Kerrisdale Advisers, LLC - Portfolio Stock Holdings
Kerrisdale Advisers, LLC disclosed 134 stock positions in a recent SEC 13F filing. $399,218,551 of stock holdings were filed, with the largest holdings including RRX, V, and BDC. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.
Report Period:
June 30, 2026No. of Stocks:
134Est. Stock Holding Value:
$399,218,551Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Kerrisdale Advisers, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...