Readystate Asset Management LP

13F filer · CIK 0001900923

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$2.93BU.S. long equity reported on 13F

Positions452229 new · 121 closed

Net flow last quarter+$467MBuys minus sells

Top 10 positions weight14.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026452 positions
WBDWarner Bros. Discovery, Inc.	$103M	3.51%	0.15%	+132.1%	Q4 2022
NSCNorfolk Southern Corp	$55.4M	1.89%	0.08%	-4.2%	Q4 2023
HSYHershey Co	$46.4M	1.58%	0.13%	+104.1%	Q4 2024
IMNMImmunome Inc.	$34M	1.16%	1.42%	+23.4%	Q1 2025
ABVXAbivax S.A.	$32.2M	1.10%	0.31%	+19.6%	Q4 2025
CVXChevron Corp	$30M	1.03%	0.01%	+353.2%	Q1 2026
XOMExxonMobil Holdings Corp	$29.8M	1.02%	0.01%	Not reported	Q2 2024
ISRGIntuitive Surgical Inc	$28.2M	0.96%	0.02%	Not reported	Q1 2025
WVEWave Life Sciences, Inc.	$27.5M	0.94%	2.45%	New	Q2 2026
MUMicron Technology Inc	$27.2M	0.93%	0.00%	+46.5%	Q4 2024
LBRDKLiberty Broadband Corp	$24.8M	0.85%	Not reported	+108.4%	Q1 2024
KVUEKenvue Inc.	$24M	0.82%	0.07%	+18.9%	Q4 2023
BPBP PLC	$22.9M	0.78%	Not reported	+322.4%	Q2 2024
COURCoursera, Inc.	$22.7M	0.78%	1.47%	+259.2%	Q1 2026
ROKURoku, Inc	$22.4M	0.76%	0.11%	Not reported	Q3 2024
TXNMTXNM Energy Inc	$21.2M	0.72%	0.34%	-18.3%	Q3 2025
RBLXRoblox Corp	$20.5M	0.70%	0.05%	+685.8%	Q4 2023
COMPCompass, Inc.	$20.2M	0.69%	0.22%	+131.8%	Q4 2025
VLOValero Energy Corp	$20.1M	0.69%	0.03%	Not reported	Q4 2023
AZULAzul SA	$18.9M	0.64%	0.23%	New	Q2 2026
QUREuniQure N.V.	$18.5M	0.63%	0.58%	-20.6%	Q4 2025
MPCMarathon Petroleum Corp	$18.5M	0.63%	0.02%	Not reported	Q2 2024
HALHalliburton Co	$16.9M	0.58%	0.06%	+165.8%	Q4 2023
SPCXSpace Exploration Technologies Corp	$16.5M	0.56%	Not reported	New	Q2 2026
GTGoodyear Tire & Rubber Co	$16.4M	0.56%	0.86%	-4.5%	Q4 2022
MAIRMadison Air Solutions Corp	$16M	0.55%	41100.00%	New	Q2 2026
WFRDWeatherford International plc	$15.3M	0.52%	0.26%	New	Q2 2026
ARANTERO RESOURCES Corp	$15.1M	0.52%	0.14%	Not reported	Q4 2022
VOYGVoyager Technologies, Inc.	$13.2M	0.45%	Not reported	+1464.5%	Q1 2026
GMRSGMR Solutions Inc.	$12.9M	0.44%	3.79%	New	Q2 2026
VERAVera Therapeutics, Inc.	$12.7M	0.43%	0.41%	Not reported	Q1 2024
MDLNMedline Inc.	$12.6M	0.43%	Not reported	+32.6%	Q1 2026
RAMPLiveRamp Holdings, Inc.	$12.6M	0.43%	0.56%	Not reported	Q4 2024
QGENQiagen N.V.	$12.6M	0.43%	0.15%	New	Q2 2026
CLWClearwater Paper Corp	$12.3M	0.42%	4.85%	Not reported	Q3 2024
DVNDevon Energy Corp	$11.5M	0.39%	0.04%	+263.0%	Q3 2023
OVVOvintiv Inc.	$11.5M	0.39%	0.08%	Not reported	Q2 2024
TDUPThredUp Inc.	$10.3M	0.35%	1.15%	+197.4%	Q2 2025
EXEEXPAND ENERGY Corp	$10.3M	0.35%	0.05%	Not reported	Q3 2023
HPHelmerich & Payne, Inc.	$9.31M	0.32%	0.28%	Not reported	Q4 2024
PRPermian Resources Corp	$9.14M	0.31%	0.06%	+155.2%	Q4 2024
PCVXVaxcyte, Inc.	$9.07M	0.31%	0.11%	+332.5%	Q2 2023
CMCSAComcast Corp	$8.69M	0.30%	0.01%	+380.4%	Q4 2024
AMCAmc Entertainment Holdings, Inc.	$8.34M	0.28%	0.72%	New	Q2 2026
AXSMAxsome Therapeutics, Inc.	$8.21M	0.28%	0.06%	Not reported	Q1 2025
WULFTerawulf Inc.	$8.08M	0.28%	0.07%	+6.1%	Q1 2026
GHGuardant Health, Inc.	$7.78M	0.27%	0.04%	+7.1%	Q2 2025
DCHDauch Corp	$7.6M	0.26%	0.59%	+89.8%	Q4 2022
AMZNAmazon Com Inc	$7.47M	0.26%	0.00%	+28.4%	Q1 2025
EBAYEbay Inc	$7.43M	0.25%	0.01%	Not reported	Q1 2023

