Verdad Advisers, LP
BOSTON MA · SEC CIK 0001812822
$8,883.30万2026Q1 申报市值
179持仓数
21.2%前十大占比 · 第一大 2.5%
133 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BLTE 新建仓+$220.23万
STT 新建仓+$210.91万
ATHM 新建仓+$210.73万
RVMD 新建仓+$209.79万
ZYME 新建仓+$207.08万
2026Q1 卖出最多 按季末市值估算
VOYA 清仓-$1.49亿
TEGNA INC 清仓-$4,871.91万
TJX 清仓-$380.97万
JNJ 减仓-$293.08万
CVX 减仓-$289.31万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NTRA | NATERA INC | $0 | 0.00% | 0 | -3,167 | -100.0% | -$72.55万 | 清仓 |
| VLGEA | VILLAGE SUPER MKT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -12,313 | -100.0% | -$65.17万 | 清仓 |
| SONO | SONOS INC | $0 | 0.00% | 0 | -33,567 | -100.0% | -$58.94万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -10,083 | -100.0% | -$55.46万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -35,911 | -100.0% | -$50.85万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$49.15万 | 清仓 |
| CNXN | PC CONNECTION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,902 | -100.0% | -$46.10万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -6,693 | -100.0% | -$44.85万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -11,960 | -100.0% | -$44.13万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -7,009 | -100.0% | -$43.43万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -6,738 | -100.0% | -$42.09万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -3,784 | -100.0% | -$41.05万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,514 | -100.0% | -$40.11万 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$37.30万 | 清仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -8,679 | -100.0% | -$37.17万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -990 | -100.0% | -$34.26万 | 清仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -55,542 | -100.0% | -$33.05万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -10,712 | -100.0% | -$30.87万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,244 | -100.0% | -$29.40万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,598 | -100.0% | -$28.40万 | 清仓 |
| CSTL | CASTLE BIOSCIENCES INC | $0 | 0.00% | 0 | -7,085 | -100.0% | -$27.56万 | 清仓 |
| DAN | DANA INC | $0 | 0.00% | 0 | -11,332 | -100.0% | -$26.92万 | 清仓 |
| NATR | NATURES SUNSHINE PRODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -9,920 | -100.0% | -$23.83万 | 清仓 |
| — | BLACK DIAMOND THERAPEUTICS I | $0 | 0.00% | 0 | -96,286 | -100.0% | -$23.40万 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW | $0 | 0.00% | 0 | -10,448 | -100.0% | -$21.67万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,883 | -100.0% | -$21.42万 | 清仓 |
| KE | KIMBALL ELECTRONICS INC | $0 | 0.00% | 0 | -7,687 | -100.0% | -$21.39万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -398 | -100.0% | -$20.01万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -13,630 | -100.0% | -$14.41万 | 清仓 |
| GTN | GRAY MEDIA INC | $0 | 0.00% | 0 | -29,009 | -100.0% | -$14.04万 | 清仓 |
| — | X FINL | $0 | 0.00% | 0 | -14,571 | -100.0% | -$8.16万 | 清仓 |
| TUYA | TUYA INC | $0 | 0.00% | 0 | -31,922 | -100.0% | -$6.74万 | 清仓 |
| III | INFORMATION SVCS GROUP INC | $0 | 0.00% | 0 | -11,587 | -100.0% | -$6.70万 | 清仓 |
| — | TUNIU CORP | $0 | 0.00% | 0 | -22,004 | -100.0% | -$1.36万 | 清仓 |