1y return+45.0%S&P 500 +20.9%
3y return+104.9%S&P 500 +68.5%
5y return+46.8%S&P 500 +74.5%
10y return+639.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $739 against $357 in the S&P 500.2
Kerrisdale Advisers, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RRXRegal Rexnord Corporation | $110.4M | 27.6% | +3688.2% |
| VVisa Inc | $17.2M | 4.3% | |
| BDCBelden Inc | $17.1M | 4.3% | +1440.9% |
| MELIMercadolibre Inc | $14.8M | 3.7% | |
| AMZNAmazon Com Inc | $13.3M | 3.3% | −4.9% |
| SHCSotera Health Co | $10.6M | 2.7% | −1.4% |
| GOOGLAlphabet Inc | $9.1M | 2.3% | −13.5% |
| SWKSSkyworks Solutions Inc | $8.4M | 2.1% | −2.9% |
| ACMRAcm Resh Inc | $7.9M | 2.0% | −72.0% |
| AZTAAzenta Inc | $7.4M | 1.9% | +1419.5% |
| UHAL/BU Haul Holding Company | $7.3M | 1.8% | |
| POOLPool Corp | $7.3M | 1.8% | +39.8% |
| SYYSysco Corp | $7.0M | 1.7% | |
| FPSForgent Power Solutions Inc | $6.5M | 1.6% | New |
| AKAMAkamai Technologies Inc | $6.1M | 1.5% | New |
| TDSTelephone & Data Sys Inc | $6.1M | 1.5% | −45.0% |
| UNPUnion Pac Corp | $5.2M | 1.3% | −5.6% |
| IPGPIpg Photonics Corp | $4.9M | 1.2% | +76.8% |
| DVDoubleverify Hldgs Inc | $4.3M | 1.1% | |
| ILMNIllumina Inc | $3.9M | 1.0% | New |
| CVECenovus Energy Inc | $3.5M | 0.9% | +27.4% |
| Amrize LtdCUSIP H2927K103 | $3.4M | 0.9% | +4.9% |
| Eaton Corp PLCCUSIP G29183103 | $3.3M | 0.8% | +10.5% |
| SNPSSynopsys Inc | $3.3M | 0.8% | −27.0% |
| KVUEKenvue Inc | $3.3M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $9.1M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $13.3M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $3.0M |
| VVisa Inc | June 30, 2022 | +74.3% | $17.2M |
| CIBGrupo Cibest Sa | June 30, 2025 | +72.0% | $2.7M |
| NOKNokia Corp | March 31, 2026 | +65.2% | $2.5M |
| ADEAAdeia Inc | March 31, 2026 | +37.0% | $2.5M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2025 | +33.8% | $3.3M |
| LRNStride Inc | December 31, 2025 | +32.8% | $2.5M |
| CARTMaplebear Inc | September 30, 2025 | +28.8% | $3.1M |
Sold off last quarter
- INTCIntel Corp was $2.7M
- Icon PLCCUSIP G4705A100 was $1.7M
- CCChemours Co was $1.2M
- EQTEqt Corp was $867K
- NOVTNovanta Inc was $806K
- SMCISuper Micro Computer Inc was $805K
- OBEObsidian Energy Ltd was $796K
- PAYOPayoneer Global Inc was $786K
- MTNVail Resorts Inc was $747K
- FTREFortrea Hldgs Inc was $686K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | +0.0% | −4.6% |
| December 31, 2025 | +5.1% | +2.4% |
| September 30, 2025 | +23.2% | +7.8% |
| June 30, 2025 | +19.6% | +10.5% |
| March 31, 2025 | +0.0% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | −3.8% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −1.5% | −3.6% |
| June 30, 2023 | +2.0% | +8.3% |
| March 31, 2023 | +3.2% | +7.0% |
| December 31, 2022 | +15.2% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −18.5% | −16.5% |
| March 31, 2022 | −15.7% | −4.9% |
| December 31, 2021 | −4.5% | +10.7% |
| September 30, 2021 | −4.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kerrisdale Advisers, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569688&type=13F-HR&dateb=&owner=include&count=40CIK 1569688
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1569688/000117266126003452/Filed August 14, 2026 · accession 0001172661-26-003452