SAPIENT CAPITAL LLC

CIK

1998653

Location

INDIANAPOLIS, IN

Portfolio Value

Mid $4,962,086,238

Diversification

Diversified

Filing Date

Global Rank

#670 / 8,603 ▼ 106 · as of Mar 2026

Top Industry

Drug Manufacturers - General 29.6%

3Y Alpha vs SPY

+9.4%

Period ended 3 months ago

Filed Jun 22, 2026 · 17d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+84.9%

SPY

+53.6%

Annualised alpha

+9.6%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

338 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

26.8%

+2.2 pts

Top 5

49.8%

−1.9 pts

Top 10

60.5%

−3.3 pts

HHI

928

Diversified+34

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	29.5%	$1,465,247,413	46
Technology	18.0%	$895,177,169	41
Communication Services	17.0%	$843,062,842	14
Financial Services	7.9%	$389,922,941	58
Industrials	6.3%	$310,556,861	42
Consumer Cyclical	5.6%	$280,186,095	36
Energy	4.1%	$205,310,215	28
Consumer Defensive	3.8%	$187,198,914	20
Unclassified	2.9%	$141,491,505	9
Utilities	2.4%	$121,127,016	16
Basic Materials	2.0%	$98,690,296	19
Real Estate	0.5%	$24,114,971	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKV	BKV Corp	+221,495	230,210	$6,565,589
SII	Sprott Inc.	+43,998	46,262	$6,610,839
MU	Micron Technology Inc	+42,813	52,995	$17,903,830
INTU	Intuit Inc.	+33,024	48,266	$20,869,253
VLO	Valero Energy Corp/Tx	+30,192	34,361	$8,489,915
T	At&T Inc.	+7,390	45,763	$1,326,669
MRK	Merck & Co., Inc.	+6,365	16,402	$1,972,996
D	Dominion Energy, Inc	+5,565	9,479	$585,991
TSLA	Tesla, Inc.	+5,519	24,782	$9,212,708
COP	Conocophillips	+5,100	10,203	$1,346,796
C	Citigroup Inc	+4,264	6,256	$709,492
VZ	Verizon Communications Inc	+4,198	18,584	$932,916
LRCX	Lam Research Corp	+4,002	6,586	$1,407,164
KR	Kroger Co	+3,712	8,318	$601,890
SHOP	Shopify Inc.	+3,294	5,331	$632,363
AMD	Advanced Micro Devices Inc	+3,056	5,130	$1,043,595
DVN	Devon Energy Corp/De	+2,870	19,821	$997,392
CEG	Constellation Energy Corp	+2,743	9,331	$2,605,681
DUK	Duke Energy CORP	+2,358	9,256	$1,211,980
SO	Southern Co	+2,305	5,397	$520,918
MPC	Marathon Petroleum Corp	+2,222	3,622	$884,419
AXP	American Express Co	+2,043	7,486	$2,264,365
ORCL	Oracle Corp	+1,935	14,655	$2,155,897
WMB	Williams Companies, Inc.	+1,926	13,941	$1,014,625
INTC	Intel Corp	+1,919	25,322	$1,117,459
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UEC	Uranium Energy Corp	−868,314	993,319	$13,409,806
NFLX	Netflix Inc	−356,225	475,903	$45,758,073
BAC	Bank Of America Corp /De/	−326,572	1,240,989	$60,498,213
VST	Vistra Corp.	−307,210	690,571	$103,813,538
KMI	Kinder Morgan, Inc.	−306,176	408,596	$13,700,223
NVDA	Nvidia Corp	−273,265	502,570	$87,648,208
AAPL	Apple Inc.	−256,269	1,105,077	$280,457,491
KEY	Keycorp /New/	−232,629	808,382	$16,208,059
GOOGL	Alphabet Inc.	−210,242	627,201	$180,357,919
KKR	KKR & Co. Inc.	−194,083	155,087	$14,345,547
KTOS	Kratos Defense & Security Solutions, Inc.	−182,272	279,416	$19,701,622
AMZN	Amazon Com Inc	−167,392	392,387	$81,722,440
ORLY	O Reilly Automotive Inc	−147,363	238,760	$22,039,935
WFC	Wells Fargo & Company/Mn	−145,872	186,652	$14,859,365
UBER	Uber Technologies, Inc	−135,340	97,808	$7,035,329
MSFT	Microsoft Corp	−132,957	478,616	$177,169,284
VRT	Vertiv Holdings Co	−117,104	83,270	$20,865,796
BSX	Boston Scientific Corp	−115,431	9,141	$573,597
AVGO	Broadcom Inc.	−114,193	480,816	$148,817,360
LEN	Lennar Corp /New/	−109,057	115,560	$10,035,230
V	Visa Inc.	−98,654	30,910	$9,342,238
JPM	Jpmorgan Chase & Co	−92,337	366,235	$107,731,687
KE	Kimball Electronics, Inc.	−87,149	209,365	$4,959,856
DIS	Walt Disney Co	−83,769	307,730	$29,659,017
EQT	EQT Corp	−72,543	521,564	$33,192,332
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HSAI	Hesai Group	710,125	$13,577,590
YUMC	Yum China Holdings, Inc.	173,286	$8,452,891
UUUU	Energy Fuels Inc	355,694	$6,491,415
APH	Amphenol Corp /De/	6,895	$871,183
AZN	Astrazeneca PLC	3,630	$715,908
DOV	DOVER Corp	2,577	$537,175
CAH	Cardinal Health Inc	2,529	$534,402
RCL	Royal Caribbean Cruises Ltd	1,854	$510,183
FDX	Fedex Corp	1,733	$497,389
DLR	Digital Realty Trust, Inc.	2,710	$488,369
ALB	Albemarle Corp	2,692	$483,294
ROST	Ross Stores, Inc.	2,223	$481,568
BA	Boeing Co	2,349	$467,521
RL	Ralph Lauren Corp	1,193	$410,380
HCA	HCA Healthcare, Inc.	844	$399,414
DAL	Delta Air Lines, Inc.	5,667	$376,742
AJG	Arthur J. Gallagher & Co.	1,709	$370,135
FCX	Freeport-Mcmoran Inc	6,187	$363,671
FTNT	Fortinet, Inc.	4,302	$351,559
WAB	Westinghouse Air Brake Technologies Corp	1,402	$350,373
TMUS	T-Mobile US, Inc.	1,605	$337,098
NRG	Nrg Energy, Inc.	2,239	$327,207
MRNA	Moderna, Inc.	6,288	$319,430
OXY	Occidental Petroleum Corp /De/	4,788	$311,220
DXCM	Dexcom Inc	4,917	$308,787
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	1,620	$683,737
VEEV	Veeva Systems Inc	2,880	$642,902
DKNG	DraftKings Inc.	18,069	$622,657
USB	US Bancorp De	8,802	$469,674
AIT	Applied Industrial Technologies Inc	1,702	$437,022
EQIX	Equinix Inc	559	$428,283
CNO	CNO Financial Group, Inc.	9,581	$406,905
BTC	Grayscale Bitcoin Mini Trust ETF	10,381	$402,056
WDAY	Workday, Inc.	1,822	$391,329
WSM	Williams Sonoma Inc	2,022	$361,108
DEO	Diageo PLC	4,119	$355,346
FRSH	Freshworks Inc.	25,195	$308,638
SPOT	Spotify Technology S.A.	484	$281,063
ADBE	Adobe Inc.	759	$265,642
FTV	Fortive Corp	4,734	$261,364
RSG	Republic Services, Inc.	1,192	$252,620
UBS	UBS Group AG	4,903	$227,057
WBD	Warner Bros. Discovery, Inc.	7,707	$222,115
HOOD	Robinhood Markets, Inc.	1,952	$220,771
PNC	Pnc Financial Services Group, Inc.	1,053	$219,792
ABNB	Airbnb, Inc.	1,504	$204,122
SF	Stifel Financial Corp	1,861	$155,356
SAN	Banco Santander, S.A.	10,184	$119,458
LYG	Lloyds Banking Group plc	20,314	$107,664
CRWD	CrowdStrike Holdings, Inc.	802	$93,986
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

