Kerrisdale Advisers, LLC holds a focused book of 114 stocks worth $399.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Forgent Power Solutions Inc and trimmed Amazon.com Inc. Their largest long position is Regal Rexnord Corp at 28% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kerrisdale Advisers, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $864.1M |
| Integrated Wealth Concepts LLC | 80 / 80 | $747.7M |
| MORGAN STANLEY | 79 / 80 | $178.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $137.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $56.6B |
| GAMMA Investing LLC | 79 / 80 | $290.1M |
| BlackRock, Inc. | 78 / 80 | $702.1B |
| UBS Group AG | 78 / 80 | $48.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Kerrisdale Advisers, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Regal Rexnord Corporation COM | $110.4M | 463.3K | 27.6% | ▲38× Added · +451K sh | |
| 2 | Visa Inc COM CL A | $17.2M | 50.0K | 4.3% | —Held | |
| 3 | Belden Inc COM | $17.1M | 143.0K | 4.3% | ▲15× Added · +134K sh | |
| 4 | Mercadolibre Inc COM | $14.8M | 8.7K | 3.7% | —Held | |
| 5 | Amazon Com Inc COM | $13.3M | 55.9K | 3.3% | ▼−4.8% Reduced · −3K sh | |
| 6 | Sotera Health Co COM | $10.6M | 599.2K | 2.7% | ▼−1.4% Reduced · −8K sh | |
| 7 | Alphabet Inc CAP STK CL A | $9.1M | 25.4K | 2.3% | ▼−14% Reduced · −4K sh | |
| 8 | Skyworks Solutions Inc COM | $8.4M | 123.3K | 2.1% | ▼−2.9% Reduced · −4K sh | |
| 9 | Acm Resh Inc COM CL A | $7.9M | 62.6K | 2.0% | ▼−72% Reduced · −161K sh | |
| 10 | Azenta Inc COM | $7.4M | 290.7K | 1.9% | ▲15× Added · +272K sh | |
| 11 | U Haul Holding Company COM SER N | $7.3M | 127.2K | 1.8% | —Held | |
| 12 | Pool Corp COM | $7.3M | 33.8K | 1.8% | ▲+40% Added · +10K sh | |
| 13 | Sysco Corp COM | $7.0M | 83.5K | 1.7% | —Held | |
| 14 | Forgent Power Solutions Inc COM SHS CL A | $6.5M | 116.6K | 1.6% | ▲New New position | |
| 15 | Akamai Technologies Inc COM | $6.1M | 52.0K | 1.5% | ▲New New position | |
| 16 | Telephone & Data Sys Inc COM NEW | $6.1M | 163.8K | 1.5% | ▼−45% Reduced · −134K sh | |
| 17 | Union Pac Corp COM | $5.2M | 19.0K | 1.3% | ▼−5.6% Reduced · −1K sh | |
| 18 | Ipg Photonics Corp COM | $4.9M | 41.5K | 1.2% | ▲+77% Added · +18K sh | |
| 19 | Doubleverify Hldgs Inc COM | $4.3M | 398.4K | 1.1% | —Held | |
| 20 | Illumina Inc COM | $3.9M | 22.1K | 1.0% | ▲New New position | |
| 21 | Cenovus Energy Inc COM | $3.5M | 141.3K | 0.9% | ▲+27% Added · +30K sh | |
| 22 | Amrize Ltd SHS | $3.4M | 64.7K | 0.9% | ▲+4.9% Added · +3K sh | |
| 23 | Eaton Corp PLC SHS | $3.3M | 7.8K | 0.8% | ▲+10% Added · +740 sh | |
| 24 | Synopsys Inc COM | $3.3M | 7.5K | 0.8% | ▼−27% Reduced · −3K sh | |
| 25 | Kenvue Inc COM | $3.3M | 170.8K | 0.8% | —Held | |
| 26 | Maplebear Inc COM | $3.1M | 65.1K | 0.8% | ▼−31% Reduced · −29K sh | |
| 27 | Zoetis Inc CL A | $3.0M | 42.0K | 0.8% | ▲New New position | |
| 28 | Microsoft Corp COM | $3.0M | 8.1K | 0.8% | ▼−35% Reduced · −4K sh | |
| 29 | Diageo PLC SPON ADR NEW | $2.8M | 34.2K | 0.7% | —Held | |
| 30 | Zoom Communications Inc CL A | $2.8M | 31.9K | 0.7% | ▼−32% Reduced · −15K sh | |
| 31 | Grupo Cibest Sa SPON ADS | $2.7M | 33.8K | 0.7% | ▼−15% Reduced · −6K sh | |
| 32 | Adeia Inc COM | $2.5M | 77.1K | 0.6% | ▲+8.8% Added · +6K sh | |
| 33 | Nokia Corp SPONSORED ADR | $2.5M | 191.0K | 0.6% | ▼−33% Reduced · −93K sh | |
| 34 | Solstice Advanced Matls Inc COM SHS | $2.5M | 28.5K | 0.6% | ▲+451% Added · +23K sh | |
| 35 | Stride Inc COM | $2.5M | 29.0K | 0.6% | ▼−49% Reduced · −28K sh | |
| 36 | Appfolio Inc COM CL A | $2.2M | 13.9K | 0.6% | ▼−38% Reduced · −8K sh | |
| 37 | SPDR Gold TR GOLD SHS | $2.2M | 6.0K | 0.5% | ▲New New position | |
| 38 | Unitedhealth Group Inc COM | $2.1M | 5.1K | 0.5% | ▼−42% Reduced · −4K sh | |
| 39 | Lululemon Athletica Inc COM | $1.9M | 16.9K | 0.5% | ▲New New position | |
| 40 | Dynatrace Inc COM NEW | $1.9M | 42.2K | 0.5% | ▲+76% Added · +18K sh | |
| 41 | Petroleo Brasileiro S A SPONSORED ADR | $1.8M | 111.1K | 0.4% | —Held | |
| 42 | Fiserv Inc COM | $1.8M | 35.8K | 0.4% | ▲+369% Added · +28K sh | |
| 43 | Establishment Labs Hldgs Inc COM | $1.7M | 20.4K | 0.4% | ▲New New position | |
| 44 | Cactus Inc CL A | $1.7M | 33.8K | 0.4% | ▲+22% Added · +6K sh | |
| 45 | Hudson Technologies Inc COM | $1.7M | 300.0K | 0.4% | ▲+421% Added · +242K sh | |
| 46 | Wabtec COM | $1.7M | 6.4K | 0.4% | ▼−8.2% Reduced · −565 sh | |
| 47 | Marvell Technology Inc COM | $1.7M | 5.6K | 0.4% | ▼−95% Reduced · −108K sh | |
| 48 | Lockheed Martin Corp COM | $1.6M | 3.2K | 0.4% | ▲New New position | |
| 49 | Endava PLC ADS | $1.6M | 567.4K | 0.4% | —Held | |
| 50 | Limbach Hldgs Inc COM | $1.6M | 20.5K | 0.4% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1569688/holdings"
Use Arkolith to show Kerrisdale Advisers, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.