Q1 2026Reported May 15, 2026344 positions
NSCNorfolk Southern Corp	$52.8M	2.37%	0.08%	Not reported	Q4 2023
WBDWarner Bros. Discovery, Inc.	$45.6M	2.05%	0.07%	+424.7%	Q4 2022
SLNOSoleno Therapeutics Inc	$31.9M	1.43%	1.84%	+8.9%	Q4 2024
MASIMasimo Corp	$30.4M	1.37%	0.33%	Not reported	Q4 2023
IMNMImmunome Inc.	$28.5M	1.28%	1.15%	-29.4%	Q1 2025
HSYHershey Co	$26.9M	1.21%	0.06%	-67.3%	Q4 2024
TXNMTXNM Energy Inc	$26.7M	1.20%	0.41%	Not reported	Q3 2025
ABVXAbivax S.A.	$22.5M	1.01%	0.26%	+111.0%	Q4 2025
EAElectronic Arts Inc.	$19.3M	0.87%	Not reported	Not reported	Q2 2023
KVUEKenvue Inc.	$18.2M	0.82%	0.06%	+76.8%	Q4 2023
LBRDKLiberty Broadband Corp	$18M	0.81%	Not reported	-17.4%	Q1 2024
GTGoodyear Tire & Rubber Co	$17.3M	0.78%	0.91%	+45.8%	Q4 2022
SHOPShopify Inc.	$14.3M	0.64%	0.03%	Not reported	Q4 2022
HASHasbro, Inc.	$14.2M	0.64%	0.11%	New	Q1 2026
EVACEQV Ventures Acquisition Corp. II	$13.9M	0.62%	Not reported	New	Q1 2026
CLWClearwater Paper Corp	$11.2M	0.50%	4.87%	+2.5%	Q3 2024
CZRCaesars Entertainment, Inc.	$10.8M	0.49%	0.20%	-52.0%	Q2 2023
MDLNMedline Inc.	$10.7M	0.48%	Not reported	New	Q1 2026
OLNOLIN Corp	$10.4M	0.47%	0.31%	New	Q1 2026
DOCUDocusign, Inc.	$10.3M	0.46%	0.11%	Not reported	Q1 2024
SIRISirius XM Holdings Inc.	$10.1M	0.46%	0.13%	-22.3%	Q2 2023
MSFTMicrosoft Corp	$10M	0.45%	0.00%	+220.0%	Q3 2023
METAMeta Platforms, Inc.	$9.95M	0.45%	Not reported	+202.5%	Q2 2023
CVXChevron Corp	$8.28M	0.37%	0.00%	New	Q1 2026
QUREuniQure N.V.	$8.25M	0.37%	0.80%	+39.6%	Q4 2025
OCULOcular Therapeutix, Inc	$7.48M	0.34%	0.40%	New	Q1 2026
HALHalliburton Co	$7.32M	0.33%	0.02%	Not reported	Q4 2023
BPBP PLC	$6.89M	0.31%	Not reported	Not reported	Q2 2024
TSLATesla, Inc.	$6.71M	0.30%	0.00%	+154.3%	Q1 2024
VGVenture Global, Inc.	$6.53M	0.29%	Not reported	-81.3%	Q1 2025
COURCoursera, Inc.	$6.52M	0.29%	0.66%	New	Q1 2026
AVTRAvantor, Inc.	$6.18M	0.28%	0.12%	-3.1%	Q4 2023
PSXPhillips 66	$5.9M	0.27%	0.01%	Not reported	Q4 2024
OXYOccidental Petroleum Corp	$5.86M	0.26%	0.01%	Not reported	Q2 2024
KLACKla Corp	$5.84M	0.26%	0.00%	Not reported	Q4 2023
AAPLApple Inc.	$5.83M	0.26%	0.00%	+96.2%	Q3 2023
ELVRElevra Lithium Ltd	$5.57M	0.25%	0.00%	-20.0%	Q3 2025
MUMicron Technology Inc	$5.43M	0.24%	0.00%	Not reported	Q4 2024
COMPCompass, Inc.	$5.18M	0.23%	0.09%	-58.3%	Q4 2025
AMZNAmazon Com Inc	$5.08M	0.23%	0.00%	+94.8%	Q1 2025
TWLOTwilio Inc	$5.02M	0.23%	0.03%	+26.5%	Q1 2024
COPConocophillips	$5M	0.22%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$4.91M	0.22%	0.00%	+69.7%	Q1 2024
ARIApollo Commercial Real Estate Finance, Inc.	$4.76M	0.21%	0.33%	New	Q1 2026
MMEDMiniMed Group, Inc.	$4.7M	0.21%	Not reported	New	Q1 2026
EQNREquinor ASA	$4.54M	0.20%	0.00%	New	Q1 2026
GHGuardant Health, Inc.	$4.47M	0.20%	0.04%	Not reported	Q2 2025
WULFTerawulf Inc.	$4.45M	0.20%	0.07%	New	Q1 2026
PYPLPayPal Holdings, Inc.	$4.44M	0.20%	0.01%	Not reported	Q4 2023
DCHDauch Corp	$4.38M	0.20%	0.31%	+15.7%	Q4 2022

