Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kerrisdale Advisers, LLC (CIK 1569688) reported $262.7M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: V ($15.1M, 5.76%), MELI ($15.1M, 5.74%), TDS ($12.5M, 4.77%), AMZN ($12.2M, 4.66%), MRVL ($11.3M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $15.1M | 5.76% | 50,031 | Added |
| 2 | MELI | MERCADOLIBRE INC | $15.1M | 5.74% | 8,724 | Added |
| 3 | TDS | TELEPHONE & DATA SYS INC | $12.5M | 4.77% | 297,966 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $12.2M | 4.66% | 58,746 | Added |
| 5 | MRVL | MARVELL TECHNOLOGY INC | $11.3M | 4.29% | 113,851 | New |
| 6 | ACMR | ACM RESH INC | $8.8M | 3.35% | 223,755 | Trimmed |
| 7 | SHC | SOTERA HEALTH CO | $8.7M | 3.32% | 607,689 | Added |
| 8 | GOOGL | ALPHABET INC | $8.5M | 3.22% | 29,387 | Hold |
| 9 | ADTN | ADTRAN HOLDINGS INC | $6.9M | 2.64% | 552,010 | New |
| 10 | SWKS | SKYWORKS SOLUTIONS INC | $6.8M | 2.59% | 126,980 | New |
| 11 | LEGENCE CORP | $6.0M | 2.28% | 105,920 | Added | |
| 12 | SYY | SYSCO CORP | $6.0M | 2.27% | 83,476 | Trimmed |
| 13 | UHAL/B | U HAUL HOLDING COMPANY | $5.7M | 2.16% | 127,232 | Added |
| 14 | LRN | STRIDE INC | $5.0M | 1.92% | 57,155 | Trimmed |
| 15 | POOL | POOL CORP | $4.9M | 1.86% | 24,175 | New |
| 16 | UNP | UNION PAC CORP | $4.9M | 1.85% | 20,072 | Added |
| 17 | MSFT | MICROSOFT CORP | $4.6M | 1.74% | 12,362 | Added |
| 18 | SNPS | SYNOPSYS INC | $4.1M | 1.54% | 10,231 | Added |
| 19 | DV | DOUBLEVERIFY HLDGS INC | $3.8M | 1.44% | 398,439 | New |
| 20 | ZM | ZOOM COMMUNICATIONS INC | $3.8M | 1.43% | 46,649 | Added |
| 21 | CNQ | CANADIAN NAT RES LTD MED TER | $3.6M | 1.36% | 73,150 | New |
| 22 | APPF | APPFOLIO INC | $3.5M | 1.34% | 22,344 | Added |
| 23 | CART | MAPLEBEAR INC | $3.5M | 1.34% | 94,016 | Added |
| 24 | AMRZ | AMRIZE LTD | $3.5M | 1.32% | 61,720 | Added |
| 25 | CVE | CENOVUS ENERGY INC | $2.9M | 1.12% | 110,950 | New |
Source: SEC Form 13F filings · as of 2026-03-31