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Nepsis Inc.

Location
Minneapolis, MN
Portfolio Value
Small $294,041,008
Diversification
Diversified
Filing Date
Global Rank
#1,387 / 4,286 ▲ 1874
Top Industry
Software - Application 18.7%
3Y Alpha vs SPY
-8.2%
Period ended 37 days ago
Filed Jul 14, 2026 · 23d
26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+45.0%
SPY
+78.8%
Annualised alpha
-8.2%
Max drawdown
−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
5.9%
−2.5 pts
Top 5
28.3%
−4.9 pts
Top 10
53.6%
−5.0 pts
HHI
458
Sep 2023 → Jun 2026 · range 432 – 625
Diversified−29

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 33.2% $97,548,440
Financial Services 28.7% $84,459,649
Healthcare 21.7% $63,847,938
Energy 5.2% $15,254,393
Communication Services 4.2% $12,346,571
Real Estate 3.5% $10,314,245
Industrials 2.3% $6,797,092
Utilities 1.2% $3,472,680

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
10 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
15 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
27 tracked positions · $294,041,008 total · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.