Portfolio (Quarterly)
Guide ↗
Veradace Capital Management LLC
· CIK 0001772351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | EVENTBRITE INC | — | 8,084,304 | $36.0M | 21.98% | SOLD |
| 2 | — CALL | ADVANCE AUTO PARTS INC | — | 200,000 | $7.9M | 4.80% | SOLD |
| 3 | — CALL | TIPTREE INC | — | 419,300 | $7.7M | 4.68% | SOLD |
| 4 | ACVA | ACV AUCTIONS INC | Consumer Cyclical | 800,517 | $6.4M | 3.92% | SOLD |
| 5 | — | JAMF HLDG CORP | — | 45,745 | $595K | 0.36% | SOLD |
| 6 | — | ASPEN INSURANCE HOLDINGS LTD | — | 13,424 | $498K | 0.30% | SOLD |
Sector Allocation
Financial Services
37.2%
Technology
34.0%
Consumer Defensive
13.8%
Consumer Cyclical
9.2%
Communication Services
3.4%
Industrials
2.0%
Energy
0.2%
Healthcare
0.1%