Kerrisdale Advisers, LLC holds a diversified book of 112 stocks worth $262.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Telephone And Data Systems. Their largest long position is Visa Inc-Class A Shares at 6% of the equity book.
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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.
Top-heavy: diversified 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Visa Inc COM CL A | $15.1M | 50.0K | 5.8% | ▲+27% Added · +11K sh | |
| 2 | Mercadolibre Inc COM | $15.1M | 8.7K | 5.7% | ▲+1.9% Added · +160 sh | |
| 3 | Telephone & Data Sys Inc COM NEW | $12.5M | 298.0K | 4.8% | ▼−41% Reduced · −208K sh | |
| 4 | Amazon Com Inc COM | $12.2M | 58.7K | 4.7% | ▲+42% Added · +17K sh | |
| 5 | Marvell Technology Inc COM | $11.3M | 113.9K | 4.3% | ▲New New position | |
| 6 | Acm Resh Inc COM CL A | $8.8M | 223.8K | 3.4% | ▼−15% Reduced · −40K sh | |
| 7 | Sotera Health Co COM | $8.7M | 607.7K | 3.3% | ▲+9.1% Added · +51K sh | |
| 8 | Alphabet Inc CAP STK CL A | $8.5M | 29.4K | 3.2% | —Held | |
| 9 | Adtran Holdings Inc COM | $6.9M | 552.0K | 2.6% | ▲New New position | |
| 10 | Skyworks Solutions Inc COM | $6.8M | 127.0K | 2.6% | ▲New New position | |
| 11 | Legence Corp CL A | $6.0M | 105.9K | 2.3% | ▲+72% Added · +44K sh | |
| 12 | Sysco Corp COM | $6.0M | 83.5K | 2.3% | ▼−60% Reduced · −128K sh | |
| 13 | U Haul Holding Company COM SER N | $5.7M | 127.2K | 2.2% | ▲+130% Added · +72K sh | |
| 14 | Stride Inc COM | $5.0M | 57.2K | 1.9% | ▼−4.2% Reduced · −3K sh | |
| 15 | Pool Corp COM | $4.9M | 24.2K | 1.9% | ▲New New position | |
| 16 | Union Pac Corp COM | $4.9M | 20.1K | 1.9% | ▲+22% Added · +4K sh | |
| 17 | Microsoft Corp COM | $4.6M | 12.4K | 1.7% | ▲22× Added · +12K sh | |
| 18 | Synopsys Inc COM | $4.1M | 10.2K | 1.5% | ▲+22% Added · +2K sh | |
| 19 | Doubleverify Hldgs Inc COM | $3.8M | 398.4K | 1.4% | ▲New New position | |
| 20 | Zoom Communications Inc CL A | $3.8M | 46.6K | 1.4% | ▲+23% Added · +9K sh | |
| 21 | Canadian Nat Res Ltd Med Ter COM | $3.6M | 73.2K | 1.4% | ▲New New position | |
| 22 | Appfolio Inc COM CL A | $3.5M | 22.3K | 1.3% | ▲+40% Added · +6K sh | |
| 23 | Maplebear Inc COM | $3.5M | 94.0K | 1.3% | ▲+29% Added · +21K sh | |
| 24 | Amrize Ltd SHS | $3.5M | 61.7K | 1.3% | ▲+31% Added · +15K sh | |
| 25 | Kenvue Inc COM | $2.9M | 170.8K | 1.1% | ▼−50% Reduced · −173K sh | |
| 26 | Cenovus Energy Inc COM | $2.9M | 111.0K | 1.1% | ▲New New position | |
| 27 | Grupo Cibest Sa SPON ADS | $2.9M | 39.7K | 1.1% | ▼−56% Reduced · −51K sh | |
| 28 | Coupang Inc CL A | $2.8M | 150.3K | 1.1% | ▲+38% Added · +41K sh | |
| 29 | Intel Corp COM | $2.7M | 61.3K | 1.0% | ▲New New position | |
| 30 | Ipg Photonics Corp COM | $2.7M | 23.4K | 1.0% | ▲New New position | |
| 31 | Diageo PLC SPON ADR NEW | $2.5M | 34.2K | 1.0% | ▲+9.9% Added · +3K sh | |
| 32 | Eaton Corp PLC SHS | $2.5M | 7.1K | 1.0% | ▲+48% Added · +2K sh | |
| 33 | Endava PLC ADS | $2.5M | 567.4K | 1.0% | —Held | |
| 34 | Unitedhealth Group Inc COM | $2.4M | 8.8K | 0.9% | ▲+52% Added · +3K sh | |
| 35 | Petroleo Brasileiro S A SPONSORED ADR | $2.3M | 111.1K | 0.9% | —Held | |
| 36 | On Semiconductor Corp COM | $2.3M | 37.2K | 0.9% | —Held | |
| 37 | Regal Rexnord Corporation COM | $2.3M | 12.2K | 0.9% | ▲New New position | |
| 38 | Nokia Corp SPONSORED ADR | $2.3M | 283.8K | 0.9% | ▲New New position | |
| 39 | Madison Square Garden Entmt COM CL A | $1.8M | 31.1K | 0.7% | ▼−28% Reduced · −12K sh | |
| 40 | Icon PLC SHS | $1.7M | 15.6K | 0.7% | ▲New New position | |
| 41 | Wabtec COM | $1.7M | 6.9K | 0.7% | —Held | |
| 42 | Adeia Inc COM | $1.7M | 70.8K | 0.6% | ▲New New position | |
| 43 | PayPal Hldgs Inc COM | $1.7M | 36.9K | 0.6% | ▲New New position | |
| 44 | Atkore Inc COM | $1.7M | 28.1K | 0.6% | —Held | |
| 45 | ST Joe Co COM | $1.5M | 24.0K | 0.6% | —Held | |
| 46 | Gitlab Inc CLASS A COM | $1.5M | 69.0K | 0.6% | ▲+169% Added · +43K sh | |
| 47 | Uber Technologies Inc COM | $1.4M | 19.0K | 0.5% | ▲New New position | |
| 48 | Cactus Inc CL A | $1.3M | 27.8K | 0.5% | ▲New New position | |
| 49 | Bank America Corp COM | $1.3M | 26.7K | 0.5% | ▲New New position | |
| 50 | Snap Inc CL A | $1.3M | 283.0K | 0.5% | ▲+627% Added · +244K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.