Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2023 · Filed May 10, 2023 · Accession 0001951757-23-000278

Total Value
$1.08B
Positions
341
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (341)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363141,387$53.2M4.90%
2VANGUARD TAX-MANAGED FDS921943858917,269$41.4M3.82%
3ABBVIE INCABBV160,437$25.6M2.36%
4ABBOTT LABSABLZF243,355$24.6M2.27%
5VANGUARD INDEX FDS922908744167,933$23.2M2.14%
6ACCOLADE INC00437E1021,506,225$21.7M2.00%
7APPLE INCAAPL127,159$21.0M1.93%
8MICROSOFT CORPMSFT69,590$20.1M1.85%
9SPDR S&P 500 ETF TRSPY48,701$19.9M1.84%
10META PLATFORMS INCMETA85,820$18.2M1.68%
11VANGUARD INDEX FDS922908611110,992$17.6M1.63%
12VANGUARD INTL EQUITY INDEX F922042858410,797$16.6M1.53%
13ALPHABET INCGOOG150,217$15.6M1.44%
14PACER FDS TR69374H881294,249$13.8M1.27%
15NVIDIA CORPORATIONNVDA47,474$13.2M1.22%
16VISA INCV46,926$10.6M0.98%
17SELECT SECTOR SPDR TR81369Y80368,478$10.3M0.95%
18ISHARES TR46428759865,099$9.9M0.91%
19SELECT SECTOR SPDR TR81369Y20976,558$9.9M0.91%
20VANGUARD INDEX FDS92290851272,112$9.7M0.89%
21CHEVRON CORP NEWCVX58,546$9.6M0.88%
22ISHARES TR46428740862,076$9.4M0.87%
23TESLA INCTSLA44,740$9.3M0.86%
24AMAZON COM INCAMZN89,787$9.3M0.86%
25ALPHABET INCGOOG88,184$9.2M0.85%
26INVESTMENT MANAGERS SER TR I46144X628224,970$9.0M0.83%
27ISHARES TR46428787994,919$8.9M0.82%
28BILL HOLDINGS INCBILL108,315$8.8M0.81%
29LOWES COS INC54866110740,925$8.2M0.75%
30ISHARES TR46428825787,834$8.0M0.74%
31VANGUARD INDEX FDS92290862937,432$7.9M0.73%
32STARBUCKS CORPSBUX75,535$7.9M0.73%
33CISCO SYS INCCSCO147,427$7.7M0.71%
34EXPEDITORS INTL WASH INC30213010969,350$7.6M0.70%
35BOEING COBA-PA35,929$7.6M0.70%
36BERKSHIRE HATHAWAY INC DELBRK-A23,659$7.3M0.67%
37PFIZER INCPFE177,921$7.3M0.67%
38TEXAS INSTRS INC88250810438,086$7.1M0.65%
39PROGRESSIVE CORP74331510346,256$6.6M0.61%
40JOHNSON & JOHNSONJNJ42,393$6.6M0.61%
41VANGUARD MALVERN FDS922020805136,949$6.5M0.60%
42ISHARES GOLD TRIAU169,774$6.3M0.59%
43QUALCOMM INCQCOM48,499$6.2M0.57%
44ISHARES TR46428762226,779$6.0M0.56%
45NVR INCNVR1,072$6.0M0.55%
46BLACKROCK INCBLK8,738$5.8M0.54%
47UNITED PARCEL SERVICE INCUPS29,751$5.8M0.53%
48COMCAST CORP NEWCCZ151,760$5.8M0.53%
49TARGET CORPTGT34,589$5.7M0.53%
50REGENERON PHARMACEUTICALSREGN6,915$5.7M0.52%
51SELECT SECTOR SPDR TR81369Y30875,646$5.7M0.52%
52MERCK & CO INCMRK51,834$5.5M0.51%
53AIR PRODS & CHEMS INCAIIR18,991$5.5M0.50%
54DIAGEO PLCDGEAF29,192$5.3M0.49%