Q4 2025Reported Feb 17, 2026301 positions
HSYHershey Co	$72M	2.92%	0.20%	Not reported	Q4 2024
BMYBristol Myers Squibb Co	$42.5M	1.72%	0.04%	Not reported	Q2 2023
SLNOSoleno Therapeutics Inc	$40.5M	1.64%	1.67%	+324.9%	Q4 2024
IMNMImmunome Inc.	$39.6M	1.61%	1.63%	+39.8%	Q1 2025
TXNMTXNM Energy Inc	$26.9M	1.09%	0.42%	Not reported	Q3 2025
EXKEndeavour Silver Corp	$26.1M	1.06%	0.10%	-70.5%	Q1 2025
LBRDKLiberty Broadband Corp	$21.1M	0.85%	Not reported	+28.2%	Q1 2024
CZRCaesars Entertainment, Inc.	$20M	0.81%	0.42%	+40.5%	Q2 2023
COMPCompass, Inc.	$18M	0.73%	0.30%	New	Q4 2025
BILLBILL Holdings, Inc.	$17.1M	0.69%	0.31%	+140.1%	Q3 2023
PARPar Technology Corp	$16M	0.65%	1.09%	New	Q4 2025
GTGoodyear Tire & Rubber Co	$15.7M	0.63%	0.63%	-4.5%	Q4 2022
VGVenture Global, Inc.	$15.1M	0.61%	Not reported	+299.3%	Q1 2025
KMBKimberly Clark Corp	$14.4M	0.59%	0.04%	New	Q4 2025
CLWClearwater Paper Corp	$13.3M	0.54%	4.75%	Not reported	Q3 2024
ABVXAbivax S.A.	$12.9M	0.52%	0.12%	New	Q4 2025
JANXJanux Therapeutics, Inc.	$12.2M	0.50%	1.47%	-7.8%	Q3 2024
CELHCelsius Holdings, Inc.	$11.4M	0.46%	0.10%	Not reported	Q1 2023
SIRISirius XM Holdings Inc.	$11.3M	0.46%	0.17%	+41.6%	Q2 2023
PRAXPraxis Precision Medicines, Inc.	$10.8M	0.44%	0.15%	-66.3%	Q3 2025
KVUEKenvue Inc.	$10.3M	0.42%	0.03%	Not reported	Q4 2023
CSQCalamos Strategic Total Return Fund	$9.49M	0.38%	Not reported	+504.0%	Q1 2025
AVTRAvantor, Inc.	$9.32M	0.38%	0.12%	+995.9%	Q4 2023
WBDWarner Bros. Discovery, Inc.	$9.12M	0.37%	0.01%	Not reported	Q4 2022
FRSHFreshworks Inc.	$8.92M	0.36%	0.47%	New	Q4 2025
QUREuniQure N.V.	$8.65M	0.35%	0.58%	New	Q4 2025
