13F Insight
DOSSIER · 13F-HR · Q1 2026

Verdad Advisers, LP

$89M in tracked AUM across 179 positions as of Q1 2026.

VA
CIK 0001812822 · last filed Mar 31, 2026
Total AUM
$89M
as of Q1 2026
Holdings
179
—
positions
Whale Score
41
41
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Verdad Advisers, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BLTE
BELITE BIO INC
$2M14K2.5%02
STT
STATE STR CORP
$2M17K2.4%03
ATHM
AUTOHOME INC
$2M121K2.4%04
RVMD
REVOLUTION MEDICINES INC
$2M22K2.4%05
ZYME
ZYMEWORKS INC
$2M83K2.3%06
CALM
CAL MAINE FOODS INC
$2M25K2.2%07
ZM
ZOOM COMMUNICATIONS INC
$2M22K2.0%08
CRC
CALIFORNIA RES CORP
$2M23K1.8%09
TENX
TENAX THERAPEUTICS INC
$2M95K1.7%10
ACAD
ACADIA PHARMACEUTICALS INC
$2M68K1.7%

Filing history

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 positionsLocked2022Q2Jun 30
$106M▼ 13.1%
28 positionsLocked
Showing 12 of 18