55MONSTER BEVERAGE CORP NEWMNST97,901$5.3M0.49%
56ORACLE CORPORCL-PD56,722$5.3M0.49%
57ISHARES TR46428746573,287$5.2M0.48%
58ISHARES TR46428761421,288$5.2M0.48%
59GLOBAL X FDS37954Y319168,636$5.1M0.47%
60MARATHON PETE CORPMARA37,808$5.1M0.47%
61NUCOR CORPNUE32,966$5.1M0.47%
62ISHARES INC46428682284,999$5.1M0.47%
63COSTCO WHSL CORP NEW22160K1059,994$5.0M0.46%
64PINTEREST INCPINS171,936$4.7M0.43%
65NETFLIX INCNFLX13,304$4.6M0.42%
66AUTOZONE INCAZO1,836$4.5M0.42%
67ISHARES TR46435G334139,172$4.5M0.41%
68ISHARES INC464286764160,824$4.5M0.41%
69OREILLY AUTOMOTIVE INC67103H1075,257$4.5M0.41%
70COGNIZANT TECHNOLOGY SOLUTIOCTSH72,935$4.4M0.41%
71ISHARES INC46434G10390,832$4.4M0.41%
72PAYCHEX INCPAYX38,301$4.4M0.40%
73ISHARES INC464286707115,892$4.4M0.40%
74ISHARES INC46428662459,519$4.4M0.40%
75CROWN CASTLE INCCCI32,539$4.4M0.40%
76LENNAR CORPLEN-B40,388$4.2M0.39%
77HP INCHPQ142,496$4.2M0.39%
78ROBERT HALF INTL INCRHI51,465$4.1M0.38%
79FASTENAL COFAST73,529$4.0M0.37%
80MOSAIC CO NEWMOS82,746$3.8M0.35%
81DISNEY WALT CO25468710637,096$3.7M0.34%
82MERRIMACK PHARMACEUTICALS IN590328209294,545$3.6M0.33%
83AUTODESK INCADSK17,338$3.6M0.33%
84VERIZON COMMUNICATIONS INCVZ91,521$3.6M0.33%
85NORFOLK SOUTHN CORP65584410816,565$3.5M0.32%
86EXXON MOBIL CORPXOM31,957$3.5M0.32%
87FIDELITY NATL INFORMATION SV31620M10664,120$3.5M0.32%
88ADOBE SYSTEMS INCORPORATEDADBE8,970$3.5M0.32%
89DOMINION ENERGY INCD61,730$3.5M0.32%
90ISHARES INC46434G814155,284$3.4M0.32%
91RAYTHEON TECHNOLOGIES CORPRTX34,715$3.4M0.31%
92MOODYS CORPMCO10,799$3.3M0.30%
93APPLIED MATLS INC03822210526,793$3.3M0.30%
94ALTRIA GROUP INCMO73,748$3.3M0.30%
95LAM RESEARCH CORPLRCX6,138$3.3M0.30%
96CINCINNATI FINL CORP17206210128,735$3.2M0.30%
97SYSCO CORPSYY41,660$3.2M0.30%
98UNITEDHEALTH GROUP INCUNH6,709$3.2M0.29%
99INVESCO QQQ TRIVZ9,858$3.2M0.29%
100MASTERCARD INCORPORATEDMA8,697$3.2M0.29%
101SALESFORCE INCCRM15,811$3.2M0.29%
102SPDR GOLD TRGLD17,155$3.1M0.29%
103COTERRA ENERGY INCCTRA127,630$3.1M0.29%
104ISHARES INC46428678073,834$3.1M0.29%
105ISHARES INC46434G830102,243$3.1M0.29%
106AUTOMATIC DATA PROCESSING INADP13,504$3.0M0.28%
107PHILIP MORRIS INTL INC71817210930,778$3.0M0.28%
108VANGUARD INDEX FDS92290876914,330$2.9M0.27%
109ISHARES INC46428671589,514$2.9M0.27%
110SPDR S&P MIDCAP 400 ETF TRMDY6,300$2.9M0.27%
111VALERO ENERGY CORPVLO20,686$2.9M0.27%
112VERTEX PHARMACEUTICALS INCVRTX9,104$2.9M0.26%
113SEI INVTS CO78411710349,668$2.9M0.26%
114DOW INCDOW51,776$2.8M0.26%
