Verdad Advisers, LP
181 holdingsFiling period: 2026-03-31Current AUM: $104.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BLTE | BELITE BIO INC | 13.8K | $2.2M | $2.2M | 2.09% | -- | 2026-03-31 |
| 2 | STT | STATE STR CORP | 16.7K | $2.1M | $3.1M | 2.93% | -- | 2026-03-31 |
| 3 | ATHM | AUTOHOME INC | 121.3K | $2.1M | $2.8M | 2.69% | -- | 2026-03-31 |
| 4 | RVMD | REVOLUTION MEDICINES INC | 21.6K | $2.1M | $4.0M | 3.86% | -- | 2026-03-31 |
| 5 | ZYME | ZYMEWORKS INC | 82.7K | $2.1M | $1.8M | 1.73% | -- | 2026-03-31 |
| 6 | CALM | CAL MAINE FOODS INC | 24.6K | $1.9M | $2.2M | 2.07% | +4.0K | 2026-03-31 |
| 7 | ZM | ZOOM COMMUNICATIONS INC | 21.6K | $1.7M | $2.1M | 1.98% | +649 | 2026-03-31 |
| 8 | CRC | CALIFORNIA RES CORP | 22.5K | $1.6M | $1.2M | 1.13% | +15.3K | 2026-03-31 |
| 9 | TENX | TENAX THERAPEUTICS INC | 95.3K | $1.5M | $1.3M | 1.25% | -- | 2026-03-31 |
| 10 | ACAD | ACADIA PHARMACEUTICALS INC | 68.3K | $1.5M | $1.8M | 1.69% | -- | 2026-03-31 |
| 11 | PARR | PAR PAC HOLDINGS INC | 22.5K | $1.4M | $1.9M | 1.85% | -- | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 5.4K | $1.3M | $1.4M | 1.33% | -11,990 | 2026-03-31 |
| 13 | MU | MICRON TECHNOLOGY INC | 3.8K | $1.3M | $3.2M | 3.02% | -2,945 | 2026-03-31 |
| 14 | NRIX | NURIX THERAPEUTICS INC | 83.4K | $1.3M | $1.9M | 1.85% | -- | 2026-03-31 |
| 15 | CMCSA | COMCAST CORP NEW | 41.5K | $1.2M | $995K | 0.95% | -56,847 | 2026-03-31 |
| 16 | AHCO | ADAPTHEALTH CORP | 95.0K | $1.1M | $1.0M | 0.98% | -- | 2026-03-31 |
| 17 | CTNM | CONTINEUM THERAPEUTICS INC | 86.0K | $1.1M | $1.3M | 1.27% | -- | 2026-03-31 |
| 18 | LRCX | LAM RESEARCH CORP | 5.2K | $1.1M | $1.5M | 1.45% | -10,308 | 2026-03-31 |
| 19 | CLDT | CHATHAM LODGING TR | 140.0K | $1.1M | $1.9M | 1.78% | +25.0K | 2026-03-31 |
| 20 | BK | BANK NEW YORK MELLON CORP | 9.0K | $1.1M | $1.1M | 1.01% | -5,810 | 2026-03-31 |
| 21 | AXSM | AXSOME THERAPEUTICS INC. | 6.0K | $1.0M | $1.3M | 1.24% | -- | 2026-03-31 |
| 22 | CLYM | CLIMB BIO INC | 144.5K | $990K | $1.7M | 1.64% | -- | 2026-03-31 |
| 23 | AMAT | APPLIED MATLS INC | 2.9K | $989K | $1.5M | 1.40% | -- | 2026-03-31 |
| 24 | DSGN | DESIGN THERAPEUTICS INC | 92.3K | $982K | $1.1M | 1.07% | -- | 2026-03-31 |
| 25 | JLL | JONES LANG LASALLE INC | 3.2K | $962K | $1.1M | 1.07% | +2.5K | 2026-03-31 |
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