Kerrisdale Advisers, LLC
Top Portfolio Positions
111 positions ·
$257,039,167 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
50,031 | $15,121,369 | 5.88% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
8,724 | $15,083,970 | 5.87% | |
| TDS |
Telephone & Data Systems Inc /De/
Communication Services
|
297,966 | $12,544,368 | 4.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,746 | $12,235,029 | 4.76% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
113,851 | $11,276,941 | 4.39% | |
| ACMR |
ACM Research, Inc.
Technology
|
223,755 | $8,804,759 | 3.43% | |
| SHC |
Sotera Health Co
Healthcare
|
607,689 | $8,714,260 | 3.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,387 | $8,450,525 | 3.29% | |
| ADTN |
ADTRAN Holdings, Inc.
Technology
|
552,010 | $6,944,285 | 2.70% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
126,980 | $6,799,779 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBE
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $796,048 | 84,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,287 | 84,060 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $549,752 | 84,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $466,533 | 84,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $492,591 | 84,060 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $486,707 | 84,060 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $465,692 | 84,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $628,768 | 84,060 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $739,800 | 90,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $610,200 | 90,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $739,800 | 90,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $524,700 | 90,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $448,000 | 70,000 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||