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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.1B AUM 2,745 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 104 New 1150 Added 834 Reduced 135 Exited
Page 14 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RMBS RAMBUS INC Technology 1,243.0 $165K 0.01% -33.0 -2.6% $132.74 -31.3%
262 TTMI TTM TECHNOLOGIES INC Technology 877.0 $164K 0.01% -150.0 -14.6% $187.02 -40.9%
263 PODD INSULET CORPORATION Healthcare 1,060.0 $161K 0.01% -299.0 -22.0% $152.25 -2.7%
264 GWRE GUIDEWIRE SOFTWARE INC COM Technology 1,307.0 $161K 0.01% -3K -65.9% $123.05 +53.8%
265 ARE ALEXANDRIA REAL ESTATE EQUITIES INC Real Estate 3,038.0 $161K 0.01% -177.0 -5.5% $52.85 +1.2%
266 AOS AO SMITH CORP. Industrials 2,545.0 $160K 0.01% -546.0 -17.7% $62.72 +0.6%
267 DXCM DEXCOM INC COM Healthcare 2,369.0 $160K 0.01% -1K -33.9% $67.35 +37.1%
268 HLN HALEON PLC SPON ADS Healthcare 16,968.0 $158K 0.01% -16K -48.7% $9.33 +7.2%
269 QIAGEN NV EUR 0.01 (NASDAQ LISTED) 4,053.0 $157K 0.01% -1K -24.3% $38.85
270 VWO VANGUARD FTSE EMERGING MARKETS ETF 2,634.0 $157K 0.01% -2K -41.2% $59.68 +1.3%
271 AVY AVERY DENNISON CORP COM Industrials 965.0 $157K 0.01% -493.0 -33.8% $162.35 +13.2%
272 AMKR AMKOR TECHNOLOGY INC COM Technology 1,814.0 $156K 0.01% -215.0 -10.6% $86.23 -41.7%
273 OKE ONEOK INC NEW COM Energy 1,774.0 $154K 0.01% -537.0 -23.2% $86.94 +7.3%
274 PENG PENGUIN SOLUTIONS INC COM Technology 2,027.0 $154K 0.01% -189.0 -8.5% $76.01 -30.8%
275 MTD METTLER TOLEDO INTL INCF Healthcare 120.0 $153K 0.01% -10.0 -7.7% $1277.51 +9.2%
276 IEX IDEX CORP Industrials 674.0 $153K 0.01% -13.0 -1.9% $226.95 +3.3%
277 MTG MGIC INVESTMENT CORP. Financial Services 5,409.0 $153K 0.01% -2K -23.2% $28.20 +9.6%
278 MORN MORNINGSTAR INC Financial Services 970.0 $151K 0.01% -518.0 -34.8% $156.02 +38.4%
279 THC TENET HEALTHCARE CORP COM NEW Healthcare 789.0 $148K 0.01% -424.0 -35.0% $187.08 +50.1%
280 BOH BANK HAWAII CORP COM Financial Services 1,810.0 $147K 0.01% -60.0 -3.2% $81.49 -4.9%
Page 14 of 42  ·  834 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 17.4%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 8.4%
Communication Services 4.3%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.7%
Utilities 2.7%