StockDriftsStockDriftsTop 50 Kerrisdale Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 5.76% | 50.0K | $15.1M | +26.75%(+10.56K) | $270.41(+33.92%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 5.74% | 8.7K | $15.1M | +1.87%(+160) | $2028.51(-13.07%) | 2026-03-31 | |
| TDS | TELEPHONE & DATA SYS INC | 4.77% | 298.0K | $12.5M | -41.12%(-208.10K) | $40.12(-9.80%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.66% | 58.7K | $12.2M | +42.00%(+17.38K) | $212.59(+14.15%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.29% | 113.9K | $11.3M | new | $92.02(+166.58%) | 2026-03-31 | |
| ACMR | ACM RESH INC | 3.35% | 223.8K | $8.8M | -15.08%(-39.73K) | $26.40(+270.32%) | 2026-03-31 | |
| SHC | SOTERA HEALTH CO | 3.32% | 607.7K | $8.7M | +9.13%(+50.84K) | $17.26(+3.86%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.22% | 29.4K | $8.5M | +0.00%(+0) | $105.27(+241.90%) | 2026-03-31 | |
| ADTN | ADTRAN HOLDINGS INC | 2.64% | 552.0K | $6.9M | new | $10.63(+19.51%) | 2026-03-31 | |
| SWKS | SKYWORKS SOLUTIONS INC | 2.59% | 127.0K | $6.8M | new | $58.48(+6.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.82% | +85.29% |
| Top 20 Holdings Unweighted | +14.17% | +48.81% |
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