SEC 13F Intelligence

Managers / Q2 2021 · view latest →

EPIQ PARTNERS, LLC

CIK 0001799435 · 2919 KNOX AVENUE S, STE 200, MINNEAPOLIS, MN, 55408 · 6128434803

Reported Value
$200M
Q2 2021
Positions
91
Filings on Record
27
2019–present window
Filed
Aug 2, 2021
original filing

Summary

Epiq Partners, LLC reported $200M in U.S.-listed holdings across 91 positions for Q2 2021.

Its largest position, Janus Detroit Str Tr, represents 7.9% of the portfolio.

Compared with Q1 2021, the fund opened 10 new positions and exited 3.

Portfolio Metrics

Turnover
+3.9%
vs prior filed quarter
Top-10 Concentration
+37.5%
share of reported value
Largest Position
+7.9%
Janus Detroit Str Tr
New / Exited
10 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $98MQ4 ’19Q1 ’20: $90MQ2 ’20: $110MQ3 ’20: $133MQ4 ’20: $144MQ4 ’20Q1 ’21: $175MQ2 ’21: $200MQ3 ’21: $217MQ4 ’21: $188MQ4 ’21Q1 ’22: $186MQ2 ’22: $163MQ3 ’22: $162MQ4 ’22: $150MQ4 ’22Q1 ’23: $145MQ2 ’23: $147MQ3 ’23: $132MQ4 ’23: $139MQ4 ’23Q1 ’24: $150MQ2 ’24: $148MQ3 ’24: $181MQ4 ’24: $185MQ4 ’24Q1 ’25: $190MQ2 ’25: $196MQ3 ’25: $212MQ4 ’25: $214MQ4 ’25Q1 ’26: $214MQ2 ’26: $236Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 45.1%ETP: 27.2%Other: 13.7%Closed-End Fund: 5.0%REIT: 4.4%Other: 4.6%
  • Common Stock · 45.1% · $90M
  • ETP · 27.2% · $54M
  • Other · 13.7% · $27M
  • Closed-End Fund · 5.0% · $10M
  • REIT · 4.4% · $9M
  • Other · 4.6% · $9M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FSC1EUROAKTREE SPECIALTY LENDING CONEW+605.0K605.0K+$4M$4M
ISHARES TRNEW+30.0K30.0K+$2M$2M
STKLSUNOPTA INCNEW+147.6K147.6K+$2M$2M
HBANHUNTINGTON BANCSHARES INCNEW+58.6K58.6K+$836,000$836,000
ALTERYX INCNEW+500.0K500.0K+$478,000$478,000
ISHARES TRNEW+957957+$257,000$257,000
JPMJPMORGAN CHASE & CONEW+1.3K1.3K+$206,000$206,000
ISHARES INCNEW+3.0K3.0K+$204,000$204,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2021