115GENERAL MTRS CO37045V10077,203$2.8M0.26%
116KLA CORPKLAC6,922$2.8M0.25%
117NETAPP INCNTAP43,216$2.8M0.25%
118MARATHON OIL CORPMARA114,690$2.7M0.25%
119DEERE & CODE6,608$2.7M0.25%
120PROSHARES TR74347X849128,500$2.7M0.25%
121HUMANA INCHUM5,510$2.7M0.25%
122HARTFORD FDS EXCHANGE TRADED41653L50368,684$2.6M0.24%
123DIAMONDBACK ENERGY INCFANG19,346$2.6M0.24%
124OCCIDENTAL PETE CORP67459910540,941$2.6M0.24%
125BRISTOL-MYERS SQUIBB COCELG-RI36,396$2.5M0.23%
126ISHARES TR46428780425,921$2.5M0.23%
127BERKLEY W R CORPWRB-PH40,234$2.5M0.23%
128FACTSET RESH SYS INC3030751055,880$2.4M0.23%
129LYONDELLBASELL INDUSTRIES NLYB25,887$2.4M0.22%
130CONOCOPHILLIPSCOP24,306$2.4M0.22%
131ELEVANCE HEALTH INCELV5,219$2.4M0.22%
132ISHARES TR4642872005,716$2.3M0.22%
133CF INDS HLDGS INC12526910030,743$2.2M0.21%
134SHOPIFY INCSHOP46,409$2.2M0.21%
135VANGUARD INDEX FDS92290855325,959$2.2M0.20%
136ISHARES TR46428765511,808$2.1M0.19%
137NOVO-NORDISK A SNONOF13,201$2.1M0.19%
138CENTENE CORP DELCNC32,965$2.1M0.19%
139INTERCONTINENTAL EXCHANGE IN45866F10419,550$2.0M0.19%
140NEXTERA ENERGY INCNEE-PW26,423$2.0M0.19%
141VANGUARD INDEX FDS92290875110,688$2.0M0.19%
142PROSHARES TR II74347W33871,089$1.9M0.18%
143ILLUMINA INCILMN8,145$1.9M0.17%
144ENVISTA HOLDINGS CORPORATIONNVST45,391$1.9M0.17%
145SCHWAB CHARLES CORPSCHW-PJ35,182$1.8M0.17%
146ARAMARKARMK51,177$1.8M0.17%
147SELECT SECTOR SPDR TR81369Y88625,917$1.8M0.16%
148ALIBABA GROUP HLDG LTDBBAAY16,069$1.6M0.15%
149PAYPAL HLDGS INCPYPL21,239$1.6M0.15%
150CARLISLE COS INC1423391007,090$1.6M0.15%
151BLOCK INCBSQKZ23,301$1.6M0.15%
152TELEFLEX INCORPORATEDTFX6,313$1.6M0.15%
153YUM BRANDS INCYUM12,083$1.6M0.15%
154NOVARTIS AGNVSEF16,890$1.6M0.14%
155ISHARES TR46428841414,303$1.5M0.14%
156BANK AMERICA CORP06050510453,088$1.5M0.14%
157LENNOX INTL INC5261071075,969$1.5M0.14%
158VANGUARD SPECIALIZED FUNDS9219088449,536$1.5M0.14%
159CHIPOTLE MEXICAN GRILL INCCMG843$1.4M0.13%
160CLOUDFLARE INCNET23,273$1.4M0.13%
161MARKEL CORPMKL1,113$1.4M0.13%
162COCA COLA COKO22,804$1.4M0.13%
163MORNINGSTAR INCMORN6,935$1.4M0.13%
164MCKESSON CORPMCK3,952$1.4M0.13%
165APTARGROUP INCATR11,805$1.4M0.13%
166NIKE INCNKE11,313$1.4M0.13%
167MATSON INCMATX23,151$1.4M0.13%
168LANDSTAR SYS INCLSTR7,693$1.4M0.13%
169GODADDY INCGDDY17,704$1.4M0.13%
170WELLS FARGO CO NEW94974610136,436$1.4M0.13%
171INTUITIVE SURGICAL INCISRG5,330$1.4M0.13%
172UNION PAC CORPUNP6,759$1.4M0.13%
173RPM INTL INC74968510315,265$1.3M0.12%
174LKQ CORPLKQ23,287$1.3M0.12%
