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Kerrisdale Advisers, LLC

Q4 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    76

  • Value ($000)

    $212,306

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001569688
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TDS

TELEPHONE & DATA SYS INC

COM NEW
879433829
$20.75M
10 %

506,067

M
MELI

MERCADOLIBRE INC

COM
58733R102
$17.25M
8 %

8,564

S
SYY

SYSCO CORP

COM
871829107
$15.57M
7 %

211,229

V
V

VISA INC

COM CL A
92826C839
$13.84M
7 %

39,472

A
ACMR

ACM RESH INC

COM CL A
00108J109
$10.39M
5 %

263,482

S
SHC

SOTERA HEALTH CO

COM
83601L102
$9.82M
5 %

556,854

A
AMZN

AMAZON COM INC

COM
023135106
$9.55M
5 %

41,371

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$9.2M
4 %

29,387

K
KVUE

KENVUE INC

COM
49177J102
$5.93M
3 %

343,837

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GRUPO CIBEST SA

SPON ADS
40090E106
$5.8M
3 %

91,110

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