SEC Form 13F

Kerrisdale Advisers, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$399,224,815
Positions114

Largest disclosed positions

IssuerTickerClassReported valueReported amount
REGAL REXNORD CORPORATIONRRXCOM$110,352,236463,295
VISA INCVCOM CL A$17,165,13650,031
BELDEN INCBDCCOM$17,147,130143,000
MERCADOLIBRE INCMELICOM$14,808,0308,724
AMAZON COM INCAMZNCOM$13,321,06155,891
SOTERA HEALTH COSHCCOM$10,636,670599,249
ALPHABET INCGOOGLCAP STK CL A$9,081,48625,412
SKYWORKS SOLUTIONS INCSWKSCOM$8,362,452123,340
ACM RESH INCACMRCOM CL A$7,939,50762,570
AZENTA INCAZTACOM$7,418,205290,682

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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