DANIEL RASMUSSEN

Verdad Advisers, Lp

Assets Managed

$88.833M

Holdings

179

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

1.66%(2Q avg: 9.17%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Verdad Advisers, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Verdad Advisers, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 88.833M in assets, with a quarterly growth rate of 1.66% and a 2-quarter average growth rate of 9.17%. The portfolio is managed by DANIEL RASMUSSEN, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BLTE Belite Bio Inc - Adr Recent Activity New Position	2.48%	$2.202M 13,813 shares@ $159.45 avg price	New Position
STT State Street Corp Recent Activity New Position	2.38%	$2.109M 16,665 shares@ $126.56 avg price	New Position
ATHM Autohome Inc-adr Recent Activity New Position	2.38%	$2.107M 121,317 shares@ $17.37 avg price	New Position
RVMD Revolution Medicines Inc Recent Activity New Position	2.37%	$2.098M 21,572 shares@ $97.25 avg price	New Position
ZYME Zymeworks Inc Recent Activity New Position	2.34%	$2.071M 82,698 shares@ $25.05 avg price	New Position
CALM Cal-maine Foods Inc Recent Activity Increased 19.31%	2.2%	$1.95M 24,637 shares@ $79.16 avg price	Increased 19.31%
ZM Zoom Communications Inc Recent Activity Increased 3.11%	1.96%	$1.735M 21,580 shares@ $80.39 avg price	Increased 3.11%
CRC California Resources Corp Recent Activity Increased 213.38%	1.76%	$1.557M 22,500 shares@ $69.22 avg price	Increased 213.38%
TENX Tenax Therapeutics Inc Recent Activity New Position	1.72%	$1.524M 95,330 shares@ $16.0 avg price	New Position
ACAD Acadia Pharmaceuticals Inc Recent Activity New Position	1.72%	$1.52M 68,290 shares@ $22.26 avg price	New Position

1-10 of 179