Nepsis Inc.: 13F holdings

CIK 15876432026Q2

Positions28
Reported value$294.8m
Filed2026-07-14

Change since last quarter

Positions28 (-1 vs prior quarter)
Reported value$294.8m (-1.3%)

Top 10 holdings

SecuritySharesValueWeight
AMD ADVANCED MICRO DEVICES INC30,099$17.5m5.9%
AMGN AMGEN INC46,923$17.0m5.8%
RLI RLI CORP282,589$16.7m5.7%
SNOW SNOWFLAKE INC65,123$16.6m5.6%
RNR RENAISSANCERE HLDGS LTD48,999$15.5m5.3%
CHUBB LIMITED45,196$15.4m5.2%
DVN DEVON ENERGY CORP NEW369,177$15.3m5.2%
BMY BRISTOL-MYERS SQUIBB CO258,510$14.9m5.1%
UTHR UNITED THERAPEUTICS CORP DEL27,273$14.8m5.0%
NOW SERVICENOW INC140,346$13.9m4.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1587643")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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