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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sepio Capital, LP

Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001951757-23-000104

Total Value
$115.7M
Positions
342
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (342)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363226,465$79.6M6.88%
2ABBOTT LABSABLZF545,537$59.9M5.17%
3VANGUARD TAX-MANAGED FDS9219438581,193,363$50.1M4.33%
4VANGUARD INTL EQUITY INDEX F922042858897,431$35.0M3.02%
5ABBVIE INCABBV198,169$32.0M2.77%
6ISHARES TR464287598188,793$28.6M2.47%
7VANGUARD INDEX FDS922908744174,006$24.4M2.11%
8APPLE INCAAPL147,423$19.2M1.65%
9SPDR S&P 500 ETF TRSPY49,427$18.9M1.63%
10VANGUARD INDEX FDS922908611113,158$18.0M1.55%
11MICROSOFT CORPMSFT74,415$17.8M1.54%
12VANGUARD INDEX FDS92290862987,365$17.8M1.54%
13ISHARES TR46428761468,366$14.6M1.27%
14ALPHABET INCGOOG151,850$13.4M1.16%
15SELECT SECTOR SPDR TR81369Y20993,647$12.7M1.10%
16META PLATFORMS INCMETA98,320$11.8M1.02%
17CHEVRON CORP NEWCVX59,551$10.7M0.92%
18VISA INCV51,351$10.7M0.92%
19VANGUARD INDEX FDS92290851271,999$9.7M0.84%
20VANGUARD MALVERN FDS922020805199,836$9.3M0.81%
21SELECT SECTOR SPDR TR81369Y80373,216$9.1M0.79%
22ISHARES TR46428740862,076$9.0M0.78%
23PFIZER INCPFE171,632$8.8M0.76%
24ISHARES TR46428787995,200$8.7M0.75%
25ISHARES TR46428825799,070$8.4M0.73%
26LOWES COS INC54866110742,170$8.4M0.73%
27ALPHABET INCGOOG92,373$8.2M0.71%
28STARBUCKS CORPSBUX80,836$8.0M0.69%
29AMAZON COM INCAMZN95,354$8.0M0.69%
30BERKSHIRE HATHAWAY INC DELBRK-A25,569$7.9M0.68%
31NVIDIA CORPORATIONNVDA53,215$7.8M0.67%
32JOHNSON &JOHNSONJNJ43,455$7.7M0.66%
33EXPEDITORS INTL WASH INC30213010970,972$7.4M0.64%
34BOEING COBA-PA38,305$7.3M0.63%
35CISCO SYS INCCSCO151,417$7.2M0.62%
36TEXAS INSTRS INC88250810439,848$6.6M0.57%
37PACER FDS TR69374H881141,965$6.6M0.57%
38BLACKROCK INCBLK9,095$6.4M0.56%
39PROGRESSIVE CORP74331510348,301$6.3M0.54%
40COUPANG INCCPNG415,594$6.1M0.53%
41BILL COM HLDGS INCBILL56,101$6.1M0.53%
42SELECT SECTOR SPDR TR81369Y30881,853$6.1M0.53%
43MERCK &CO INCMRK54,588$6.1M0.52%
44AIR PRODS &CHEMS INCAIIR19,544$6.0M0.52%
45ISHARES GOLD TRIAU170,758$5.9M0.51%
46ISHARES TR46428762226,779$5.6M0.49%
47QUALCOMM INCQCOM50,264$5.5M0.48%
48MONSTER BEVERAGE CORP NEWMNST53,939$5.5M0.47%
49UNITED PARCEL SERVICE INCUPS30,975$5.4M0.47%
50TARGET CORPTGT35,867$5.3M0.46%
51REGENERON PHARMACEUTICALSREGN7,326$5.3M0.46%
52DIAGEO PLCDGEAF29,056$5.2M0.45%
53ISHARES TR46428763037,122$5.1M0.44%
