Authority Distribution

Total shares with voting rights: 458.70K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

458.70K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole36
Shared0
Other34
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings70
Rows:

MERCK & CO INC

SOLE
COM
Shares70.61K
TypeSH
Market value$7.75M
14.70%
Sole
0.00
Shared
0.00
None
70.61K

MICROSOFT CORP

OTR
COM
Shares10.05K
TypeSH
Market value$3.78M
7.16%
Sole
0.00
Shared
0.00
None
10.05K

AMAZON COM INC

SOLE
COM
Shares15.21K
TypeSH
Market value$2.31M
4.38%
Sole
0.00
Shared
0.00
None
15.21K

APPLIED MATLS INC

SOLE
COM
Shares9.05K
TypeSH
Market value$1.47M
2.78%
Sole
0.00
Shared
0.00
None
9.05K

XYLEM INC

OTR
COM
Shares12.66K
TypeSH
Market value$1.45M
2.75%
Sole
0.00
Shared
0.00
None
12.66K

AIRBNB INC

SOLE
COM CL A
Shares9.09K
TypeSH
Market value$1.24M
2.35%
Sole
0.00
Shared
0.00
None
9.09K

APPLE INC

SOLE
COM
Shares5.77K
TypeSH
Market value$1.11M
2.11%
Sole
0.00
Shared
0.00
None
5.77K

THERMO FISHER SCIENTIFIC INC

OTR
COM
Shares1.96K
TypeSH
Market value$1.04M
1.98%
Sole
0.00
Shared
0.00
None
1.96K

EQUIFAX INC

OTR
COM
Shares4.20K
TypeSH
Market value$1.04M
1.97%
Sole
0.00
Shared
0.00
None
4.20K

GARTNER INC

OTR
COM
Shares2.23K
TypeSH
Market value$1.00M
1.90%
Sole
0.00
Shared
0.00
None
2.23K

HENRY SCHEIN INC

OTR
COM
Shares13.03K
TypeSH
Market value$986.6K
1.87%
Sole
0.00
Shared
0.00
None
13.03K

AMERICAN WTR WKS CO INC NEW

OTR
COM
Shares7.26K
TypeSH
Market value$958.4K
1.82%
Sole
0.00
Shared
0.00
None
7.26K

DANAHER CORPORATION

SOLE
COM
Shares4.08K
TypeSH
Market value$945.0K
1.79%
Sole
0.00
Shared
0.00
None
4.08K

ANALOG DEVICES INC

OTR
COM
Shares4.73K
TypeSH
Market value$939.2K
1.78%
Sole
0.00
Shared
0.00
None
4.73K

ALPHABET INC

SOLE
CAP STK CL A
Shares6.64K
TypeSH
Market value$928.0K
1.76%
Sole
0.00
Shared
0.00
None
6.64K

PURE STORAGE INC

SOLE
CL A
Shares25.65K
TypeSH
Market value$914.7K
1.73%
Sole
0.00
Shared
0.00
None
25.65K

NUTANIX INC

OTR
CL A
Shares18.66K
TypeSH
Market value$890.0K
1.69%
Sole
0.00
Shared
0.00
None
18.66K

JONES LANG LASALLE INC

OTR
COM
Shares4.57K
TypeSH
Market value$862.9K
1.64%
Sole
0.00
Shared
0.00
None
4.57K

ESSENTIAL UTILS INC

OTR
COM
Shares21.59K
TypeSH
Market value$806.3K
1.53%
Sole
0.00
Shared
0.00
None
21.59K

CBRE GROUP INC

OTR
CL A
Shares8.38K
TypeSH
Market value$780.2K
1.48%
Sole
0.00
Shared
0.00
None
8.38K

MERCADOLIBRE INC

OTR
COM
Shares467.00
TypeSH
Market value$733.9K
1.39%
Sole
0.00
Shared
0.00
None
467.00

TRIMBLE INC

OTR
COM
Shares13.37K
TypeSH
Market value$711.0K
1.35%
Sole
0.00
Shared
0.00
None
13.37K

ROBLOX CORP

SOLE
CL A
Shares15.45K
TypeSH
Market value$706.2K
1.34%
Sole
0.00
Shared
0.00
None
15.45K

TWILIO INC

OTR
CL A
Shares9.29K
TypeSH
Market value$704.7K
1.34%
Sole
0.00
Shared
0.00
None
9.29K

TEXAS INSTRS INC

OTR
COM
Shares4.09K
TypeSH
Market value$697.2K
1.32%
Sole
0.00
Shared
0.00
None
4.09K
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