Kerrisdale Advisers, LLC
Miami FL · SEC CIK 0001569688
$2.63亿2026Q1 申报市值
112持仓数
40.3%前十大占比 · 第一大 5.8%
44 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MRVL 新建仓+$1,127.69万
ADTN 新建仓+$694.43万
SWKS 新建仓+$679.98万
POOL 新建仓+$489.13万
MSFT 加仓+$436.62万
2026Q1 卖出最多 按季末市值估算
SYY 减仓-$911.26万
TDS 减仓-$876.11万
NE 减仓-$657.48万
CIB 减仓-$374.32万
GTM 清仓-$354.35万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CART | MAPLEBEAR INC | $352.18万 | 1.34% | 94,016 | 20,976 | 28.7% | $78.58万 | 加仓 |
| APPF | APPFOLIO INC | $352.63万 | 1.34% | 22,344 | 6,328 | 39.5% | $99.87万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $356.72万 | 1.36% | 73,150 | 73,150 | — | $356.72万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $375.01万 | 1.43% | 46,649 | 8,850 | 23.4% | $71.15万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $378.52万 | 1.44% | 398,439 | 398,439 | — | $378.52万 | 新建仓 |
| SNPS | SYNOPSYS INC | $405.64万 | 1.54% | 10,231 | 1,825 | 21.7% | $72.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $457.60万 | 1.74% | 12,362 | 11,795 | 2,080.2% | $436.62万 | 加仓 |
| UNP | UNION PAC CORP | $486.99万 | 1.85% | 20,072 | 3,670 | 22.4% | $89.04万 | 加仓 |
| POOL | POOL CORP | $489.13万 | 1.86% | 24,175 | 24,175 | — | $489.13万 | 新建仓 |
| LRN | STRIDE INC | $503.94万 | 1.92% | 57,155 | -2,510 | -4.2% | -$22.13万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $568.35万 | 2.16% | 127,232 | 71,991 | 130.3% | $321.58万 | 加仓 |
| SYY | SYSCO CORP | $595.43万 | 2.27% | 83,476 | -127,753 | -60.5% | -$911.26万 | 减仓 |
| LGN | LEGENCE CORP | $598.02万 | 2.28% | 105,920 | 44,425 | 72.2% | $250.82万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $679.98万 | 2.59% | 126,980 | 126,980 | — | $679.98万 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $694.43万 | 2.64% | 552,010 | 552,010 | — | $694.43万 | 新建仓 |
| GOOGL | ALPHABET INC | $845.05万 | 3.22% | 29,387 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $871.43万 | 3.32% | 607,689 | 50,835 | 9.1% | $72.90万 | 加仓 |
| ACMR | ACM RESH INC | $880.48万 | 3.35% | 223,755 | -39,727 | -15.1% | -$156.33万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,127.69万 | 4.29% | 113,851 | 113,851 | — | $1,127.69万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,223.50万 | 4.66% | 58,746 | 17,375 | 42.0% | $361.87万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $1,254.44万 | 4.77% | 297,966 | -208,101 | -41.1% | -$876.11万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,508.40万 | 5.74% | 8,724 | 160 | 1.9% | $27.66万 | 加仓 |
| V | VISA INC | $1,512.14万 | 5.76% | 50,031 | 10,559 | 26.8% | $319.14万 | 加仓 |