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Verdad Advisers, LP

· CIK 0001812822
13F Portfolio $88.8B AUM 179 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLTE BELITE BIO INC Healthcare 13,813 $2.2M 2.48% NEW $159.44 -10.3%
2 STT STATE STR CORP Financial Services 16,665 $2.1M 2.37% NEW $126.56 +21.5%
3 ATHM AUTOHOME INC Communication Services 121,317 $2.1M 2.37% NEW $17.37 -1.8%
4 RVMD REVOLUTION MEDICINES INC Healthcare 21,572 $2.1M 2.36% NEW $97.25 +53.7%
5 ZYME ZYMEWORKS INC Healthcare 82,698 $2.1M 2.33% NEW $25.04 -4.3%
6 CALM CAL MAINE FOODS INC Consumer Defensive 24,637 $2.0M 2.19% NEW $79.15 -2.9%
7 ZM ZOOM COMMUNICATIONS INC Technology 21,580 $1.7M 1.95% NEW $80.39 +22.2%
8 CRC CALIFORNIA RES CORP Energy 22,500 $1.6M 1.75% NEW $69.22 -13.6%
9 TENX TENAX THERAPEUTICS INC Healthcare 95,330 $1.5M 1.72% NEW $15.99 -25.6%
10 ACAD ACADIA PHARMACEUTICALS INC Healthcare 68,290 $1.5M 1.71% NEW $22.26 -3.9%
11 PAR PAC HOLDINGS INC 22,500 $1.4M 1.59% NEW $62.64
12 JNJ JOHNSON & JOHNSON Healthcare 5,418 $1.3M 1.49% NEW $244.44 -5.6%
13 MU MICRON TECHNOLOGY INC Technology 3,841 $1.3M 1.46% NEW $337.84 +129.7%
14 NRIX NURIX THERAPEUTICS INC Healthcare 83,425 $1.3M 1.46% NEW $15.50 +3.2%
15 COMCAST CORP NEW 41,549 $1.2M 1.34% NEW $28.71
16 AHCO ADAPTHEALTH CORP Healthcare 95,000 $1.1M 1.27% NEW $11.90 -10.4%
17 CTNM CONTINEUM THERAPEUTICS INC Healthcare 86,032 $1.1M 1.26% NEW $13.06 +8.8%
18 LRCX LAM RESEARCH CORP Technology 5,163 $1.1M 1.24% NEW $213.66 +40.0%
19 CLDT CHATHAM LODGING TR Real Estate 140,000 $1.1M 1.24% NEW $7.87 +25.7%
20 BK BANK NEW YORK MELLON CORP Financial Services 8,951 $1.1M 1.20% NEW $118.63 +13.8%
21 AXSM AXSOME THERAPEUTICS INC. Healthcare 5,971 $1.0M 1.14% NEW $169.02 +34.7%
22 CLYM CLIMB BIO INC Healthcare 144,540 $990K 1.11% NEW $6.85 +57.7%
23 MDY APPLIED MATLS INC Financial Services 2,894 $989K 1.11% NEW $341.79 +92.9%
24 DSGN DESIGN THERAPEUTICS INC Healthcare 92,310 $982K 1.11% NEW $10.64 +36.7%
25 JLL JONES LANG LASALLE INC Real Estate 3,163 $963K 1.08% NEW $304.32 -5.1%
26 CVX CHEVRON CORPORATION Energy 4,525 $936K 1.05% NEW $206.90 -9.8%
27 AMN AMN HEALTHCARE SVCS INC Healthcare 50,000 $917K 1.03% NEW $18.34 +56.0%
28 TALK TALKSPACE INC Healthcare 175,551 $908K 1.02% NEW $5.17 +0.3%
29 CRI CARTERS INC Consumer Cyclical 25,000 $894K 1.01% NEW $35.76 -5.6%
30 NGL NGL ENERGY PARTNERS LP Energy 70,000 $863K 0.97% NEW $12.33 +41.7%
31 MOMO HELLO GROUP INC Communication Services 149,253 $860K 0.97% NEW $5.76 +7.3%
32 ATAI ATAIBECKLEY INC Healthcare 227,670 $806K 0.91% NEW $3.54 +13.3%
33 AII AMERICAN INTEGRITY INS GROUP Financial Services 41,095 $792K 0.89% NEW $19.28 -11.5%
34 FHI FEDERATED HERMES INC Financial Services 13,710 $777K 0.88% NEW $56.71 -1.8%
35 ACRS ACLARIS THERAPEUTICS INC Healthcare 197,042 $739K 0.83% NEW $3.75 +20.5%
