Nepsis Inc. Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$359.2B
Holdings
29
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 222,924 | $20.8B | 5.79% | |
| 2 | SMCISUPER MICRO COMPUTER INC | 401,439 | $19.7B | 5.48% | |
| 3 | AMDADVANCED MICRO DEVICES INC | 134,635 | $19.1B | 5.32% | |
| 4 | VVISA INC | 53,272 | $18.9B | 5.27% | |
| 5 | CBCHUBB LIMITED | 61,648 | $17.9B | 4.97% | |
| 6 | MAMASTERCARD INCORPORATED | 31,638 | $17.8B | 4.95% | |
| 7 | SNOWSNOWFLAKE INC | 77,175 | $17.3B | 4.81% | |
| 8 | DVNDEVON ENERGY CORP NEW | 520,336 | $16.6B | 4.61% | |
| 9 | SHOPSHOPIFY INC | 140,469 | $16.2B | 4.51% | |
| 10 | RNRRENAISSANCERE HLDGS LTD | 66,475 | $16.1B | 4.50% | |
| 11 | RLIRLI CORP | 221,494 | $16.0B | 4.45% | |
| 12 | AMGNAMGEN INC | 55,998 | $15.6B | 4.35% | |
| 13 | AIGAMERICAN INTL GROUP INC | 163,952 | $14.0B | 3.91% | |
| 14 | CYBRCYBERARK SOFTWARE LTD | 34,236 | $13.9B | 3.88% | |
| 15 | UTHUNITED THERAPEUTICS CORP DEL | 47,772 | $13.7B | 3.82% | |
| 16 | ARMARM HOLDINGS PLC | 83,720 | $13.5B | 3.77% | |
| 17 | CITHE CIGNA GROUP | 40,690 | $13.5B | 3.74% | |
| 18 | RDDTREDDIT INC | 89,256 | $13.4B | 3.74% | |
| 19 | ANETARISTA NETWORKS INC | 124,862 | $12.8B | 3.56% | |
| 20 | WBDWARNER BROS DISCOVERY INC | 969,412 | $11.1B | 3.09% | |
| 21 | CAVACAVA GROUP INC | 122,413 | $10.3B | 2.87% | |
| 22 | BMYBRISTOL-MYERS SQUIBB CO | 213,518 | $9.9B | 2.75% | |
| 23 | HCATHEALTH CATALYST INC | 1,725,065 | $6.5B | 1.81% | |
| 24 | NHINATIONAL HEALTH INVS INC | 53,434 | $3.7B | 1.04% | |
| 25 | IRMIRON MTN INC DEL | 31,994 | $3.3B | 0.91% | |
| 26 | SOSOUTHERN CO | 33,191 | $3.0B | 0.85% | |
| 27 | GISGENERAL MLS INC | 40,852 | $2.1B | 0.59% | |
| 28 | DUKDUKE ENERGY CORP NEW | 11,061 | $1.3B | 0.36% | |
| 29 | JPSTJ P MORGAN EXCHANGE TRADED F | 21,057 | $1.1B | 0.30% |