Nepsis Inc. Top Holdings and 13F Report (2026) About Nepsis Inc.Investment ActivityNepsis Inc. has $294.82 million in total holdings as of June 30, 2026.Nepsis Inc. owns shares of 28 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 12.85% of the portfolio was purchased this quarter.About 28.52% of the portfolio was sold this quarter.This quarter, Nepsis Inc. has purchased 29 new stocks and bought additional shares in 11 stocks.Nepsis Inc. sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Advanced Micro Devices $17,484,810Amgen $16,991,757RLI $16,692,532Snowflake $16,573,804RenaissanceRe $15,527,889 Largest New Holdings this Quarter 81762P102 - ServiceNow $13,933,551 Holding98386P102 - X-ENERGY INC $6,797,092 Holding Largest Purchases this Quarter ServiceNow 140,346 shares (about $13.93M)X-ENERGY INC 370,212 shares (about $6.80M)Medtronic 54,507 shares (about $4.26M)REDDIT INC 16,746 shares (about $2.91M)Snowflake 9,893 shares (about $2.52M) Largest Sales this Quarter Advanced Micro Devices 47,210 shares (about $27.42M)United Therapeutics 14,921 shares (about $8.08M)Devon Energy 83,226 shares (about $3.44M)RenaissanceRe 8,219 shares (about $2.60M)Chubb 7,412 shares (about $2.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNepsis Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMDAdvanced Micro Devices$17,484,810$27,424,761 â–¼-61.1%30,0995.9%Computer and TechnologyAMGNAmgen$16,991,757$396,159 â–¼-2.3%46,9235.8%MedicalRLIRLI$16,692,532$3,780 â–¼0.0%282,5895.7%FinanceSNOWSnowflake$16,573,804$2,517,769 â–²17.9%65,1235.6%Computer and TechnologyRNRRenaissanceRe$15,527,889$2,604,619 â–¼-14.4%48,9995.3%FinanceCBChubb$15,400,205$2,525,585 â–¼-14.1%45,1965.2%FinanceDVNDevon Energy$15,254,375$3,438,894 â–¼-18.4%369,1775.2%EnergyBMYBristol Myers Squibb$14,895,346$211,581 â–¼-1.4%258,5105.1%MedicalUTHRUnited Therapeutics$14,777,330$8,084,646 â–¼-35.4%27,2735.0%MedicalNOWServiceNow$13,933,551$13,933,551 â–²New Holding140,3464.7%Computer and TechnologyARISTA NETWORKS INC$13,718,320$350,462 â–²2.6%80,7534.7%COM SHSVVisa$13,291,930$2,124,746 â–¼-13.8%38,7424.5%Business ServicesREDDIT INC$12,346,572$2,906,771 â–²30.8%71,1294.2%CL ASHOPIFY INC$12,220,457$535,504 â–²4.6%107,0284.1%CL A SUB VTG SHSUBERUber Technologies$12,205,287$1,877,387 â–²18.2%169,1424.1%Computer and TechnologyMAMastercard$12,168,360$1,617,346 â–¼-11.7%23,6924.1%Business ServicesSUPER MICRO COMPUTER INC$11,412,215$900,020 â–²8.6%389,0973.9%COM NEWMDTMedtronic$11,260,896$4,264,083 â–²60.9%143,9463.8%MedicalAIGAmerican International Group$11,091,513$582,901 â–¼-5.0%148,8193.8%FinanceX-ENERGY INC$6,797,092$6,797,092 â–²New Holding370,2122.3%COM CL AHCATHealth Catalyst$5,922,612$2,188,797 â–²58.6%2,976,1872.0%MedicalPDMPiedmont Realty Trust$4,422,341$1,499,776 â–²51.3%483,3161.5%FinanceNHINational Health Investors$3,109,044$54,983 â–¼-1.7%40,7691.1%FinanceIRMIron Mountain$2,782,862$62,902 â–¼-2.2%22,0320.9%Business ServicesSOSouthern$2,382,700$50,248 â–¼-2.1%24,8950.8%UtilitiesDUKDuke Energy$1,089,980$8,101 â–¼-0.7%8,6110.4%UtilitiesJPSTJPMorgan Ultra-Short Income ETF$782,845$3,692 â–²0.5%15,4800.3%ETFDSUBlackRock Debt Strategies Fund$287,566$116,400 â–²68.0%29,6460.1%FinanceEOGEOG Resources$0$14,318,357 â–¼-100.0%00.0%EnergyCICigna Group$0$10,570,502 â–¼-100.0%00.0%MedicalPBRPetroleo Brasileiro S.A.- Petrobras$0$9,989,859 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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