Kerrisdale Advisers, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $212M in reported equity holdings across 76 positions. The largest holdings are TDSPRU (9.8%), MELI (8.1%), SYY (7.3%), V (6.5%), ACMR (4.9%). The portfolio is concentrated in Other (87.1%), Communication Services (4.3%), Energy (3.8%). Data sourced from SEC EDGAR 13F filings (CIK 1569688).