Sepio Capital, LP Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$1.1T

Holdings

333

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (333 positions)

StockValue
VOOVANGUARD INDEX FDS
$105.6M
MSFTMICROSOFT CORP
$28.9M
XLKSELECT SECTOR SPDR TR
$26.3M
VEAVANGUARD TAX-MANAGED INTL FD
$18.6M
XLVSELECT SECTOR SPDR TR
$18.3M
AAPLAPPLE INC
$18.1M
METAFACEBOOK INC
$18.0M
SPYSPDR S&P 500 ETF TR
$17.8M
AMZNAMAZON COM INC
$16.9M
GOOGLALPHABET INC
$16.3M
VWOVANGUARD INTL EQUITY INDEX F
$16.2M
VVISA INC
$14.4M
GOOGALPHABET INC
$13.1M
IAUUSDISHARES GOLD TR
$11.8M
IWBISHARES TR
$11.6M
NVDANVIDIA CORPORATION
$11.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$10.2M
BABOEING CO
$10.1M
BABAALIBABA GROUP HLDG LTD
$10.0M
DEDEERE &CO
$9.3M
CSCOCISCO SYS INC
$9.2M
NSCNORFOLK SOUTHN CORP
$8.9M
EFAISHARES TR
$8.5M
TXNTEXAS INSTRS INC
$8.4M
ADSKAUTODESK INC
$8.2M
DYHTARGET CORP
$8.1M
JNJJOHNSON &JOHNSON
$7.8M
LOWLOWES COS INC
$7.7M
INTCINTEL CORP
$7.6M
MNSTMONSTER BEVERAGE CORP NEW
$7.6M
DISDISNEY WALT CO
$7.5M
BLKCHFBLACKROCK INC
$7.5M
XLFISELECT SECTOR SPDR TR
$7.4M
ORCLORACLE CORP
$7.3M
CRMSALESFORCE COM INC
$7.2M
QCOMQUALCOMM INC
$7.0M
IVVISHARES TR
$6.9M
IEMGISHARES INC
$6.4M
XLUSELECT SECTOR SPDR TR
$6.3M
UPSUNITED PARCEL SERVICE INC
$6.2M
XLISELECT SECTOR SPDR TR
$6.1M
CVXCHEVRON CORP NEW
$5.9M
VBVANGUARD INDEX FDS
$5.8M
DDOMINION ENERGY INC
$5.8M
COSTCOSTCO WHSL CORP NEW
$5.8M
ICEINTERCONTINENTAL EXCHANGE IN
$5.7M
BACVERIZON COMMUNICATIONS INC
$5.6M
8CWCROWN CASTLE INTL CORP NEW
$5.4M
EXPDEXPEDITORS INTL WASH INC
$5.4M
VOVANGUARD INDEX FDS
$5.3M
CMCSACOMCAST CORP NEW
$5.1M
NVSNNOVARTIS AG
$5.1M
DEODIAGEO PLC
$5.1M
APDAIR PRODS &CHEMS INC
$5.0M
PFEPFIZER INC
$5.0M
VNQVANGUARD INDEX FDS
$5.0M
XLBSELECT SECTOR SPDR TR
$5.0M
AAPLAPPLE INC
$4.9M
MRKMERCK &CO. INC
$4.8M
ADPAUTOMATIC DATA PROCESSING IN
$4.6M
IWFISHARES TR
$4.6M
TAT&T INC
$4.6M
SBUXSTARBUCKS CORP
$4.6M
PAYXPAYCHEX INC
$4.5M
FASTFASTENAL CO
$4.5M
REGNREGENERON PHARMACEUTICALS
$4.4M
SEICSEI INVTS CO
$4.4M
KOCOCA COLA CO
$4.2M
GQ9SPDR GOLD TR
$4.1M
IWDISHARES TR
$4.1M
MOALTRIA GROUP INC
$3.9M
EWYISHARES INC
$3.9M
WRBBERKLEY W R CORP
$3.9M
VTIVANGUARD INDEX FDS
$3.8M
EWTISHARES INC
$3.7M
AAPLAPPLE INC
$3.7M
ILMNILLUMINA INC
$3.6M
CINFCINCINNATI FINL CORP
$3.5M
AZOAUTOZONE INC
$3.4M
CHTRCHARTER COMMUNICATIONS INC N
$3.3M
MAMASTERCARD INCORPORATED
$3.3M
SYYSYSCO CORP
$3.3M
ARMKARAMARK
$3.2M
FDSFACTSET RESH SYS INC
$3.2M
CLCOLGATE PALMOLIVE CO
$3.1M
CSLCARLISLE COS INC
$3.1M
BCCCGLOBAL X FDS
$3.1M
NDQINVESCO QQQ TR
$3.1M
AGCOAGCO CORP
$3.1M
WEXWEX INC
$3.1M
RTXRAYTHEON TECHNOLOGIES CORP
$3.0M
GLOBAL X FDS
$3.0M
LRCXEURLAM RESEARCH CORP
$3.0M
4I1PHILIP MORRIS INTL INC
$3.0M
JBHTHUNT J B TRANS SVCS INC
$3.0M
MDYSPDR S&P MIDCAP 400 ETF TR
$3.0M
EWJISHARES INC
$3.0M
IJRISHARES TR
$3.0M
MCOMOODYS CORP
$3.0M
KLACKLA CORP
$3.0M
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