account_balance
Investment manager · 13F filer · SEC CIK 1569688
Kerrisdale Advisers, LLC
Reported value$399Mas of Jun 30, 2026
Positions114 23 new, 21 sold out
Top 10 weight54.2%RRX alone is 28%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RRXRegal Rexnord Corporation
27.6%Added +3688%
VVisa Inc
4.3%
BDCBelden Inc
4.3%Added +1441%
MELIMercadolibre Inc
3.7%
AMZNAmazon Com Inc
3.3%Trimmed −5%
SHCSotera Health Co
2.7%
GOOGLAlphabet Inc
2.3%Trimmed −14%
SWKSSkyworks Solutions Inc
2.1%Trimmed −3%
ACMRAcm Resh Inc
2.0%Trimmed −72%
AZTA1.9%UHAL-BU Haul Holding Company
1.8%
POOLPool Corp
1.8%Added +40%
RRXRegal Rexnord Corporation
27.6%Added +3688%
V4.3%BDC4.3%MELI3.7%AMZN3.3%SHC2.7%GOOGL2.3%SWKS2.1%ACMR2.0%AZTA1.9%UHAL-B1.8%POOL1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RRX Regal Rexnord Corporation 27.6% Added +3688%V Visa Inc 4.3% HeldBDC Belden Inc 4.3% Added +1441%MELI Mercadolibre Inc 3.7% HeldAMZN Amazon Com Inc 3.3% Trimmed −5%SHC Sotera Health Co 2.7% HeldGOOGL Alphabet Inc 2.3% Trimmed −14%SWKS Skyworks Solutions Inc 2.1% Trimmed −3%ACMR Acm Resh Inc 2.0% Trimmed −72%AZTA Azenta Inc 1.9% Added +1420%UHAL-B U Haul Holding Company 1.8% HeldPOOL Pool Corp 1.8% Added +40%
What changed