54ORACLE CORPORCL-PD62,756$5.1M0.44%
55NVR INCNVR1,063$4.9M0.42%
56ISHARES TR46428746573,171$4.8M0.41%
57COSTCO WHSL CORP NEW22160K10510,289$4.7M0.41%
58PAYCHEX INCPAYX40,030$4.6M0.40%
59INVESCO EXCH TRADED FD TR IIIVZ250,175$4.4M0.38%
60CROWN CASTLE INCCCI32,380$4.4M0.38%
61NETFLIX INCNFLX14,865$4.4M0.38%
62OREILLY AUTOMOTIVE INC67103H1075,145$4.3M0.38%
63MARATHON PETE CORPMARA37,119$4.3M0.37%
64NORFOLK SOUTHN CORP65584410817,495$4.3M0.37%
65NUCOR CORPNUE32,675$4.3M0.37%
66GLOBAL X FDS37954Y319159,242$4.2M0.37%
67APA CORPORATIONAPA90,608$4.2M0.37%
68INVESCO INDIA EXCHANGE-TRADEIVZ196,876$4.2M0.36%
69CVS HEALTH CORPCVS44,724$4.2M0.36%
70ISHARES INC46428662453,816$4.0M0.35%
71CONOCOPHILLIPSCOP34,100$4.0M0.35%
72INVESCO ACTVELY MNGD ETC FDIVZ271,302$4.0M0.35%
73ISHARES INC464286400141,919$4.0M0.34%
74ISHARES INC46428682280,248$4.0M0.34%
75COMCAST CORP NEWCCZ112,337$3.9M0.34%
76ISHARES INC46428678092,059$3.9M0.34%
77ISHARES TR46435G334127,055$3.9M0.34%
78PROSHARES TR II74347W338124,755$3.8M0.33%
79SPDR INDEX SHS FDS78463X75677,088$3.8M0.33%
80UNITEDHEALTH GROUP INCUNH7,092$3.8M0.32%
81HP INCHPQ138,673$3.7M0.32%
82ROBERT HALF INTL INCRHI50,280$3.7M0.32%
83COGNIZANT TECHNOLOGY SOLUTIOCTSH64,664$3.7M0.32%
84RAYTHEON TECHNOLOGIES CORPRTX36,499$3.7M0.32%
85FASTENAL COFAST76,861$3.6M0.31%
86PINTEREST INCPINS148,723$3.6M0.31%
87AUTODESK INCADSK19,297$3.6M0.31%
88ISHARES INC46434G814157,475$3.6M0.31%
89EXXON MOBIL CORPXOM30,920$3.4M0.29%
90ALTRIA GROUP INCMO73,861$3.4M0.29%
91MERRIMACK PHARMACEUTICALS IN590328209294,545$3.4M0.29%
92ISHARES INC46428671591,016$3.4M0.29%
93VANECK ETF TRUST92189F833193,868$3.4M0.29%
94AUTOMATIC DATA PROCESSING INADP13,977$3.3M0.29%
95VERTEX PHARMACEUTICALS INCVRTX11,161$3.2M0.28%
96SEI INVTS CO78411710354,984$3.2M0.28%
97SYSCO CORPSYY41,669$3.2M0.28%
98MASTERCARD INCORPORATEDMA9,127$3.2M0.27%
99PHILIP MORRIS INTL INC71817210931,096$3.1M0.27%
100ADOBE SYSTEMS INCORPORATEDADBE9,284$3.1M0.27%
101NOVARTIS AGNVSEF34,140$3.1M0.27%
102CINCINNATI FINL CORP17206210129,897$3.1M0.26%
103DEERE &CODE7,054$3.0M0.26%
104BERKLEY W R CORPWRB-PH41,623$3.0M0.26%
105MARATHON OIL CORPMARA111,382$3.0M0.26%
106MOODYS CORPMCO10,807$3.0M0.26%
107COTERRA ENERGY INCCTRA121,864$3.0M0.26%
108PROSHARES TR74347X849128,500$2.9M0.25%
109SPDR GOLD TRGLD16,893$2.9M0.25%
110SPDR S&P MIDCAP 400 ETF TRMDY6,300$2.8M0.24%
111FACTSET RESH SYS INC3030751056,602$2.6M0.23%
112ETF SER SOLUTIONS26922A70187,296$2.6M0.23%
