SEPIO CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UMC | 15K | $115.91K |
 | QCOM | 15K | $2.52M |
 | XYZ | 15K | $1.09M |
 | CRM | 15K | $3.58M |
 | CCI | 15K | $1.45M |
 | COLB | 15K | $383.24K |
 | CINF | 15K | $2.33M |
 | PGR | 14K | $3.58M |
 | TEL | 14K | $3.17M |
 | INTC | 14K | $477.32K |
 | BOH | 14K | $899.99K |
 | NVS | 14K | $1.74M |
 | LOW | 13K | $3.38M |
 | COIN | 13K | $4.49M |
 | ICE | 13K | $2.20M |
 | TECH | 13K | $707.50K |
 | ADSK | 13K | $4.00M |
 | EXPD | 12K | $1.50M |
 | NEE | 12K | $920.41K |
 | CMCSA | 12K | $382.37K |
United Microelectronics Corporation
UMC
Shares Held
15K
Value
$115.91K
QUALCOMM Incorporated
QCOM
Shares Held
15K
Value
$2.52M
Block, Inc.
XYZ
Shares Held
15K
Value
$1.09M
Salesforce, Inc.
CRM
Shares Held
15K
Value
$3.58M
Crown Castle Inc.
CCI
Shares Held
15K
Value
$1.45M
Columbia Banking System, Inc.
COLB
Shares Held
15K
Value
$383.24K
Cincinnati Financial Corporation
CINF
Shares Held
15K
Value
$2.33M
The Progressive Corporation
PGR
Shares Held
14K
Value
$3.58M
TE Connectivity Ltd.
TEL
Shares Held
14K
Value
$3.17M
Intel Corporation
INTC
Shares Held
14K
Value
$477.32K
Bank of Hawaii Corporation
BOH
Shares Held
14K
Value
$899.99K
Novartis AG
NVS
Shares Held
14K
Value
$1.74M
Lowe's Companies, Inc.
LOW
Shares Held
13K
Value
$3.38M
Coinbase Global, Inc.
COIN
Shares Held
13K
Value
$4.49M
Intercontinental Exchange, Inc.
ICE
Shares Held
13K
Value
$2.20M
Bio-Techne Corporation
TECH
Shares Held
13K
Value
$707.50K
Autodesk, Inc.
ADSK
Shares Held
13K
Value
$4.00M
Expeditors International of Washington, Inc.
EXPD
Shares Held
12K
Value
$1.50M
NextEra Energy, Inc.
NEE
Shares Held
12K
Value
$920.41K
Comcast Corporation
CMCSA
Shares Held
12K
Value
$382.37K