175BROWN & BROWN INCBRO22,884$1.3M0.12%
176SPDR INDEX SHS FDS78463X75625,620$1.3M0.12%
177DOLBY LABORATORIES INCDLB15,162$1.3M0.12%
178CACI INTL INC1271903044,281$1.3M0.12%
179ISHARES TR46429B52311,945$1.3M0.12%
180ETF SER SOLUTIONS26922A70139,938$1.3M0.12%
181WEX INCWEX6,873$1.3M0.12%
182ROSS STORES INCROST11,749$1.2M0.11%
183CVS HEALTH CORPCVS16,632$1.2M0.11%
184AFFILIATED MANAGERS GROUP INMGRE8,634$1.2M0.11%
185WORKDAY INCWDAY5,926$1.2M0.11%
186ISHARES TR46428912324,441$1.2M0.11%
187ARCH CAP GROUP LTDG0450A10517,877$1.2M0.11%
188ISHARES INC46428610351,951$1.2M0.11%
189ISHARES INC46428640043,051$1.2M0.11%
190COUPANG INCCPNG73,513$1.2M0.11%
191ISHARES TR46432F3968,458$1.2M0.11%
192PACER FDS TR69374H85730,666$1.2M0.11%
193ISHARES TR46434V29022,466$1.2M0.11%
194HUNT J B TRANS SVCS INC4456581076,499$1.1M0.11%
195AGCO CORPAGCO8,248$1.1M0.10%
196BOOZ ALLEN HAMILTON HLDG CORBAH11,712$1.1M0.10%
197CHOICE HOTELS INTL INC1699051069,218$1.1M0.10%
198ARCHER DANIELS MIDLAND COADM13,536$1.1M0.10%
199COLUMBIA SPORTSWEAR COCOLM11,844$1.1M0.10%
200S&P GLOBAL INCSPGI3,078$1.1M0.10%
201SNOWFLAKE INCSNOW6,825$1.1M0.10%
202US BANCORP DELUSB-PS29,177$1.1M0.10%
203KNIGHT-SWIFT TRANSN HLDGS IN49904910418,362$1.0M0.10%
204BURLINGTON STORES INCBURL5,126$1.0M0.10%
205UBIQUITI INCUI3,684$1.0M0.09%
206HEXCEL CORP NEW42829110814,423$984,3700.09%
207CROWDSTRIKE HLDGS INCCRWD6,917$949,4270.09%
208CERUS CORPCERS296,490$880,5750.08%
209YUM CHINA HLDGS INCYUMC13,874$879,4530.08%
210BROADRIDGE FINL SOLUTIONS IN11133T1035,958$873,2640.08%
211SPROTT PHYSICAL GOLD TRSII55,610$859,7310.08%
212IDEX CORP45167R1043,719$859,2010.08%
213ULTA BEAUTY INCULTA1,552$846,8800.08%
214ISHARES TR4642876483,729$845,8120.08%
215ZSCALER INCZS7,020$820,1470.08%
216MCDONALDS CORPMCD2,922$816,9800.08%
217FTI CONSULTING INCFCN4,138$816,6340.08%
218JONES LANG LASALLE INCJLL5,572$810,6700.07%
219NORDSON CORPNDSN3,621$804,8030.07%
220KIRBY CORPKEX11,412$795,4160.07%
221TRIMBLE INCTRMB14,750$773,1950.07%
222BLACKBAUD INCBLKB11,119$770,5470.07%
223CASEYS GEN STORES INC1475281033,406$737,2630.07%
224BLACK KNIGHT INC09215C10512,766$734,8110.07%
225VANGUARD WORLD FD9219107098,064$730,1250.07%
226HONEYWELL INTL INC4385161063,796$725,5560.07%
227CUMMINS INCCMI2,969$709,3130.07%
228BANK HAWAII CORP06254010913,281$691,6740.06%
229ACUITY BRANDS INCAYI3,762$687,4300.06%
230ISHARES TR46435G5328,500$673,1150.06%
231TJX COS INC NEW8725401098,583$672,5800.06%
232CME GROUP INCCME3,454$661,5320.06%
