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Kerrisdale Advisers, LLC

Q1 2026 13F Holdings

  • Location
    miami, FL
  • Num holdings

    112

  • Value ($000)

    $262,725

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001569688
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
V

VISA INC

COM CL A
92826C839
$15.12M
6 %

50,031

M
MELI

MERCADOLIBRE INC

COM
58733R102
$15.08M
6 %

8,724

T
TDS

TELEPHONE & DATA SYS INC

COM NEW
879433829
$12.54M
5 %

297,966

A
AMZN

AMAZON COM INC

COM
023135106
$12.24M
5 %

58,746

M
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$11.28M
4 %

113,851

A
ACMR

ACM RESH INC

COM CL A
00108J109
$8.8M
3 %

223,755

S
SHC

SOTERA HEALTH CO

COM
83601L102
$8.71M
3 %

607,689

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.45M
3 %

29,387

A
ADTN

ADTRAN HOLDINGS INC

COM
00486H105
$6.94M
3 %

552,010

A
AWM

SKYWORKS SOLUTIONS INC

COM
83088M102
$6.8M
3 %

126,980

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