Kerrisdale Advisers, LLC
CIK 0001569688 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$399.2M
2026 Q2
Positions
114
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RRX
REGAL REXNORD CORPORATION
27.6%
V
VISA INC
4.3%
BDC
BELDEN INC
4.3%
MELI
MERCADOLIBRE INC
3.7%
AMZN
AMAZON COM INC
3.3%
SHC
SOTERA HEALTH CO
2.7%
GOOGL
ALPHABET INC
2.3%
SWKS
SKYWORKS SOLUTIONS INC
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.