§ 13F · FUND PROFILE
Verdad Advisers, LP.
AUM · $104M (13F)Positions · 210Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 7K | $2M | 2.1% | NEW |
| 2 | BLTE | BELITE BIO INC | 14K | $2M | 2.0% | ±0% |
| 3 | ACAD | ACADIA PHARMACEUTICALS INC | 83K | $2M | 2.0% | +21% |
| 4 | CMCSA | COMCAST CORP NEW | 85K | $2M | 2.0% | +104% |
| 5 | CLDT | CHATHAM LODGING TR | 140K | $2M | 1.8% | ±0% |
| 6 | TENX | TENAX THERAPEUTICS INC | 123K | $2M | 1.7% | +29% |
| 7 | SLDE | SLIDE INS HLDGS INC | 91K | $2M | 1.7% | +197% |
| 8 | ZYME | ZYMEWORKS INC | 67K | $2M | 1.7% | −19% |
| 9 | AMN | AMN HEALTHCARE SVCS INC | 52K | $2M | 1.6% | +4% |
| 10 | XFOR | X4 PHARMACEUTICALS INC | 352K | $2M | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERDAD SIGNAL
AC read
Verdad Advisers, LP is a Other fund managing $104 million in assets. The fund runs a broad portfolio of 210 positions.
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