Saiph Capital, LLC

13F filer · CIK 0002052658

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$334MU.S. long equity reported on 13F

Positions9657 new · 2 closed

Net flow last quarter+$40MBuys minus sells

Top 10 positions weight21.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202696 positions
SPYSPDR S&P 500 ETF Trust	$19.8M	5.94%	Not reported	-1.4%	Q4 2021
AAPLApple Inc.	$9.04M	2.71%	0.00%	+44.9%	Q4 2021
AVGOBroadcom Inc.	$7.76M	2.32%	0.00%	+6.3%	Q4 2024
GPNGlobal Payments Inc	$6.63M	1.99%	0.03%	+0.6%	Q2 2025
NVDANvidia Corp	$6.6M	1.98%	0.00%	+83.4%	Q4 2023
AMZNAmazon Com Inc	$5.06M	1.51%	0.00%	+79.9%	Q4 2021
MSFTMicrosoft Corp	$4.67M	1.40%	0.00%	+54.2%	Q4 2021
GSGoldman Sachs Group Inc	$4.52M	1.35%	0.00%	+30.5%	Q4 2021
GOOGLAlphabet Inc.	$3.66M	1.10%	0.00%	+113.9%	Q4 2021
JPMJPMorgan Chase & Co	$2.65M	0.79%	0.00%	+6.5%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$2.54M	0.76%	Not reported	+2.2%	Q4 2021
BACBank of America Corp	$2.43M	0.73%	0.00%	+1.9%	Q4 2021
METAMeta Platforms, Inc.	$2.38M	0.71%	Not reported	+76.0%	Q1 2024
TSLATesla, Inc.	$2.34M	0.70%	0.00%	+169.6%	Q4 2024
BXBlackstone Inc.	$2.27M	0.68%	0.00%	+24.7%	Q2 2025
VVisa Inc.	$2.23M	0.67%	0.00%	+16.4%	Q4 2021
AFLAflac Inc	$1.88M	0.56%	0.00%	Not reported	Q2 2025
MSMorgan Stanley	$1.55M	0.47%	0.00%	+61.1%	Q4 2025
HDHome Depot, Inc.	$1.48M	0.44%	0.00%	+28.3%	Q4 2021
COSTCostco Wholesale Corp	$1.24M	0.37%	0.00%	+138.0%	Q4 2021
ORCLOracle Corp	$1.21M	0.36%	0.00%	New	Q2 2026
WELLWelltower Inc.	$953K	0.29%	0.00%	+6.3%	Q1 2026
MAMastercard Inc	$943K	0.28%	0.00%	+25.6%	Q4 2021
BSVNBank7 Corp.	$912K	0.27%	0.12%	-1.8%	Q4 2024
VRTVertiv Holdings Co	$903K	0.27%	0.00%	+208.8%	Q1 2026
GILDGilead Sciences, Inc.	$849K	0.25%	0.00%	+309.8%	Q4 2022
AMTAmerican Tower Corp	$814K	0.24%	0.00%	+14.8%	Q1 2026
PLTRPalantir Technologies Inc.	$797K	0.24%	0.00%	+24.3%	Q1 2025
RKTRocket Companies, Inc.	$728K	0.22%	Not reported	Not reported	Q4 2025
DGXQuest Diagnostics Inc	$704K	0.21%	0.00%	New	Q2 2026
HIGHartford Insurance Group, Inc.	$675K	0.20%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$643K	0.19%	0.00%	New	Q2 2026
VZVerizon Communications Inc	$640K	0.19%	0.00%	New	Q2 2026
BDXBecton Dickinson & Co	$640K	0.19%	0.00%	+34.4%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$638K	0.19%	0.00%	New	Q2 2026
GLDSPDR Gold Trust	$626K	0.19%	0.00%	New	Q2 2026
WMTWalmart Inc.	$624K	0.19%	0.00%	New	Q2 2026
MUMicron Technology Inc	$615K	0.18%	0.00%	New	Q2 2026
NOWServiceNow, Inc.	$611K	0.18%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$606K	0.18%	0.00%	New	Q2 2026
AIGAmerican International Group, Inc.	$586K	0.18%	0.00%	+60.9%	Q2 2025
MRKMerck & Co., Inc.	$569K	0.17%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$557K	0.17%	0.00%	+233.0%	Q4 2022
EDConsolidated Edison Inc	$549K	0.16%	0.00%	New	Q2 2026
COFCapital One Financial Corp	$529K	0.16%	0.00%	+103.0%	Q1 2026
EOGEog Resources Inc	$524K	0.16%	0.00%	New	Q2 2026
XYLXylem Inc.	$504K	0.15%	0.00%	Not reported	Q2 2025
RRRRed Rock Resorts, Inc.	$472K	0.14%	Not reported	Not reported	Q2 2025
AMATApplied Materials Inc	$470K	0.14%	0.00%	New	Q2 2026
ITTItt Inc.	$439K	0.13%	0.00%	Not reported	Q2 2025

