Long-term investor
Verdad Advisers, LP @verdadadviserslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001812822).
Record
- Tracked since 2024-06-30 (829 days), 658 trades recorded
- Returns: week n/a · month n/a · 90 days -2.6% · 6 months +10.6% · 1 year +13.6% · all +24.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.1% · long · since 2024-06-30
- BLTE · 2.0% · long · since 2026-03-31
- ACAD · 2.0% · long · since 2026-03-31
- 20030N101 · 2.0% · long · since 2025-12-31
- CLDT · 1.8% · long · since 2025-12-31
- 88032L605 · 1.7% · long · since 2026-03-31
- 831349105 · 1.7% · long · since 2026-03-31
- ZYME · 1.7% · long · since 2026-03-31
- AMN · 1.6% · long · since 2025-12-31
- 98420X202 · 1.6% · long · since 2026-06-30
- VSNT · 1.5% · long · since 2026-03-31
- NTCT · 1.4% · long · since 2026-03-31