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Versant Capital Management, Inc

Location
PHOENIX, AZ
Portfolio Value
Small $608,117,810
Diversification
Diversified
Filing Date
Global Rank
#47 / 295 ▲ 2400
Top Industry
Software - Infrastructure 13.9%
3Y Alpha vs SPY
-2.4%
Period ended 9 days ago
Filed Jul 2, 2026 · 7d
26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+67.2%
SPY
+76.0%
Annualised alpha
-2.0%
Max drawdown
−15.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,468 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
11.3%
−1.0 pts
Top 5
23.1%
−1.2 pts
Top 10
29.7%
−1.8 pts
HHI
186
Sep 2023 → Jun 2026 · range 99 – 390
Diversified−27

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 34.8% $211,691,455
Financial Services 12.8% $77,739,062
Industrials 11.0% $67,037,281
Healthcare 8.6% $52,495,084
Consumer Cyclical 8.6% $52,025,987
Unclassified 5.9% $35,938,545
Communication Services 4.1% $25,008,092
Consumer Defensive 3.8% $22,839,300
Real Estate 2.8% $17,151,919
Energy 2.7% $16,522,424
Basic Materials 2.6% $16,064,019
Utilities 2.2% $13,604,642

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
2,468 positions · $608,117,810 total · as of Jun 30, 2026
Showing 1–50 of 2,468 positions by value · page 1 of 50
Ticker Company Shares Value (USD) % of Portfolio History