Q1 2026Reported May 12, 202641 positions
SPYSPDR S&P 500 ETF Trust	$17.5M	6.63%	Not reported	-9.7%	Q4 2021
GPNGlobal Payments Inc	$6.11M	2.31%	0.03%	Not reported	Q2 2025
AVGOBroadcom Inc.	$5.98M	2.26%	0.00%	+51.0%	Q4 2024
AAPLApple Inc.	$5.47M	2.07%	0.00%	-80.0%	Q4 2021
NVDANvidia Corp	$3.14M	1.19%	0.00%	+2.9%	Q4 2023
MSFTMicrosoft Corp	$3.01M	1.14%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$2.9M	1.10%	0.00%	+0.2%	Q4 2021
AMZNAmazon Com Inc	$2.46M	0.93%	0.00%	-92.5%	Q4 2021
JPMJPMorgan Chase & Co	$2.24M	0.85%	0.00%	-0.5%	Q2 2025
BACBank of America Corp	$1.97M	0.75%	0.00%	+0.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.95M	0.74%	Not reported	-11.5%	Q4 2021
BXBlackstone Inc.	$1.78M	0.67%	0.00%	+286.2%	Q2 2025
AFLAflac Inc	$1.76M	0.66%	0.00%	Not reported	Q2 2025
VVisa Inc.	$1.68M	0.64%	0.00%	+2.5%	Q4 2021
GOOGLAlphabet Inc.	$1.38M	0.52%	0.00%	-1.8%	Q4 2021
METAMeta Platforms, Inc.	$1.37M	0.52%	Not reported	+59.2%	Q1 2024
HDHome Depot, Inc.	$1.08M	0.41%	0.00%	+2.9%	Q4 2021
BSVNBank7 Corp.	$935K	0.35%	0.13%	+0.2%	Q4 2024
PLTRPalantir Technologies Inc.	$804K	0.30%	0.00%	+12.5%	Q1 2025
WELLWelltower Inc.	$781K	0.30%	0.00%	New	Q1 2026
TSLATesla, Inc.	$768K	0.29%	0.00%	Not reported	Q4 2024
MSMorgan Stanley	$759K	0.29%	0.00%	Not reported	Q4 2025
AMTAmerican Tower Corp	$748K	0.28%	0.00%	New	Q1 2026
ISRGIntuitive Surgical Inc	$744K	0.28%	0.00%	+1.1%	Q4 2023
MAMastercard Inc	$730K	0.28%	0.00%	+2.2%	Q4 2021
HIGHartford Insurance Group, Inc.	$689K	0.26%	0.00%	Not reported	Q2 2025
RKTRocket Companies, Inc.	$658K	0.25%	Not reported	Not reported	Q4 2025
VRSKVerisk Analytics, Inc.	$576K	0.22%	0.00%	-5.9%	Q4 2021
COSTCostco Wholesale Corp	$554K	0.21%	0.00%	-7.6%	Q4 2021
XYLXylem Inc.	$509K	0.19%	0.00%	Not reported	Q2 2025
BDXBecton Dickinson & Co	$494K	0.19%	0.00%	Not reported	Q4 2025
LHXL3harris Technologies, Inc.	$480K	0.18%	0.00%	Not reported	Q2 2025
ITTItt Inc.	$423K	0.16%	0.00%	Not reported	Q2 2025
RRRRed Rock Resorts, Inc.	$388K	0.15%	Not reported	Not reported	Q2 2025
AIGAmerican International Group, Inc.	$368K	0.14%	0.00%	Not reported	Q2 2025
ADPAutomatic Data Processing Inc	$356K	0.13%	0.00%	Not reported	Q4 2023
WCCWesco International Inc	$320K	0.12%	0.00%	Not reported	Q2 2025
COFCapital One Financial Corp	$237K	0.09%	0.00%	New	Q1 2026
GILDGilead Sciences, Inc.	$228K	0.09%	0.00%	-1.0%	Q4 2022
VRTVertiv Holdings Co	$219K	0.08%	0.00%	New	Q1 2026
