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Sone Capital Management, LLC
Sone Capital Management, LLC is a New York-based investment adviser founded in 2024, owned by George Panos. The firm manages over $1 billion in assets and offers portfolio management services, primarily focusing on institutional clients including pension funds, foundations, and high-net-worth individuals. Sone Capital Management is registered with the SEC and operates with a team of approximately 11 employees, aiming to deliver disciplined and research-driven investment management.
Investment Strategy
Sone Capital Management, LLC pursues a diversified long-only equity investment strategy centered on fundamental research and disciplined portfolio construction. The firm allocates capital primarily to U.S. equities, focusing on companies with strong financials, consistent earnings, and durable competitive advantages. Sector exposures are actively managed and positions are sized based on risk and reward assessments, seeking to maximize risk-adjusted returns for institutional clients.
Latest 13F Filing Activity
Sone Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 96 equity positions with a total 13F market value of $1B. The fund increased holdings in Waters Corp., Zoetis Inc., Hubspot Inc. among other positions. Sone Capital Management, LLC reduced exposure to Lennox Intl Inc., Bentley SYS Inc., Tyler Technologies Inc. among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEX | IDEX CORP | 3.70% | $40.0M | 228,092 | $179.48 | $175.57 | +$10.1M |
F FTV | FORTIVE CORP | 2.73% | $29.6M | 567,192 | $57.04 | $52.13 | +$20.7M |
A AMZN | AMAZON COM INC | 2.61% | $28.2M | 128,700 | $211.37 | $219.39 | +$12.3M |
Z ZTS | ZOETIS INC | 2.56% | $27.7M | 177,930 | $156.63 | $155.95 | +$25.0M |
I IT | GARTNER INC | 2.49% | $26.9M | 66,634 | $428.69 | $404.22 | -$835.6K |
Industry Allocation
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