233ALEXANDER & BALDWIN INC NEW01449110434,963$661,1500.06%
234ISHARES TR4642875072,641$660,6730.06%
235VANGUARD WORLD FDS92204A7021,693$652,6010.06%
236EQUITY LIFESTYLE PPTYS INC29472R1089,573$642,6360.06%
237GOLDMAN SACHS GROUP INCGSCE1,953$639,0010.06%
238DECKERS OUTDOOR CORPDECK1,415$636,1130.06%
239BIO-TECHNE CORPTECH8,481$629,2050.06%
240SERVICE CORP INTL8175651049,082$624,6600.06%
241GRACO INCGGG8,215$599,7770.06%
242TRANSDIGM GROUP INCTDG808$595,3870.05%
243HEICO CORP NEWHEI-A3,462$592,1620.05%
244POOL CORPPOOL1,721$589,3390.05%
245MANHATTAN ASSOCIATES INCMANH3,735$578,3000.05%
246ROBLOX CORPRBLX12,750$573,4790.05%
247OLD DOMINION FREIGHT LINE INODFL1,679$572,1970.05%
248PROSHARES TR74347B42538,000$570,0000.05%
249BOOKING HOLDINGS INCBKNG210$557,0060.05%
250AMETEK INCAME3,812$554,0560.05%
251DANAHER CORPORATION2358511022,159$544,0370.05%
252PROTERRA INC74374T109355,987$541,1000.05%
253INTEL CORPINTC16,439$537,0740.05%
254VANGUARD INDEX FDS9229085382,739$533,8040.05%
255GRAINGER W W INC384802104769$529,6950.05%
256GARTNER INCIT1,604$522,5350.05%
257ISHARES TR4642888694,944$516,6730.05%
258ISHARES TR4642877396,000$509,4000.05%
259INVESCO EXCHANGE TRADED FD TIVZ3,466$501,2340.05%
260INVESCO EXCH TRADED FD TR IIIVZ27,020$496,0870.05%
261HENRY JACK & ASSOC INC4262811013,248$489,5390.05%
262J P MORGAN EXCHANGE TRADED F46641Q3328,878$484,7390.04%
263VANGUARD ADMIRAL FDS INC9219327785,978$482,8000.04%
264COSTAR GROUP INCCSGP7,010$482,6380.04%
265HENRY SCHEIN INCHSIC5,841$476,2750.04%
266THERMO FISHER SCIENTIFIC INCTMO816$470,4140.04%
267AIRBNB INCABNB3,777$469,8590.04%
268WALMART INCWMT3,168$467,1220.04%
269PROSPERITY BANCSHARES INCPB7,378$453,8950.04%
270HERSHEY COHSY1,769$450,0510.04%
271SEMPRASREA2,831$427,9340.04%
272COPART INCCPRT5,655$425,3130.04%
273INVESCO ACTVELY MNGD ETC FDIVZ29,013$412,5580.04%
274TWILIO INCTWLO5,884$392,0510.04%
275AMERICAN WTR WKS CO INC NEW0304201032,624$384,3910.04%
276CSX CORPCSX12,763$382,1380.04%
277UBER TECHNOLOGIES INCUBER11,833$375,1060.03%
278R1 RCM INC77634L10525,000$375,0000.03%
279PROCTER AND GAMBLE CO7427181092,507$372,7370.03%
280CATERPILLAR INCCAT1,627$372,3320.03%
281COLUMBIA BKG SYS INC19723610217,148$367,3100.03%
282COLGATE PALMOLIVE COCL4,837$363,4640.03%
283CADENCE DESIGN SYSTEM INCCDNS1,716$360,5140.03%
284HEALTH CATALYST INCHCAT30,610$357,2190.03%
285CHEWY INCCHWY9,523$355,9700.03%
286RIVIAN AUTOMOTIVE INCRIVN22,173$343,2380.03%
287UNITY SOFTWARE INCU10,180$330,2390.03%
