Universe · entity
Verdad Advisers, LP
Institutional manager (13F) · CIK 1812822
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $54M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BELITE BIO INC | $2M | 13,813 |
| 2 | STATE STR CORP | $2M | 16,665 |
| 3 | AUTOHOME INC | $2M | 121,317 |
| 4 | REVOLUTION MEDICINES INC | $2M | 21,572 |
| 5 | ZYMEWORKS INC | $2M | 82,698 |
| 6 | CAL MAINE FOODS INC | $2M | 24,637 |
| 7 | ZOOM COMMUNICATIONS INC | $2M | 21,580 |
| 8 | CALIFORNIA RES CORP | $2M | 22,500 |
| 9 | TENAX THERAPEUTICS INC | $2M | 95,330 |
| 10 | ACADIA PHARMACEUTICALS INC | $2M | 68,290 |
| 11 | PAR PAC HOLDINGS INC | $1M | 22,500 |
| 12 | JOHNSON & JOHNSON | $1M | 5,418 |
| 13 | MICRON TECHNOLOGY INC | $1M | 3,841 |
| 14 | NURIX THERAPEUTICS INC | $1M | 83,425 |
| 15 | COMCAST CORP NEW | $1M | 41,549 |
| 16 | ADAPTHEALTH CORP | $1M | 95,000 |
| 17 | CONTINEUM THERAPEUTICS INC | $1M | 86,032 |
| 18 | LAM RESEARCH CORP | $1M | 5,163 |
| 19 | CHATHAM LODGING TR | $1M | 140,000 |
| 20 | BANK NEW YORK MELLON CORP | $1M | 8,951 |
| 21 | AXSOME THERAPEUTICS INC. | $1M | 5,971 |
| 22 | CLIMB BIO INC | $990k | 144,540 |
| 23 | APPLIED MATLS INC | $989k | 2,894 |
| 24 | DESIGN THERAPEUTICS INC | $982k | 92,310 |
| 25 | JONES LANG LASALLE INC | $963k | 3,163 |
| 26 | CHEVRON CORPORATION | $936k | 4,525 |
| 27 | AMN HEALTHCARE SVCS INC | $917k | 50,000 |
| 28 | TALKSPACE INC | $908k | 175,551 |
| 29 | CARTERS INC | $894k | 25,000 |
| 30 | NGL ENERGY PARTNERS LP | $863k | 70,000 |
| 31 | HELLO GROUP INC | $860k | 149,253 |
| 32 | ATAIBECKLEY INC | $806k | 227,670 |
| 33 | AMERICAN INTEGRITY INS GROUP | $792k | 41,095 |
| 34 | FEDERATED HERMES INC | $777k | 13,710 |
| 35 | ACLARIS THERAPEUTICS INC | $739k | 197,042 |
| 36 | DIANTHUS THERAPEUTICS INC | $730k | 8,699 |
| 37 | VERSANT MEDIA GROUP INC | $703k | 18,997 |
| 38 | TERNS PHARMACEUTICALS INC | $701k | 13,301 |
| 39 | SAVARA INC | $701k | 128,376 |
| 40 | HERITAGE INSURANCE HLDGS INC | $695k | 26,494 |
| 41 | GENERAL MTRS CO | $686k | 9,207 |
| 42 | MERCK & CO INC | $681k | 5,660 |
| 43 | DECKERS OUTDOOR CORP | $671k | 6,708 |
| 44 | PROG HOLDINGS INC | $640k | 22,299 |
| 45 | NEW YORK TIMES CO MTN BE | $629k | 7,509 |
| 46 | SMART SAND INC | $628k | 122,696 |
| 47 | VIRIDIAN THERAPEUTICS INC | $610k | 31,179 |
| 48 | TERADYNE INC | $598k | 2,016 |
| 49 | ROCKY BRANDS INC | $581k | 15,000 |
| 50 | HCI GROUP INC | $578k | 3,737 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.