Kerrisdale Advisers, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $399M in reported equity holdings across 114 positions. The largest holdings are RRX (27.6%), V (4.3%), BDC (4.3%), MELI (3.7%), AMZN (3.3%). The portfolio is concentrated in Other (65.3%), Industrials (28.9%), Communication Services (3.6%). Data sourced from SEC EDGAR 13F filings (CIK 1569688).