Position in BCYC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,664
New position
Shares Held
51,100
first reported quarter
Ownership
0.073%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#45
of 103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Biotechnology
Healthcare · as of Jun 30, 2026Verdad Advisers, LP holds $43,358,526 across 92 Biotechnology names. BCYC ranks #54 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLTE |
Belite Bio, Inc
|
13,758 | $2,118,525 | |
| 2 | ACAD |
Acadia Pharmaceuticals Inc
|
82,629 | $2,090,513 | |
| 3 | TENX |
Tenax Therapeutics, Inc.
|
123,174 | $1,792,181 | |
| 4 | ZYME |
Zymeworks Inc.
|
66,688 | $1,743,224 | |
| 5 | XFOR |
X4 Pharmaceuticals, Inc
|
352,093 | $1,644,274 | |
| 6 | WHWK |
Whitehawk Therapeutics, Inc.
|
301,483 | $1,380,792 | |
| 7 | CTNM |
Contineum Therapeutics, Inc.
|
81,014 | $1,327,819 | |
| 8 | JBIO |
Jade Biosciences, Inc.
|
56,384 | $1,252,852 |
All Filings in BCYC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,664 | 51,100 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||