Investor
Verdad Advisers, LP
CIK 0001812822 · filed 2026-05-15 · SEC filing
13F book
$88.8M
Positions
179
133 new · 58 sold
Largest name
2.5%
Belite Bio, Inc · BLTE
Est. mark
$1.12M
Price effect on 46 names still held. Flow $332K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Belite Bio, Inc | BLTE | 13.8K | $2.2M | 2.5% | — | New |
| State Str Corp | — | 16.7K | $2.11M | 2.4% | — | New |
| Autohome Inc. | ATHM | 121.3K | $2.11M | 2.4% | — | New |
| Revolution Medicines Inc | — | 21.6K | $2.1M | 2.4% | — | New |
| Zymeworks Inc. | ZYME | 82.7K | $2.07M | 2.3% | — | New |
| Cal-Maine Foods Inc | CALM | 24.6K | $1.95M | 2.2% | −$8.67K | Added$306.8K |
| Zoom Communications, Inc. | ZM | 21.6K | $1.73M | 2.0% | −$123.5K | Added−$71.3K |
| California Res Corp | — | 22.5K | $1.56M | 1.8% | $176K | Added$1.24M |
| Tenax Therapeutics, Inc. | TENX | 95.3K | $1.52M | 1.7% | — | New |
| Acadia Pharmaceuticals Inc | ACAD | 68.3K | $1.52M | 1.7% | — | New |
| Par Pac Holdings Inc | — | 22.5K | $1.41M | 1.6% | — | New |
| Johnson & Johnson | JNJ | 5.42K | $1.32M | 1.5% | $203.1K | Cut−$2.28M |
| Micron Technology Inc | MU | 3.84K | $1.3M | 1.5% | $201.4K | Cut−$639.1K |
| Nurix Therapeutics, Inc. | NRIX | 83.4K | $1.29M | 1.5% | — | New |
| Comcast Corp New | — | 41.5K | $1.19M | 1.3% | −$49K | Cut−$1.75M |
| AdaptHealth Corp. | AHCO | 95K | $1.13M | 1.3% | — | New |
| Contineum Therapeutics, Inc. | CTNM | 86K | $1.12M | 1.3% | — | New |
| Lam Research Corp | LRCX | 5.16K | $1.1M | 1.2% | $219.3K | Cut−$1.55M |
| Chatham Lodging Tr | — | 140K | $1.1M | 1.2% | $121.9K | Added$318.6K |
| Bank New York Mellon Corp | — | 8.95K | $1.06M | 1.2% | $22.7K | Cut−$651.7K |
| Axsome Therapeutics, Inc. | AXSM | 5.97K | $1.01M | 1.1% | — | New |
| Climb Bio, Inc. | CLYM | 144.5K | $990.1K | 1.1% | — | New |
| Applied Matls Inc | — | 2.89K | $989.1K | 1.1% | — | New |
| Design Therapeutics, Inc. | DSGN | 92.3K | $982.2K | 1.1% | — | New |
| Jones Lang Lasalle Inc | JLL | 3.16K | $962.6K | 1.1% | −$22.2K | Added$730.4K |
| Chevron Corp New | CVX | 4.53K | $936.2K | 1.1% | $246.6K | Cut−$1.88M |
| Amn Healthcare Svcs Inc | — | 50K | $917K | 1.0% | $116.1K | Added$207.8K |
| Talkspace, Inc. | TALK | 175.6K | $908.5K | 1.0% | — | New |
| Carters Inc | CRI | 25K | $894K | 1.0% | $66.6K | Added$245.4K |
| Ngl Energy Partners Lp | — | 70K | $863.1K | 1.0% | — | New |
| Hello Group Inc. | MOMO | 149.3K | $859.7K | 1.0% | −$86.3K | Added$144.3K |
