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Verdad Advisers, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Verdad Advisers, LP

报告期 2026-03-31 · CIK 0001812822

持仓数

179

前50大市值合计

$54.2M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 81增持 8减持 16清仓 45

方向

标的

Δ市值

现股数(环比)

清仓

C CITIGROUP INC

-$4.0M

0 -100%

清仓

TJX TJX COS INC NEW

-$3.8M

0 -100%

清仓

GOOGL ALPHABET INC

-$2.7M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

TGNA TEGNA INC

-$2.5M

0 -100%

清仓

CSCO CISCO SYS INC

-$2.3M

0 -100%

减持

JNJ JOHNSON & JOHNSON

-$2.3M

5,418 -69%

建仓

BLTE BELITE BIO INC

+$2.2M

13,813

建仓

STT STATE STR CORP

+$2.1M

16,665

建仓

ATHM AUTOHOME INC

+$2.1M

121,317

建仓

RVMD REVOLUTION MEDICINES INC

+$2.1M

21,572

建仓

ZYME ZYMEWORKS INC

+$2.1M

82,698

清仓

VOYA VOYA FINANCIAL INC

-$1.9M

0 -100%

减持

CVX CHEVRON CORPORATION

-$1.9M

4,525 -76%

清仓

CBRE CBRE GROUP INC

-$1.8M

0 -100%

减持

CMCSA COMCAST CORP NEW

-$1.7M

41,549 -58%

清仓

T AT&T INC

-$1.7M

0 -100%

减持

LRCX LAM RESEARCH CORP

-$1.5M

5,163 -67%

建仓

TENX TENAX THERAPEUTICS INC

+$1.5M

95,330

建仓

ACAD ACADIA PHARMACEUTICALS INC

+$1.5M

68,290

清仓

MS MORGAN STANLEY

-$1.5M

0 -100%

建仓

PARR PAR PAC HOLDINGS INC

+$1.4M

22,500

清仓

PFE PFIZER INC

-$1.3M

0 -100%

清仓

AVDV AMERICAN CENTY ETF TR

-$1.3M

0 -100%

建仓

NRIX NURIX THERAPEUTICS INC

+$1.3M

83,425

清仓

CIEN CIENA CORP

-$1.3M

0 -100%

增持

CRC CALIFORNIA RES CORP

+$1.2M

22,500 +213%

清仓

QCOM QUALCOMM INC

-$1.2M

0 -100%

清仓

NVDA NVIDIA CORPORATION

-$1.2M

0 -100%

清仓

AAPL APPLE INC

-$1.1M

0 -100%

建仓

AHCO ADAPTHEALTH CORP

+$1.1M

95,000

建仓

CTNM CONTINEUM THERAPEUTICS INC

+$1.1M

86,032

建仓

AXSM AXSOME THERAPEUTICS INC.

