SONA ASSET MANAGEMENT (US) LLC

Q4 2022 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2022
Date filed
2/13/2023
Form type
13F-HR
Num holdings
274
Total value ($000)
$347,301
Net value change ($000)
+178,798 (106.1%)
New positions
12
Sold out positions
39
Turnover %
28.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q3 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HYG 220,054 2568.6%
SDRL 5,992 NEW
MANU 5,249 NEW
ABBV 4,525 NEW
Silvergate Capital Corp 3,028 NEW
BZH 1,627 NEW
BLDR 1,557 NEW
MHK 1,533 NEW
THCH 1,390 NEW
VCLT 1,272 NEW
Top Reduces (Value $000, Stocks/ETFs)
LQD -38,419 -100.0%
STZ -3,882 -100.0%
TWTR -3,288 -100.0%
ScION Tech Growth I -1,912 -100.0%
THC -1,741 -100.0%
Aequi Acquisition Corp. -1,651 -100.0%
MU -1,503 -100.0%
Gores Technology Partners, Inc. -1,234 -100.0%
Simon Property Group Acquisition Holdings, Inc. -1,123 -100.0%
Fortress Value Acquisition Corp. IV -1,122 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type