Stock Taper 
SEPIO CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 91 | $290.83K |
 Sandisk Corporation | SNDK | 108 | $245.56K |
 Monolithic Power Systems, Inc. | MPWR | 157 | $217.03K |
 ASML Holding N.V. | ASML | 316 | $628.66K |
 Western Digital Corporation | WDC | 403 | $257.4K |
 GE Vernova Inc. | GEV | 422 | $495.79K |
 MercadoLibre, Inc. | MELI | 455 | $772.31K |
 Rockwell Automation, Inc. | ROK | 465 | $230.21K |
 Dell Technologies Inc. | DELL | 490 | $211.41K |
 Linde plc | LIN | 544 | $282.3K |
 Markel Corporation | MKL | 564 | $1.1M |
 Analog Devices, Inc. | ADI | 597 | $237.11K |
 Elevance Health Inc. | ELV | 610 | $235.91K |
 FedEx Corporation | FDX | 706 | $221.2K |
 Ulta Beauty, Inc. | ULTA | 815 | $367.55K |
 Eli Lilly and Company | LLY | 826 | $990.16K |
 Applied Materials, Inc. | AMAT | 838 | $605.94K |
 Casey's General Stores, Inc. | CASY | 870 | $691.47K |
 Caterpillar Inc. | CAT | 876 | $932.96K |
 Micron Technology, Inc. | MU | 943 | $1.09M |