XOMExxonMobil Holdings Corp	$207K	0.08%	0.00%	Not reported	Q4 2022
Q4 2025Reported Feb 12, 202638 positions
SPYSPDR S&P 500 ETF Trust	$20.4M	7.31%	Not reported	-11.7%	Q4 2021
GPNGlobal Payments Inc	$7.03M	2.52%	0.04%	Not reported	Q2 2025
AAPLApple Inc.	$5.61M	2.01%	0.00%	+0.2%	Q4 2021
AVGOBroadcom Inc.	$4.43M	1.59%	0.00%	+27.3%	Q4 2024
NVDANvidia Corp	$3.26M	1.17%	0.00%	-1.3%	Q4 2023
GSGoldman Sachs Group Inc	$3.01M	1.08%	0.00%	+4.3%	Q4 2021
AMZNAmazon Com Inc	$2.76M	0.99%	0.00%	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$2.46M	0.88%	0.00%	+0.6%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$2.35M	0.84%	Not reported	-1.4%	Q4 2021
BACBank of America Corp	$2.18M	0.78%	0.00%	+0.8%	Q4 2021
VVisa Inc.	$1.91M	0.69%	0.00%	-0.5%	Q4 2021
AFLAflac Inc	$1.76M	0.63%	0.00%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$1.53M	0.55%	0.00%	+1.7%	Q4 2021
HDHome Depot, Inc.	$1.1M	0.39%	0.00%	+8.9%	Q4 2021
METAMeta Platforms, Inc.	$996K	0.36%	Not reported	+11.8%	Q1 2024
BSVNBank7 Corp.	$938K	0.34%	0.13%	+8.8%	Q4 2024
TSLATesla, Inc.	$929K	0.33%	0.00%	+0.5%	Q4 2024
ISRGIntuitive Surgical Inc	$905K	0.33%	0.00%	+4.6%	Q4 2023
RKTRocket Companies, Inc.	$894K	0.32%	Not reported	New	Q4 2025
PLTRPalantir Technologies Inc.	$868K	0.31%	0.00%	+2.4%	Q1 2025
MSMorgan Stanley	$819K	0.29%	0.00%	New	Q4 2025
MAMastercard Inc	$816K	0.29%	0.00%	+7.4%	Q4 2021
VRSKVerisk Analytics, Inc.	$722K	0.26%	0.00%	+4.6%	Q4 2021
HIGHartford Insurance Group, Inc.	$702K	0.25%	0.00%	Not reported	Q2 2025
BXBlackstone Inc.	$617K	0.22%	0.00%	Not reported	Q2 2025
BDXBecton Dickinson & Co	$610K	0.22%	0.00%	New	Q4 2025
BRXBrixmor Property Group Inc.	$599K	0.22%	0.01%	+17.6%	Q4 2024
XYLXylem Inc.	$581K	0.21%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$519K	0.19%	0.00%	Not reported	Q4 2021
ADPAutomatic Data Processing Inc	$451K	0.16%	0.00%	Not reported	Q4 2023
RRRRed Rock Resorts, Inc.	$450K	0.16%	Not reported	Not reported	Q2 2025
AIGAmerican International Group, Inc.	$418K	0.15%	0.00%	Not reported	Q2 2025
LHXL3harris Technologies, Inc.	$409K	0.15%	0.00%	Not reported	Q2 2025
ITTItt Inc.	$385K	0.14%	0.00%	Not reported	Q2 2025
WCCWesco International Inc	$286K	0.10%	0.00%	Not reported	Q2 2025
SSNCSS&C Technologies Holdings Inc	$239K	0.09%	0.00%	Not reported	Q2 2025
SNVSynovus Financial Corp	$213K	0.08%	0.00%	-19.0%	Q2 2025
GILDGilead Sciences, Inc.	$203K	0.07%	0.00%	Not reported	Q4 2022
