Filed: 2/17/2026ACC: 0001172661-26-000916
📋 What this filing means
KERRISDALE ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $212.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$212.31M
Total AUM (reported)
5.63M
Total Shares
Allocation by class
COM$97.28M45.8%
COM CL A$33.50M15.8%
COM NEW$23.11M10.9%
CL A$13.69M6.4%
CAP STK CL A$9.20M4.3%
SPON ADS$5.80M2.7%
ORD SHS A$4.17M2.0%
Portfolio Concentration
Top 3$53.56M25.2%
4–10$64.53M30.4%
11–25$48.74M23.0%
Rest$45.47M21.4%
Top 3 weight
25.2%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 5.63M
Sole
Full voting authority
5.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:
TELEPHONE & DATA SYS INC
SOLEShares506.07K
TypeSH
Market value$20.75M
9.77%
Sole
506.07K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares8.56K
TypeSH
Market value$17.25M
8.13%
Sole
8.56K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares211.23K
TypeSH
Market value$15.57M
7.33%
Sole
211.23K
Shared
0.00
None
0.00
VISA INC
SOLEShares39.47K
TypeSH
Market value$13.84M
6.52%
Sole
39.47K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares263.48K
TypeSH
Market value$10.39M
4.90%
Sole
263.48K
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares556.85K
TypeSH
Market value$9.82M
4.63%
Sole
556.85K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.37K
TypeSH
Market value$9.55M
4.50%
Sole
41.37K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares29.39K
TypeSH
Market value$9.20M
4.33%
Sole
29.39K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares343.84K
TypeSH
Market value$5.93M
2.79%
Sole
343.84K
Shared
0.00
None
0.00
GRUPO CIBEST SA
SOLEShares91.11K
TypeSH
Market value$5.80M
2.73%
Sole
91.11K
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares147.62K
TypeSH
Market value$4.17M
1.96%
Sole
147.62K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares8.41K
TypeSH
Market value$3.95M
1.86%
Sole
8.41K
Shared
0.00
None
0.00
STRIDE INC
SOLEShares59.66K
TypeSH
Market value$3.87M
1.82%
Sole
59.66K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares16.40K
TypeSH
Market value$3.79M
1.79%
Sole
16.40K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares16.02K
TypeSH
Market value$3.73M
1.76%
Sole
16.02K
Shared
0.00
None
0.00
ENDAVA PLC
SOLEShares567.42K
TypeSH
Market value$3.59M
1.69%
Sole
567.42K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares348.43K
TypeSH
Market value$3.54M
1.67%
Sole
348.43K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares73.04K
TypeSH
Market value$3.29M
1.55%
Sole
73.04K
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares37.80K
TypeSH
Market value$3.26M
1.54%
Sole
37.80K
Shared
0.00
None
0.00
DIAGEO PLC
SOLEShares31.13K
TypeSH
Market value$2.69M
1.27%
Sole
31.13K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares61.49K
TypeSH
Market value$2.65M
1.25%
Sole
61.49K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares55.24K
TypeSH
Market value$2.58M
1.22%
Sole
55.24K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares109.08K
TypeSH
Market value$2.57M
1.21%
Sole
109.08K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares47.05K
TypeSH
Market value$2.54M
1.20%
Sole
47.05K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares50.02K
TypeSH
Market value$2.52M
1.19%
Sole
50.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TELEPHONE & DATA SYS INCSOLE | COM NEW | 506.07K | SH | $20.75M 9.77% | 506.07K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 8.56K | SH | $17.25M 8.13% | 8.56K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 211.23K | SH | $15.57M 7.33% | 211.23K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 39.47K | SH | $13.84M 6.52% | 39.47K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 263.48K | SH | $10.39M 4.90% | 263.48K | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 556.85K | SH | $9.82M 4.63% | 556.85K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.37K | SH | $9.55M 4.50% | 41.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.39K | SH | $9.20M 4.33% | 29.39K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 343.84K | SH | $5.93M 2.79% | 343.84K | 0.00 | 0.00 |
GRUPO CIBEST SASOLE | SPON ADS | 91.11K | SH | $5.80M 2.73% | 91.11K | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | ORD SHS A | 147.62K | SH | $4.17M 1.96% | 147.62K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 8.41K | SH | $3.95M 1.86% | 8.41K | 0.00 | 0.00 |
STRIDE INCSOLE | COM | 59.66K | SH | $3.87M 1.82% | 59.66K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 16.40K | SH | $3.79M 1.79% | 16.40K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 16.02K | SH | $3.73M 1.76% | 16.02K | 0.00 | 0.00 |
ENDAVA PLCSOLE | ADS | 567.42K | SH | $3.59M 1.69% | 567.42K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 348.43K | SH | $3.54M 1.67% | 348.43K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 73.04K | SH | $3.29M 1.55% | 73.04K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 37.80K | SH | $3.26M 1.54% | 37.80K | 0.00 | 0.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 31.13K | SH | $2.69M 1.27% | 31.13K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 61.49K | SH | $2.65M 1.25% | 61.49K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 55.24K | SH | $2.58M 1.22% | 55.24K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 109.08K | SH | $2.57M 1.21% | 109.08K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 47.05K | SH | $2.54M 1.20% | 47.05K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 50.02K | SH | $2.52M 1.19% | 50.02K | 0.00 | 0.00 |
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