Kerrisdale Advisers, LLC - Q12026 Holdings

Kerrisdale Advisers, LLC holds 112 stocks with a total portfolio value of $ 262.72M as of Q12026. In Q12026, Kerrisdale Advisers, LLC added 47 new positions, increased stakes in 22 stocks, reduced 17 holdings, and fully exited 11 positions. The largest holding is Visa Inc (V), representing 5.76% of the total portfolio.