SEPIO CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRTX | 9K | $3.55M |
 | ZS | 9K | $2.67M |
 | GDDY | 9K | $1.22M |
 | TRU | 9K | $740.11K |
 | PINS | 9K | $283.68K |
 | YUM | 9K | $1.32M |
 | CRWD | 9K | $4.22M |
 | TROW | 8K | $854.73K |
 | IBN | 8K | $242.99K |
 | XOM | 8K | $905.14K |
 | MSTR | 8K | $2.48M |
 | ATR | 7K | $999.78K |
 | COLM | 7K | $376.87K |
 | KEX | 7K | $585.24K |
 | UNH | 7K | $2.39M |
 | BSY | 7K | $350.01K |
 | WEX | 7K | $1.07M |
 | ADP | 7K | $1.97M |
 | MRK | 7K | $559.82K |
 | TFX | 6K | $794.12K |
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
9K
Value
$3.55M
Zscaler, Inc.
ZS
Shares Held
9K
Value
$2.67M
GoDaddy Inc.
GDDY
Shares Held
9K
Value
$1.22M
TransUnion
TRU
Shares Held
9K
Value
$740.11K
Pinterest, Inc.
PINS
Shares Held
9K
Value
$283.68K
Yum! Brands, Inc.
YUM
Shares Held
9K
Value
$1.32M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
9K
Value
$4.22M
T. Rowe Price Group, Inc.
TROW
Shares Held
8K
Value
$854.73K
ICICI Bank Limited
IBN
Shares Held
8K
Value
$242.99K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$905.14K
MicroStrategy Incorporated
MSTR
Shares Held
8K
Value
$2.48M
AptarGroup, Inc.
ATR
Shares Held
7K
Value
$999.78K
Columbia Sportswear Company
COLM
Shares Held
7K
Value
$376.87K
Kirby Corporation
KEX
Shares Held
7K
Value
$585.24K
UnitedHealth Group Incorporated
UNH
Shares Held
7K
Value
$2.39M
Bentley Systems, Incorporated
BSY
Shares Held
7K
Value
$350.01K
WEX Inc.
WEX
Shares Held
7K
Value
$1.07M
Automatic Data Processing, Inc.
ADP
Shares Held
7K
Value
$1.97M
Merck & Co., Inc.
MRK
Shares Held
7K
Value
$559.82K
Teleflex Incorporated
TFX
Shares Held
6K
Value
$794.12K