Q3 2025Reported Nov 13, 202539 positions
SPYSPDR S&P 500 ETF Trust	$22.5M	8.10%	Not reported	-1.3%	Q4 2021
GPNGlobal Payments Inc	$7.54M	2.72%	0.04%	Not reported	Q2 2025
AAPLApple Inc.	$5.19M	1.87%	0.00%	+2.6%	Q4 2021
AVGOBroadcom Inc.	$3.31M	1.19%	0.00%	+1.9%	Q4 2024
NVDANvidia Corp	$3.31M	1.19%	0.00%	-1.2%	Q4 2023
MSFTMicrosoft Corp	$3.08M	1.11%	0.00%	+8.1%	Q4 2021
GSGoldman Sachs Group Inc	$2.61M	0.94%	0.00%	+10.5%	Q4 2021
AMZNAmazon Com Inc	$2.6M	0.94%	0.00%	+0.7%	Q4 2021
JPMJPMorgan Chase & Co	$2.4M	0.86%	0.00%	+0.9%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$2.33M	0.84%	Not reported	+4.5%	Q4 2021
BACBank of America Corp	$1.99M	0.72%	0.00%	+1.4%	Q4 2021
VVisa Inc.	$1.87M	0.67%	0.00%	+6.5%	Q4 2021
AFLAflac Inc	$1.79M	0.64%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$1.19M	0.43%	0.00%	+15.8%	Q4 2021
GOOGLAlphabet Inc.	$1.17M	0.42%	0.00%	+6.4%	Q4 2021
METAMeta Platforms, Inc.	$991K	0.36%	Not reported	+10.0%	Q1 2024
TSLATesla, Inc.	$914K	0.33%	0.00%	+0.8%	Q4 2024
COOPCooperative Bankshares Inc	$885K	0.32%	Not reported	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$870K	0.31%	0.00%	-34.7%	Q1 2025
BSVNBank7 Corp.	$863K	0.31%	0.12%	+78.5%	Q4 2024
VRSKVerisk Analytics, Inc.	$776K	0.28%	0.00%	+5.7%	Q4 2021
MAMastercard Inc	$757K	0.27%	0.00%	+9.0%	Q4 2021
BXBlackstone Inc.	$684K	0.25%	0.00%	+0.1%	Q2 2025
ISRGIntuitive Surgical Inc	$683K	0.25%	0.00%	+11.5%	Q4 2023
HIGHartford Insurance Group, Inc.	$680K	0.24%	0.00%	Not reported	Q2 2025
CRMSalesforce, Inc.	$672K	0.24%	0.00%	+9.0%	Q4 2021
XYLXylem Inc.	$629K	0.23%	0.00%	+0.1%	Q2 2025
MRKMerck & Co., Inc.	$607K	0.22%	0.00%	+28.3%	Q4 2023
COSTCostco Wholesale Corp	$557K	0.20%	0.00%	+7.7%	Q4 2021
BRXBrixmor Property Group Inc.	$538K	0.19%	0.01%	+17.8%	Q4 2024
ADPAutomatic Data Processing Inc	$514K	0.19%	0.00%	+4.3%	Q4 2023
RRRRed Rock Resorts, Inc.	$443K	0.16%	Not reported	Not reported	Q2 2025
LHXL3harris Technologies, Inc.	$425K	0.15%	0.00%	+0.2%	Q2 2025
ITTItt Inc.	$397K	0.14%	0.00%	Not reported	Q2 2025
AIGAmerican International Group, Inc.	$384K	0.14%	0.00%	+0.2%	Q2 2025
SNVSynovus Financial Corp	$258K	0.09%	0.00%	Not reported	Q2 2025
WCCWesco International Inc	$248K	0.09%	0.00%	Not reported	Q2 2025
SSNCSS&C Technologies Holdings Inc	$242K	0.09%	0.00%	Not reported	Q2 2025
GPCGenuine Parts Co	$210K	0.08%	0.00%	New	Q3 2025

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