Holdings
Kerrisdale Advisers, LLC
As of Jun 30, 2026, Kerrisdale Advisers, LLC reported 101 positions worth US$383M. Largest: Regal Rexnord Corporation, Visa Inc. and Belden Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Regal Rexnord Corporation | 463K | US$110M | +451K | Jun 30, 2026 |
| Visa Inc. | 50,031 | US$17.2M | no change | Jun 30, 2026 |
| Belden Inc | 143K | US$17.1M | +134K | Jun 30, 2026 |
| Mercadolibre, Inc. | 8,724 | US$14.8M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 55,891 | US$13.3M | −2,855 | Jun 30, 2026 |
| Sotera Health Company | 599K | US$10.6M | −8,440 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,412 | US$9.08M | −3,975 | Jun 30, 2026 |
| Skyworks Solutions, Inc. | 123K | US$8.36M | −3,640 | Jun 30, 2026 |
| U-haul Holding Company | 142K | US$8.17M | +820 | Jun 30, 2026 |
| Acm Research, Inc. | 62,570 | US$7.94M | −161K | Jun 30, 2026 |