StockDriftsStockDriftsTop 50 Sone Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HEI-A | HEICO CORP NEW | 2.83% | 144.0K | $37.1M | +13.88%(+17.55K) | $216.22(+26.02%) | 2026-06-30 | |
| VLTO | VERALTO CORP | 2.82% | 417.3K | $37.0M | +32.68%(+102.78K) | $95.05(+1.79%) | 2026-06-30 | |
| QGEN | QIAGEN NV | 2.54% | 851.6K | $33.3M | new | $39.21(+11.30%) | 2026-06-30 | |
| AMT | AMERICAN TOWER CORP | 2.47% | 198.2K | $32.4M | +373.88%(+156.41K) | $175.93(-0.99%) | 2026-06-30 | |
| FOX | FOX CORP | 2.42% | 678.2K | $31.8M | +7.30%(+46.14K) | $50.31(+15.49%) | 2026-06-30 | |
| POOL | POOL CORP | 2.4% | 146.4K | $31.5M | -9.02%(-14.52K) | $262.06(-23.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.33% | 81.9K | $30.5M | +78.25%(+35.93K) | $406.11(+22.35%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 2.16% | 119.3K | $28.3M | +18.90%(+18.96K) | $225.82(+9.87%) | 2026-06-30 | |
| COO | COOPER COS INC | 2.11% | 387.0K | $27.8M | +242.03%(+273.87K) | $75.96(+0.85%) | 2026-06-30 | |
| HSY | HERSHEY CO | 2.1% | 156.9K | $27.5M | +68.52%(+63.81K) | $194.76(-4.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -10.21% |
| Top 20 Holdings Unweighted | — | — | — | — | -10.17% |
Sone Capital Management LLC reports $1.31B in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are HEI-A (2.8%), VLTO (2.8%) and QGEN (2.5%). The top 20 holdings account for 41.6% of reported assets. Its disclosed equity book has returned -10.21% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sone Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026215). View Sone Capital Management LLC’s 13F filings on SEC