Kerrisdale Advisers, LLC — 13F holdings

Kerrisdale Advisers, LLC reported 114 holdings worth $399M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RRX REGAL REXNORD CORPORATION — $110M (27.6%)
2. V VISA INC — $17.2M (4.3%)
3. BDC BELDEN INC — $17.1M (4.3%)
4. MELI MercadoLibre Inc — $14.8M (3.7%)
5. AMZN AMAZON COM INC — $13.3M (3.3%)
6. SHC SOTERA HEALTH CO — $10.6M (2.7%)
7. GOOGL ALPHABET INC — $9.08M (2.3%)
8. SWKS SKYWORKS SOLUTIONS INC — $8.36M (2.1%)
9. ACMR ACM RESH INC — $7.94M (2.0%)
10. AZTA AZENTA INC — $7.42M (1.9%)