| Ataibeckley Inc Com Shs | ATAI | 227.7K | $806K | 0.9% | — | New |
| American Integrity Ins Group | — | 41.1K | $792.3K | 0.9% | −$58.2K | Added$10.4K |
| Federated Hermes, Inc. | FHI | 13.7K | $777.5K | 0.9% | — | New |
| Aclaris Therapeutics, Inc. | ACRS | 197K | $738.9K | 0.8% | — | New |
| Dianthus Therapeutics Inc | — | 8.7K | $730K | 0.8% | — | New |
| Versant Media Group, Inc. | VSNT | 19K | $703.3K | 0.8% | — | New |
| Terns Pharmaceuticals Inc | — | 13.3K | $701.2K | 0.8% | — | New |
| Savara Inc | SVRA | 128.4K | $700.9K | 0.8% | — | New |
| Heritage Insurance Hldgs Inc | — | 26.5K | $695.5K | 0.8% | −$79.7K | Cut−$146.5K |
| General Mtrs Co | — | 9.21K | $685.9K | 0.8% | −$62.8K | Cut−$601.4K |
| Merck & Co., Inc. | MRK | 5.66K | $680.8K | 0.8% | $85.1K | Cut−$545K |
| Deckers Outdoor Corp | DECK | 6.71K | $671.4K | 0.8% | — | New |
| PROG Holdings, Inc. | PRG | 22.3K | $639.8K | 0.7% | — | New |
| New York Times Co | NYT | 7.51K | $628.7K | 0.7% | — | New |
| Smart Sand, Inc. | SND | 122.7K | $628.2K | 0.7% | $113.1K | Added$224.2K |
| Viridian Therapeutics Inc | — | 31.2K | $609.9K | 0.7% | — | New |
| Teradyne, Inc | TER | 2.02K | $597.7K | 0.7% | $106.6K | Added$397.1K |
| Rocky Brands, Inc. | RCKY | 15K | $580.8K | 0.7% | $140.8K | Held |
| Hci Group Inc | — | 3.74K | $577.8K | 0.7% | −$51K | Added$314.2K |
| Zura Bio Ltd | ZURA | 97.1K | $577.8K | 0.7% | — | New |
| Security Natl Finl Corp | — | 60K | $568.8K | 0.6% | $28.2K | Cut−$159.2K |
| Asa Gold And Precious Mtls L | — | 9.08K | $563.3K | 0.6% | $11.9K | Added$262.6K |
| Ishares Tr | — | 7.07K | $562.5K | 0.6% | — | New |
| StoneX Group Inc. | SNEX | 6.95K | $560.3K | 0.6% | — | New |
| GRAVITY Co., Ltd. | GRVY | 8.92K | $552.6K | 0.6% | — | New |
| Slide Ins Hldgs Inc | — | 30.7K | $551.8K | 0.6% | — | New |
| Structure Therapeutics Inc. | GPCR | 11.3K | $546.3K | 0.6% | — | New |
| Bloomin' Brands, Inc. | BLMN | 100K | $540K | 0.6% | −$77K | Held |
| Erasca, Inc. | ERAS | 33.1K | $535.1K | 0.6% | — | New |
| Newmont Corp | — | 4.92K | $532.9K | 0.6% | — | New |
| Mistras Group, Inc. | MG | 34.5K | $510.3K | 0.6% | $73.5K | Cut−$122.2K |
| Embecta Corp. | EMBC | 55K | $486.2K | 0.5% | — | New |
| Academy Sports & Outdoors In | — | 8.5K | $479.8K | 0.5% | $55.2K | Cut−$269.6K |
| Millrose Pptys Inc | — | 17.1K | $479.4K | 0.5% | — | New |
| Miami Intl Hldgs Inc | — | 12.3K | $478K | 0.5% | — | New |
| Corbus Pharmaceuticals Hldgs | — | 50.3K | $471.9K | 0.5% | — | New |