288INTERNATIONAL BUSINESS MACHSINTR2,485$325,6970.03%
289DOLLAR GEN CORP NEW2566771051,512$318,2170.03%
290ACCENTURE PLC IRELANDACN1,078$308,0820.03%
291THE TRADE DESK INC88339J1054,940$300,8950.03%
292TYLER TECHNOLOGIES INCTYL836$296,4790.03%
293NCINO INCNCNO11,906$295,0310.03%
294ZOOM VIDEO COMMUNICATIONS INZM3,979$293,8090.03%
295PIMCO ETF TR72201R8332,928$290,6040.03%
296KIMBERLY-CLARK CORPKMB2,159$289,7810.03%
297RITCHIE BROS AUCTIONEERS7677441055,126$288,5430.03%
298STRYKER CORPORATIONSYK1,004$286,5960.03%
299ISHARES TR46435G2685,065$277,6650.03%
300BLACKSTONE INCBX3,068$269,4930.02%
301TRANSUNIONTRU4,274$265,5860.02%
302PROTERRA INC6150809TP1,000$265,0000.02%
303MORGAN STANLEYMS-PQ3,013$264,5410.02%
304MONGODB INCMDB1,113$259,4630.02%
305DRAFTKINGS INC NEWDKNG13,333$258,1270.02%
306FISERV INCFISV2,239$253,0740.02%
307PEPSICO INCPEP1,382$251,9390.02%
308ENERGY TRANSFER L PET-PI20,021$249,6620.02%
309NIO INCNIOIF23,620$248,2460.02%
310AIR LEASE CORPAIIR6,267$246,7320.02%
311SOUTHERN COSOMN3,527$245,4410.02%
312INVITATION HOMES INCINVH7,802$243,6560.02%
313LOCKHEED MARTIN CORPLMT511$241,7030.02%
314TAIWAN SEMICONDUCTOR MFG LTD8740391002,583$240,2710.02%
315JPMORGAN CHASE & COVYLD1,830$238,4440.02%
316OKTA INCOKTA2,686$231,6410.02%
317VANGUARD INTL EQUITY INDEX F9220427754,330$231,5250.02%
318ISHARES TR4642871681,975$231,4300.02%
319UNILEVER PLCUNLYF4,445$230,8290.02%
320MARRIOTT INTL INC NEW5719032021,389$230,6300.02%
321ENTERPRISE PRODS PARTNERS L2937921078,730$226,1070.02%
322MARVELL TECHNOLOGY INCMRVL5,148$222,9080.02%
323ISHARES TR4642872262,234$222,5960.02%
324AFLAC INCAFL3,445$222,2980.02%
325INVESCO EXCH TRADED FD TR IIIVZ11,481$220,2000.02%
326ISHARES TR46434V3166,527$219,5070.02%
327SHELL PLCRYDAF3,809$219,1700.02%
328EATON CORP PLCETN1,278$218,9730.02%
329HAWAIIAN ELEC INDUSTRIES4198701005,600$215,0400.02%
330FORD MTR CO DEL34537086016,945$213,5060.02%
331ADVANCED DRAIN SYS INC DEL00790R1042,529$212,9670.02%
332CHECK POINT SOFTWARE TECH LTM224651041,599$207,8700.02%
333PIONEER NAT RES CO723787107981$200,3590.02%
334VANGUARD ADMIRAL FDS INC921932505868$200,0570.02%
335PROSHARES TR74347G44010,000$175,2000.02%
336TYRA BIOSCIENCES INCTYRA10,625$170,7440.02%
337PALANTIR TECHNOLOGIES INCPLTR16,181$136,7290.01%
338RITHM CAPITAL CORPRITM-PF10,400$83,2000.01%
339GENIUS SPORTS LIMITEDGENI15,000$74,7000.01%
340CONTEXTLOGIC INCLOGC17,211$7,6730.00%
341ASTRA SPACE INC04634X10316,916$7,1890.00%