What Verdad Advisers, LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1812822 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 13.8K |
| −0.4% |
| $2.1M |
| 2% |
ACADAcadia Pharmaceuticals Inc | 82.6K | +21.0% | $2.1M | 2% |
CMCSAComcast Corp | 84.6K | +103.5% | $2.1M | 2% |
CLDTChatham Lodging Trust | 140K | ±0% | $1.9M | 1.8% |
TENXTenax Therapeutics, Inc. | 123.2K | +29.2% | $1.8M | 1.7% |
SLDESlide Insurance Holdings, Inc. | 91.1K | +197.1% | $1.8M | 1.7% |
ZYMEZymeworks Inc. | 66.7K | −19.4% | $1.7M | 1.7% |
AMNAMN Healthcare Services Inc | 51.9K | +3.8% | $1.7M | 1.6% |
XFORX4 Pharmaceuticals, Inc | 352.1K | New | $1.6M | 1.6% |
VSNTVersant Media Group, Inc. | 43.5K | +129.0% | $1.6M | 1.5% |
NTCTNetscout Systems Inc | 33.1K | +125.0% | $1.4M | 1.4% |
WHWKWhitehawk Therapeutics, Inc. | 301.5K | +161.1% | $1.4M | 1.3% |
JNJJohnson & Johnson | 5.4K | −0.6% | $1.4M | 1.3% |
CTNMContineum Therapeutics, Inc. | 81K | −5.8% | $1.3M | 1.3% |
JBIOJade Biosciences, Inc. | 56.4K | New | $1.3M | 1.2% |
CSCOCisco Systems, Inc. | 10.3K | New | $1.2M | 1.2% |
NRIXNurix Therapeutics, Inc. | 49.5K | −40.7% | $1.2M | 1.2% |
TARAProtara Therapeutics, Inc. | 312.2K | New | $1.2M | 1.1% |
BLMNBloomin' Brands, Inc. | 130K | +30.0% | $1.2M | 1.1% |
TYRATyra Biosciences, Inc. | 36K | New | $1.1M | 1.1% |
PARRPAR Pacific Holdings, Inc. | 20K | −11.1% | $1.1M | 1.1% |
EWTXEdgewise Therapeutics, Inc. | 27.2K | +108.7% | $1.1M | 1.1% |
GOOGLAlphabet Inc. | 2.9K | New | $1M | 1% |
CRICarter's Inc | 25K | ±0% | $1M | 1% |
VERAVera Therapeutics, Inc. | 23.5K | +130.7% | $1M | 1% |
NUVLNuvalent, Inc. | 8.1K | New | $1M | 1% |
DNTHDianthus Therapeutics, Inc. | 10.1K | +15.7% | $980.8K | 0.9% |
ACRSAclaris Therapeutics, Inc. | 175.3K | −11.0% | $927.2K | 0.9% |
OPYOppenheimer Holdings Inc | 8.7K | +153.5% | $915.3K | 0.9% |
VZVerizon Communications Inc | 20.9K | New | $886.5K | 0.8% |
MYEMyers Industries Inc | 24.5K | New | $865.1K | 0.8% |
ELVNEnliven Therapeutics, Inc. | 17K | New | $860.6K | 0.8% |
UVEUniversal Insurance Holdings, Inc. | 20.6K | New | $850.3K | 0.8% |
BNYBank of New York Mellon Corp | 5.7K | −35.8% | $831.2K | 0.8% |
CNXNPC Connection Inc | 11.1K | New | $809K | 0.8% |
AIIAmerican Integrity Insurance Group, Inc. | 42.2K | +2.6% | $794.2K | 0.8% |
AMATApplied Materials Inc | 1.1K | −62.4% | $787.3K | 0.8% |
AHCOAdaptHealth Corp. | 75K | −21.1% | $781.5K | 0.7% |
ALLAllstate Corp | 3.3K | New | $780.2K | 0.7% |