+$1.0M

5,971

建仓

CLYM CLIMB BIO INC

+$990.1K

144,540

建仓

AMAT APPLIED MATLS INC

+$989.1K

2,894

建仓

DSGN DESIGN THERAPEUTICS INC

+$982.2K

92,310

清仓

WMT WALMART INC

-$941.5K

0 -100%

建仓

TALK TALKSPACE INC

+$908.5K

175,551

清仓

F FORD MTR CO

-$865.9K

0 -100%

建仓

NGL NGL ENERGY PARTNERS LP

+$863.1K

70,000

清仓

— GLOBAL SHIP LEASE INC NEW

-$859.6K

0 -100%

减持

CVS CVS HEALTH CORP

-$837.0K

5,700 -64%

清仓

AMD ADVANCED MICRO DEVICES INC

-$830.7K

0 -100%

清仓

GLW CORNING INC

-$828.6K

0 -100%

建仓

ATAI ATAIBECKLEY INC

+$806.0K

227,670

清仓

AMZN AMAZON COM INC

-$799.1K

0 -100%

建仓

FHI FEDERATED HERMES INC

+$777.5K

13,710

建仓

ACRS ACLARIS THERAPEUTICS INC

+$738.9K

197,042

增持

JLL JONES LANG LASALLE INC

+$730.4K

3,163 +358%

建仓

DNTH DIANTHUS THERAPEUTICS INC

+$730.0K

8,699

清仓

NTRA NATERA INC

-$725.5K

0 -100%

清仓

VLGEA VILLAGE SUPER MKT INC

-$707.9K

0 -100%

建仓

VSNT VERSANT MEDIA GROUP INC

+$703.3K

18,997

建仓

— TERNS PHARMACEUTICALS INC

+$701.2K

13,301

建仓

SVRA SAVARA INC

+$700.9K

128,376

减持

RL RALPH LAUREN CORP

-$696.1K

832 -70%

建仓

DECK DECKERS OUTDOOR CORP

+$671.4K

6,708

减持

BNY BANK NEW YORK MELLON CORP

-$651.7K

8,951 -39%

清仓

CALX CALIX INC

-$651.7K

0 -100%

建仓

PRG PROG HOLDINGS INC

+$639.8K

22,299

减持

MU MICRON TECHNOLOGY INC

-$639.1K

3,841 -43%

建仓

NYT NEW YORK TIMES CO MTN BE

+$628.7K

7,509

建仓

VRDN VIRIDIAN THERAPEUTICS INC

+$609.9K

31,179

减持

GM GENERAL MTRS CO

-$601.4K

9,207 -42%

清仓

SONO SONOS INC

-$589.4K

0 -100%

建仓

— ZURA BIO LTD

+$577.8K

97,102

建仓

HYG ISHARES TR

+$562.5K

7,070

建仓

SNEX STONEX GROUP INC

+$560.3K

6,947

清仓

BAC BANK AMERICA CORP

-$554.6K

0 -100%

建仓

GRVY GRAVITY CO LTD

+$552.6K

8,919

建仓

SLDE SLIDE INS HLDGS INC

+$551.8K

30,658

建仓

GPCR STRUCTURE THERAPEUTICS INC

+$546.3K

11,335

减持

MRK MERCK & CO INC

-$545.0K

5,660 -51%

减持

BWA BORGWARNER INC

-$544.6K

7,269 -65%

建仓

ERAS ERASCA INC

+$535.1K

33,070

建仓

NEM NEWMONT CORP

+$532.9K

4,923

清仓

— ANYWHERE REAL ESTATE INC

-$508.5K

0 -100%

减持

NUS NU SKIN ENTERPRISES INC

-$494.2K

36,172 -54%

清仓

MDB MONGODB INC

-$491.5K

0 -100%

建仓

EMBC EMBECTA CORP

+$486.2K

55,000

建仓

MRP MILLROSE PPTYS INC

+$479.4K

17,122

建仓

MIAX MIAMI INTL HLDGS INC

+$478.0K

12,282

清仓

CNXN PC CONNECTION INC

-$472.6K

0 -100%

建仓

CRBP CORBUS PHARMACEUTICALS HLDGS

+$471.9K

50,252

建仓

CRUS CIRRUS LOGIC INC

+$468.1K

3,237

建仓

NTCT NETSCOUT SYS INC

+$468.0K

14,722

清仓

COF CAPITAL ONE FINL CORP

-$461.0K

0 -100%

建仓

NXTC NEXTCURE INC

+$458.8K

42,955

清仓

PSTG PURE STORAGE INC

-$448.5K

0 -100%

建仓

TARS TARSUS PHARMACEUTICALS INC

+$443.9K

6,328

清仓

INTC INTEL CORP

-$441.3K

0 -100%

清仓

JEF JEFFERIES FINL GROUP INC

-$434.3K

0 -100%

减持

