Stock Taper

KERRISDALE ADVISERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GitLab Inc.GTLB39.41K$1.2M
O-I Glass, Inc.OI39.85K$383.8K
The Mosaic CompanyMOS39.94K$846.33K
IPG Photonics CorporationIPGP41.45K$4.86M
Zoetis Inc.ZTS42K$3.02M
Dynatrace, Inc.DT42.2K$1.85M
Coupang, Inc.CPNG43.69K$758.95K
Figma, Inc.FIG45.52K$823.55K
Visa Inc.V50.03K$17.17M
Fox Factory Holding Corp.FOXF51.17K$867.01K
Akamai Technologies, Inc.AKAM51.98K$6.15M
Amazon.com, Inc.AMZN55.89K$13.32M
Flowers Foods, Inc.FLO56.06K$442.91K
Amentum Holdings, Inc.AMTM59.84K$1.24M
Liberty Global plcLBTYA60.64K$689.48K
Freshworks Inc.FRSH62.23K$629.72K
ACM Research, Inc.ACMR62.57K$7.94M
Amrize LtdAMRZ64.72K$3.45M
Maplebear Inc.CART65.11K$3.08M
Ecopetrol S.A.EC67.56K$961.98K