CLDXCelldex Therapeutics, Inc. | 20.7K | New | $770.4K | 0.7% |
RVMDRevolution Medicines, Inc. | 4.1K | −81.2% | $759K | 0.7% |
HRTGHeritage Insurance Holdings, Inc. | 28.6K | +7.9% | $745.2K | 0.7% |
SNXTD SYNNEX Corp | 2.8K | +92.3% | $743.2K | 0.7% |
MOVMovado Group Inc | 18.8K | +74.6% | $737.5K | 0.7% |
SNDSmart Sand, Inc. | 142.7K | +16.3% | $714.8K | 0.7% |
VRDNViridian Therapeutics, Inc. | 38.7K | +24.2% | $711.3K | 0.7% |
DSGNDesign Therapeutics, Inc. | 47.6K | −48.5% | $688.2K | 0.7% |
MMIMarcus & Millichap, Inc. | 22K | +41.4% | $684.9K | 0.7% |
MATVMativ Holdings, Inc. | 90K | New | $681.3K | 0.7% |
SNEXStoneX Group Inc. | 5.7K | −18.2% | $673.3K | 0.6% |
CTMXCytomX Therapeutics, Inc. | 176.4K | +484.4% | $661.5K | 0.6% |
NLOPNet Lease Office Properties | 58.8K | +145.7% | $654.3K | 0.6% |
GERNGeron Corp | 494.2K | New | $632.6K | 0.6% |
OOMAOoma Inc | 32.8K | +69.8% | $630.6K | 0.6% |
RCKYRocky Brands, Inc. | 15.3K | +1.7% | $629.1K | 0.6% |
JANXJanux Therapeutics, Inc. | 40.4K | New | $620.3K | 0.6% |
ZMZoom Communications, Inc. | 7.1K | −67.0% | $615K | 0.6% |
GPCRStructure Therapeutics Inc. | 11.3K | ±0% | $608.3K | 0.6% |
AVTXAvalo Therapeutics, Inc. | 32.8K | New | $606.6K | 0.6% |
MGMistras Group, Inc. | 34.5K | ±0% | $603.2K | 0.6% |
VMDViemed Healthcare, Inc. | 52.9K | New | $602.8K | 0.6% |
RLMDRelmada Therapeutics, Inc. | 87K | +84.5% | $602K | 0.6% |
CLYMClimb Bio, Inc. | 46.1K | −68.1% | $601.3K | 0.6% |
CRBPCorbus Pharmaceuticals Holdings, Inc. | 63.6K | +26.6% | $596.6K | 0.6% |
BMYBristol Myers Squibb Co | 10.3K | New | $591.4K | 0.6% |
SNFCASecurity National Financial Corp | 60K | ±0% | $581.4K | 0.6% |
USNAUsana Health Sciences Inc | 26.1K | +52.7% | $556.6K | 0.5% |
TALKTalkspace, Inc. | 105.3K | −40.0% | $547.3K | 0.5% |
NVDANVIDIA Corp | 2.7K | New | $547.2K | 0.5% |
URGNUroGen Pharma Ltd. | 14.4K | New | $531.4K | 0.5% |
ATAIAtaiBeckley Inc. | 100.7K | −55.8% | $530.6K | 0.5% |
CRCCalifornia Resources Corp | 10K | −55.6% | $528.7K | 0.5% |
CGEMCullinan Therapeutics, Inc. | 29K | +130.0% | $527.9K | 0.5% |
IBIOiBio, Inc. | 298.9K | +430.8% | $523.1K | 0.5% |
VTRSViatris Inc | 32.5K | ±0% | $516.1K | 0.5% |
INNVInnovAge Holding Corp. | 42.1K | +33.2% | $499.3K | 0.5% |
MOMOHello Group Inc. | 84.7K | −43.3% | $491.2K | 0.5% |
PMVPPMV Pharmaceuticals, Inc. | 362.4K | +101.1% | $485.6K | 0.5% |
NHCNational Healthcare Corp | 2.3K | New | $485.1K | 0.5% |
CRUSCirrus Logic, Inc. | 3.3K | +0.9% | $485K | 0.5% |
