Position in KVYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,375,912
New position
Shares Held
91,120
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#100
of 275 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Kerrisdale Advisers, LLC holds $14,993,874 across 10 Software - Application names. KVYO ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
31,869 | $2,750,613 | |
| 2 | ADEA |
Adeia Inc.
|
77,055 | $2,537,421 | |
| 3 | APPF |
Appfolio Inc
|
13,904 | $2,229,506 | |
| 4 | DT |
Dynatrace, Inc.
|
42,205 | $1,853,221 | |
| 5 | KVYO |
Klaviyo, Inc.
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|
91,120 | $1,375,912 | |
| 6 | UBER |
Uber Technologies, Inc
|
18,960 | $1,368,153 | |
| 7 | HUBS |
Hubspot Inc
|
6,085 | $1,110,573 | |
| 8 | FIG |
Figma, Inc.
|
45,525 | $823,547 |
All Filings in KVYO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,375,912 | 91,120 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||