36 DNTH DIANTHUS THERAPEUTICS INC Healthcare 8,699 $730K 0.82% NEW $83.92 +1.7%
37 VSNT VERSANT MEDIA GROUP INC Industrials 18,997 $703K 0.79% NEW $37.02 +20.0%
38 TERN TERNS PHARMACEUTICALS INC Healthcare 13,301 $701K 0.79% NEW $52.72 +0.4%
39 SVRA SAVARA INC Healthcare 128,376 $701K 0.79% NEW $5.46 -3.5%
40 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 26,494 $695K 0.78% NEW $26.25 -14.3%
41 GM GENERAL MTRS CO Consumer Cyclical 9,207 $686K 0.77% NEW $74.50 +4.4%
42 MRK MERCK & CO INC Healthcare 5,660 $681K 0.77% NEW $120.29 -5.7%
43 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,708 $671K 0.76% NEW $100.09 -5.1%
44 PRG PROG HOLDINGS INC Industrials 22,299 $640K 0.72% NEW $28.69 +19.3%
45 NYT NEW YORK TIMES CO MTN BE Communication Services 7,509 $629K 0.71% NEW $83.73 -9.8%
46 SND SMART SAND INC Energy 122,696 $628K 0.71% NEW $5.12 -7.6%
47 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 31,179 $610K 0.69% NEW $19.56 -12.9%
48 TER TERADYNE INC Technology 2,016 $598K 0.67% NEW $296.46 +20.3%
49 RCKY ROCKY BRANDS INC Consumer Cyclical 15,000 $581K 0.65% NEW $38.72 -14.4%
50 HCI HCI GROUP INC Financial Services 3,737 $578K 0.65% NEW $154.61 +1.2%
51 ZURA BIO LTD 97,102 $578K 0.65% NEW $5.95
52 SNFCA SECURITY NATL FINL CORP Financial Services 60,000 $569K 0.64% NEW $9.48 +0.6%
53 ASA GOLD AND PRECIOUS MTLS L 9,081 $563K 0.63% NEW $62.03
54 HYG ISHARES TR 7,070 $562K 0.63% NEW $79.56 -0.1%
55 SNEX STONEX GROUP INC Financial Services 6,947 $560K 0.63% NEW $80.65 +43.1%
56 GRVY GRAVITY CO LTD Technology 8,919 $553K 0.62% NEW $61.96 +1.4%
57 SLDE SLIDE INS HLDGS INC Financial Services 30,658 $552K 0.62% NEW $18.00 +3.6%
58 GPCR STRUCTURE THERAPEUTICS INC Healthcare 11,335 $546K 0.61% NEW $48.20 -17.3%
59 BLMN BLOOMIN BRANDS INC Consumer Cyclical 100,000 $540K 0.61% NEW $5.40 +48.9%
60 ERAS ERASCA INC Healthcare 33,070 $535K 0.60% NEW $16.18 -35.9%
61 NEM NEWMONT CORP Basic Materials 4,923 $533K 0.60% NEW $108.25 +7.5%
62 MG MISTRAS GROUP INC Industrials 34,526 $510K 0.57% NEW $14.78 +14.6%
63 EMBC EMBECTA CORP Healthcare 55,000 $486K 0.55% NEW $8.84 -64.5%
64 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 8,500 $480K 0.54% NEW $56.45 -10.5%
65 MRP MILLROSE PPTYS INC Real Estate 17,122 $479K 0.54% NEW $28.00 -2.5%
66 MIAX MIAMI INTL HLDGS INC Financial Services 12,282 $478K 0.54% NEW $38.92 +46.0%
67 CRBP CORBUS PHARMACEUTICALS HLDGS Healthcare 50,252 $472K 0.53% NEW $9.39 +17.5%
68 CRUS CIRRUS LOGIC INC Technology 3,237 $468K 0.53% NEW $144.62 +12.6%
69 NTCT NETSCOUT SYS INC Technology 14,722 $468K 0.53% NEW $31.79 +22.5%
70 M MACYS INC Consumer Cyclical 25,603 $463K 0.52% NEW $18.09 +1.2%
71 EM SMART SH GLOBAL LTD Consumer Cyclical 408,078 $461K 0.52% NEW $1.13 +5.8%
72 NXTC NEXTCURE INC Healthcare 42,955 $459K 0.52% NEW $10.68 -8.8%
