Generalist · Douglas, Isle of Man
Sonnipe
Q4 2022 · compared with Q3 2022
Filed as Sonnipe LTD
- Software
- $524M
- Weight of 13F
- 97.2%
- Names
- 15
- Net bought
- —
Filed 2 February 2023 · SEC filing.
47 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20261 name$143MFlat
- Q1 20261 name$137MFlat
- Q4 20251 name$292M−$12.1M
- Q3 20251 name$395M−$35.9M
- Q2 20251 name$678M−$244M
- Q1 20251 name$768M−$159M
- Q4 20242 names$903M−$20.4M
- Q3 20242 names$1.1B−$8.9M
- Q2 20242 names$951M−$34.4M
- Q1 20243 names$926M−$17.6M
- Q4 20233 names$789M−$3.8M
- Q3 20233 names$672MFlat
- Q2 20233 names$723M−$9.3M
- Q1 20233 names$612M−$770K
- Q4 202215 names$524M—
Software held
- monday.comMNDY4,246,368 shares · 98.9% of their software$518M—
- MicrosoftMSFT17,952 shares · 0.8% of their software$4.3M—
- IntuitINTU2,155 shares · 0.2% of their software$839K—
- AdobeADBE238 shares · 0.0% of their software$80K—
- ServiceNowNOW184 shares · 0.0% of their software$71K—
- SalesforceCRM486 shares · 0.0% of their software$64K—
- Palo Alto NetworksPANW459 shares · 0.0% of their software$64K—
- WorkdayWDAY337 shares · 0.0% of their software$56K—
- SnowflakeSNOW285 shares · 0.0% of their software$41K—
- HubSpotHUBS141 shares · 0.0% of their software$41K—
- DatadogDDOG531 shares · 0.0% of their software$39K—
- PaycomPAYC122 shares · 0.0% of their software$38K—
- Uber Technologies, Inc.UBER1,194 shares · 0.0% of their software$30K—
- ZscalerZS249 shares · 0.0% of their software$28K—
- UiPathPATH2,008 shares · 0.0% of their software$26K—