45 positions
#IssuerClass% PortfolioValueShares
1ACWIISHARES TRFLTG RATE NT ETF · MSCI ACWI ETF · RUS 1000 GRW ETF · RUSSELL 3000 ETF · CORE MSCI EAFE · JPMORGAN USD EMG12.86%$26M301.1K
2JANUS DETROIT STR TRHENDRSON AAA CL7.91%$16M312.9K
3ETF MANAGERS TRETFMG SIT ULTR6.22%$12M249.7K
4DMTKQDERMTECH INChistory →COM3.16%$6M151.7K
5ALBALBEMARLE CORPhistory →COM2.82%$6M33.5K
6SPESPECIAL OPPORTUNITIES FD INChistory →COM2.52%$5M331.1K
7BLACKROCK HEALTH SCIENCS TRCOM SHS2.47%$5M170.3K
8FSKFS KKR CAP CORPhistory →COM2.41%$5M223.7K
9AMTAMERICAN TOWER CORP NEWhistory →COM2.40%$5M17.7K
10CYBE1EURCYBEROPTICS CORPhistory →COM2.37%$5M115.7K
11FATEFATE THERAPEUTICS INChistory →COM2.16%$4M49.7K
12PCYOPURE CYCLE CORPhistory →COM NEW2.13%$4M307.3K
13GOOGLALPHABET INChistory →CAP STK CL A2.12%$4M1.7K
14DHRDANAHER CORPORATIONhistory →COM2.06%$4M15.3K
15FSC1EUROAKTREE SPECIALTY LENDING COhistory →COM2.03%$4M605.0K
16GPMTGRANITE PT MTG TR INChistory →COM STK2.03%$4M274.3K
17MIC2USDMACQUARIE INFRASTRUCTURE CORhistory →COM1.96%$4M102.4K
18ABTUGBXAQUABOUNTY TECHNOLOGIES INChistory →COM NEW1.92%$4M716.5K
19INNOVATOR ETFS TRLOUP FRONTIER1.81%$4M65.1K
20BROOKFIELD ASSET MGMT INCCL A LTD VT SH1.72%$3M67.5K
21GREENLIGHT CAP RE LTDNOTE 4.000% 8/01.70%$3M3.49M
22ECLECOLAB INChistory →COM1.64%$3M15.9K
23AAPLAPPLE INChistory →COM1.62%$3M23.6K
24KRANESHARES TRCSI CHI INTERNET1.53%$3M43.8K
25INTREXON CORPNOTE 3.500% 7/01.53%$3M3.54M
26VTGNUSDVISTAGEN THERAPEUTICS INChistory →COM NEW1.47%$3M933.0K
27SPDR S&P 500 ETF TRTR UNIT1.47%$3M6.9K
28BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.44%$3M10.4K
29ATLAS CORPSHARES1.35%$3M188.6K
30UNILEVER PLCSPON ADR NEW1.21%$2M41.2K
31ABBVABBVIE INChistory →COM1.04%$2M18.5K
32BROOKFIELD RENEWABLE PARTNERPARTNERSHIP UNIT1.00%$2M51.9K
33NEENEXTERA ENERGY INCCOM0.96%$2M26.2K
34MEDTRONIC PLCSHS0.95%$2M15.2K
35XELXCEL ENERGY INCCOM0.94%$2M28.5K
36AMZNAMAZON COM INCCOM0.94%$2M543
37JNJJOHNSON & JOHNSONCOM0.94%$2M11.3K
38STKLSUNOPTA INCCOM0.90%$2M147.6K
39VNTVONTIER CORPORATIONCOM0.89%$2M54.8K
40BLACKSTONE MTG TR INCNOTE 4.375% 5/00.82%$2M1.60M
41BROOKFIELD INFRAST PARTNERSLP INT UNIT0.80%$2M28.9K
42HRLHORMEL FOODS CORPCOM0.74%$1M31.1K
43CVA1EURCOVANTA HLDG CORPCOM0.66%$1M75.2K
44NOGNORTHERN OIL AND GAS INC MNCOM0.64%$1M61.0K
45HBANHUNTINGTON BANCSHARES INCCOM0.42%$836,00058.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$236M99Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$214M83Apr 9, 202613F-HRchanges · EDGAR ↗
Q4 2025$214M75Jan 7, 202613F-HRchanges · EDGAR ↗
Q3 2025$212M74Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$196M72Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$190M75Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$185M74Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$181M79Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$148M73Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$150M75Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$139M69Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$132M67Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$147M77Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$145M77Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$150M75Jan 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$162M80Oct 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$163M83Jul 7, 202213F-HRchanges · EDGAR ↗
Q1 2022$186M90Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$188M88Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$217M95Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$200M91Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$175M84Apr 16, 202113F-HRchanges · EDGAR ↗
Q4 2020$144M77Jan 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$133M75Oct 22, 202013F-HRchanges · EDGAR ↗
Q2 2020$110M61Aug 3, 202013F-HRchanges · EDGAR ↗
Q1 2020$90M63Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$98M64Feb 7, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.