Kerrisdale Advisers, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KA Kerrisdale Advisers, LLC | Institutional Filer | ▲ 23.75% | $262.7M | 112 |
Current Portfolio Holdings
Showing all 112 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | V | Visa Inc. | Financial Services | 50K | $15.1M | 5.76% |
| 2 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 9K | $15.1M | 5.74% |
| 3 | TDS | Telephone and Data Systems, Inc. | Communication Services | 298K | $12.5M | 4.77% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 59K | $12.2M | 4.66% |
| 5 | MRVL | Marvell Technology, Inc. | Technology | 114K | $11.3M | 4.29% |
| 6 | ACMR | ACM Research, Inc. | Technology | 224K | $8.8M | 3.35% |
| 7 | SHC | Sotera Health Company | Healthcare | 608K | $8.7M | 3.32% |
| 8 | GOOGL | Alphabet Inc. | Technology | 29K | $8.5M | 3.22% |
| 9 | ADTN | ADTRAN Holdings, Inc. | Technology | 552K | $6.9M | 2.64% |
| 10 | SWKS | Skyworks Solutions, Inc. | Technology | 127K | $6.8M | 2.59% |
| 11 | LGN | Legence Corp. Class A Common stock | Industrials | 106K | $6.0M | 2.28% |
| 12 | SYY | Sysco Corporation | Consumer Defensive | 83K | $6.0M | 2.27% |
| 13 | UHALB | U HAUL HOLDING COMPANY | — | 127K | $5.7M | 2.16% |
| 14 | LRN | Stride, Inc. | Consumer Defensive | 57K | $5.0M | 1.92% |
| 15 | POOL | Pool Corporation | Industrials | 24K | $4.9M | 1.86% |
Showing 1 to 15 of 112 holdings