Sepio Capital, LP Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$1.2T

Holdings

291

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (291 positions)

#StockSharesValue% PortfolioType
201
SCISERVICE CORP INTL
8,193$654.0M0.05%
202
TFXTELEFLEX INCORPORATED
3,653$650.2M0.05%
203
IBITISHARES BITCOIN TRUST ETF
11,744$623.0M0.05%
204
ALEXALEXANDER & BALDWIN INC NEW
34,922$619.5M0.05%
205
POOLPOOL CORP
1,806$615.7M0.05%
206
YUMCYUM CHINA HLDGS INC
12,654$609.5M0.05%
207
MANHMANHATTAN ASSOCIATES INC
2,176$588.0M0.05%
208
MCDMCDONALDS CORP
1,995$578.4M0.05%
209
MRVLMARVELL TECHNOLOGY INC
5,147$568.5M0.05%
210
UBERUBER TECHNOLOGIES INC
9,396$566.8M0.05%
211
JKHYHENRY JACK & ASSOC INC
3,227$565.7M0.05%
212
DHRDANAHER CORPORATION
2,417$554.9M0.04%
213
CATCATERPILLAR INC
1,525$553.2M0.04%
214
GGGGRACO INC
6,487$546.8M0.04%
215
PFEPFIZER INC
20,538$544.9M0.04%
216
XOMEXXON MOBIL CORP
5,026$540.6M0.04%
217
OKLOOKLO INC
25,377$538.8M0.04%
218
ETNEATON CORP PLC
1,596$529.7M0.04%
219
ACNACCENTURE PLC IRELAND
1,495$525.9M0.04%
220
VIOVVANGUARD ADMIRAL FDS INC
5,614$524.0M0.04%
221
JPMJPMORGAN CHASE & CO.
2,181$522.8M0.04%
222
BILSPDR SER TR
5,633$515.1M0.04%
223
KNSLKINSALE CAP GROUP INC
1,107$514.9M0.04%
224
SRESEMPRA
5,695$499.6M0.04%
225
DYHTARGET CORP
3,691$499.0M0.04%
226
IWCISHARES TR
3,823$498.4M0.04%
227
IWRISHARES TR
5,626$497.3M0.04%
228
DMBSDOUBLELINE ETF TRUST
10,211$491.1M0.04%
229
VGTVANGUARD WORLD FD
766$476.5M0.04%
230
PBPROSPERITY BANCSHARES INC
6,271$472.5M0.04%
231
BITOPROSHARES TR
20,000$455.6M0.04%
232
IBMINTERNATIONAL BUSINESS MACHS
2,056$452.0M0.04%
233
CALFPACER FDS TR
10,039$441.8M0.04%
234
ADBEADOBE INC
993$441.6M0.04%
235
AVGOBROADCOM INC
1,839$426.4M0.03%
236
PZAINVESCO EXCH TRADED FD TR II
17,647$416.6M0.03%
237
NOWSERVICENOW INC
359$380.6M0.03%
238
VFCV F CORP
17,577$377.2M0.03%
239
DKNGDRAFTKINGS INC NEW
10,136$377.1M0.03%
240
CSXCSX CORP
11,532$372.1M0.03%
241
VEUVANGUARD INTL EQUITY INDEX F
6,398$367.3M0.03%
242
CMGCHIPOTLE MEXICAN GRILL INC
6,057$365.3M0.03%
243
COLBCOLUMBIA BKG SYS INC
13,488$364.3M0.03%
244
HLALLISTED FD TR
6,649$350.7M0.03%
245
IJJISHARES TR
2,799$349.8M0.03%
246
LMTLOCKHEED MARTIN CORP
709$344.5M0.03%
247
SMMDISHARES TR
5,065$344.4M0.03%
248
CLCOLGATE PALMOLIVE CO
3,688$335.3M0.03%
249
HDHOME DEPOT INC
842$327.5M0.03%
250
BKBANK NEW YORK MELLON CORP
4,169$320.3M0.03%
251
SSDSIMPSON MFG INC
1,931$320.2M0.03%
252
SCHDSCHWAB STRATEGIC TR
11,610$317.2M0.03%
253
DWDMORGAN STANLEY
2,512$315.8M0.03%
254
MARMARRIOTT INTL INC NEW
1,124$313.5M0.03%
255
VOOGVANGUARD ADMIRAL FDS INC
844$309.0M0.02%
256
VXUSVANGUARD STAR FDS
5,195$306.1M0.02%
257
CTVACORTEVA INC
5,361$305.4M0.02%
258
ALAIR LEASE CORP
6,246$301.1M0.02%
259
SHPROSHARES TR
7,000$296.7M0.02%
260
LVHDLEGG MASON ETF INVT
7,569$290.3M0.02%
261
KOCOCA COLA CO
4,505$280.5M0.02%
262
CHKPCHECK POINT SOFTWARE TECH LT
1,473$275.0M0.02%
263
COPCONOCOPHILLIPS
2,725$270.2M0.02%
264
BALLBALL CORP
4,739$261.3M0.02%
265
CAVACAVA GROUP INC
2,307$260.2M0.02%
266
AQLTISHARES TR
1,975$259.3M0.02%
267
PINSPINTEREST INC
8,798$255.1M0.02%
268
LYGLLOYDS BANKING GROUP PLC
93,484$254.3M0.02%
269
VOXVANGUARD WORLD FD
1,625$251.8M0.02%
270
ETHEGRAYSCALE ETHEREUM TRUST ETF
8,810$246.9M0.02%
271
SHELSHELL PLC
3,899$244.3M0.02%
272
EDVVANGUARD WORLD FD
3,564$241.3M0.02%
273
INTCINTEL CORP
11,939$239.4M0.02%
274
BXBLACKSTONE INC
1,372$236.6M0.02%
275
ULUNILEVER PLC
4,096$232.2M0.02%
276
HASHASBRO INC
4,112$229.9M0.02%
277
WMSADVANCED DRAIN SYS INC DEL
1,956$226.1M0.02%
278
VIGIVANGUARD WHITEHALL FDS
2,815$225.2M0.02%
279
ABNBAIRBNB INC
1,706$224.2M0.02%
280
PGPROCTER AND GAMBLE CO
1,316$220.6M0.02%
281
DIVOAMPLIFY ETF TR
5,352$216.6M0.02%
282
HCATHEALTH CATALYST INC
29,998$212.1M0.02%
283
ETHAISHARES ETHEREUM TR
8,226$208.0M0.02%
284
EMREMERSON ELEC CO
1,648$204.3M0.02%
285
ZBHZIMMER BIOMET HOLDINGS INC
1,907$201.4M0.02%
286
TQQQPROSHARES TR
2,536$200.6M0.02%
287
MARAMARA HOLDINGS INC
10,157$170.3M0.01%
288
CMPCOMPASS MINERALS INTL INC
13,024$146.5M0.01%
289
SNAPSNAP INC
10,000$107.7M0.01%
290
SKYQSKY QUARRY INC
62,584$72.0M0.01%
291
EAFEURGRAFTECH INTL LTD
23,000$39.8M0.00%
PreviousPage 3 of 3