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Verdad Advisers, LP · 13F 持仓分析
期权收益计算器 机构排行

Verdad Advisers, LP

No.9074 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.04亿
环比变动 Q1 2026
+$1,557.9万+17.5%
持仓股票数
210
新买入
97
加仓
59
减仓
42
清仓
66
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
2.06%$215.4万7,445股$00股+7,445股新买入
BELITE BIOBLTE
2.03%2.48%$211.9万1.4万股$220.2万1.4万股-55股-0.40%减仓
AACADIA PHARMACEUTICALS INC COMACAD
2%1.71%$209.1万8.3万股$152.0万6.8万股+1.4万股+21.00%加仓
COMCAST NEW CL ACMCSA
1.99%1.34%$207.6万8.5万股$119.3万4.2万股+4.3万股+103.54%加仓
CHATHAM LODGING TR COMCLDT
1.77%1.24%$185.2万14.0万股$110.2万14.0万股00.00%持仓不变
TTENAX THERAPEUTICSTENX
1.72%1.72%$179.2万12.3万股$152.4万9.5万股+2.8万股+29.21%加仓
KENVUE COMKVUE
1.69%0.62%$176.4万9.1万股$55.2万3.1万股+6.0万股+197.05%加仓
ZYMEWORKSZYME
1.67%2.33%$174.3万6.7万股$207.1万8.3万股-1.6万股-19.36%减仓
AMN HEALTHCARE SVCSAMN
1.61%1.03%$168.0万5.2万股$91.7万5.0万股+1,906股+3.81%加仓
XX4 Pharmaceuticals IncXFOR
1.57%$164.4万35.2万股$00股+35.2万股新买入
VVERSANT MEDIA COM CL AVSNT
1.5%0.79%$156.7万4.4万股$70.3万1.9万股+2.5万股+129.00%加仓
NETSCOUT SYSNTCT
1.38%0.53%$144.3万3.3万股$46.8万1.5万股+1.8万股+125.02%加仓
WWHITEHAWK THERAPEUTICSWHWK
1.32%0.45%$138.1万30.1万股$39.8万11.5万股+18.6万股+161.06%加仓
强生JNJ
1.31%1.49%$136.7万5,384股$132.4万5,418股-34股-0.63%减仓
CONTINEUM THERAPEUTICSCTNM
1.27%1.26%$132.8万8.1万股$112.4万8.6万股-5,018股-5.83%减仓
JADE BIOSCIENCESJBIO
1.2%$125.3万5.6万股$00股+5.6万股新买入
思科CSCO
1.16%$121.1万1.0万股$00股+1.0万股新买入
NURIX THERAPEUTICSNRIX
1.15%1.46%$120.1万5.0万股$129.3万8.3万股-3.4万股-40.65%减仓
PROTARA THERAPEUTICSTARA
1.14%$119.3万31.2万股$00股+31.2万股新买入
BBLOOMIN BRANDSBLMN
1.14%0.61%$118.8万13.0万股$54.0万10.0万股+3.0万股+30.00%加仓
TTYRA BIOSCIENCESTYRA
1.1%$115.0万3.6万股$00股+3.6万股新买入
PPAR PACPARR
1.07%1.59%$112.2万2.0万股$140.9万2.3万股-2,500股-11.11%减仓
EDGEWISE THERAPEUTICSEWTX
1.06%0.46%$110.7万2.7万股$41.1万1.3万股+1.4万股+108.66%加仓
谷歌AGOOGL
0.99%$103.6万2,900股$00股+2,900股新买入
CCARTERSCRI
0.99%1.01%$102.9万2.5万股$89.4万2.5万股00.00%持仓不变
VVERA THERAPEUTICSVERA
0.97%0.46%$100.8万2.3万股$41.0万1.0万股+1.3万股+130.69%加仓
NNUVALENTNUVL
0.96%$100.1万8,104股$00股+8,104股新买入
DDIANTHUS THERAPEUTICSDNTH
0.94%0.82%$98.1万1.0万股$73.0万8,699股+1,363股+15.67%加仓
AACLARIS THERAPEUTICS INC COMACRS
0.89%0.83%$92.7万17.5万股$73.9万19.7万股-2.2万股-11.05%减仓
OPPENHEIMEROPY
0.88%0.34%$91.5万8,673股$30.5万3,421股+5,252股+153.52%加仓
威瑞森VZ
0.85%$88.7万2.1万股$00股+2.1万股新买入
MYERS INDS INC COMMYE
0.83%$86.5万2.5万股$00股+2.5万股新买入
EENLIVEN THERAPEUTICSELVN
0.82%$86.1万1.7万股$00股+1.7万股新买入
UNIVERSAL INSUVE
0.81%$85.0万2.1万股$00股+2.1万股新买入
B纽约梅隆银行BK
0.8%1.2%$83.1万5,748股$106.2万8,951股-3,203股-35.78%减仓
PC CONNECTIONCNXN
0.77%$80.9万1.1万股$00股+1.1万股新买入
AMERICAN INTEGRITY INS GROUP I COMAFGD
0.76%0.89%$79.4万4.2万股$79.2万4.1万股+1,083股+2.64%加仓
应用材料AMAT
0.75%1.11%$78.7万1,089股$98.9万2,894股-1,805股-62.37%减仓
AADAPTHEALTHAHCO
0.75%1.27%$78.2万7.5万股$113.1万9.5万股-2.0万股-21.05%减仓
好事达ALL
0.75%$78.0万3,279股$00股+3,279股新买入
CCELLDEX THERAPEUTICS NEWCLDX
0.74%$77.0万2.1万股$00股+2.1万股新买入
RREVOLUTION MEDICINES COMRVMD
0.73%2.36%$75.9万4,053股$209.8万2.2万股-1.8万股-81.21%减仓
HHERITAGE INSURANCEHRTG
0.71%0.78%$74.5万2.9万股$69.5万2.6万股+2,081股+7.85%加仓
TD SYNNEXSNX
0.71%0.27%$74.3万2,780股$24.4万1,446股+1,334股+92.25%加仓
MOVADO GROUP INC COMMOV
0.71%0.3%$73.8万1.9万股$26.2万1.1万股+8,019股+74.64%加仓
SSMART SANDSND
0.68%0.71%$71.5万14.3万股$62.8万12.3万股+2.0万股+16.29%加仓
VVIRIDIAN THERAPEUTICSVRDN
0.68%0.69%$71.1万3.9万股$61.0万3.1万股+7,543股+24.19%加仓
DESIGN THERAPEUTICS INC COMDSGN
0.66%1.11%$68.8万4.8万股$98.2万9.2万股-4.5万股-48.48%减仓
MARCUS &MILLICHAP INC COMMMI
0.66%0.47%$68.5万2.2万股$41.3万1.6万股+6,433股+41.40%加仓
MMATIV HOLDINGS INC COMMATV
0.65%$68.1万9.0万股$00股+9.0万股新买入

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