MUMicron Technology Inc | 419 | −89.1% | $483.6K | 0.5% |
JLLJones Lang Lasalle Inc | 1.6K | −50.9% | $481K | 0.5% |
APAAPA Corp | 14.6K | New | $474.3K | 0.5% |
RMRRMR Group Inc. | 22.5K | New | $461.8K | 0.4% |
FULCFulcrum Therapeutics, Inc. | 125.2K | New | $458.3K | 0.4% |
PRGPROG Holdings, Inc. | 9.4K | −57.9% | $437.3K | 0.4% |
SEPNSepterna, Inc. | 13K | New | $434.4K | 0.4% |
BIOABioAge Labs, Inc. | 17.4K | +14.4% | $426.3K | 0.4% |
TERTeradyne, Inc | 878 | −56.4% | $424.8K | 0.4% |
ARWArrow Electronics, Inc. | 2K | −14.8% | $421.7K | 0.4% |
IMKTAIngles Markets Inc | 4.7K | New | $419.3K | 0.4% |
ERASErasca, Inc. | 22.5K | −32.1% | $411.5K | 0.4% |
DSPViant Technology Inc. | 31.9K | New | $403.6K | 0.4% |
QCOMQualcomm Inc | 2.2K | New | $399.3K | 0.4% |
STTKShattuck Labs, Inc. | 57.2K | +327.8% | $397.2K | 0.4% |
ZURAZura Bio Ltd | 66.9K | −31.1% | $394.8K | 0.4% |
LRCXLAM Research Corp | 893 | −82.7% | $387K | 0.4% |
SVRASavara Inc | 61.8K | −51.9% | $380.4K | 0.4% |
MAZEMaze Therapeutics, Inc. | 12.6K | New | $376.5K | 0.4% |
SNDKSandisk Corp | 163 | New | $370.6K | 0.4% |
GLWCorning Inc | 1.4K | New | $368.3K | 0.4% |
WDCWestern Digital Corp | 573 | New | $366K | 0.4% |
NATRNatures Sunshine Products Inc | 16.5K | New | $359.6K | 0.3% |
KEQUKewaunee Scientific Corp | 10K | New | $355.2K | 0.3% |
ALMSAlumis Inc. | 12.2K | +32.9% | $342.9K | 0.3% |
AMKRAmkor Technology, Inc. | 3.9K | New | $340.5K | 0.3% |
VTVTvTv Therapeutics Inc. | 9K | New | $338.7K | 0.3% |
VLGEAVillage Super Market Inc | 7.8K | New | $327.7K | 0.3% |
KLRSKalaris Therapeutics, Inc. | 80.3K | New | $326.8K | 0.3% |
CCitigroup Inc | 2.3K | New | $322K | 0.3% |
PLRXPliant Therapeutics, Inc. | 281.3K | +186.2% | $320.7K | 0.3% |
MRKMerck & Co., Inc. | 2.5K | −56.1% | $319.1K | 0.3% |
HRMYHarmony Biosciences Holdings, Inc. | 8.6K | New | $313.3K | 0.3% |
APEIAmerican Public Education Inc | 5.8K | −8.5% | $312.9K | 0.3% |
FORMFormfactor Inc | 2K | −49.5% | $312.8K | 0.3% |
NOAHNoah Holdings Ltd | 30.9K | ±0% | $308.9K | 0.3% |
TAT&T Inc. | 14.9K | New | $307.4K | 0.3% |
DDIDoubleDown Interactive Co., Ltd. | 26.7K | +86.5% | $306.6K | 0.3% |
WMTWalmart Inc. | 2.7K | New | $306.3K | 0.3% |
VISNVistance Networks, Inc. | 23.8K | New | $304.2K | 0.3% |
YOUClear Secure, Inc. | 5.2K | New | $292.4K | 0.3% |
INTTIntest Corp | 15.5K | New | $280.7K | 0.3% |
KVHIKVH Industries Inc | 27.6K | New | $273.4K | 0.3% |
TDCTeradata Corp | 7.9K | New | $272.1K | 0.3% |