113DEVON ENERGY CORP NEW25179M10342,613$2.6M0.23%
114INVESCO QQQ TRIVZ9,722$2.6M0.22%
115ELEVANCE HEALTH INCELV5,043$2.6M0.22%
116CENTENE CORP DELCNC31,510$2.6M0.22%
117CF INDS HLDGS INC12526910030,273$2.6M0.22%
118GENERAL MTRS CO37045V10075,943$2.6M0.22%
119CIGNA CORP NEW1255231007,708$2.6M0.22%
120APPLIED MATLS INC03822210526,202$2.6M0.22%
121MODERNA INCMRNA14,156$2.5M0.22%
122MOSAIC CO NEWMOS57,909$2.5M0.22%
123KLA CORPKLAC6,728$2.5M0.22%
124VALERO ENERGY CORPVLO19,909$2.5M0.22%
125LAM RESEARCH CORPLRCX5,996$2.5M0.22%
126TESLA INCTSLA20,441$2.5M0.22%
127DOW INCDOW49,915$2.5M0.22%
128NETAPP INCNTAP41,792$2.5M0.22%
129DIAMONDBACK ENERGY INCFANG18,345$2.5M0.22%
130OCCIDENTAL PETE CORP67459910539,634$2.5M0.22%
131DOMINION ENERGY INCD39,508$2.4M0.21%
132ISHARES TR46428780425,240$2.4M0.21%
133AUTOZONE INCAZO968$2.4M0.21%
134VERIZON COMMUNICATIONS INCVZ60,465$2.4M0.21%
135DISNEY WALT CO25468710627,227$2.4M0.20%
136VANGUARD INDEX FDS92290855327,707$2.3M0.20%
137ARAMARKARMK55,046$2.3M0.20%
138PACER FDS TR69374H85763,286$2.3M0.20%
139VANGUARD INDEX FDS92290875112,385$2.3M0.20%
140NEXTERA ENERGY INCNEE-PW26,978$2.3M0.19%
141ISHARES TR4642872005,855$2.2M0.19%
142SELECT SECTOR SPDR TR81369Y88630,844$2.2M0.19%
143ISHARES INC46434G10346,226$2.2M0.19%
144HARTFORD FDS EXCHANGE TRADED41653L50357,008$2.1M0.19%
145ISHARES TR46428765512,191$2.1M0.18%
146INTERCONTINENTAL EXCHANGE IN45866F10420,693$2.1M0.18%
147NOVO-NORDISK A SNONOF15,228$2.1M0.18%
148FIDELITY NATL INFORMATION SV31620M10629,432$2.0M0.17%
149BANK AMERICA CORP06050510453,068$1.8M0.15%
150YUM BRANDS INCYUM13,712$1.8M0.15%
151AFFILIATED MANAGERS GROUP INMGRE11,029$1.7M0.15%
152CARLISLE COS INC1423391007,309$1.7M0.15%
153ENVISTA HOLDINGS CORPORATIONNVST50,379$1.7M0.15%
154PROTERRA INC74374T109449,487$1.7M0.15%
155TELEFLEX INCORPORATEDTFX6,686$1.7M0.14%
156WELLS FARGO CO NEW94974610139,854$1.6M0.14%
157ISHARES TR46428749924,294$1.6M0.14%
158COCA COLA COKO24,529$1.6M0.13%
159INTUITIVE SURGICAL INCISRG5,870$1.6M0.13%
160ISHARES TR46428841414,745$1.6M0.13%
161RPM INTL INC74968510315,709$1.5M0.13%
162MARKEL CORPMKL1,160$1.5M0.13%
163LENNOX INTL INC5261071076,388$1.5M0.13%
164MCKESSON CORPMCK3,929$1.5M0.13%
165VANGUARD SPECIALIZED FUNDS9219088449,604$1.5M0.13%
166MATSON INCMATX23,151$1.4M0.13%
167APTARGROUP INCATR12,868$1.4M0.12%
168UNION PAC CORPUNP6,725$1.4M0.12%
169SALESFORCE INCCRM10,447$1.4M0.12%
170ROSS STORES INCROST11,893$1.4M0.12%
171BROWN &BROWN INCBRO24,184$1.4M0.12%
172CACI INTL INC1271903044,524$1.4M0.12%
