13F Insight
DOSSIER · 13F-HR · Q2 2026

Kerrisdale Advisers, LLC

$399M in tracked AUM across 114 positions as of Q2 2026.

KA
CIK 0001569688 · last filed Jun 30, 2026
Total AUM
$399M
as of Q2 2026
Holdings
114
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Kerrisdale Advisers, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RRX
REGAL REXNORD CORPORATION
$110M463K27.6%02
V
VISA INC
$17M50K4.3%03
BDC
BELDEN INC
$17M143K4.3%04
MELI
MERCADOLIBRE INC
$15M9K3.7%05
AMZN
AMAZON COM INC
$13M56K3.3%06
SHC
SOTERA HEALTH CO
$11M599K2.7%07
GOOGL
ALPHABET INC
$9M25K2.3%08
SWKS
SKYWORKS SOLUTIONS INC
$8M123K2.1%09
ACMR
ACM RESH INC
$8M63K2.0%10
AZTA
AZENTA INC
$7M291K1.9%

Filing history

2026Q2Jun 30
$399M▲ 52.0%
114 positionsView →2026Q1Mar 31
$263M▲ 23.7%
112 positionsView →2025Q4Dec 31
$212M▲ 10.1%
76 positionsView →2025Q3Sep 30
$193M▲ 0.6%
75 positionsView →2025Q2Jun 30
$192M▲ 11.9%
66 positionsLocked2025Q1Mar 31
$171M▼ 42.1%
44 positionsLocked2024Q4Dec 31
$296M▲ 0.6%
86 positionsLocked2024Q3Sep 30
$294M▼ 7.9%
97 positionsLocked2024Q2Jun 30
$320M▲ 0.4%
93 positionsLocked2024Q1Mar 31
$318M▼ 5.2%
87 positionsLocked2023Q4Dec 31
$336M▲ 6.3%
81 positionsLocked2023Q3Sep 30
$316M▼ 14.9%
89 positionsLocked
Showing 12 of 52