What does Kerrisdale Advisers, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Kerrisdale Advisers, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VISA INC

$15M50K5.8%

MERCADOLIBRE INC

$15M9K5.7%

TELEPHONE & DATA SYS INC

$13M298K4.8%

AMAZON COM INC

$12M59K4.7%

MARVELL TECHNOLOGY INC

$11M114K4.3%

ACM RESH INC

$9M224K3.4%

SOTERA HEALTH CO

$9M608K3.3%

ALPHABET INC

$8M29K3.2%

ADTRAN HOLDINGS INC

$7M552K2.6%

SKYWORKS SOLUTIONS INC

$7M127K2.6%

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