| Cirrus Logic, Inc. | CRUS | 3.24K | $468.1K | 0.5% | — | New |
| Netscout Sys Inc | — | 14.7K | $468K | 0.5% | — | New |
| Macys Inc | — | 25.6K | $463.2K | 0.5% | −$90.4K | Added−$40K |
| Smart Sh Global Ltd | — | 408.1K | $461.1K | 0.5% | −$12.1K | Added$107.9K |
| NextCure, Inc. | NXTC | 43K | $458.8K | 0.5% | — | New |
| Tarsus Pharmaceuticals, Inc. | TARS | 6.33K | $443.9K | 0.5% | — | New |
| Viatris Inc | VTRS | 32.5K | $439.1K | 0.5% | $34.5K | Cut−$370.2K |
| Marcus & Millichap, Inc. | MMI | 15.5K | $413.2K | 0.5% | — | New |
| Avnet Inc | AVT | 6.7K | $413K | 0.5% | $67.7K | Added$172.6K |
| Edgewise Therapeutics, Inc. | EWTX | 13.1K | $411.1K | 0.5% | — | New |
| Vera Therapeutics, Inc. | VERA | 10.2K | $409.6K | 0.5% | — | New |
| Cvs Health Corp | CVS | 5.7K | $409.4K | 0.5% | −$43K | Cut−$837K |
| Whitehawk Therapeutics, Inc. | WHWK | 115.5K | $398.4K | 0.4% | — | New |
| BorgWarner Inc | BWA | 7.27K | $394.4K | 0.4% | $66.9K | Cut−$544.6K |
| Axogen, Inc. | AXGN | 11.5K | $381.2K | 0.4% | — | New |
| Tri Pointe Homes Inc | — | 8.15K | $380.7K | 0.4% | — | New |
| Formfactor Inc | FORM | 3.88K | $376K | 0.4% | — | New |
| American Pub Ed Inc | — | 6.37K | $362.2K | 0.4% | — | New |
| FIGS, Inc. | FIGS | 24.3K | $358.2K | 0.4% | — | New |
| Consensus Cloud Solutions In | — | 15K | $356.1K | 0.4% | $28.8K | Held |
| Kodiak Sciences Inc. | KOD | 9.12K | $347.5K | 0.4% | — | New |
| Daktronics Inc | — | 17.7K | $345.9K | 0.4% | — | New |
| Silicon Laboratories Inc. | SLAB | 1.65K | $343.4K | 0.4% | — | New |
| Ovid Therapeutics Inc. | OVID | 151.9K | $337.3K | 0.4% | — | New |
| Dxc Technology Co | DXC | 26.7K | $335K | 0.4% | — | New |
| Perdoceo Ed Corp | — | 8.95K | $333K | 0.4% | $70.5K | Cut−$390.4K |
| Arrow Electrs Inc | — | 2.32K | $332.7K | 0.4% | — | New |
| Arcellx Inc | — | 2.89K | $332.2K | 0.4% | — | New |
| Relmada Therapeutics, Inc. | RLMD | 47.1K | $328.2K | 0.4% | — | New |
| Daily Journal Corp | DJCO | 679 | $327.5K | 0.4% | — | New |
| Supernus Pharmaceuticals, Inc. | SUPN | 6.29K | $325.4K | 0.4% | — | New |
| Mesabi Tr | — | 10.3K | $324.5K | 0.4% | −$72.3K | Cut−$429.2K |
| Napco Sec Technologies Inc | — | 8.09K | $318.7K | 0.4% | — | New |
| Noah Hldgs Ltd | — | 30.9K | $306.1K | 0.3% | — | New |
| Oppenheimer Hldgs Inc | — | 3.42K | $305.1K | 0.3% | — | New |
| Enhabit Inc | — | 21.5K | $302.9K | 0.3% | — | New |
| Usana Health Sciences Inc | USNA | 17.1K | $298.3K | 0.3% | — | New |