173NIKE INCNKE11,576$1.4M0.12%
174LKQ CORPLKQ25,067$1.3M0.12%
175LANDSTAR SYS INCLSTR8,176$1.3M0.12%
176ARCHER DANIELS MIDLAND COADM13,971$1.3M0.11%
177BOOZ ALLEN HAMILTON HLDG CORBAH12,238$1.3M0.11%
178GODADDY INCGDDY16,723$1.3M0.11%
179ISHARES TR46432F3968,568$1.3M0.11%
180SNOWFLAKE INCSNOW8,486$1.2M0.11%
181AGCO CORPAGCO8,772$1.2M0.11%
182WEX INCWEX7,410$1.2M0.10%
183HUNT J B TRANS SVCS INC4456581076,888$1.2M0.10%
184ALIBABA GROUP HLDG LTDBBAAY13,618$1.2M0.10%
185CHIPOTLE MEXICAN GRILL INCCMG847$1.2M0.10%
186WORKDAY INCWDAY6,864$1.1M0.10%
187ARCH CAP GROUP LTDG0450A10518,293$1.1M0.10%
188VANGUARD INDEX FDS9229087695,882$1.1M0.10%
189BURLINGTON STORES INCBURL5,498$1.1M0.10%
190COLUMBIA SPORTSWEAR COCOLM12,700$1.1M0.10%
191ISHARES TR46434V29022,389$1.1M0.10%
192CHOICE HOTELS INTL INC1699051069,793$1.1M0.10%
193MORNINGSTAR INCMORN5,064$1.1M0.09%
194CERUS CORPCERS523,815$1.0M0.09%
195S&P GLOBAL INCSPGI3,101$1.0M0.09%
196BANK HAWAII CORP06254010913,281$1.0M0.09%
197UBIQUITI INCUI3,709$1.0M0.09%
198SPROTT PHYSICAL GOLD TRSII70,900$999,6900.09%
199KNIGHT-SWIFT TRANSN HLDGS IN49904910418,924$991,8080.09%
200ILLUMINA INCILMN4,793$969,1450.08%
201CLOUDFLARE INCNET21,385$966,8330.08%
202JONES LANG LASALLE INCJLL6,030$961,0010.08%
203SHOPIFY INCSHOP27,622$958,7600.08%
204IDEX CORP45167R1044,040$922,4530.08%
205HEXCEL CORP NEW42829110815,619$919,1780.08%
206NORDSON CORPNDSN3,785$899,7700.08%
207PAYPAL HLDGS INCPYPL12,218$870,1660.08%
208YUM CHINA HLDGS INCYUMC15,837$865,4920.07%
209HONEYWELL INTL INC4385161063,826$819,8760.07%
210DOLBY LABORATORIES INCDLB11,543$814,2430.07%
211BLOCK INCBSQKZ12,930$812,5210.07%
212KIRBY CORPKEX12,219$786,2930.07%
213ULTA BEAUTY INCULTA1,675$785,6920.07%
214CASEYS GEN STORES INC1475281033,496$784,3280.07%
215RIVIAN AUTOMOTIVE INCRIVN42,200$777,7460.07%
216TRIMBLE INCTRMB15,333$775,2360.07%
217MCDONALDS CORPMCD2,925$770,7200.07%
218ZSCALER INCZS6,585$736,8620.06%
219ISHARES INC46428650922,478$735,6990.06%
220BIO-TECHNE CORPTECH8,876$735,6430.06%
221CUMMINS INCCMI3,001$727,0190.06%
222BLACKBAUD INCBLKB12,122$713,5010.06%
223FTI CONSULTING INCFCN4,468$709,5180.06%
224ISHARES TR4642875072,915$705,1090.06%
225ISHARES INC46428663212,486$699,0970.06%
226GOLDMAN SACHS GROUP INCGSCE2,010$690,3250.06%
227TJX COS INC NEW8725401098,672$690,2860.06%
228ACUITY BRANDS INCAYI4,053$671,2200.06%
229ISHARES TR46435G5328,500$670,7350.06%
230SERVICE CORP INTL8175651049,599$663,6810.06%
231ALEXANDER &BALDWIN INC NEW01449110434,963$654,8570.06%
