account_balance
Investment manager · 13F filer · SEC CIK 1812822
Verdad Advisers, LP
Reported value$104Mas of Jun 30, 2026
Positions210 97 new, 66 sold out
Top 10 weight18.1%AAPL alone is 2%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
2.1%New
BLTEBelite Bio, Inc
2.0%
ACADAcadia Pharmaceuticals Inc
2.0%Added +21%
CMCSAComcast Corp
2.0%Added +104%
CLDTChatham Lodging Trust
1.8%
TENXTenax Therapeutics, Inc.
1.7%Added +29%
SLDESlide Insurance Holdings, Inc.
1.7%Added +197%
ZYMEZymeworks Inc.
1.7%Trimmed −19%
AMNAmn Healthcare Services Inc
1.6%Added +4%
XFORX4 Pharmaceuticals, Inc
1.6%New
VSNTVersant Media Group, Inc.
1.5%Added +129%
NTCTNetscout Systems Inc
1.4%
AAPLApple Inc.
2.1%New
BLTEBelite Bio, Inc
2.0%
ACADAcadia Pharmaceuticals Inc
2.0%
CMCSAComcast Corp
2.0%+104%
CLDTChatham Lodging Trust
1.8%
TENXTenax Therapeutics, Inc.
1.7%+29%
SLDESlide Insurance Holdings, Inc.
1.7%
ZYMEZymeworks Inc.
1.7%
AMNAmn Healthcare Services Inc
1.6%
XFORX4 Pharmaceuticals, Inc
1.6%
VSNTVersant Media Group, Inc.
1.5%
NTCTNetscout Systems Inc
1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 2.1% NewBLTE Belite Bio, Inc 2.0% HeldACAD Acadia Pharmaceuticals Inc 2.0% Added +21%CMCSA Comcast Corp 2.0% Added +104%CLDT Chatham Lodging Trust 1.8% HeldTENX Tenax Therapeutics, Inc. 1.7% Added +29%SLDE Slide Insurance Holdings, Inc. 1.7% Added +197%ZYME Zymeworks Inc. 1.7% Trimmed −19%AMN Amn Healthcare Services Inc 1.6% Added +4%XFOR X4 Pharmaceuticals, Inc 1.6% NewVSNT Versant Media Group, Inc. 1.5% Added +129%NTCT Netscout Systems Inc 1.4% Added +125%
What changed
Biggest moves since Mar 31, 2026
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