SAPIENT CAPITAL LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
SAPIENT CAPITAL LLC
Institutional Filer 6.93%$6.63B443

Current Portfolio Holdings

Showing all 443 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1LLYEli Lilly and CompanyHealthcare1.4M$1.33B20.02%
2NaNEA SERIES TRUST49.5M$1.21B18.24%
3APPAppLovin CorporationTechnology1.3M$506.0M7.64%
4AAPLApple Inc.Technology1.1M$280.4M4.23%
5GOOGLAlphabet Inc.Technology627K$180.3M2.72%
6MSFTMicrosoft CorporationTechnology479K$177.1M2.67%
7AVGOBroadcom Inc.Technology481K$148.7M2.24%
8JPMJPMorgan Chase & Co.Financial Services366K$107.7M1.63%
9VSTVistra Corp.Utilities691K$103.8M1.57%
10NVDANVIDIA CorporationTechnology503K$87.7M1.32%
11AMZNAmazon.com, Inc.Consumer Cyclical392K$81.7M1.23%
12METAMeta Platforms, Inc.Technology132K$75.3M1.14%
13COSTCostco Wholesale CorporationConsumer Defensive74K$73.5M1.11%
14TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology208K$70.6M1.06%
15SPYSPDR S&P 500 ETF Trust93K$60.9M0.92%
Showing 1 to 15 of 443 holdings