Stock Taper 
SEPIO CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Restaurant Brands International Inc. | QSR | 23.39K | $1.7M |
 Upstart Holdings, Inc. | UPST | 23.3K | $825.52K |
 NIKE, Inc. | NKE | 22.23K | $912.47K |
 Envista Holdings Corp | NVST | 20.83K | $548.84K |
 Johnson & Johnson | JNJ | 20.64K | $5.24M |
 Matson, Inc. | MATX | 20.41K | $3.92M |
 Trimble Inc. | TRMB | 19.73K | $1.01M |
 Oklo Inc. | OKLO | 18.85K | $986.63K |
 V.F. Corporation | VFC | 18.29K | $305.01K |
 nCino, Inc. | NCNO | 18.14K | $296.51K |
 CSX Corporation | CSX | 18.02K | $856.62K |
 Mizuho Financial Group, Inc. | MFG | 18.02K | $172.58K |
 Paychex, Inc. | PAYX | 17.95K | $1.77M |
 RTX Corporation | RTX | 17.78K | $3.37M |
 LKQ Corporation | LKQ | 17.24K | $454.01K |
 W. R. Berkley Corporation | WRB | 17.09K | $1.21M |
 Texas Instruments Incorporated | TXN | 16.59K | $4.94M |
 Pfizer Inc. | PFE | 16.5K | $397.24K |
 Palantir Technologies Inc. | PLTR | 15.66K | $1.83M |
 Salesforce, Inc. | CRM | 15.43K | $2.42M |