SL
Sonnipe Ltd Portfolio holdings
AUM
$678M
This Quarter Return
+7.48%
1 Year Return
+30.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$539M
AUM Growth
–
Cap. Flow
+$539M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.66%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
monday.com
MNDY
|
$518M |
| 2 |
Microsoft
MSFT
|
$4.31M |
| 3 |
Amazon
AMZN
|
$3.31M |
| 4 |
American Tower
AMT
|
$1.1M |
| 5 |
NVIDIA
NVDA
|
$905K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 97.65% |
| 2 | Consumer Discretionary | 0.98% |
| 3 | Financials | 0.44% |
| 4 | Communication Services | 0.28% |
| 5 | Real Estate | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Equinix
EQIX
$75.5B
| $78.6K | 0.01% |
+120
| New | +$78.6K |
|
27
Cisco
CSCO
$268B
| $77K | 0.01% |
+1,617
| New | +$77K |
|
28
ASML
ASML
$285B
| $74.9K | 0.01% |
+137
| New | +$74.9K |
|
29
ServiceNow
NOW
$189B
| $71.4K | 0.01% |
+184
| New | +$71.4K |
|
30
PayPal
PYPL
$66.1B
| $66.5K | 0.01% |
+934
| New | +$66.5K |
|
31
Salesforce
CRM
$241B
| $64.4K | 0.01% |
+486
| New | +$64.4K |
|
32
Palo Alto Networks
PANW
$127B
| $64K | 0.01% |
+459
| New | +$64K |
|
33
Marvell Technology
MRVL
$55.3B
| $60.4K | 0.01% |
+1,631
| New | +$60.4K |
|
34
Texas Instruments
TXN
$181B
| $56.8K | 0.01% |
+344
| New | +$56.8K |
|
35
Workday
WDAY
$60.9B
| $56.4K | 0.01% |
+337
| New | +$56.4K |
|
36
Fidelity National Information Services
FIS
$35.7B
| $46.8K | 0.01% |
+690
| New | +$46.8K |
|
37
Snowflake
SNOW
$77.8B
| $40.9K | 0.01% |
+285
| New | +$40.9K |
|
38
HubSpot
HUBS
$24.7B
| $40.8K | 0.01% |
+141
| New | +$40.8K |
|
39
Datadog
DDOG
$46.8B
| $39K | 0.01% |
+531
| New | +$39K |
|
40
Paycom
PAYC
$12.4B
| $37.9K | 0.01% |
+122
| New | +$37.9K |
|
41
Atlassian
TEAM
$45.2B
| $35.6K | 0.01% |
+277
| New | +$35.6K |
|
42
Mercado Libre
MELI
$121B
| $34.7K | 0.01% |
+41
| New | +$34.7K |
|
43
ON Semiconductor
ON
$19.8B
| $33.3K | 0.01% |
+534
| New | +$33.3K |
|
44
Snap
SNAP
$12.3B
| $30K | 0.01% |
+3,357
| New | +$30K |
|
45
Uber
UBER
$194B
| $29.5K | 0.01% |
+1,194
| New | +$29.5K |
|
46
Zscaler
ZS
$42.5B
| $27.9K | 0.01% |
+249
| New | +$27.9K |
|
47
UiPath
PATH
$5.84B
| $25.5K | ﹤0.01% |
+2,008
| New | +$25.5K |
|