Sonnipe Ltd
- SEC CIK
- 0001946733
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 20
- −27 vs. Q4 2022
- Portfolio value
- $628.7M
- +$89.7M (+16.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 4,246,368 | $606.2M | 96.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 16,720 | $4.82M | 0.8% | −1,232−6.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 37,703 | $3.89M | 0.6% | −1,684−4.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 12,077 | $1.25M | 0.2% | +3,877+47.3% | Added | History |
| PGProcter & Gamble Co | Stock | 7,907 | $1.18M | 0.2% | +4,595+138.7% | Added | History |
| AMTAmerican Tower Corp | REIT | 5,343 | $1.09M | 0.2% | +165+3.2% | Added | History |
| INTUIntuit Inc. | Stock | 2,421 | $1.08M | 0.2% | +266+12.3% | Added | History |
| SPGIS&P Global Inc. | Stock | 2,984 | $1.03M | 0.2% | +310+11.6% | Added | History |
| BSXBoston Scientific Corp | Stock | 20,086 | $1.00M | 0.2% | +1,995+11.0% | Added | History |
| NVDANVIDIA Corp | Stock | 3,101 | $861.4K | 0.1% | −3,093−49.9% | Reduced | History |
| DISWalt Disney Co | Stock | 8,403 | $841.4K | 0.1% | +889+11.8% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,621 | $769.6K | 0.1% | +481+11.6% | Added | History |
| BALLBALL Corp | COM | 13,848 | $763.2K | 0.1% | +1,491+12.1% | Added | History |
| BURLBurlington Stores, Inc. | COM | 3,618 | $731.2K | 0.1% | −101−2.7% | Reduced | History |
| NTRSNorthern Trust Corp | COM | 8,010 | $705.9K | 0.1% | +842+11.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,399 | $688.3K | 0.1% | +745+11.2% | Added | History |
| NKENIKE, Inc. | Stock | 5,171 | $634.2K | 0.1% | +512+11.0% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 1,660 | $589.4K | 0.1% | +176+11.9% | Added | History |
| ACNAccenture plc | Stock | 1,823 | $521.0K | 0.1% | −120−6.2% | Reduced | History |
| First Rep BK San Francisco C33616C100 | COM | 4,627 | $64.7K | <0.1% | +704+17.9% | Added | – |
Sold out since Q4 2022 (27)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 1,260 | $111.8K | <0.1% | History |
| AAPLApple Inc. | Stock | 802 | $104.2K | <0.1% | History |
| KLACKLA Corp | COM NEW | 262 | $98.8K | <0.1% | History |
| VVisa Inc. | Stock | 441 | $91.6K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 238 | $80.1K | <0.1% | History |
| EQIXEquinix Inc | COM | 120 | $78.6K | <0.1% | History |
| CSCOCisco Systems, Inc. | Stock | 1,617 | $77.0K | <0.1% | History |
| ASMLASML Holding NV | ADR | 137 | $74.9K | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 184 | $71.4K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 934 | $66.5K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 486 | $64.4K | <0.1% | History |
| PANWPalo Alto Networks Inc | Stock | 459 | $64.0K | <0.1% | History |
| MRVLMarvell Technology, Inc. | COM | 1,631 | $60.4K | <0.1% | History |
| TXNTexas Instruments Inc | Stock | 344 | $56.8K | <0.1% | History |
| WDAYWorkday, Inc. | CL A | 337 | $56.4K | <0.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 690 | $46.8K | <0.1% | History |
| SNOWSnowflake Inc. | Stock | 285 | $40.9K | <0.1% | History |
| HUBSHubSpot Inc | COM | 141 | $40.8K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 531 | $39.0K | <0.1% | History |
| PAYCPaycom Software, Inc. | Stock | 122 | $37.9K | <0.1% | History |
| TEAMAtlassian Corp | CL A | 277 | $35.6K | <0.1% | History |
| MELIMercadolibre Inc | COM | 41 | $34.7K | <0.1% | History |
| ONOn Semiconductor Corp | Stock | 534 | $33.3K | <0.1% | History |
| SNAPSnap Inc | Stock | 3,357 | $30.0K | <0.1% | History |
| UBERUber Technologies, Inc | Stock | 1,194 | $29.5K | <0.1% | History |
| ZSZscaler, Inc. | Stock | 249 | $27.9K | <0.1% | History |
| PATHUiPath, Inc. | Stock | 2,008 | $25.5K | <0.1% | History |