§ 13F · FUND PROFILE
Verdad Advisers, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 179Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$59M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BLTE | BELITE BIO INC | 14K | $2M | 2.5% | NEW |
| 2 | STT | STATE STR CORP | 17K | $2M | 2.4% | NEW |
| 3 | ATHM | AUTOHOME INC | 121K | $2M | 2.4% | NEW |
| 4 | RVMD | REVOLUTION MEDICINES INC | 22K | $2M | 2.4% | NEW |
| 5 | ZYME | ZYMEWORKS INC | 83K | $2M | 2.3% | NEW |
| 6 | CALM | CAL MAINE FOODS INC | 25K | $2M | 2.2% | +19% |
| 7 | ZM | ZOOM COMMUNICATIONS INC | 22K | $2M | 2.0% | +3% |
| 8 | CRC | CALIFORNIA RES CORP | 23K | $2M | 1.8% | +213% |
| 9 | TENX | TENAX THERAPEUTICS INC | 95K | $2M | 1.7% | NEW |
| 10 | ACAD | ACADIA PHARMACEUTICALS INC | 68K | $2M | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERDAD SIGNAL
AC read
Verdad Advisers, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed