Kerrisdale Advisers, LLC
Kerrisdale Advisers, LLC reported 114 positions worth $399.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RRX (27.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RRX | SH | $110.4M | 27.64% | 463,295 | — | — | |
| ▸ 2 | V | SH | $17.2M | 4.30% | 50,031 | — | — | |
| ▸ 3 | BDC | SH | $17.1M | 4.30% | 143,000 | — | — | |
| ▸ 4 | MELI | SH | $14.8M | 3.71% | 8,724 | — | — | |
| ▸ 5 | AMZN | SH | $13.3M | 3.34% | 55,891 | — | — | |
| ▸ 6 | SHC | SH | $10.6M | 2.66% | 599,249 | — | — | |
| ▸ 7 | GOOGL | SH | $9.1M | 2.27% | 25,412 | — | — | |
| ▸ 8 | SWKS | SH | $8.4M | 2.09% | 123,340 | — | — | |
| ▸ 9 | ACMR | SH | $7.9M | 1.99% | 62,570 | — | — | |
| ▸ 10 | AZTA | SH | $7.4M | 1.86% | 290,682 | — | — |
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Frequently Asked Questions
What stocks does Kerrisdale Advisers, LLC hold as of Q2 2026?
Kerrisdale Advisers, LLC reported 114 positions worth $399.2M in its Q2 2026 13F filing. Largest positions: RRX (27.6%), V (4.3%), BDC (4.3%), MELI (3.7%) and AMZN (3.3%).
What did Kerrisdale Advisers, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kerrisdale Advisers, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.