Sepio Capital, LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.3T

Holdings

287

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (287 positions)

#StockSharesValue% PortfolioType
201
ALEXALEXANDER & BALDWIN INC NEW
34,922$601.7M0.05%
202
TQQQPROSHARES TR
10,496$601.4M0.05%
203
XOMEXXON MOBIL CORP
5,026$597.7M0.05%
204
TECHBIO-TECHNE CORP
10,137$594.3M0.05%
205
FETHFIDELITY ETHEREUM FD
32,047$584.9M0.05%
206
IWOISHARES TR
2,287$584.4M0.05%
207
MANHMANHATTAN ASSOCIATES INC
3,342$578.3M0.05%
208
SNOWSNOWFLAKE INC
3,913$571.9M0.05%
209
POOLPOOL CORP
1,790$569.8M0.05%
210
MCDMCDONALDS CORP
1,811$565.6M0.04%
211
FCNFTI CONSULTING INC
3,414$560.2M0.04%
212
ULTAULTA BEAUTY INC
1,510$553.5M0.04%
213
OKLOOKLO INC
25,277$546.7M0.04%
214
GGGGRACO INC
6,417$535.9M0.04%
215
JPMJPMORGAN CHASE & CO.
2,182$535.3M0.04%
216
KNSLKINSALE CAP GROUP INC
1,099$534.9M0.04%
217
BILSPDR SER TR
5,671$520.2M0.04%
218
PFEPFIZER INC
20,512$519.8M0.04%
219
VGTVANGUARD WORLD FD
956$518.5M0.04%
220
SSDSIMPSON MFG INC
3,274$514.3M0.04%
221
IBMINTERNATIONAL BUSINESS MACHS
2,056$511.2M0.04%
222
DMBSDOUBLELINE ETF TRUST
10,211$500.8M0.04%
223
DHRDANAHER CORPORATION
2,429$497.9M0.04%
224
CATCATERPILLAR INC
1,505$496.3M0.04%
225
IWRISHARES TR
5,626$478.6M0.04%
226
VIOVVANGUARD ADMIRAL FDS INC
5,614$471.1M0.04%
227
ACNACCENTURE PLC IRELAND
1,472$459.3M0.04%
228
PBPROSPERITY BANCSHARES INC
6,250$446.1M0.04%
229
ETNEATON CORP PLC
1,636$444.7M0.04%
230
IWCISHARES TR
3,832$425.0M0.03%
231
CERSCERUS CORP
303,500$421.9M0.03%
232
PZAINVESCO EXCH TRADED FD TR II
17,669$407.1M0.03%
233
SRESEMPRA
5,695$406.4M0.03%
234
CALFPACER FDS TR
10,089$378.3M0.03%
235
ADBEADOBE INC
959$367.8M0.03%
236
MRVLMARVELL TECHNOLOGY INC
5,926$364.9M0.03%
237
SCHDSCHWAB STRATEGIC TR
12,829$358.7M0.03%
238
BKBANK NEW YORK MELLON CORP
4,169$349.7M0.03%
239
CLCOLGATE PALMOLIVE CO
3,633$340.4M0.03%
240
CSXCSX CORP
11,482$337.9M0.03%
241
IJJISHARES TR
2,816$337.2M0.03%
242
CHKPCHECK POINT SOFTWARE TECH LT
1,473$335.7M0.03%
243
SHPROSHARES TR
7,500$334.2M0.03%
244
COLBCOLUMBIA BKG SYS INC
13,301$331.7M0.03%
245
VOXVANGUARD WORLD FD
2,226$330.3M0.03%
246
VXUSVANGUARD STAR FDS
5,204$323.2M0.03%
247
KOCOCA COLA CO
4,512$323.1M0.03%
248
AVGOBROADCOM INC
1,893$316.9M0.03%
249
SMMDISHARES TR
5,065$316.8M0.03%
250
LVHDLEGG MASON ETF INVT
7,569$310.1M0.02%
251
HDHOME DEPOT INC
834$305.7M0.02%
252
CMGCHIPOTLE MEXICAN GRILL INC
6,057$304.1M0.02%
253
HLALLISTED FD TR
6,210$303.3M0.02%
254
ALAIR LEASE CORP
6,184$298.7M0.02%
255
SHELSHELL PLC
3,993$292.6M0.02%
256
DYHTARGET CORP
2,780$290.2M0.02%
257
DWDMORGAN STANLEY
2,487$290.2M0.02%
258
COPCONOCOPHILLIPS
2,729$286.6M0.02%
259
JEPIJ P MORGAN EXCHANGE TRADED F
4,995$285.4M0.02%
260
VOOGVANGUARD ADMIRAL FDS INC
844$282.3M0.02%
261
NOWSERVICENOW INC
347$276.3M0.02%
262
VFCV F CORP
17,577$272.8M0.02%
263
PINSPINTEREST INC
8,798$272.7M0.02%
264
INTCINTEL CORP
11,935$271.0M0.02%
265
MARMARRIOTT INTL INC NEW
1,124$267.7M0.02%
266
AQLTISHARES TR
1,975$265.2M0.02%
267
HASHASBRO INC
4,112$252.8M0.02%
268
BALLBALL CORP
4,706$245.0M0.02%
269
ULUNILEVER PLC
4,096$243.9M0.02%
270
VIGIVANGUARD WHITEHALL FDS
2,818$233.7M0.02%
271
EDVVANGUARD WORLD FD
3,261$231.9M0.02%
272
DIVOAMPLIFY ETF TR
5,667$231.0M0.02%
273
IEIINSIGHT ENTERPRISES INC
1,539$230.8M0.02%
274
PGPROCTER AND GAMBLE CO
1,268$216.0M0.02%
275
ZBHZIMMER BIOMET HOLDINGS INC
1,905$215.6M0.02%
276
WMSADVANCED DRAIN SYS INC DEL
1,951$212.0M0.02%
277
KMBKIMBERLY-CLARK CORP
1,459$207.5M0.02%
278
LMTLOCKHEED MARTIN CORP
462$206.4M0.02%
279
CVSCVS HEALTH CORP
3,026$205.0M0.02%
280
OPENOPENDOOR TECHNOLOGIES INC
194,560$198.5M0.02%
281
NUNU HLDGS LTD
14,696$150.5M0.01%
282
HCATHEALTH CATALYST INC
28,940$131.1M0.01%
283
CMPCOMPASS MINERALS INTL INC
13,024$121.0M0.01%
284
MARAMARA HOLDINGS INC
10,157$116.8M0.01%
285
SNAPSNAP INC
10,000$87.1M0.01%
286
SKYQSKY QUARRY INC
41,751$23.8M0.00%
287
EAFEURGRAFTECH INTL LTD
17,000$14.9M0.00%
PreviousPage 3 of 3