73 TARS TARSUS PHARMACEUTICALS INC Healthcare 6,328 $444K 0.50% NEW $70.15 -7.1%
74 VTRS VIATRIS INC Healthcare 32,500 $439K 0.49% NEW $13.51 +27.8%
75 MMI MARCUS & MILLICHAP INC Real Estate 15,539 $413K 0.47% NEW $26.59 +8.8%
76 AVT AVNET INC Technology 6,702 $413K 0.47% NEW $61.62 +36.4%
77 EWTX EDGEWISE THERAPEUTICS INC Healthcare 13,052 $411K 0.46% NEW $31.50 +8.0%
78 VERA VERA THERAPEUTICS INC Healthcare 10,181 $410K 0.46% NEW $40.23 -1.7%
79 CVS CVS HEALTH CORP Healthcare 5,700 $409K 0.46% NEW $71.82 +35.3%
80 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 115,484 $398K 0.45% NEW $3.45 +47.8%
81 BWA BORGWARNER INC Consumer Cyclical 7,269 $394K 0.44% NEW $54.26 +16.5%
82 AXGN AXOGEN INC Healthcare 11,507 $381K 0.43% NEW $33.13 +23.7%
83 TPH TRI POINTE HOMES INC Consumer Cyclical 8,147 $381K 0.43% NEW $46.73 +0.5%
84 FORM FORMFACTOR INC Technology 3,877 $376K 0.42% NEW $96.99 +32.0%
85 AMERICAN PUB ED INC 6,367 $362K 0.41% NEW $56.88
86 FIGS FIGS INC Consumer Cyclical 24,251 $358K 0.40% NEW $14.77 -19.0%
87 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 15,000 $356K 0.40% NEW $23.74 +19.3%
88 KOD KODIAK SCIENCES INC Healthcare 9,115 $347K 0.39% NEW $38.12 +1.5%
89 DAKT DAKTRONICS INC Technology 17,692 $346K 0.39% NEW $19.55 +1.3%
90 SLAB SILICON LABORATORIES INC Technology 1,650 $343K 0.39% NEW $208.15 +4.4%
91 OVID OVID THERAPEUTICS INC Healthcare 151,919 $337K 0.38% NEW $2.22 +26.1%
92 DXC DXC TECHNOLOGY CO Technology 26,653 $335K 0.38% NEW $12.57 -34.6%
93 PRDO PERDOCEO ED CORP Consumer Defensive 8,950 $333K 0.38% NEW $37.21 -5.9%
94 ARW ARROW ELECTRS INC Technology 2,320 $333K 0.38% NEW $143.41 +45.3%
95 ACLX ARCELLX INC Healthcare 2,893 $332K 0.37% NEW $114.82 +0.2%
96 RLMD RELMADA THERAPEUTICS INC Healthcare 47,149 $328K 0.37% NEW $6.96 +6.6%
97 DJCO DAILY JOURNAL CORP Technology 679 $328K 0.37% NEW $482.34 -1.7%
98 SUPN SUPERNUS PHARMACEUTICALS Healthcare 6,295 $325K 0.37% NEW $51.69 -0.9%
99 MSB MESABI TR Financial Services 10,303 $325K 0.36% NEW $31.50 -9.2%
100 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 8,091 $319K 0.36% NEW $39.39 -4.7%
101 NOAH NOAH HLDGS LTD Financial Services 30,922 $306K 0.34% NEW $9.90 +5.8%
102 OPY OPPENHEIMER HLDGS INC Financial Services 3,421 $305K 0.34% NEW $89.19 +7.1%
103 EHAB ENHABIT INC Healthcare 21,500 $303K 0.34% NEW $14.09 -2.1%
104 USNA USANA HEALTH SCIENCES INC Consumer Defensive 17,074 $298K 0.34% NEW $17.47 +2.8%
105 ASRT ASSERTIO HOLDINGS INC Healthcare 15,541 $296K 0.33% NEW $19.06 +22.4%
106 ANNX ANNEXON INC Healthcare 53,277 $295K 0.33% NEW $5.54 -6.0%
107 CCCC C4 THERAPEUTICS INC Healthcare 109,407 $288K 0.32% NEW $2.63 +35.4%
108 RL RALPH LAUREN CORP Consumer Cyclical 832 $286K 0.32% NEW $343.99 -2.9%
109 FET FORUM ENERGY TECHNOLOGIES IN Energy 4,853 $285K 0.32% NEW $58.66 -4.4%