232NCINO INCNCNO24,590$650,1600.06%
233CROWDSTRIKE HLDGS INCCRWD6,170$649,6390.06%
234EQUITY LIFESTYLE PPTYS INC29472R1089,654$623,6690.05%
235DECKERS OUTDOOR CORPDECK1,547$617,5010.05%
236BROADRIDGE FINL SOLUTIONS IN11133T1034,603$617,4000.05%
237CME GROUP INCCME3,652$614,1230.05%
238PROSHARES TR74347B42538,000$609,1400.05%
239GRACO INCGGG8,898$598,4790.05%
240IAA INC44925310314,857$594,2800.05%
241HENRY JACK &ASSOC INC4262811013,340$586,3700.05%
242HUMANA INCHUM1,136$581,8480.05%
243DANAHER CORPORATION2358511022,148$570,1910.05%
244GARTNER INCIT1,672$562,0260.05%
245PROSPERITY BANCSHARES INCPB7,675$557,8190.05%
246POOL CORPPOOL1,831$553,5660.05%
247UMPQUA HLDGS CORP90421410330,743$548,7630.05%
248AMETEK INCAME3,919$547,5380.05%
249COSTAR GROUP INCCSGP7,010$541,7330.05%
250VANGUARD WORLD FDS92204A7021,693$540,7610.05%
251HEICO CORP NEWHEI-A3,516$540,2480.05%
252ISHARES TR4642888694,931$531,6580.05%
253UBER TECHNOLOGIES INCUBER21,427$529,8900.05%
254TRANSDIGM GROUP INCTDG821$516,8150.04%
255INTEL CORPINTC19,442$513,8480.04%
256ISHARES TR4642877396,000$505,1400.04%
257AIRBNB INCABNB5,873$502,1420.04%
258HENRY SCHEIN INCHSIC6,252$499,3470.04%
259OLD DOMINION FREIGHT LINE INODFL1,734$492,0700.04%
260INVESCO EXCHANGE TRADED FD TIVZ3,464$489,2320.04%
261VANGUARD ADMIRAL FDS INC9219327782,989$469,4390.04%
262WALMART INCWMT3,264$462,8030.04%
263THERMO FISHER SCIENTIFIC INCTMO811$446,6590.04%
264MANHATTAN ASSOCIATES INCMANH3,655$443,6660.04%
265COLGATE PALMOLIVE COCL5,553$437,5210.04%
266BOOKING HOLDINGS INCBKNG217$437,3160.04%
267SEMPRASREA2,824$436,4210.04%
268GRAINGER W W INC384802104778$432,7630.04%
269CHEWY INCCHWY11,523$427,2730.04%
270AMERICAN WTR WKS CO INC NEW0304201032,797$426,3210.04%
271BLACK KNIGHT INC09215C1056,901$426,1370.04%
272PROCTER AND GAMBLE CO7427181092,807$425,4290.04%
273VANGUARD WORLD FD9219107094,991$413,4150.04%
274HERSHEY COHSY1,780$412,1950.04%
275CSX CORPCSX12,721$394,1120.03%
276CATERPILLAR INCCAT1,604$384,2730.03%
277DOLLAR GEN CORP NEW2566771051,545$380,4560.03%
278BRISTOL-MYERS SQUIBB COCELG-RI5,021$361,2300.03%
279INTERNATIONAL BUSINESS MACHSINTR2,482$349,6890.03%
280TFF PHARMACEUTICALS INC87241J104330,600$347,1300.03%
281ROBLOX CORPRBLX11,961$340,4000.03%
282COPART INCCPRT5,582$339,8880.03%
283R1 RCM INC77634L10530,000$328,5000.03%
284HEALTH CATALYST INCHCAT30,610$325,3840.03%
285PIMCO ETF TR72201R8333,275$323,0790.03%
286ACCENTURE PLC IRELANDACN1,104$294,4760.03%