TCMDTactile Systems Technology Inc | 9.1K | +16.6% | $271.4K | 0.3% |
BFHBread Financial Holdings, Inc. | 2.5K | New | $271.2K | 0.3% |
INGMIngram Micro Holding Corp | 9.5K | New | $260.6K | 0.2% |
FHTXFoghorn Therapeutics Inc. | 53.2K | +118.0% | $259.8K | 0.2% |
LINCLincoln Educational Services Corp | 5.2K | −2.5% | $259.5K | 0.2% |
FINVFinVolution Group | 53.7K | +254.6% | $257.2K | 0.2% |
MBXMBX Biosciences, Inc. | 4.6K | New | $252.5K | 0.2% |
PRDOPERDOCEO EDUCATION Corp | 7.8K | −12.9% | $249.5K | 0.2% |
BKTIBK Technologies Corp | 2.8K | +3.2% | $241.9K | 0.2% |
FHIFederated Hermes, Inc. | 4.4K | −68.2% | $240.5K | 0.2% |
ANABAnaptysbio, Inc | 3.5K | New | $236.1K | 0.2% |
TCRXTScan Therapeutics, Inc. | 232.8K | +73.7% | $228.1K | 0.2% |
NRTNorth European Oil Royalty Trust | 30.8K | ±0% | $225K | 0.2% |
MMacy's, Inc. | 9.5K | −62.8% | $224.5K | 0.2% |
JOUTJohnson Outdoors Inc | 4.9K | New | $224.2K | 0.2% |
SLNSilence Therapeutics plc | 20.4K | New | $224K | 0.2% |
LBRXLB Pharmaceuticals Inc | 6.9K | New | $222.9K | 0.2% |
COGTCogent Biosciences, Inc. | 5.7K | +7.1% | $220.8K | 0.2% |
PLABPhotronics Inc | 6.8K | New | $220.4K | 0.2% |
FIGSFIGS, Inc. | 21.5K | −11.4% | $219.8K | 0.2% |
ACETAdicet Bio, Inc. | 25.2K | New | $217.7K | 0.2% |
BCYCBicycle Therapeutics PLC | 51.1K | New | $216.7K | 0.2% |
MYGNMyriad Genetics Inc | 37.5K | New | $214.1K | 0.2% |
STROSutro Biopharma, Inc. | 6.4K | New | $212.5K | 0.2% |
PALIPalisade Bio, Inc. | 99.7K | New | $208.3K | 0.2% |
RAREUltragenyx Pharmaceutical Inc. | 6.2K | New | $207.8K | 0.2% |
FDXFedEx Corp | 654 | New | $204.8K | 0.2% |
ADEAAdeia Inc. | 6.2K | New | $203.6K | 0.2% |
OSPNOneSpan Inc. | 14.1K | New | $202.5K | 0.2% |
TRDAEntrada Therapeutics, Inc. | 27.5K | New | $202.4K | 0.2% |
IDYAIDEAYA Biosciences, Inc. | 5.4K | New | $201.3K | 0.2% |
NUSNU Skin Enterprises, Inc. | 37K | +2.3% | $195.4K | 0.2% |
ZNTLZentalis Pharmaceuticals, Inc. | 39.6K | New | $192.1K | 0.2% |
RSKDRiskified Ltd. | 35.6K | +96.0% | $179.6K | 0.2% |
ALXOALX Oncology Holdings Inc | 82.2K | New | $170.2K | 0.2% |
AMRNAmarin Corp PLC | 10.4K | New | $166.3K | 0.2% |
EGANEGAIN Corp | 26.3K | ±0% | $165.6K | 0.2% |
DIBS1stdibs.com, Inc. | 32.7K | −13.6% | $160K | 0.2% |
KODKEastman Kodak Co | 16.7K | +12.7% | $154.2K | 0.1% |
UPBUpstream Bio, Inc. | 21.8K | New | $150.9K | 0.1% |
IVVDInvivyd, Inc. | 172.4K | +31.3% | $150.4K | 0.1% |
PASGPassage BIO, Inc. | 30.7K | +38.9% | $150K | 0.1% |
NKTXNkarta, Inc. | 51.5K | New | $145.8K | 0.1% |
