Sepio Capital, LP Q3 2021 Filing

Filed November 3, 2021

Portfolio Value

$1.2T

Holdings

347

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (347 positions)

#StockSharesValue% PortfolioType
301
T7DTRANSDIGM GROUP INC
600$375.0M0.03%
302
MINTPIMCO ETF TR
3,529$360.0M0.03%
303
SRESEMPRA
2,810$355.0M0.03%
304
HEIHEICO CORP NEW
2,667$352.0M0.03%
305
BKBANK NEW YORK MELLON CORP
6,789$352.0M0.03%
306
BKNGBOOKING HOLDINGS INC
148$351.0M0.03%
307
SWEDISH EXPT CR CORP
51,800$347.0M0.03%
308
PDBCINVESCO ACTIVLY MANGD ETC FD
16,428$346.0M0.03%
309
ARKGARK ETF TR
4,606$344.0M0.03%
310
AMEAMETEK INC
2,720$337.0M0.03%
311
FSKFS KKR CAP CORP
15,000$331.0M0.03%
312
EEMISHARES TR
6,481$327.0M0.03%
313
XOMEXXON MOBIL CORP
5,513$324.0M0.03%
314
SPLKCHFSPLUNK INC
2,224$322.0M0.03%
315
CSXCSX CORP
10,779$321.0M0.03%
316
ASTRA SPACE INC
36,941$321.0M0.03%
317
SBACSBA COMMUNICATIONS CORP NEW
955$316.0M0.03%
318
CDNSCADENCE DESIGN SYSTEM INC
2,000$303.0M0.02%
319
CSGPCOSTAR GROUP INC
3,500$301.0M0.02%
320
GWWGRAINGER W W INC
758$298.0M0.02%
321
AMTAMERICAN TOWER CORP NEW
1,061$282.0M0.02%
322
IBMINTERNATIONAL BUSINESS MACHS
2,018$280.0M0.02%
323
GVALCAMBRIA ETF TR
11,989$278.0M0.02%
324
FISVFISERV INC
2,460$267.0M0.02%
325
TRVCCITIGROUP INC
3,755$264.0M0.02%
326
SYKSTRYKER CORPORATION
1,000$264.0M0.02%
327
VEUVANGUARD INTL EQUITY INDEX F
4,330$264.0M0.02%
328
EFXEQUIFAX INC
1,000$253.0M0.02%
329
UBERUBER TECHNOLOGIES INC
5,581$250.0M0.02%
330
AQLTISHARES TR
2,125$244.0M0.02%
331
DWDMORGAN STANLEY
2,502$243.0M0.02%
332
ALAIR LEASE CORP
6,095$240.0M0.02%
333
PXDEURPIONEER NAT RES CO
1,439$240.0M0.02%
334
A4SAMERIPRISE FINL INC
902$238.0M0.02%
335
ULUNILEVER PLC
4,382$238.0M0.02%
336
MTCHMATCH GROUP INC
1,500$235.0M0.02%Call
337
HEHAWAIIAN ELEC INDUSTRIES
5,600$229.0M0.02%
338
VOXVANGUARD WORLD FDS
1,625$229.0M0.02%
339
BXMTBLACKSTONE MTG TR INC
7,500$227.0M0.02%
340
OPENOPENDOOR TECHNOLOGIES INC
10,698$220.0M0.02%
341
BALLBALL CORP
2,450$220.0M0.02%
342
AMDADVANCED MICRO DEVICES INC
2,115$218.0M0.02%
343
GLOFISHARES TR
5,868$217.0M0.02%
344
PHYS/USPROTT PHYSICAL GOLD TR
14,184$196.0M0.02%
345
FFORD MTR CO DEL
13,596$193.0M0.02%
346
VIVINT SMART HOME INC
10,853$103.0M0.01%
347
CONTEXTLOGIC INC
16,996$93.0M0.01%
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