110 ROG ROGERS CORP Technology 2,637 $283K 0.32% NEW $107.33 +33.1%
111 OOMA OOMA INC Communication Services 19,326 $281K 0.32% NEW $14.55 +28.6%
112 NRT NORTH EUROPEAN OIL RTY TR Energy 30,782 $277K 0.31% NEW $9.00 -10.6%
113 NLOP NET LEASE OFFICE PROPERTIES Real Estate 23,929 $276K 0.31% NEW $11.52 +0.1%
114 OIS OIL STS INTL INC Energy 23,415 $273K 0.31% NEW $11.64 -22.3%
115 BIOA BIOAGE LABS INC Healthcare 15,210 $266K 0.30% NEW $17.49 +1.0%
116 NUS NU SKIN ENTERPRISES INC Consumer Defensive 36,172 $263K 0.30% NEW $7.28 -13.7%
117 MOVAA MOVADO GROUP INC Consumer Cyclical 10,743 $262K 0.29% NEW $24.42
118 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,149 $255K 0.29% NEW $61.35 -24.9%
119 INNV INNOVAGE HLDG CORP Healthcare 31,641 $254K 0.29% NEW $8.02 -7.4%
120 KLIC KULICKE & SOFFA INDS INC Technology 3,791 $249K 0.28% NEW $65.72 +58.4%
121 SNX TD SYNNEX CORPORATION Technology 1,446 $244K 0.28% NEW $168.71 +38.9%
122 CBIO CRESCENT BIOPHARMA INC. Healthcare 12,748 $234K 0.26% NEW $18.37 +8.7%
123 EZPW EZCORP INC Financial Services 8,902 $226K 0.25% NEW $25.38 +29.2%
124 MAPS WM TECHNOLOGY INC Technology 340,704 $224K 0.25% NEW $0.66 -43.2%
125 PMVP PMV PHARMACEUTICALS INC Healthcare 180,161 $223K 0.25% NEW $1.24 +4.0%
126 REGN REGENERON PHARMACEUTICALS Healthcare 283 $219K 0.25% NEW $772.64 -7.7%
127 LINC LINCOLN EDL SVCS CORP Consumer Defensive 5,334 $217K 0.24% NEW $40.68 +25.3%
128 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 2,445 $213K 0.24% NEW $86.97 +7.7%
129 DIBS 1STDIBS COM INC Consumer Cyclical 37,803 $208K 0.23% NEW $5.50 -18.9%
130 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 709 $208K 0.23% NEW $292.75 +35.5%
131 EGAN EGAIN CORP Technology 26,288 $207K 0.23% NEW $7.89 -17.7%
132 COGT COGENT BIOSCIENCES INC Healthcare 5,329 $205K 0.23% NEW $38.49 -11.2%
133 STC STEWART INFORMATION SVCS COR Financial Services 3,326 $205K 0.23% NEW $61.58 +9.6%
134 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 7,816 $204K 0.23% NEW $26.13 -11.8%
135 BKTI BK TECHNOLOGIES CORPORATION Technology 2,728 $204K 0.23% NEW $74.63 +11.8%
136 ALMS ALUMIS INC Healthcare 9,173 $202K 0.23% NEW $22.03 +3.8%
137 CGEM CULLINAN THERAPEUTICS INC Healthcare 12,604 $179K 0.20% NEW $14.21 +10.7%
138 PASG PASSAGE BIO INC Healthcare 22,128 $174K 0.20% NEW $7.85 -33.5%
139 IVVD INVIVYD INC Healthcare 131,276 $171K 0.19% NEW $1.30 -6.9%
140 ONTF ON24 INC 18,770 $152K 0.17% NEW $8.10
141 KSS KOHLS CORP Consumer Cyclical 11,282 $146K 0.16% NEW $12.90 -7.5%
142 CTMX CYTOMX THERAPEUTICS INC. Healthcare 30,187 $142K 0.16% NEW $4.70 -19.6%
143 VSTM VERASTEM INC Healthcare 26,119 $138K 0.16% NEW $5.30 -11.1%
144 TCRX TSCAN THERAPEUTICS INC Healthcare 134,001 $135K 0.15% NEW $1.01 -1.0%
145 MED MEDIFAST INC Consumer Cyclical 13,148 $134K 0.15% NEW $10.19 +22.5%
