Stock Taper 
KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Reddit, Inc. | RDDT | 1.72K | $297.69K |
 Lockheed Martin Corporation | LMT | 3.18K | $1.62M |
 Nordson Corporation | NDSN | 4.53K | $1.37M |
 T-Mobile US, Inc. | TMUS | 4.83K | $810.98K |
 UnitedHealth Group Incorporated | UNH | 5.13K | $2.13M |
 Marvell Technology, Inc. | MRVL | 5.64K | $1.68M |
 NetApp, Inc. | NTAP | 5.7K | $882.29K |
 Suncor Energy Inc. | SU | 6.03K | $323.83K |
 Madison Square Garden Entertainment Corp. | MSGE | 6.06K | $490.52K |
 HubSpot, Inc. | HUBS | 6.08K | $1.11M |
 Westinghouse Air Brake Technologies Corporation | WAB | 6.36K | $1.71M |
 Root, Inc. | ROOT | 6.65K | $371.87K |
 Occidental Petroleum Corporation | OXY | 7.05K | $342.42K |
 Sea Limited | SE | 7.38K | $707.23K |
 Synopsys, Inc. | SNPS | 7.47K | $3.33M |
 Cameco Corporation | CCJ | 7.54K | $767.51K |
 Procore Technologies, Inc. | PCOR | 7.76K | $315.21K |
 Eaton Corporation plc | ETN | 7.82K | $3.33M |
 Microsoft Corporation | MSFT | 8.06K | $3.01M |
 MercadoLibre, Inc. | MELI | 8.72K | $14.81M |