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.
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 |