Kerrisdale Advisers, LLC

Institutional manager (13F) · CIK 1569688

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $223M

#	Issuer	Value	Shares
1	VISA INC	$15M	50,031
2	MERCADOLIBRE INC	$15M	8,724
3	TELEPHONE & DATA SYS INC	$13M	297,966
4	AMAZON COM INC	$12M	58,746
5	MARVELL TECHNOLOGY INC	$11M	113,851
6	ACM RESH INC	$9M	223,755
7	SOTERA HEALTH CO	$9M	607,689
8	ALPHABET INC	$8M	29,387
9	ADTRAN HOLDINGS INC	$7M	552,010
10	SKYWORKS SOLUTIONS INC	$7M	126,980
11	LEGENCE CORP	$6M	105,920
12	SYSCO CORP	$6M	83,476
13	U HAUL HOLDING COMPANY	$6M	127,232
14	STRIDE INC	$5M	57,155
15	POOL CORP	$5M	24,175
16	UNION PAC CORP	$5M	20,072
17	MICROSOFT CORP	$5M	12,362
18	SYNOPSYS INC	$4M	10,231
19	DOUBLEVERIFY HLDGS INC	$4M	398,439
20	ZOOM COMMUNICATIONS INC	$4M	46,649
21	CANADIAN NAT RES LTD MED TER	$4M	73,150
22	APPFOLIO INC	$4M	22,344
23	MAPLEBEAR INC	$4M	94,016
24	AMRIZE LTD	$3M	61,720
25	KENVUE INC	$3M	170,807
26	CENOVUS ENERGY INC	$3M	110,950
27	GRUPO CIBEST SA	$3M	39,700
28	COUPANG INC	$3M	150,290
29	INTEL CORP	$3M	61,285
30	IPG PHOTONICS CORP	$3M	23,440
31	DIAGEO PLC	$3M	34,233
32	EATON CORP PLC	$3M	7,077
33	ENDAVA PLC	$3M	567,416
34	UNITEDHEALTH GROUP INC	$2M	8,849
35	PETROLEO BRASILEIRO S A	$2M	111,126
36	ON SEMICONDUCTOR CORP	$2M	37,210
37	REGAL REXNORD CORPORATION	$2M	12,230
38	NOKIA CORP	$2M	283,845
39	MADISON SQUARE GARDEN ENTMT	$2M	31,069
40	ICON PLC	$2M	15,646
41	WABTEC	$2M	6,925
42	ADEIA INC	$2M	70,830
43	PAYPAL HLDGS INC	$2M	36,866
44	ATKORE INC	$2M	28,074
45	ST JOE CO	$2M	23,990
46	GITLAB INC	$1M	68,980
47	UBER TECHNOLOGIES INC	$1M	18,960
48	CACTUS INC	$1M	27,780
49	BANK AMERICA CORP	$1M	26,730
50	SNAP INC	$1M	282,954

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.