338 positions · $4,962,086,238 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 338 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	1,444,355	-54,261	$1,328,474,398	−17.5%	26.77%
APP	AppLovin Corp Communication Services	Added	1,271,473	+109	$506,046,254	−40.9%	10.20%
AAPL	Apple Inc. Technology	Reduced	1,105,077	-256,269	$280,457,491	−24.2%	5.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	627,201	-210,242	$180,357,919	−31.2%	3.63%
MSFT	Microsoft Corp Technology	Reduced	478,616	-132,957	$177,169,284	−40.1%	3.57%
AVGO	Broadcom Inc. Technology	Reduced	480,816	-114,193	$148,817,360	−27.7%	3.00%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	366,235	-92,337	$107,731,687	−27.1%	2.17%
VST	Vistra Corp. Utilities	Reduced	690,571	-307,210	$103,813,538	−35.5%	2.09%
NVDA	Nvidia Corp Technology	Reduced	502,570	-273,265	$87,648,208	−39.4%	1.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	392,387	-167,392	$81,722,440	−36.8%	1.65%
META	Meta Platforms, Inc. Communication Services	Reduced	131,670	-40,457	$75,332,357	−33.7%	1.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	73,737	-20,556	$73,473,758	−9.6%	1.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	208,373	-50,718	$70,419,655	−10.6%	1.42%
SPY	Spdr S&P 500 ETF Trust	Added	93,455	+1,103	$60,777,524	−3.5%	1.22%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	1,240,989	-326,572	$60,498,213	−29.8%	1.22%
STLD	Steel Dynamics Inc Basic Materials	Reduced	332,584	-18	$59,865,120	+6.2%	1.21%
GEV	GE Vernova Inc. Industrials	Reduced	57,850	-45,518	$50,497,265	−25.3%	1.02%
GLD	Spdr Gold Trust	Reduced	113,086	-146	$48,659,774	+8.4%	0.98%
CVX	Chevron Corp Energy	Reduced	229,287	-71,772	$47,439,480	+3.4%	0.96%
BWXT	BWX Technologies, Inc. Industrials	Reduced	230,356	-51,955	$47,105,498	−3.5%	0.95%
NFLX	Netflix Inc Communication Services	Reduced	475,903	-356,225	$45,758,073	−41.4%	0.92%
ABBV	AbbVie Inc. Healthcare	Reduced	204,941	-15,994	$44,572,618	−11.7%	0.90%
WMT	Walmart Inc. Consumer Defensive	Reduced	352,468	-34,870	$43,804,723	+1.5%	0.88%
HBNC	Horizon Bancorp Inc /In/ Financial Services	Held	2,080,012	0	$34,465,798	−2.3%	0.69%
GE	General Electric Co Industrials	Reduced	117,822	-58,338	$33,434,348	−38.4%	0.67%
EQT	EQT Corp Energy	Reduced	521,564	-72,543	$33,192,332	+4.2%	0.67%
DIS	Walt Disney Co Communication Services	Reduced	307,730	-83,769	$29,659,017	−33.4%	0.60%
MA	Mastercard Inc Financial Services	Reduced	56,020	-35,401	$27,990,953	−46.4%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	55,774	-7,659	$26,726,900	−16.2%	0.54%
MPWR	Monolithic Power Systems Inc Technology	Reduced	22,370	-13,194	$24,458,239	−24.1%	0.49%
TPL	Texas Pacific Land Corp Energy	Added	47,951	+317	$22,755,626	+66.3%	0.46%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	162,826	-10,520	$22,693,059	+6.7%	0.46%
MTB	M&T Bank Corp Financial Services	Reduced	108,681	-61,212	$22,466,536	−34.4%	0.45%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	135,580	-9,017	$22,416,797	−3.3%	0.45%
AGX	Argan Inc Industrials	Reduced	41,003	-10,260	$22,332,283	+39.0%	0.45%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	238,760	-147,363	$22,039,935	−37.4%	0.44%
KO	Coca Cola Co Consumer Defensive	Reduced	281,658	-20,305	$21,420,090	+1.5%	0.43%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	65,126	-8,432	$21,419,290	−15.4%	0.43%
INTU	Intuit Inc. Technology	Added	48,266	+33,024	$20,869,253	+106.7%	0.42%
VRT	Vertiv Holdings Co Industrials	Reduced	83,270	-117,104	$20,865,796	−35.7%	0.42%
SPG	Simon Property Group Inc. Real Estate	Added	111,276	+1,230	$20,756,312	+1.9%	0.42%
SHEL	Shell plc Energy	Reduced	212,953	-19,507	$19,804,629	+15.9%	0.40%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Reduced	279,416	-182,272	$19,701,622	−43.8%	0.40%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	59,258	-1,915	$19,381,514	+2.1%	0.39%
WM	Waste Management Inc Industrials	Reduced	79,578	-9,244	$18,286,228	−6.3%	0.37%
MU	Micron Technology Inc Technology	Added	52,995	+42,813	$17,903,830	+516.1%	0.36%
EOG	Eog Resources Inc Energy	Reduced	119,427	-11,008	$17,265,561	+26.1%	0.35%
KEY	Keycorp /New/ Financial Services	Reduced	808,382	-232,629	$16,208,059	−24.6%	0.33%
UNP	Union Pacific Corp Industrials	Reduced	66,753	-6,820	$16,195,612	−4.8%	0.33%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	9,240	-10,792	$15,976,144	−60.4%	0.32%