ANNXAnnexon, Inc. | 25.3K | −52.5% | $144.5K | 0.1% |
LXEOLexeo Therapeutics, Inc. | 30.6K | New | $142.4K | 0.1% |
BODIBeachbody Company, Inc. | 13.9K | New | $142.3K | 0.1% |
VRCAVerrica Pharmaceuticals Inc. | 23.1K | +90.7% | $141.2K | 0.1% |
PYXSPyxis Oncology, Inc. | 44.9K | New | $135.1K | 0.1% |
OKUROnKure Therapeutics, Inc. | 28.7K | New | $130.7K | 0.1% |
HOWLWerewolf Therapeutics, Inc. | 348.7K | +1,071.7% | $125.5K | 0.1% |
CALCaleres Inc | 10K | New | $123.7K | 0.1% |
HELPHelus Pharma Inc. | 18.5K | New | $122.3K | 0.1% |
ALECAlector, Inc. | 60.5K | +156.9% | $121.6K | 0.1% |
VYGRVoyager Therapeutics, Inc. | 34.4K | New | $120.4K | 0.1% |
PEPGPepGen Inc. | 66.9K | +23.0% | $120.4K | 0.1% |
ABOSAcumen Pharmaceuticals, Inc. | 44.5K | +19.3% | $118.8K | 0.1% |
SPROSpero Therapeutics, Inc. | 51.3K | +53.4% | $113.5K | 0.1% |
ORGOOrganogenesis Holdings Inc. | 46.6K | New | $113.2K | 0.1% |
IPSCCentury Therapeutics, Inc. | 46.2K | New | $113.2K | 0.1% |
MEDMedifast Inc | 10.2K | −22.2% | $108.6K | 0.1% |
DTILPrecision Biosciences Inc | 13.5K | New | $106.3K | 0.1% |
IMTXImmatics N.V. | 10.5K | New | $106.2K | 0.1% |
NXTCNextCure, Inc. | 60.5K | +40.7% | $96.7K | 0.1% |
OVIDOvid Therapeutics Inc. | 35.5K | −76.6% | $95.6K | 0.1% |
VSTMVerastem, Inc. | 24.2K | −7.2% | $92.6K | 0.1% |
TBLATaboola.com Ltd. | 18.4K | New | $92.2K | 0.1% |
LENZLENZ Therapeutics, Inc. | 15.9K | New | $90.3K | 0.1% |
BGSFBGSF, Inc. | 14.4K | ±0% | $82.3K | 0.1% |
PURRHyperliquid Strategies Inc | 10.2K | New | $80.5K | 0.1% |
ENGNenGene Therapeutics Inc. | 39.3K | New | $68K | 0.1% |
MGNXMacrogenics Inc | 14.4K | New | $66.7K | 0.1% |
VTGNVistagen Therapeutics, Inc. | 293.3K | +58.6% | $66.3K | 0.1% |
GOROGoldgroup Mining Inc. | 51.2K | +248.4% | $64.6K | 0.1% |
EGHT8X8 Inc | 33.2K | +170.7% | $56.8K | 0.1% |
YRDYiren Digital Ltd. | 62K | +10.1% | $51.8K | 0.1% |
DDLDingdong (Cayman) Ltd | 21.2K | ±0% | $40.9K | 0.1% |
ACIUAC Immune SA | 16.3K | New | $38.8K | 0.1% |
MYPSPLAYSTUDIOS, Inc. | 73.7K | ±0% | $36.8K | 0.1% |
PRQRProQR Therapeutics N.V. | 19.1K | New | $35.5K | 0.1% |
DTIDrilling Tools International Corp | 15.3K | New | $29.6K | 0.1% |
ACRVAcrivon Therapeutics, Inc. | 15.1K | New | $26.8K | 0.1% |
NAMMNamib Minerals | 12.7K | New | $24K | 0.1% |
CNTXContext Therapeutics Inc. | 33.9K | New | $18.8K | 0.1% |
KLTRKaltura Inc | 14.2K | New | $18.5K | 0.1% |
VIOTViomi Technology Co., Ltd | 17.3K | −41.7% | $13.5K | 0.1% |
