Kerrisdale Advisers, LLC
112 holdingsFiling period: 2026-03-31Current AUM: $310.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 50.0K | $15.1M | $18.3M | 5.91% | +10.6K | 2026-03-31 |
| 2 | MELI | MERCADOLIBRE INC | 8.7K | $15.1M | $16.4M | 5.28% | +160 | 2026-03-31 |
| 3 | TDS | TELEPHONE & DATA SYS INC | 298.0K | $12.5M | $10.0M | 3.23% | -208,101 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 58.7K | $12.2M | $16.0M | 5.15% | +17.4K | 2026-03-31 |
| 5 | MRVL | MARVELL TECHNOLOGY INC | 113.9K | $11.3M | $21.4M | 6.89% | -- | 2026-03-31 |
| 6 | ACMR | ACM RESH INC | 223.8K | $8.8M | $17.6M | 5.66% | -39,727 | 2026-03-31 |
| 7 | SHC | SOTERA HEALTH CO | 607.7K | $8.7M | $10.9M | 3.50% | +50.8K | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 29.4K | $8.4M | $10.5M | 3.38% | -- | 2026-03-31 |
| 9 | ADTN | ADTRAN HOLDINGS INC | 552.0K | $6.9M | $4.7M | 1.52% | -- | 2026-03-31 |
| 10 | SWKS | SKYWORKS SOLUTIONS INC | 127.0K | $6.8M | $7.9M | 2.55% | -- | 2026-03-31 |
| 11 | LGN | LEGENCE CORP | 105.9K | $6.0M | $6.8M | 2.18% | +44.4K | 2026-03-31 |
| 12 | SYY | SYSCO CORP | 83.5K | $6.0M | $7.1M | 2.29% | -127,753 | 2026-03-31 |
| 13 | UHAL/B | U HAUL HOLDING COMPANY | 127.2K | $5.7M | $5.7M | 1.83% | +72.0K | 2026-03-31 |
| 14 | LRN | STRIDE INC | 57.2K | $5.0M | $4.6M | 1.48% | -2,510 | 2026-03-31 |
| 15 | POOL | POOL CORP | 24.2K | $4.9M | $4.5M | 1.45% | -- | 2026-03-31 |
| 16 | UNP | UNION PAC CORP | 20.1K | $4.9M | $5.9M | 1.89% | +3.7K | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 12.4K | $4.6M | $5.7M | 1.85% | +11.8K | 2026-03-31 |
| 18 | SNPS | SYNOPSYS INC | 10.2K | $4.1M | $4.0M | 1.28% | +1.8K | 2026-03-31 |
| 19 | DV | DOUBLEVERIFY HLDGS INC | 398.4K | $3.8M | $4.5M | 1.45% | -- | 2026-03-31 |
| 20 | ZM | ZOOM COMMUNICATIONS INC | 46.6K | $3.8M | $4.5M | 1.45% | +8.8K | 2026-03-31 |
| 21 | CNQ | CANADIAN NAT RES LTD MED TER | 73.2K | $3.6M | $3.5M | 1.13% | -- | 2026-03-31 |
| 22 | APPF | APPFOLIO INC | 22.3K | $3.5M | $4.0M | 1.30% | +6.3K | 2026-03-31 |
| 23 | CART | MAPLEBEAR INC | 94.0K | $3.5M | $4.2M | 1.35% | +21.0K | 2026-03-31 |
| 24 | — | AMRIZE LTD | 61.7K | $3.5M | $3.5M | 1.11% | +14.7K | 2026-03-31 |
| 25 | KVUE | KENVUE INC | 170.8K | $2.9M | $3.3M | 1.06% | -173,030 | 2026-03-31 |
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