287WOODWARD INCWWD3,033$293,0200.03%
288KIMBERLY-CLARK CORPKMB2,148$291,5910.03%
289CADENCE DESIGN SYSTEM INCCDNS1,799$288,9910.02%
290TWILIO INCTWLO5,884$288,0810.02%
291MORGAN STANLEYMS-PQ3,293$279,9710.02%
292JPMORGAN CHASE &COVYLD2,071$277,6690.02%
293ZOOM VIDEO COMMUNICATIONS INZM4,081$276,4470.02%
294UNITY SOFTWARE INCU9,660$276,1790.02%
295PEPSICO INCPEP1,515$273,7000.02%
296ISHARES TR46435G2685,065$269,1560.02%
297SOUTHERN COSOMN3,635$259,5940.02%
298LOCKHEED MARTIN CORPLMT531$258,4680.02%
299AFLAC INCAFL3,560$256,1060.02%
300STRYKER CORPORATIONSYK1,017$248,7680.02%
301HAWAIIAN ELEC INDUSTRIES4198701005,787$242,1690.02%
302AIR LEASE CORPAIIR6,294$241,8150.02%
303ISHARES TR4642871681,975$238,1850.02%
304ENERGY TRANSFER L PET-PI20,021$237,6490.02%
305UNILEVER PLCUNLYF4,706$236,9470.02%
306THE TRADE DESK INC88339J1055,251$235,4020.02%
307J P MORGAN EXCHANGE TRADED F46641Q3324,304$234,5250.02%
308MONGODB INCMDB1,183$232,8620.02%
309HOME DEPOT INCHD733$231,5250.02%
310INVITATION HOMES INCINVH7,802$231,2510.02%
311SHELL PLCRYDAF4,047$230,4770.02%
312NIO INCNIOIF23,620$230,2950.02%
313GILEAD SCIENCES INCGILD2,656$228,0180.02%
314FISERV INCFISV2,244$226,8010.02%
315BLACKSTONE INCBX3,057$226,7990.02%
316MARVELL TECHNOLOGY INCMRVL6,044$223,8700.02%
317SELECT SECTOR SPDR TR81369Y1002,846$221,0770.02%
318VANGUARD INTL EQUITY INDEX F9220427754,330$217,1060.02%
319MARRIOTT INTL INC NEW5719032021,455$216,6350.02%
320SELECT SECTOR SPDR TR81369Y7042,168$212,9190.02%
321INVESCO EXCH TRADED FD TR IIIVZ11,300$210,9770.02%
322ENTERPRISE PRODS PARTNERS L2937921078,730$210,5680.02%
323ISHARES TR46434V3166,555$208,1760.02%
324LILLY ELI &COLLY568$207,7970.02%
325AMGEN INCAMGN789$207,2230.02%
326INVESCO EXCH TRADED FD TR IIIVZ1,856$203,2880.02%
327EATON CORP PLCETN1,282$201,2100.02%
328FORD MTR CO DEL34537086017,278$200,9430.02%
329MARQETA INCMQ29,600$180,8560.02%
330DRAFTKINGS INC NEWDKNG14,402$164,0390.01%
331INMUNE BIO INCINMB23,200$147,0880.01%
332INVESCO EXCH TRADED FD TR IIIVZ11,058$123,6280.01%
333PROSHARES TR74347G44010,000$104,3000.01%
334PALANTIR TECHNOLOGIES INCPLTR14,848$95,3240.01%
335TYRA BIOSCIENCES INCTYRA10,625$80,7500.01%
336ENVVENO MEDICAL CORPORATIONNVNO10,800$55,0800.00%
337GENIUS SPORTS LIMITEDGENI15,000$53,5500.00%
338FORTRESS BIOTECH INCFBIOP63,500$41,5930.00%
339ASTRA SPACE INC04634X10356,853$24,6630.00%
340BELLEROPHON THERAPEUTICS INC07877130023,800$21,4200.00%
341CONTEXTLOGIC INCLOGC17,211$8,3940.00%
342MUSTANG BIO INCMBIO10,800$4,2650.00%