You're signed outSign in or to get full access.
Sapient Capital LLC
Sapient Capital LLC is a registered investment adviser headquartered in Indianapolis, Indiana. Founded in December 2022, it operates as a wholly owned subsidiary of Sapient Capital Holdings LP and is majority owned by Sapient Capital Founders LLC. The firm is organized under Delaware law and employs an experienced team including partners Thomas J. Pence, James M. Knall, and Jeffrey S. Cohen, among others. The firm provides investment management services for individual and institutional clients, with an AUM exceeding $11.4 billion as of December 2024. They serve a broad range of clients and are primarily focused on portfolio construction and ongoing investment oversight.
Investment Strategy
Sapient Capital LLC develops customized portfolios to meet clients’ stated goals and objectives, focusing on disciplined investment management and ongoing supervision. The firm provides direct investment management, emphasizes constructing diversified portfolios tailored to client needs, and does not use wrap fee programs. Their philosophy centers on rigorous oversight, transparency, and aligning management with client interests.
Latest 13F Filing Activity
Sapient Capital LLC filed their most recent 13F report on Sep 30, 2025 disclosing 386 equity positions with a total 13F market value of $6B. The fund increased holdings in Applovin Corp., Eli Lilly & Co., Apple Inc. among other positions. Sapient Capital LLC reduced exposure to Intuitive Surgical Inc., Workday Inc., Intercontinental Exchange in among others.
Top Holdings
Equity Positions (386)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 16.53% | $1.07B | 1,477,879 | $622.56 | $763.00 | +$124.1M |
A APP | APPLOVIN CORP | 13.95% | $906.5M | 1,272,462 | $56.61 | $718.54 | +$458.2M |
A AAPL | APPLE INC | 5.34% | $346.8M | 1,363,041 | $196.82 | $254.63 | +$62.5M |
M MSFT | MICROSOFT CORP | 4.83% | $313.5M | 609,000 | $376.64 | $517.95 | +$3.4M |
A AVGO | BROADCOM INC | 3.43% | $222.6M | 678,696 | $114.62 | $329.91 | +$34.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more