Stock Taper 
KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IPG Photonics Corporation | IPGP | 41.45K | $4.86M |
 The Mosaic Company | MOS | 39.94K | $846.33K |
 O-I Glass, Inc. | OI | 39.85K | $383.8K |
 GitLab Inc. | GTLB | 39.41K | $1.2M |
 Fiserv, Inc. | FISV | 35.81K | $1.76M |
 Diageo plc | DEO | 34.23K | $2.75M |
 PayPal Holdings, Inc. | PYPL | 33.92K | $1.46M |
 Grupo Cibest S.A. | CIB | 33.84K | $2.69M |
 Pool Corporation | POOL | 33.8K | $7.26M |
 Cactus, Inc. | WHD | 33.77K | $1.73M |
 APi Group Corporation | APG | 32.77K | $1.39M |
 Zoom Communications, Inc. | ZM | 31.87K | $2.75M |
 NexGen Energy Ltd. | NXE | 30.18K | $283.2K |
 Stride, Inc. | LRN | 29.05K | $2.51M |
 The Kraft Heinz Company | KHC | 28.75K | $678.96K |
 Solstice Advanced Materials Inc. | SOLS | 28.46K | $2.52M |
 Sensata Technologies Holding plc | ST | 28.32K | $1.35M |
 Canadian Natural Resources Limited | CNQ | 27.5K | $1.09M |
 Bank of America Corporation | BAC | 26.73K | $1.52M |
 Alphabet Inc. | GOOGL | 25.41K | $9.08M |