146 KODK EASTMAN KODAK CO Industrials 14,795 $134K 0.15% NEW $9.05 +4.8%
147 EGY VAALCO ENERGY INC Energy 20,887 $132K 0.15% NEW $6.34 -5.4%
148 NIO NIO INC Consumer Cyclical 21,450 $129K 0.15% NEW $6.03 +3.6%
149 PLRX PLIANT THERAPEUTICS INC Healthcare 98,320 $124K 0.14% NEW $1.26 -8.7%
150 DDI DOUBLEDOWN INTERACTIVE CO LT Technology 14,322 $121K 0.14% NEW $8.45 +42.0%
151 FHTX FOGHORN THERAPEUTICS INC Healthcare 24,416 $117K 0.13% NEW $4.78 -20.7%
152 SLDB SOLID BIOSCIENCES INC Healthcare 14,879 $107K 0.12% NEW $7.20 +6.0%
153 IBIO IBIO INC Healthcare 56,318 $107K 0.12% NEW $1.90 -22.6%
154 VTGN VISTAGEN THERAPEUTICS INC Healthcare 184,938 $106K 0.12% NEW $0.57 +9.3%
155 YRD YIREN DIGITAL LTD Financial Services 56,303 $97K 0.11% NEW $1.72 +15.1%
156 PEPG PEPGEN INC Healthcare 54,380 $96K 0.11% NEW $1.77 -12.4%
157 SITC SITE CTRS CORP Real Estate 17,387 $94K 0.11% NEW $5.40 +0.6%
158 BGSF BGSF INC Industrials 14,418 $93K 0.10% NEW $6.47 -20.2%
159 AMCX AMC NETWORKS INC Communication Services 13,429 $91K 0.10% NEW $6.79 +22.2%
160 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 37,278 $88K 0.10% NEW $2.36 -3.4%
161 STTK SHATTUCK LABS INC Healthcare 13,378 $86K 0.10% NEW $6.43 +3.7%
162 DBI DESIGNER BRANDS INC Consumer Cyclical 14,168 $81K 0.09% NEW $5.69 +17.0%
163 SPRO SPERO THERAPEUTICS INC Healthcare 33,455 $78K 0.09% NEW $2.34 +17.9%
164 UAA UNDER ARMOUR INC Consumer Cyclical 12,889 $76K 0.09% NEW $5.91 -13.7%
165 FINV FINVOLUTION GROUP Financial Services 15,145 $73K 0.08% NEW $4.79 +3.1%
166 RSKD RISKIFIED LTD Technology 18,182 $71K 0.08% NEW $3.92 +18.4%
167 JSPR JASPER THERAPEUTICS INC Healthcare 73,967 $65K 0.07% NEW $0.88 -3.0%
168 VRCA VERRICA PHARMACEUTICALS INC Healthcare 12,098 $64K 0.07% NEW $5.29 +18.5%
169 CMTL COMTECH TELECOMMUNICATIONS C Technology 19,099 $63K 0.07% NEW $3.32 +13.3%
170 TUSK MAMMOTH ENERGY SVCS INC Industrials 22,729 $56K 0.06% NEW $2.45 +33.5%
171 DDL DINGDONG CAYMAN LTD Consumer Defensive 21,170 $54K 0.06% NEW $2.57 -3.1%
172 ALEC ALECTOR INC Healthcare 23,554 $51K 0.06% NEW $2.15 +0.5%
173 REI RING ENERGY INC Energy 25,058 $38K 0.04% NEW $1.53 -13.1%
174 MYPS PLAYSTUDIOS INC Technology 73,733 $35K 0.04% NEW $0.47 +4.8%
175 VIOT VIOMI TECHNOLOGY CO LTD Consumer Cyclical 29,693 $33K 0.04% NEW $1.11 -11.5%
176 CERS CERUS CORP Healthcare 16,909 $31K 0.04% NEW $1.82 +28.6%
177 HOWL WEREWOLF THERAPEUTICS INC Healthcare 29,760 $25K 0.03% NEW $0.83 -38.1%
178 EGHT 8X8 INC NEW Technology 12,269 $20K 0.02% NEW $1.66 +34.9%
179 GORO GOLD RESOURCE CORP Basic Materials 14,706 $18K 0.02% NEW $1.20 +9.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 43.6%
Technology 13.1%
Financial Services 12.7%
Consumer Cyclical 8.6%
Energy 5.9%
Communication Services 4.7%
Real Estate 4.0%
Consumer Defensive 3.7%
Industrials 2.9%
Basic Materials 0.7%