Stock Taper 
KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Legence Corp. Class A Common stock | LGN | 11.72K | $999.07K |
 Rigetti Computing, Inc. | RGTI | 10.26K | $198.16K |
 Griffon Corporation | GFF | 10.22K | $996.76K |
 Warner Music Group Corp. | WMG | 8.73K | $236.46K |
 MercadoLibre, Inc. | MELI | 8.72K | $14.81M |
 Microsoft Corporation | MSFT | 8.06K | $3.01M |
 Eaton Corporation plc | ETN | 7.82K | $3.33M |
 Procore Technologies, Inc. | PCOR | 7.76K | $315.21K |
 Cameco Corporation | CCJ | 7.54K | $767.51K |
 Synopsys, Inc. | SNPS | 7.47K | $3.33M |
 Sea Limited | SE | 7.38K | $707.23K |
 Occidental Petroleum Corporation | OXY | 7.05K | $342.42K |
 Root, Inc. | ROOT | 6.65K | $371.87K |
 Westinghouse Air Brake Technologies Corporation | WAB | 6.36K | $1.71M |
 HubSpot, Inc. | HUBS | 6.08K | $1.11M |
 Madison Square Garden Entertainment Corp. | MSGE | 6.06K | $490.52K |
 Suncor Energy Inc. | SU | 6.03K | $323.83K |
 NetApp, Inc. | NTAP | 5.7K | $882.29K |
 Marvell Technology, Inc. | MRVL | 5.64K | $1.68M |
 UnitedHealth Group Incorporated | UNH | 5.13K | $2.13M |