| Assertio Holdings Inc | — | 15.5K | $296.2K | 0.3% | — | New |
| Annexon, Inc. | ANNX | 53.3K | $295.2K | 0.3% | — | New |
| C4 Therapeutics, Inc. | CCCC | 109.4K | $287.7K | 0.3% | — | New |
| Ralph Lauren Corp | RL | 832 | $286.2K | 0.3% | −$8K | Cut−$696.1K |
| Forum Energy Technologies In | — | 4.85K | $284.7K | 0.3% | — | New |
| Rogers Corp | ROG | 2.64K | $283K | 0.3% | — | New |
| Ooma Inc | OOMA | 19.3K | $281.2K | 0.3% | — | New |
| North European Oil Rty Tr | — | 30.8K | $277K | 0.3% | $34.6K | Added$182.9K |
| Net Lease Office Properties | NLOP | 23.9K | $275.7K | 0.3% | — | New |
| Oil Sts Intl Inc | — | 23.4K | $272.6K | 0.3% | — | New |
| BioAge Labs, Inc. | BIOA | 15.2K | $266K | 0.3% | — | New |
| Nu Skin Enterprises, Inc. | NUS | 36.2K | $263.3K | 0.3% | −$84.6K | Cut−$494.2K |
| Movado Group Inc | — | 10.7K | $262.3K | 0.3% | — | New |
| Cognizant Technology Solutio | — | 4.15K | $254.5K | 0.3% | — | New |
| Innovage Hldg Corp | — | 31.6K | $253.8K | 0.3% | — | New |
| Kulicke & Soffa Inds Inc | — | 3.79K | $249.1K | 0.3% | — | New |
| Td Synnex Corp | SNX | 1.45K | $244K | 0.3% | — | New |
| Crescent Biopharma, Inc. | CBIO | 12.7K | $234.2K | 0.3% | — | New |
| Ezcorp Inc | EZPW | 8.9K | $225.9K | 0.3% | — | New |
| Wm Technology, Inc. | MAPS | 340.7K | $224.3K | 0.3% | −$56.8K | Cut−$114K |
| PMV Pharmaceuticals, Inc. | PMVP | 180.2K | $223.4K | 0.3% | — | New |
| Regeneron Pharmaceuticals, Inc. | REGN | 283 | $218.7K | 0.2% | — | New |
| Lincoln Edl Svcs Corp | — | 5.33K | $217K | 0.2% | — | New |
| Rhythm Pharmaceuticals, Inc. | RYTM | 2.44K | $212.6K | 0.2% | — | New |
| 1stdibs.com, Inc. | DIBS | 37.8K | $207.9K | 0.2% | — | New |
| Elevance Health Inc Formerly | — | 709 | $207.6K | 0.2% | — | New |
| Egain Corp | EGAN | 26.3K | $207.4K | 0.2% | −$63.1K | Cut−$131.9K |
| Cogent Biosciences, Inc. | COGT | 5.33K | $205.1K | 0.2% | — | New |
| Stewart Information Svcs Cor | — | 3.33K | $204.8K | 0.2% | — | New |
| Tactile Sys Technology Inc | — | 7.82K | $204.2K | 0.2% | — | New |
| BK Technologies Corp | BKTI | 2.73K | $203.6K | 0.2% | — | New |
| Alumis Inc. | ALMS | 9.17K | $202.1K | 0.2% | — | New |
| Cullinan Therapeutics, Inc. | CGEM | 12.6K | $179.1K | 0.2% | — | New |
| Passage BIO, Inc. | PASG | 22.1K | $173.7K | 0.2% | — | New |
| Invivyd, Inc. | IVVD | 131.3K | $170.7K | 0.2% | — | New |
| On24 Inc | — | 18.8K | $152K | 0.2% | — | New |
| Kohls Corp | KSS | 11.3K | $145.5K | 0.2% | — | New |
