Sepio Capital, LP Q2 2023 Filing

Filed August 8, 2023

Portfolio Value

$1.2T

Holdings

341

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (341 positions)

#StockSharesValue% PortfolioType
301
ZMZOOM VIDEO COMMUNICATIONS IN
4,233$287.3M0.02%
302
TTDTHE TRADE DESK INC
3,703$285.9M0.02%
303
BXBLACKSTONE INC
3,057$284.2M0.02%
304
FISVFISERV INC
2,239$282.4M0.02%
305
WMSADVANCED DRAIN SYS INC DEL
2,442$277.9M0.02%
306
PEPPEPSICO INC
1,482$274.5M0.02%
307
IBMINTERNATIONAL BUSINESS MACHS
2,023$270.7M0.02%
308
ITGARTNER INC
757$265.2M0.02%
309
ALAIR LEASE CORP
6,267$262.3M0.02%
310
AVYAVERY DENNISON CORP
1,514$260.1M0.02%
311
ETNEATON CORP PLC
1,278$257.0M0.02%
312
MARMARRIOTT INTL INC NEW
1,392$255.7M0.02%
313
ETENERGY TRANSFER L P
20,021$254.3M0.02%
314
DGDOLLAR GEN CORP NEW
1,465$249.2M0.02%
315
LMTLOCKHEED MARTIN CORP
539$248.3M0.02%
316
LVLNSPDR SER TR
360$247.3M0.02%Put
317
MBBISHARES TR
2,626$244.9M0.02%
318
AQLTISHARES TR
500$244.8M0.02%Put
319
EPDENTERPRISE PRODS PARTNERS L
9,200$242.4M0.02%
320
SHELSHELL PLC
3,867$233.5M0.02%
321
GLOFISHARES TR
6,571$232.5M0.02%
322
PLTRPALANTIR TECHNOLOGIES INC
15,108$231.6M0.02%
323
NIONIO INC
23,620$228.9M0.02%
324
PCYINVESCO EXCH TRADED FD TR II
11,680$227.6M0.02%
325
DWDMORGAN STANLEY
2,635$225.0M0.02%
326
AQLTISHARES TR
1,975$223.8M0.02%
327
ULUNILEVER PLC
4,287$223.5M0.02%
328
VCITVANGUARD SCOTTSDALE FDS
2,814$222.4M0.02%
329
VOOGVANGUARD ADMIRAL FDS INC
868$220.6M0.02%
330
EFXEQUIFAX INC
925$217.7M0.02%
331
KMBKIMBERLY-CLARK CORP
1,560$215.4M0.02%
332
INTUINTUIT
465$213.1M0.02%
333
PXDEURPIONEER NAT RES CO
1,009$210.3M0.02%
334
IBNICICI BANK LIMITED
8,897$205.3M0.02%
335
HEHAWAIIAN ELEC INDUSTRIES
5,616$203.3M0.02%
336
FFORD MTR CO DEL
12,220$184.9M0.02%
337
TYRATYRA BIOSCIENCES INC
10,625$180.9M0.01%
338
BITOPROSHARES TR
10,000$169.8M0.01%
339
RITMRITHM CAPITAL CORP
10,400$97.2M0.01%
340
BTBTBIT DIGITAL INC
12,000$48.7M0.00%
341
ASTRA SPACE INC
16,712$6.2M0.00%
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