USALiberty All Star Equity Fund	$8.22M	0.33%	Not reported	+45.8%	Q1 2025
CYTKCytokinetics Inc	$7.8M	0.32%	0.10%	-13.9%	Q4 2023
PDPagerDuty, Inc.	$7.74M	0.31%	0.64%	-38.8%	Q3 2023
BHVNBiohaven Ltd.	$7.36M	0.30%	0.49%	+72.8%	Q4 2024
WHRWhirlpool Corp	$7.23M	0.29%	0.18%	+59.6%	Q4 2023
SVCService Properties Trust	$6.25M	0.25%	10.11%	+49.1%	Q1 2024
ELVRElevra Lithium Ltd	$6.22M	0.25%	0.00%	Not reported	Q3 2025
PCVXVaxcyte, Inc.	$6.07M	0.25%	0.10%	Not reported	Q2 2023
IGRCbre Global Real Estate Income Fund	$6.02M	0.24%	Not reported	Not reported	Q4 2024
CCOClear Channel Outdoor Holdings, Inc.	$5.89M	0.24%	0.54%	-25.3%	Q3 2023
FRABlackRock Floating Rate Income Strategies Fund, Inc.	$5.77M	0.23%	Not reported	New	Q4 2025
ACCOACCO BRANDS Corp	$5.66M	0.23%	1.68%	+63.6%	Q2 2023
AMBAAmbarella Inc	$5.45M	0.22%	0.18%	+5.4%	Q3 2025
SMMTSummit Therapeutics Inc.	$5.36M	0.22%	0.04%	Not reported	Q2 2025
MOHMolina Healthcare, Inc.	$5.2M	0.21%	0.06%	Not reported	Q2 2023
MERCMercer International Inc.	$5.05M	0.20%	3.81%	+7.7%	Q3 2023
UTFCohen & Steers Infrastructure Fund Inc	$5.03M	0.20%	Not reported	New	Q4 2025
BGTBlackRock Floating Rate Income Trust	$5M	0.20%	Not reported	New	Q4 2025
BMEZBlackRock Health Sciences Term Trust	$4.83M	0.20%	Not reported	+30.0%	Q4 2024
SPTSprout Social, Inc.	$4.83M	0.20%	Not reported	New	Q4 2025
RNPCohen & Steers REIT & Preferred & Income Fund Inc	$4.79M	0.19%	Not reported	Not reported	Q4 2024
NAVNNavan, Inc.	$4.79M	0.19%	0.61%	New	Q4 2025
ALBAlbemarle Corp	$4.57M	0.19%	0.03%	+26.8%	Q2 2023
BTXBlackRock Technology & Private Equity Term Trust	$4.53M	0.18%	Not reported	+102.8%	Q4 2024

