Veradace Capital Management LLC
CIK: 0001772351SEC EDGAR →
Portfolio Value
$163.6M
Holdings
27
As of
Q4 2025
New Positions
27
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EVENTBRITE INC | 8,084,304 | $36.0M | 21.98% |
| 2 | TIPTREE INC | 1,423,192 | $26.0M | 15.89% |
| 3 | REPAY HLDGS CORP | 5,800,430 | $21.2M | 12.94% |
| 4 | DOMO INC | 1,559,065 | $13.1M | 8.03% |
| 5 | AAPCall ADVANCE AUTO PARTS INC | 200,000 | $7.9M | 4.80% |
| 6 | TIPTCall TIPTREE INC | 419,300 | $7.7M | 4.68% |
| 7 | ALIBABA GROUP HLDG LTD | 51,000 | $7.5M | 4.57% |
| 8 | TURNING PT BRANDS INC | 62,661 | $6.8M | 4.15% |
| 9 | EUROPEAN WAX CTR INC | 1,811,770 | $6.5M | 3.99% |
| 10 | ACV AUCTIONS INC | 800,517 | $6.4M | 3.92% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $78.6M | 48.0% |
| Financial Services | 4 | $39.2M | 24.0% |
| Consumer Cyclical | 4 | $22.0M | 13.5% |
| Consumer Defensive | 2 | $13.3M | 8.1% |
| Unknown | 3 | $5.0M | 3.1% |
| Communication Services | 2 | $2.6M | 1.6% |
| Industrials | 1 | $2.3M | 1.4% |
| Real Estate | 1 | $458K | 0.3% |
| Energy | 1 | $61K | 0.0% |