MSB MESABI TR

-$429.2K

10,303 -47%

清仓

— JFROG LTD

-$420.9K

0 -100%

建仓

MMI MARCUS & MILLICHAP INC

+$413.2K

15,539

建仓

EWTX EDGEWISE THERAPEUTICS INC

+$411.1K

13,052

清仓

ROKU ROKU INC

-$410.5K

0 -100%

建仓

VERA VERA THERAPEUTICS INC

+$409.6K

10,181

清仓

CRM SALESFORCE INC

-$401.1K

0 -100%

建仓

WHWK WHITEHAWK THERAPEUTICS INC

+$398.4K

115,484

增持

TER TERADYNE INC

+$397.1K

2,016 +95%

减持

PRDO PERDOCEO ED CORP

-$390.4K

8,950 -64%

建仓

AXGN AXOGEN INC

+$381.2K

11,507

建仓

— TRI POINTE HOMES INC

+$380.7K

8,147

建仓

FORM FORMFACTOR INC

+$376.0K

3,877

清仓

ACCO ACCO BRANDS CORP

-$373.0K

0 -100%

清仓

RIGL RIGEL PHARMACEUTICALS INC

-$371.7K

0 -100%

减持

VTRS VIATRIS INC

-$370.2K

32,500 -50%

建仓

APEI AMERICAN PUB ED INC

+$362.2K

6,367

建仓

FIGS FIGS INC

+$358.2K

24,251

建仓

KOD KODIAK SCIENCES INC

+$347.5K

9,115

建仓

DAKT DAKTRONICS INC

+$345.9K

17,692

建仓

SLAB SILICON LABORATORIES INC

+$343.4K

1,650

清仓

AVGO BROADCOM INC

-$342.6K

0 -100%

建仓

OVID OVID THERAPEUTICS INC

+$337.3K

151,919

建仓

DXC DXC TECHNOLOGY CO

+$335.0K

26,653

建仓

ARW ARROW ELECTRS INC

+$332.7K

2,320

建仓

— ARCELLX INC

+$332.2K

2,893

清仓

PBYI PUMA BIOTECHNOLOGY INC

-$330.5K

0 -100%

建仓

RLMD RELMADA THERAPEUTICS INC

+$328.2K

47,149

建仓

DJCO DAILY JOURNAL CORP

+$327.5K

679

建仓

SUPN SUPERNUS PHARMACEUTICALS

+$325.4K

6,295

建仓

NSSC NAPCO SEC TECHNOLOGIES INC

+$318.7K

8,091

增持

CLDT CHATHAM LODGING TR

+$318.6K

140,000 +22%

增持

HCI HCI GROUP INC

+$314.2K

3,737 +172%

清仓

WBD WARNER BROS DISCOVERY INC

-$308.7K

0 -100%

增持

CALM CAL MAINE FOODS INC

+$306.8K

24,637 +19%

建仓

NOAH NOAH HLDGS LTD

+$306.1K

30,922

建仓

OPY OPPENHEIMER HLDGS INC

+$305.1K

3,421

建仓

— ENHABIT INC

+$302.9K

21,500

建仓

USNA USANA HEALTH SCIENCES INC

+$298.3K

17,074

建仓

— ASSERTIO HOLDINGS INC

+$296.2K

15,541

建仓

ANNX ANNEXON INC

+$295.2K

53,277

清仓

ANET ARISTA NETWORKS INC

-$294.0K

0 -100%

建仓

CCCC C4 THERAPEUTICS INC

+$287.7K

109,407

建仓

FET FORUM ENERGY TECHNOLOGIES IN

+$284.7K

4,853

清仓

PLTR PALANTIR TECHNOLOGIES INC

-$284.0K

0 -100%

建仓

ROG ROGERS CORP

+$283.0K

2,637

建仓

OOMA OOMA INC

+$281.2K

19,326

建仓

NLOP NET LEASE OFFICE PROPERTIES

+$275.7K

23,929

清仓

CSTL CASTLE BIOSCIENCES INC

-$275.6K

0 -100%

建仓

OIS OIL STS INTL INC

+$272.6K

23,415

减持

ASO ACADEMY SPORTS & OUTDOORS IN

-$269.6K

8,500 -43%

清仓

DAN DANA INC

-$269.2K

0 -100%

建仓

BIOA BIOAGE LABS INC

+$266.0K

15,210

增持

— ASA GOLD AND PRECIOUS MTLS L

+$262.6K

9,081 +80%

建仓

MOV MOVADO GROUP INC

+$262.3K

10,743

建仓

CTSH COGNIZANT TECHNOLOGY SOLUTIO

+$254.5K

4,149

建仓

INNV INNOVAGE HLDG CORP

+$253.8K

31,641

建仓

KLIC KULICKE & SOFFA INDS INC

+$249.1K

3,791

增持

CRI CARTERS INC

+$245.4K

25,000 +25%