Filed: 5/15/2026ACC: 0001172661-26-002087
📋 What this filing means
KERRISDALE ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $262.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$262.72M
Total AUM (reported)
7.78M
Total Shares
Allocation by class
COM$156.29M59.5%
COM CL A$30.63M11.7%
COM NEW$17.10M6.5%
CL A$16.39M6.2%
CAP STK CL A$8.45M3.2%
SHS$7.72M2.9%
COM SER N$5.68M2.2%
Portfolio Concentration
Top 3$42.75M16.3%
4–10$63.23M24.1%
11–25$65.60M25.0%
Rest$91.15M34.7%
Top 3 weight
16.3%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 7.78M
Sole
Full voting authority
7.78M
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)
Sole112
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings112
Rows:
VISA INC
SOLEShares50.03K
TypeSH
Market value$15.12M
5.76%
Sole
50.03K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares8.72K
TypeSH
Market value$15.08M
5.74%
Sole
8.72K
Shared
0.00
None
0.00
TELEPHONE & DATA SYS INC
SOLEShares297.97K
TypeSH
Market value$12.54M
4.77%
Sole
297.97K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares58.75K
TypeSH
Market value$12.24M
4.66%
Sole
58.75K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares113.85K
TypeSH
Market value$11.28M
4.29%
Sole
113.85K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares223.75K
TypeSH
Market value$8.80M
3.35%
Sole
223.75K
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares607.69K
TypeSH
Market value$8.71M
3.32%
Sole
607.69K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares29.39K
TypeSH
Market value$8.45M
3.22%
Sole
29.39K
Shared
0.00
None
0.00
ADTRAN HOLDINGS INC
SOLEShares552.01K
TypeSH
Market value$6.94M
2.64%
Sole
552.01K
Shared
0.00
None
0.00
SKYWORKS SOLUTIONS INC
SOLEShares126.98K
TypeSH
Market value$6.80M
2.59%
Sole
126.98K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares105.92K
TypeSH
Market value$5.98M
2.28%
Sole
105.92K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares83.48K
TypeSH
Market value$5.95M
2.27%
Sole
83.48K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares127.23K
TypeSH
Market value$5.68M
2.16%
Sole
127.23K
Shared
0.00
None
0.00
STRIDE INC
SOLEShares57.16K
TypeSH
Market value$5.04M
1.92%
Sole
57.16K
Shared
0.00
None
0.00
POOL CORP
SOLEShares24.18K
TypeSH
Market value$4.89M
1.86%
Sole
24.18K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares20.07K
TypeSH
Market value$4.87M
1.85%
Sole
20.07K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.36K
TypeSH
Market value$4.58M
1.74%
Sole
12.36K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares10.23K
TypeSH
Market value$4.06M
1.54%
Sole
10.23K
Shared
0.00
None
0.00
DOUBLEVERIFY HLDGS INC
SOLEShares398.44K
TypeSH
Market value$3.79M
1.44%
Sole
398.44K
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares46.65K
TypeSH
Market value$3.75M
1.43%
Sole
46.65K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares73.15K
TypeSH
Market value$3.57M
1.36%
Sole
73.15K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares22.34K
TypeSH
Market value$3.53M
1.34%
Sole
22.34K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares94.02K
TypeSH
Market value$3.52M
1.34%
Sole
94.02K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares61.72K
TypeSH
Market value$3.46M
1.32%
Sole
61.72K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares170.81K
TypeSH
Market value$2.94M
1.12%
Sole
170.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 50.03K | SH | $15.12M 5.76% | 50.03K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 8.72K | SH | $15.08M 5.74% | 8.72K | 0.00 | 0.00 |
TELEPHONE & DATA SYS INCSOLE | COM NEW | 297.97K | SH | $12.54M 4.77% | 297.97K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 58.75K | SH | $12.24M 4.66% | 58.75K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 113.85K | SH | $11.28M 4.29% | 113.85K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 223.75K | SH | $8.80M 3.35% | 223.75K | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 607.69K | SH | $8.71M 3.32% | 607.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.39K | SH | $8.45M 3.22% | 29.39K | 0.00 | 0.00 |
ADTRAN HOLDINGS INCSOLE | COM | 552.01K | SH | $6.94M 2.64% | 552.01K | 0.00 | 0.00 |
SKYWORKS SOLUTIONS INCSOLE | COM | 126.98K | SH | $6.80M 2.59% | 126.98K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 105.92K | SH | $5.98M 2.28% | 105.92K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 83.48K | SH | $5.95M 2.27% | 83.48K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 127.23K | SH | $5.68M 2.16% | 127.23K | 0.00 | 0.00 |
STRIDE INCSOLE | COM | 57.16K | SH | $5.04M 1.92% | 57.16K | 0.00 | 0.00 |
POOL CORPSOLE | COM | 24.18K | SH | $4.89M 1.86% | 24.18K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 20.07K | SH | $4.87M 1.85% | 20.07K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.36K | SH | $4.58M 1.74% | 12.36K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 10.23K | SH | $4.06M 1.54% | 10.23K | 0.00 | 0.00 |
DOUBLEVERIFY HLDGS INCSOLE | COM | 398.44K | SH | $3.79M 1.44% | 398.44K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 46.65K | SH | $3.75M 1.43% | 46.65K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 73.15K | SH | $3.57M 1.36% | 73.15K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 22.34K | SH | $3.53M 1.34% | 22.34K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 94.02K | SH | $3.52M 1.34% | 94.02K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 61.72K | SH | $3.46M 1.32% | 61.72K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 170.81K | SH | $2.94M 1.12% | 170.81K | 0.00 | 0.00 |
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