Fund HoldingsSapience Investments, LLC

Total Portfolio Value
$771.9K
Total Bought
$323.6K
Total Sold
$26.05M
Net Transaction
-$25.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SIX FLAGS ENTERTAINMENT CORP(FUN)01,011+1,0110182.32%+18
ENTEGRIS INC(ENTG)0110+1100131.67%+13
CITIGROUP INC(C)095+950111.40%+11
EXXON MOBIL CORP056+560101.23%+10
ALPHABET INC(GOOG)033+33091.23%+9
SCHWAB CHARLES CORP(SCHW)094+94091.14%+9
JPMORGAN CHASE & CO(JPM)030+30091.14%+9
AMAZON COM INC(AMZN)036+36070.97%+7
NEXTERA ENERGY INC(NEE)079+79070.95%+7
BROOKFIELD CORP(BN)0181+181070.95%+7
FREEPORT MCMORAN INC(FCX)0124+124070.94%+7
TARGET CORP(TGT)059+59070.93%+7
SEMTECH CORP(SMTC)091+91070.91%+7
META PLATFORMS INC(META)012+12070.89%+7
PROLOGIS INC.(PLD)051+51070.87%+7
CARNIVAL CORP0260+260070.87%+7
WEATHERFORD INTL PLC(WFRD)067+67060.82%+6
PEPSICO INC(PEP)040+40060.80%+6
HCA HEALTHCARE INC(HCA)013+13060.80%+6
VISA INC(V)020+20060.78%+6
LOCKHEED MARTIN CORP(LMT)010+10060.78%+6
CANADIAN PACIFIC KANSAS CITY(CP)075+75060.76%+6
THERMO FISHER SCIENTIFIC INC(TMO)012+12060.76%+6
AMERICAN INTL GROUP INC078+78060.76%+6
MICROSOFT CORP(MSFT)015+15060.72%+6
UNILEVER PLC(UL)095+95050.70%+5
APPLIED OPTOELECTRONICS INC(AAOI)061+61050.67%+5
UNITEDHEALTH GROUP INC(UNH)019+19050.67%+5
ULTRA CLEAN HLDGS INC(UCTT)074+74050.60%+5
QUALCOMM INC(QCOM)033+33040.55%+4
IDEX CORP(IEX)022+22040.54%+4
SKYWARD SPECIALTY INS GROUP(SKWD)092+92040.52%+4
ESAB CORPORATION(ESAB)039+39040.49%+4
INTEGER HLDGS CORP(ITGR)038+38030.43%+3
BRADY CORP(BRC)041+41030.43%+3
ENPRO INC(NPO)013+13030.42%+3
PORTLAND GEN ELEC CO(POR)061+61030.42%+3
AMERIS BANCORP(ABCB)040+40030.40%+3
COHU INC(COHU)099+99030.39%+3
ALIGNMENT HEALTHCARE INC(ALHC)0170+170030.39%+3
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
0243+243030.39%+3
ICU MED INC(ICUI)023+23030.38%+3
BANNER CORP(BANR)048+48030.38%+3
BANK OF N T BUTTERFIELD & SO
SHS NEW
054+54030.37%+3
COMSTOCK RES INC(CRK)0134+134030.37%+3
ATMUS FILTRATION TECHNOLOGIE(ATMU)049+49030.36%+3
DENTSPLY SIRONA INC(XRAY)0235+235030.35%+3
EVERTEC INC(EVTC)096+96030.35%+3
VICTORIAS SECRET AND CO(VSXY)057+57030.34%+3
INGEVITY CORP(NGVT)036+36030.33%+3
HANCOCK WHITNEY CORPORATION(HWC)040+40030.33%+3
CAMPING WORLD HLDGS INC0365+365020.32%+2
ASSURED GUARANTY LTD(AGO)030+30020.32%+2
FIRST HAWAIIAN INC(FHB)098+98020.31%+2
ZURN ELKAY WATER SOLNS CORP(ZWS)053+53020.31%+2
NORTHERN OIL & GAS INC(NOG)080+80020.30%+2
HELIOS TECHNOLOGIES INC(HLIO)036+36020.30%+2
LIBERTY ENERGY INC(LBRT)080+80020.30%+2
FIRST BUSEY CORP(BUSE)091+91020.30%+2
BANK OZK LITTLE ROCK ARK(OZK)048+48020.29%+2
HUNTSMAN CORP(HUN)0160+160020.28%+2
BELDEN INC018+18020.27%+2
SHIFT4 PMTS INC(FOUR)046+46020.26%+2
COMMERCE.COM INC0714+714020.25%+2
VITAL FARMS INC0135+135020.25%+2
CRANE NXT CO(CXT)045+45020.24%+2
NEXTDOOR HOLDINGS INC(NXDR)01,256+1,256020.23%+2
RADNET INC(RDNT)031+31020.22%+2
HAYWARD HLDGS INC(HAYW)0115+115020.20%+2
POST HLDGS INC(POST)3,71819-3,69936820.24%-366
ELASTIC N V
ORD SHS
4,8990-4,8993700-370
ACADIA HEALTHCARE COMPANY IN(ACHC)27,423787-26,636389182.38%-371
FLEXTRONICS INTL LTD(FLEX)6,31272-6,24038150.61%-377
VIPER ENERGY INC(VNOM)10,16884-10,08439340.51%-389
ENCOMPASS HEALTH CORP(EHC)3,79627-3,76940330.34%-400
NATIONAL VISION HLDGS INC(EYE)15,972229-15,74341260.77%-406
DAVE & BUSTERS ENTMT INC25,960375-25,58542140.53%-417
OKTA INC(OKTA)4,91144-4,86742530.45%-421
COPT DEFENSE PROPERTIES(CDP)16,034223-15,81144670.88%-439
EQT CORP(EQT)8,26458-8,20644340.48%-439
ELANCO ANIMAL HEALTH INC(ELAN)21,387197-21,19048450.61%-479
BRIXMOR PPTY GROUP INC(BRX)18,493131-18,36248540.49%-481
HEALTHCARE RLTY TR(HR)29,070431-28,63949370.95%-485
COOPER COS INC(COO)5,97942-5,93749030.39%-487
APPLIED INDL TECHNOLOGIES IN(AIT)1,97614-1,96250740.48%-504
LINCOLN ELEC HLDGS INC(LECO)2,14228-2,11451370.90%-506
VARONIS SYS INC(VRNS)15,534145-15,38951030.40%-506
ESSENT GROUP LTD(ESNT)7,88294-7,78851250.71%-507
GLACIER BANCORP INC NEW(GBCI)12,022387-11,635530172.24%-512
PAPA JOHNS INTL INC13,826427-13,399532141.79%-518
SILGAN HLDGS INC(SLGN)13,230160-13,07053460.80%-528
IDACORP INC(IDA)4,26858-4,21054081.07%-532
NORDSON CORP(NDSN)2,30916-2,29355540.55%-551
HASBRO INC(HAS)6,83043-6,78756040.52%-556
POPULAR INC(BPOP)4,52757-4,47056480.99%-556
BELLRING BRANDS INC(BRBR)21,6731,105-20,568579182.30%-562
INTEGRA LIFESCIENCES HLDGS C(IART)47,3821,914-45,468588182.34%-570
COHERENT CORP(COHR)3,22399-3,124595243.06%-571
RENAISSANCERE HLDGS LTD(RNR)2,10148-2,053591141.85%-576
WABTEC(WAB)2,76720-2,74759150.65%-586
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