Kerrisdale Advisers, LLC
Miami FL · SEC CIK 0001569688
$3.99亿2026Q2 申报市值
114持仓数
54.2%前十大占比 · 第一大 27.6%
23 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RRX 加仓+$1.07亿
BDC 加仓+$1,603.44万
AZTA 加仓+$693.00万
FPS 新建仓+$651.17万
AKAM 新建仓+$614.51万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$3,223.62万
ACMR 减仓-$2,045.28万
LGN 减仓-$802.85万
ADTN 减仓-$669.27万
TDS 减仓-$496.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LRN | STRIDE INC | $250.52万 | 0.63% | 29,049 | -28,106 | -49.2% | -$242.39万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $252.20万 | 0.63% | 28,465 | 23,295 | 450.6% | $206.39万 | 加仓 |
| NOK | NOKIA CORP | $253.60万 | 0.64% | 190,965 | -92,880 | -32.7% | -$123.34万 | 减仓 |
| ADEA | ADEIA INC | $253.74万 | 0.64% | 77,055 | 6,225 | 8.8% | $20.50万 | 加仓 |
| CIB | GRUPO CIBEST SA | $268.79万 | 0.67% | 33,840 | -5,860 | -14.8% | -$46.55万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $275.06万 | 0.69% | 31,869 | -14,780 | -31.7% | -$127.57万 | 减仓 |
| DEO | DIAGEO PLC | $275.16万 | 0.69% | 34,233 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $300.73万 | 0.75% | 8,062 | -4,300 | -34.8% | -$160.40万 | 减仓 |
| ZTS | ZOETIS INC | $301.81万 | 0.76% | 42,000 | 42,000 | — | $301.81万 | 新建仓 |
| CART | MAPLEBEAR INC | $308.28万 | 0.77% | 65,106 | -28,910 | -30.8% | -$136.89万 | 减仓 |
| KVUE | KENVUE INC | $326.41万 | 0.82% | 170,807 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $333.04万 | 0.83% | 7,466 | -2,765 | -27.0% | -$123.34万 | 减仓 |
| ETN | EATON CORP PLC | $333.10万 | 0.83% | 7,817 | 740 | 10.5% | $31.53万 | 加仓 |
| AMRZ | AMRIZE LTD | $344.96万 | 0.86% | 64,720 | 3,000 | 4.9% | $15.99万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $350.39万 | 0.88% | 141,350 | 30,400 | 27.4% | $75.36万 | 加仓 |
| ILMN | ILLUMINA INC | $388.32万 | 0.97% | 22,085 | 22,085 | — | $388.32万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $431.91万 | 1.08% | 398,439 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $486.29万 | 1.22% | 41,450 | 18,010 | 76.8% | $211.29万 | 加仓 |
| UNP | UNION PAC CORP | $515.49万 | 1.29% | 18,952 | -1,120 | -5.6% | -$30.46万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $606.07万 | 1.52% | 163,758 | -134,208 | -45.0% | -$496.70万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $614.51万 | 1.54% | 51,985 | 51,985 | — | $614.51万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $651.17万 | 1.63% | 116,572 | 116,572 | — | $651.17万 | 新建仓 |
| SYY | SYSCO CORP | $697.69万 | 1.75% | 83,476 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $726.25万 | 1.82% | 33,795 | 9,620 | 39.8% | $206.73万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $734.13万 | 1.84% | 127,232 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $741.82万 | 1.86% | 290,682 | 271,552 | 1,419.5% | $693.00万 | 加仓 |
| ACMR | ACM RESH INC | $793.95万 | 1.99% | 62,570 | -161,185 | -72.0% | -$2,045.28万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $836.25万 | 2.09% | 123,340 | -3,640 | -2.9% | -$24.68万 | 减仓 |
| GOOGL | ALPHABET INC | $908.15万 | 2.27% | 25,412 | -3,975 | -13.5% | -$142.05万 | 减仓 |
| SHC | SOTERA HEALTH CO | $1,063.67万 | 2.66% | 599,249 | -8,440 | -1.4% | -$14.98万 | 减仓 |
| AMZN | AMAZON COM INC | $1,332.11万 | 3.34% | 55,891 | -2,855 | -4.9% | -$68.05万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,480.80万 | 3.71% | 8,724 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $1,714.71万 | 4.30% | 143,000 | 133,720 | 1,440.9% | $1,603.44万 | 加仓 |
| V | VISA INC | $1,716.51万 | 4.30% | 50,031 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $1.10亿 | 27.64% | 463,295 | 451,065 | 3,688.2% | $1.07亿 | 加仓 |