StockDriftsStockDriftsTop 50 Kerrisdale Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RRX | REGAL REXNORD CORPORATION | 27.64% | 463.3K | $110.4M | +3688.18%(+451.06K) | $207.02(-15.23%) | 2026-06-30 | |
| V | VISA INC | 4.3% | 50.0K | $17.2M | +0.00%(+0) | $270.41(+33.85%) | 2026-06-30 | |
| BDC | BELDEN INC | 4.3% | 143.0K | $17.1M | +1440.95%(+133.72K) | $115.40(+17.77%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 3.71% | 8.7K | $14.8M | +0.00%(+0) | $2028.51(-12.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.34% | 55.9K | $13.3M | -4.86%(-2.85K) | $212.59(+23.50%) | 2026-06-30 | |
| SHC | SOTERA HEALTH CO | 2.66% | 599.2K | $10.6M | -1.39%(-8.44K) | $17.26(+9.42%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.27% | 25.4K | $9.1M | -13.53%(-3.98K) | $105.27(+227.47%) | 2026-06-30 | |
| SWKS | SKYWORKS SOLUTIONS INC | 2.09% | 123.3K | $8.4M | -2.87%(-3.64K) | $58.48(+19.05%) | 2026-06-30 | |
| ACMR | ACM RESH INC | 1.99% | 62.6K | $7.9M | -72.04%(-161.19K) | $26.40(+204.60%) | 2026-06-30 | |
| AZTA | AZENTA INC | 1.86% | 290.7K | $7.4M | +1419.51%(+271.55K) | $23.17(+44.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.50% | +148.75% | +14.01% | +92.66% |
| Top 20 Holdings Unweighted | +24.06% | +90.96% | +7.85% | +45.91% |
Kerrisdale Advisers LLC reports $399.22M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are RRX (27.6%), V (4.3%) and BDC (4.3%). The top 20 holdings account for 68.82% of reported assets. Its disclosed equity book has returned +148.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kerrisdale Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569688). View Kerrisdale Advisers LLC’s 13F filings on SEC