Position in ALEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,641
New position
Shares Held
23,554
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Biotechnology
Healthcare · as of Mar 31, 2026Verdad Advisers, LP holds $28,629,369 across 56 Biotechnology names. ALEC ranks #55 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLTE |
Belite Bio, Inc
|
13,813 | $2,202,344 | |
| 2 | RVMD |
Revolution Medicines, Inc.
|
21,572 | $2,097,877 | |
| 3 | ZYME |
Zymeworks Inc.
|
82,698 | $2,070,757 | |
| 4 | TENX |
Tenax Therapeutics, Inc.
|
95,330 | $1,524,326 | |
| 5 | ACAD |
Acadia Pharmaceuticals Inc
|
68,290 | $1,520,135 | |
| 6 | NRIX |
Nurix Therapeutics, Inc.
|
83,425 | $1,293,087 | |
| 7 | CTNM |
Contineum Therapeutics, Inc.
|
86,032 | $1,123,577 | |
| 8 | AXSM |
Axsome Therapeutics, Inc.
|
5,971 | $1,009,218 |
All Filings in ALEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,641 | 23,554 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||