Institutions / Kerrisdale Advisers, LLC
Kerrisdale Advisers, LLC
CIK 1569688 · Institution · as of Dec 31, 2025
Portfolio value
$212.31M
Positions
76
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 76 →
| Company | Value | % of portfolio |
|---|---|---|
| Telephone and Data Systems Inc | $20.75M | 9.8% |
| MercadoLibre, Inc. | $17.25M | 8.1% |
| Sysco Corp | $15.57M | 7.3% |
| Visa Inc | $13.84M | 6.5% |
| ACM Research Inc | $10.39M | 4.9% |
| Sotera Health Co | $9.82M | 4.6% |
| Amazon.com Inc | $9.55M | 4.5% |
| Alphabet Inc. | $9.20M | 4.3% |
| Kenvue Inc. | $5.93M | 2.8% |
| Grupo Cibest S.A.CIB | $5.80M | 2.7% |
| Noble Corp plc | $4.17M | 2.0% |
| Synopsys Inc | $3.95M | 1.9% |
| Stride, Inc. | $3.87M | 1.8% |
| Union Pacific Corp | $3.79M | 1.8% |
| Appfolio Inc | $3.73M | 1.8% |
| Endava plc | $3.59M | 1.7% |
| ZoomInfo Technologies Inc. | $3.54M | 1.7% |
| Maplebear Inc | $3.29M | 1.5% |
| Zoom Communications, Inc. | $3.26M | 1.5% |
| Diageo PLC | $2.69M | 1.3% |
| Legence Corp. | $2.65M | 1.2% |
| U-Haul Holding Co | $2.58M | 1.2% |
| Coupang, Inc. | $2.57M | 1.2% |
| Amrize Ltd | $2.54M | 1.2% |
| Valaris Ltd | $2.52M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.