Verdad Advisers, LP — 13F holdings

Verdad Advisers, LP reported 210 holdings worth $104M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AAPL APPLE INC — $2.15M (2.1%)
2. BLTE BELITE BIO INC — $2.12M (2.0%)
3. ACAD ACADIA PHARMACEUTICALS INC — $2.09M (2.0%)
4. CMCSA COMCAST CORP NEW — $2.08M (2.0%)
5. CLDT CHATHAM LODGING TR — $1.85M (1.8%)
6. TENX Tenax Therapeutics Inc — $1.79M (1.7%)
7. SLDE SLIDE INS HLDGS INC — $1.76M (1.7%)
8. ZYME Zymeworks Inc — $1.74M (1.7%)
9. AMN AMN HEALTHCARE SVCS INC — $1.68M (1.6%)
10. XFOR X4 PHARMACEUTICALS INC — $1.64M (1.6%)