Kerrisdale Advisers, LLC - Portfolio Stock Holdings

Kerrisdale Advisers, LLC disclosed 123 stock positions in a recent SEC 13F filing. $261,548,012 of stock holdings were filed, with the largest holdings including MELI, V, and TDS. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $447,769,865 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.