Institutional Fund
Kerrisdale Advisers, LLC
Miami, FLCIK 15696885 filings on record
Portfolio Value
$262.72M
Q1 2026
Holdings
112
Reported positions
New Buys
47
Opened this quarter
QoQ Change
+23.7%
from $212.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Visa Inc5.8%
- Mercadolibre Inc5.7%
- Telephone & Data Sys Inc4.8%
- Amazon Com Inc4.7%
- Marvell Technology Inc4.3%
- Acm Resh Inc3.4%
- Other71.4%
Portfolio Holdings
112 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Visa Inc | 50.0K | $15.12M | 5.8% | +10.6K | Added |
| 2 | Mercadolibre Inc | 8.7K | $15.08M | 5.7% | +160 | Added |
| 3 | Telephone & Data Sys Inc | 298.0K | $12.54M | 4.8% | −208.1K | Reduced |
| 4 | Amazon Com Inc | 58.7K | $12.24M | 4.7% | +17.4K | Added |
| 5 | Marvell Technology Inc | 113.9K | $11.28M | 4.3% | +113.9K | New |
| 6 | Acm Resh Inc | 223.8K | $8.80M | 3.4% | −39.7K | Reduced |
| 7 | Sotera Health Co | 607.7K | $8.71M | 3.3% | +50.8K | Added |
| 8 | Alphabet Inc | 29.4K | $8.45M | 3.2% | 0 | Held |
| 9 | Adtran Holdings Inc | 552.0K | $6.94M | 2.6% | +552.0K | New |
| 10 | Skyworks Solutions Inc | 127.0K | $6.80M | 2.6% | +127.0K | New |
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