Sonnipe Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Sonnipe Ltd. reported 21 stock positions worth $949.1 million. Its top holding was Monday.com (MNDY) at 96.7% of the portfolio, followed by Microsoft (MSFT, 0.8%) and Amazon.com (AMZN, 0.7%). Compared with Q4 2023, it added to 3 and reduced 3. The biggest buy was Alphabet Class A (GOOGL, shares +35%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −8%).

Most Recent 13F
Q2 2026
Location
DOUGLAS, Y8
CIK
0001946733
Portfolio Value
$949.1M (Q1 2024)
SEC Filing
0001104659-24-061167 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $949.1M $949.1M Q1 2024 Q2 2024: $955.7M Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $905.6M Q4 2024 Q1 2025: $777.2M Q1 2025 Q2 2025: $677.7M Q2 2025 Q3 2025: $395.3M Q3 2025 Q4 2025: $291.9M Q4 2025 Q1 2026: $136.7M Q1 2026 Q2 2026: $143.2M Q2 2026

Holdings 21 stocks · $949.1M
MNDY Monday.com Ltd. 96.72% 4,064,368 $918.0M Reduce -2.3%
MSFT Microsoft Corp. 0.79% 17,717 $7.5M No change
AMZN Amazon.com Inc. 0.72% 37,764 $6.8M No change
GOOGL Alphabet Inc. Class A 0.16% 10,197 $1.5M Add +35.3%
PG The Procter & Gamble Co. 0.13% 7,559 $1.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 8,610 $1.1M Add +7.2%
BSX Boston Scientific Corp. 0.11% 15,208 $1.0M No change
DHR Danaher Corp. 0.11% 4,117 $1.0M No change
WM Waste Management Inc. 0.11% 4,822 $1.0M No change
INTU Intuit Inc. 0.10% 1,530 $995K No change
NVDA Nvidia Corp. 0.10% 1,085 $980K Reduce -4.4%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.10% 6,271 $967K Add +45.4%
ACN Accenture PLC Class A 0.10% 2,750 $953K No change
SPGI S&P Global Inc. 0.10% 2,138 $910K No change
BALL Ball Corp. 0.09% 13,240 $892K No change
TSM Taiwan Semiconductor-SP ADR 0.09% 6,490 $883K Reduce -8.2%
AMT American Tower Corp. 0.09% 4,131 $816K No change
MLM Martin Marietta Materials 0.08% 1,265 $777K No change
NTRS Northern Trust Corp. 0.08% 8,118 $722K No change
MRSH Marsh & McLennan Cos 0.06% 2,705 $557K No change
NKE Nike Inc. Class B 0.05% 4,938 $464K No change

Portfolio Sells Q4 2023 → Q1 2024
TSM Taiwan Semiconductor-SP ADR Reduce -8.2% 0.09% +0.00
NVDA Nvidia Corp. Reduce -4.4% 0.10% +0.03
MNDY Monday.com Ltd. Reduce -2.3% 96.72% +0.04

Portfolio Buys Q4 2023 → Q1 2024
GOOGL Alphabet Inc. Class A Add +35.3% 0.16% +0.03
EL Estee Lauder Companies Class A Add +45.4% 0.10% +0.02
DIS The Walt Disney Co. Add +7.2% 0.11% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$143.2MMNDY
Q1 2026 1$136.7MMNDY
Q4 2025 1$291.9MMNDY
Q3 2025 1$395.3MMNDY
Q2 2025 1$677.7MMNDY
Q1 2025 2$777.2MMNDY, META
Q4 2024 3$905.6MMNDY, AMZN, MSFT
Q3 2024 3$1.1BMNDY, MSFT, AMZN
Q2 2024 3$955.7MMNDY, MSFT, AMZN
Q1 2024 21$949.1MMNDY, MSFT, AMZN, GOOGL, PG