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KERRISDALE ADVISERS, LLC
KERRISDALE ADVISERS, LLC
Latest filing: 2026-06-30
KERRISDALE ADVISERS, LLC runs KERRISDALE ADVISERS, LLC and currently holds 114 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $399.22M. Their top holdings are RRX, V, BDC, MELI, AMZN. The top five represent 43.3% of reported portfolio weight. KERRISDALE ADVISERS, LLC ranks #296 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KERRISDALE ADVISERS, LLC initiated 20 new positions. They added to 16 existing positions. They trimmed 33 positions. Their current best-performing preview position is ACMR with returns of +222.47%.
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114 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 RRX REGAL REXNORD CORPORATION | 27.64% | $236.85 | $166.12 | -29.86% | Added +3688.18% |
 V VISA INC | 4.30% | $262.16 | $371.13 | +41.57% | Held |
 BDC BELDEN INC | 4.30% | $119.58 | $122.44 | +2.39% | Added +1440.95% |
 MELI MERCADOLIBRE INC | 3.71% | $1,920.64 | $1,922.73 | +0.11% | Held |
 AMZN AMAZON COM INC | 3.34% | $210.06 | $258.63 | +23.12% | Trimmed -4.86% |
 SHC SOTERA HEALTH CO | 2.66% | $17.22 | $19.57 | +13.65% | Trimmed -1.39% |
 GOOGL ALPHABET INC | 2.27% | $112.50 | $344.82 | +206.51% | Trimmed -13.53% |
 SWKS SKYWORKS SOLUTIONS INC | 2.09% | $53.55 | $67.14 | +25.38% | Trimmed -2.87% |
 ACMR ACM RESH INC | 1.99% | $25.35 | $79.41 | +213.25% | Trimmed -72.04% |
 AZTA AZENTA INC | 1.86% | $25.23 | $37.40 | +48.24% | Added +1419.51% |
Showing 1-10 of 114