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Verdad Advisers’s Alector ALEC Stock Holding History

Verdad Advisers’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Buy
60,509
+36,955
+157% +$79.2K 0.12% 178
2026
Q1 		$50.6K Buy
+23,554
New +$47.3K 0.06% 172

Other funds holding ALEC

TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Verdad Advisers's ALEC Position: Q2 2026 in Review

Verdad Advisers increased its Alector (ALEC) stake by 157% in Q2 2026, buying an estimated $79.2K and bringing the position to 60,509 shares worth $122K. The position accounts for 0.12% of the portfolio, ranked #178.

Verdad Advisers first reported a position in ALEC in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Verdad Advisers held 60,509 shares of Alector worth $122K as of Q2 2026.
  • Verdad Advisers bought 36,955 Alector shares in Q2 2026, an estimated $79.2K.
  • Alector made up 0.12% of Verdad Advisers's portfolio in Q2 2026, its #178 holding.
  • Verdad Advisers first reported a position in Alector in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.