Q3 2025Reported Nov 7, 2025257 positions
EXKEndeavour Silver Corp	$47.6M	2.03%	0.33%	-3.4%	Q1 2025
WKWorkiva Inc	$32M	1.36%	Not reported	New	Q3 2025
VRNAVerona Pharma plc	$28M	1.19%	0.04%	+376.9%	Q2 2025
TXNMTXNM Energy Inc	$25.8M	1.10%	0.42%	New	Q3 2025
JANXJanux Therapeutics, Inc.	$23.5M	1.00%	1.60%	+38.0%	Q3 2024
SPRSpirit AeroSystems Holdings, Inc.	$22.7M	0.97%	0.50%	+1.3%	Q2 2023
MRUSMerus N.V.	$22.5M	0.96%	0.31%	+204.1%	Q2 2025
LBRDKLiberty Broadband Corp	$21.5M	0.92%	Not reported	+42.4%	Q1 2024
COOPCooperative Bankshares Inc	$18.3M	0.78%	Not reported	New	Q3 2025
CZRCaesars Entertainment, Inc.	$16.4M	0.70%	0.29%	+2.0%	Q2 2023
TWLOTwilio Inc	$16M	0.68%	0.10%	-34.9%	Q1 2024
PDPagerDuty, Inc.	$15.9M	0.68%	1.04%	Not reported	Q3 2023
CLWClearwater Paper Corp	$15.8M	0.67%	4.73%	+19.2%	Q3 2024
IMNMImmunome Inc.	$15.4M	0.66%	1.44%	-2.6%	Q1 2025
GTGoodyear Tire & Rubber Co	$14M	0.60%	0.65%	+105.4%	Q4 2022
SLNOSoleno Therapeutics Inc	$13.9M	0.59%	0.38%	-47.6%	Q4 2024
VRNSVaronis Systems Inc	$13.7M	0.59%	0.20%	Not reported	Q1 2023
NTRANatera, Inc.	$12.7M	0.54%	0.06%	New	Q3 2025
KRYSKrystal Biotech, Inc.	$12.4M	0.53%	0.24%	-52.5%	Q2 2025
SRDXSurmodics Inc	$11.4M	0.49%	2.68%	-11.7%	Q2 2025
AKROAkero Therapeutics, Inc.	$11.3M	0.48%	0.30%	-62.9%	Q1 2025
REPLReplimune Group, Inc.	$11M	0.47%	3.34%	+1296.2%	Q2 2025
TIGOMillicom International Cellular SA	$10.2M	0.44%	0.12%	New	Q3 2025
OGNOrganon & Co.	$9.63M	0.41%	0.35%	-9.6%	Q3 2023
SIRISirius XM Holdings Inc.	$9.3M	0.40%	0.12%	+1.9%	Q2 2023
SNAPSnap Inc	$8.87M	0.38%	0.07%	Not reported	Q1 2025
VGVenture Global, Inc.	$7.88M	0.34%	Not reported	+248.9%	Q1 2025
CYTKCytokinetics Inc	$7.83M	0.33%	0.12%	+7.8%	Q4 2023
BILLBILL Holdings, Inc.	$6.91M	0.29%	0.13%	Not reported	Q3 2023
MERCMercer International Inc.	$6.82M	0.29%	3.54%	-2.2%	Q3 2023
MKSIMKS Inc	$6.82M	0.29%	0.08%	-14.1%	Q2 2024
TDUPThredUp Inc.	$6.77M	0.29%	0.57%	+5.6%	Q2 2025
GPCRStructure Therapeutics Inc.	$6.64M	0.28%	0.13%	+32.8%	Q3 2024
BABAAlibaba Group Holding Ltd	$6.63M	0.28%	0.00%	Not reported	Q1 2024
SVCService Properties Trust	$6.17M	0.26%	1.36%	-15.7%	Q1 2024
BBIOBridgeBio Pharma, Inc.	$6.1M	0.26%	0.06%	-51.3%	Q4 2024
AMBAAmbarella Inc	$6.02M	0.26%	0.17%	New	Q3 2025
PRAXPraxis Precision Medicines, Inc.	$5.79M	0.25%	0.52%	New	Q3 2025
INBXInhibrx Biosciences, Inc.	$5.73M	0.24%	1.17%	+534.1%	Q4 2023
USALiberty All Star Equity Fund	$5.69M	0.24%	Not reported	+40.5%	Q1 2025
BHVNBiohaven Ltd.	$5.66M	0.24%	0.36%	+14.1%	Q4 2024
CCOClear Channel Outdoor Holdings, Inc.	$5.64M	0.24%	0.72%	-34.6%	Q3 2023
CLFCleveland-Cliffs Inc.	$5.54M	0.24%	0.09%	+961.9%	Q4 2022
APLSApellis Pharmaceuticals, Inc.	$5.48M	0.23%	0.19%	Not reported	Q1 2024
WHRWhirlpool Corp	$4.93M	0.21%	0.11%	+1632.5%	Q4 2023
MMacy's, Inc.	$4.76M	0.20%	0.10%	-64.8%	Q3 2023
TENBTenable Holdings, Inc.	$4.59M	0.20%	0.13%	Not reported	Q4 2023
HOLXHologic Inc	$4.16M	0.18%	0.03%	Not reported	Q2 2023
GPNGlobal Payments Inc	$3.71M	0.16%	0.02%	+5.2%	Q1 2024
ACCOACCO BRANDS Corp	$3.7M	0.16%	1.03%	-14.8%	Q2 2023

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