Kerrisdale Advisers, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $263M in reported equity holdings across 112 positions. The largest holdings are V (5.8%), MELI (5.7%), TDSPRU (4.8%), AMZN (4.7%), MRVL (4.3%). The portfolio is concentrated in Other (87.6%), Communication Services (4.7%), Energy (2.8%). Data sourced from SEC EDGAR 13F filings (CIK 1569688).