Stock Taper

KERRISDALE ADVISERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ACV Auctions Inc.ACVA91.08K$654.83K
Sysco CorporationSYY83.48K$6.98M
Adeia Inc.ADEA77.06K$2.54M
ADTRAN Holdings Inc.ADTN70.52K$980.21K
Ecopetrol S.A.EC67.56K$961.98K
Maplebear Inc.CART65.11K$3.08M
Amrize LtdAMRZ64.72K$3.45M
ACM Research, Inc.ACMR62.57K$7.94M
Freshworks Inc.FRSH62.23K$629.72K
Liberty Global plcLBTYA60.64K$689.48K
Amentum Holdings, Inc.AMTM59.84K$1.24M
Flowers Foods, Inc.FLO56.06K$442.91K
Amazon.com, Inc.AMZN55.89K$13.32M
Akamai Technologies, Inc.AKAM51.98K$6.15M
Fox Factory Holding Corp.FOXF51.17K$867.01K
Visa Inc.V50.03K$17.17M
Figma, Inc.FIG45.52K$823.55K
Coupang, Inc.CPNG43.69K$758.95K
Dynatrace, Inc.DT42.2K$1.85M
Zoetis Inc.ZTS42K$3.02M