Veradace Capital Management LLC 13F 持仓 · 2026年Q2
Veradace Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 1.32 亿美元。前几大持仓：RPAY（22.86%）、TIPT（17.63%）、SSTI（14.28%）。本季前 25 大持仓中：新建仓 4 只、增持 10 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RPAY | REPAY HLDGS CORP | $30.3M | 22.86% | 7.2M | 增持 |
| 2 | TIPT | TIPTREE INC | $23.3M | 17.63% | 1.3M | 减持 |
| 3 | SSTI | SOUNDTHINKING INC | $18.9M | 14.28% | 2.1M | 持平 |
| 4 | DV | DOUBLEVERIFY HLDGS INC | $9.3M | 7.03% | 859,340 | 增持 |
| 5 | DOMO | DOMO INC | $6.6M | 4.97% | 2.1M | 增持 |
| 6 | TPB | TURNING PT BRANDS INC | $5.7M | 4.31% | 67,297 | 增持 |
| 7 | RMIX | SUNCRETE INC | $5.6M | 4.25% | 250,000 | 新建仓 |
| 8 | LPRO | OPEN LENDING CORP | $4.8M | 3.66% | 1.6M | 持平 |
| 9 | SSTI | SOUNDTHINKING INC | $4.5M | 3.42% | 500,000 | 增持 |
| 10 | IDT | IDT CORP | $3.8M | 2.84% | 64,589 | 增持 |
| 11 | SNFCA | SECURITY NATL FINL CORP | $3.4M | 2.58% | 353,055 | 持平 |
| 12 | BABA | ALIBABA GROUP HLDG LTD | $2.9M | 2.17% | 30,000 | 持平 |
| 13 | CYRX | CRYOPORT INC | $2.1M | 1.58% | 133,607 | 增持 |
| 14 | CNTY | CENTURY CASINOS INC | $2.1M | 1.55% | 1.6M | 增持 |
| 15 | PRCH | PORCH GROUP INC | $1.6M | 1.20% | 105,421 | 减持 |
| 16 | QRHC | QUEST RESOURCE HLDG CORP | $1.6M | 1.19% | 1.3M | 持平 |
| 17 | FOXF | FOX FACTORY HLDG CORP | $1.5M | 1.10% | 86,160 | 增持 |
| 18 | DOMO | DOMO INC | $1.4M | 1.05% | 443,000 | 增持 |
| 19 | VSNT | VERSANT MEDIA GROUP INC | $630,150 | 0.48% | 15,000 | 新建仓 |
| 20 | AAP | ADVANCE AUTO PARTS INC | $503,111 | 0.38% | 8,086 | 减持 |
| 21 | SEAT | VIVID SEATS INC | $458,623 | 0.35% | 70,341 | 持平 |
| 22 | WLTH | WEALTHFRONT CORP | $464,505 | 0.35% | 51,958 | 新建仓 |
| 23 | FTHM | FATHOM HOLDINGS INC | $345,420 | 0.26% | 342,000 | 减持 |
| 24 | DSGR | DISTRIBUTION SOLUTIONS GRP I | $273,500 | 0.21% | 10,000 | 持平 |
| 25 | FSTR | FOSTER L B CO | $271,020 | 0.20% | 6,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR