Stock Taper 
SEPIO CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Yum China Holdings, Inc. | YUMC | 6.71K | $274.32K |
 Cummins Inc. | CMI | 6.79K | $4.84M |
 Robinhood Markets, Inc. | HOOD | 6.79K | $681.2K |
 Automatic Data Processing, Inc. | ADP | 6.8K | $1.52M |
 Avery Dennison Corporation | AVY | 6.83K | $1.11M |
 Insight Enterprises, Inc. | NSIT | 6.97K | $849.55K |
 Ball Corporation | BALL | 7.39K | $461.07K |
 Choice Hotels International, Inc. | CHH | 7.53K | $830.77K |
 Strategy Inc | MSTR | 7.71K | $670.32K |
 AptarGroup, Inc. | ATR | 7.87K | $985.07K |
 Comcast Corporation | CMCSA | 8.37K | $205.44K |
 RenaissanceRe Holdings Ltd. | RNR | 8.37K | $2.65M |
 T. Rowe Price Group, Inc. | TROW | 8.59K | $976.19K |
 Vertex Pharmaceuticals Incorporated | VRTX | 8.62K | $4.28M |
 RPM International Inc. | RPM | 8.62K | $958.56K |
 Yum! Brands, Inc. | YUM | 8.76K | $1.4M |
 Exxon Mobil Corporation | XOM | 8.77K | $1.2M |
 Zscaler, Inc. | ZS | 8.79K | $1.24M |
 CrowdStrike Holdings, Inc. | CRWD | 8.95K | $6.83M |
 Blackbaud, Inc. | BLKB | 9.36K | $277.1K |