| CytomX Therapeutics, Inc. | CTMX | 30.2K | $141.9K | 0.2% | — | New |
| Verastem, Inc. | VSTM | 26.1K | $138.4K | 0.2% | — | New |
| TScan Therapeutics, Inc. | TCRX | 134K | $135.3K | 0.2% | — | New |
| Medifast Inc | MED | 13.1K | $134K | 0.2% | — | New |
| Eastman Kodak Co | KODK | 14.8K | $133.9K | 0.2% | — | New |
| Vaalco Energy Inc | — | 20.9K | $132.4K | 0.1% | — | New |
| Nio Inc | — | 21.4K | $129.3K | 0.1% | $19.9K | Held |
| Pliant Therapeutics, Inc. | PLRX | 98.3K | $123.9K | 0.1% | — | New |
| Doubledown Interactive Co Lt | — | 14.3K | $121K | 0.1% | — | New |
| Foghorn Therapeutics Inc. | FHTX | 24.4K | $116.7K | 0.1% | — | New |
| Solid Biosciences Inc. | SLDB | 14.9K | $107.1K | 0.1% | — | New |
| iBio, Inc. | IBIO | 56.3K | $107K | 0.1% | — | New |
| Vistagen Therapeutics, Inc. | VTGN | 184.9K | $105.7K | 0.1% | — | New |
| Yiren Digital Ltd. | YRD | 56.3K | $96.8K | 0.1% | −$104.2K | Added−$97.8K |
| PepGen Inc. | PEPG | 54.4K | $96.3K | 0.1% | — | New |
| Site Ctrs Corp | — | 17.4K | $93.9K | 0.1% | — | New |
| Bgsf, Inc. | BGSF | 14.4K | $93.3K | 0.1% | — | New |
| Amc Networks Inc | AMCX | 13.4K | $91.2K | 0.1% | — | New |
| Acumen Pharmaceuticals, Inc. | ABOS | 37.3K | $88K | 0.1% | — | New |
| Shattuck Labs, Inc. | STTK | 13.4K | $86K | 0.1% | — | New |
| Designer Brands Inc. | DBI | 14.2K | $80.6K | 0.1% | — | New |
| Spero Therapeutics, Inc. | SPRO | 33.5K | $78.3K | 0.1% | — | New |
| Under Armour Inc | — | 12.9K | $76.2K | 0.1% | — | New |
| Finvolution Group | — | 15.1K | $72.5K | 0.1% | −$6.66K | Cut−$73.8K |
| Riskified Ltd. | RSKD | 18.2K | $71.3K | 0.1% | — | New |
| Jasper Therapeutics Inc | — | 74K | $64.8K | 0.1% | — | New |
| Verrica Pharmaceuticals Inc. | VRCA | 12.1K | $64K | 0.1% | — | New |
| Comtech Telecommunications C | — | 19.1K | $63.4K | 0.1% | — | New |
| Mammoth Energy Svcs Inc | — | 22.7K | $55.7K | 0.1% | — | New |
| Dingdong (Cayman) Ltd | DDL | 21.2K | $54.4K | 0.1% | — | New |
| Alector, Inc. | ALEC | 23.6K | $50.6K | 0.1% | — | New |
| Ring Energy, Inc. | REI | 25.1K | $38.3K | 0.0% | — | New |
| PLAYSTUDIOS, Inc. | MYPS | 73.7K | $34.6K | 0.0% | −$13.4K | Held |
| Viomi Technology Co., Ltd | VIOT | 29.7K | $33K | 0.0% | −$21.7K | Cut−$64.1K |
| Cerus Corp | CERS | 16.9K | $30.8K | 0.0% | — | New |
| Werewolf Therapeutics, Inc. | HOWL | 29.8K | $24.8K | 0.0% | — | New |
| 8x8 Inc New | — | 12.3K | $20.4K | 0.0% | — | New |
| Gold Resource Corp | — | 14.7K | $17.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.