13F Insight
DOSSIER · 13F-HR · Q2 2026

Verdad Advisers, LP

$104M in tracked AUM across 210 positions as of Q2 2026.

VA
CIK 0001812822 · last filed Jun 30, 2026
Total AUM
$104M
as of Q2 2026
Holdings
210
—
positions
Whale Score
41
41
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Verdad Advisers, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$2M7K2.1%02
BLTE
BELITE BIO INC
$2M14K2.0%03
ACAD
ACADIA PHARMACEUTICALS INC
$2M83K2.0%04
CMCSA
COMCAST CORP NEW
$2M85K2.0%05
CLDT
CHATHAM LODGING TR
$2M140K1.8%06
TENX
TENAX THERAPEUTICS INC
$2M123K1.7%07
SLDE
SLIDE INS HLDGS INC
$2M91K1.7%08
ZYME
ZYMEWORKS INC
$2M67K1.7%09
AMN
AMN HEALTHCARE SVCS INC
$2M52K1.6%10
XFOR
X4 PHARMACEUTICALS INC
$2M352K1.6%

Filing history

2026Q2Jun 30
$104M▲ 17.5%
210 positionsView →2026Q1Mar 31
$89M▲ 1.7%
179 positionsView →2025Q4Dec 31
$87M▲ 16.7%
104 positionsView →2024Q3Sep 30
$75M▼ 13.5%
93 positionsLocked2024Q2Jun 30
$87M▼ 5.8%
111 positionsLocked2024Q1Mar 31
$92M▲ 86.5%
147 positionsLocked2023Q4Dec 31
$49M▼ 24.7%
53 positionsLocked2023Q3Sep 30
$65M▲ 2.5%
51 positionsLocked2023Q2Jun 30
$64M▲ 28.5%
46 positionsLocked2023Q1Mar 31
$50M▼ 49.9%
38 positionsLocked2022Q4Dec 31
$99M▲ 44.3%
29 positionsLocked2022Q3Sep 30
$69M▼ 35.2%
25 positionsLocked
Showing 12 of 19