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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $0 | 0.00% | 0 | -61,285 | -100.0% | -$270.45万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -15,646 | -100.0% | -$173.14万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -52,401 | -100.0% | -$115.44万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -13,630 | -100.0% | -$86.74万 | 清仓 |
| NOVT | NOVANTA INC | $0 | 0.00% | 0 | -6,820 | -100.0% | -$80.55万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -35,335 | -100.0% | -$80.46万 | 清仓 |
| OBE | OBSIDIAN ENERGY LTD | $0 | 0.00% | 0 | -84,060 | -100.0% | -$79.65万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -162,825 | -100.0% | -$78.64万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -5,820 | -100.0% | -$74.68万 | 清仓 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -72,820 | -100.0% | -$68.60万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -13,633 | -100.0% | -$66.90万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -10,288 | -100.0% | -$64.76万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -3,043 | -100.0% | -$52.49万 | 清仓 |
| PERI | PERION NETWORK LTD | $0 | 0.00% | 0 | -49,373 | -100.0% | -$49.32万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION | $0 | 0.00% | 0 | -10,115 | -100.0% | -$38.17万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -740 | -100.0% | -$25.00万 | 清仓 |
| — | RCM TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,891 | -100.0% | -$24.67万 | 清仓 |
| — | CARPARTS COM INC | $0 | 0.00% | 0 | -252,495 | -100.0% | -$19.84万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -11,720 | -100.0% | -$19.82万 | 清仓 |
| SSTK | SHUTTERSTOCK INC | $0 | 0.00% | 0 | -10,765 | -100.0% | -$17.88万 | 清仓 |
| — | DMC GLOBAL INC | $0 | 0.00% | 0 | -20,492 | -100.0% | -$10.68万 | 清仓 |
| — | TERRA INNOVATUM GLOBAL NV | $6.69万 | 0.02% | 13,600 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $16.26万 | 0.04% | 25,249 | 25,249 | — | $16.26万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $19.82万 | 0.05% | 10,257 | 10,257 | — | $19.82万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $23.65万 | 0.06% | 8,735 | 0 | 0.0% | — | 不变 |
| ECVT | ECOVYST INC | $24.90万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $25.21万 | 0.06% | 24,425 | -11,990 | -32.9% | -$12.37万 | 减仓 |
| DNN | DENISON MINES CORP | $26.56万 | 0.07% | 86,800 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $28.32万 | 0.07% | 30,183 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $29.77万 | 0.07% | 1,715 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $31.52万 | 0.08% | 7,760 | 7,760 | — | $31.52万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $32.38万 | 0.08% | 6,025 | -10,525 | -63.6% | -$56.57万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $34.24万 | 0.09% | 7,050 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $35.49万 | 0.09% | 22,605 | 22,605 | — | $35.49万 | 新建仓 |
| ROOT | ROOT INC | $37.19万 | 0.09% | 6,650 | -180 | -2.6% | -$1.01万 | 减仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $37.73万 | 0.09% | 75,000 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC | $38.38万 | 0.10% | 39,855 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $42.79万 | 0.11% | 100,671 | 100,671 | — | $42.79万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $44.29万 | 0.11% | 56,065 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $47.78万 | 0.12% | 171,886 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $49.05万 | 0.12% | 6,064 | -25,005 | -80.5% | -$202.27万 | 减仓 |
| FRSH | FRESHWORKS INC | $62.97万 | 0.16% | 62,225 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $64.54万 | 0.16% | 25,220 | 25,220 | — | $64.54万 | 新建仓 |
| — | ACV AUCTIONS INC | $65.48万 | 0.16% | 91,075 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $67.90万 | 0.17% | 28,745 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $68.95万 | 0.17% | 60,640 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $70.72万 | 0.18% | 7,380 | 0 | 0.0% | — | 不变 |
| — | RCI HOSPITALITY HLDGS INC | $74.46万 | 0.19% | 27,253 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $75.36万 | 0.19% | 12,422 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $75.89万 | 0.19% | 43,693 | -106,597 | -70.9% | -$185.16万 | 减仓 |
| CCJ | CAMECO CORP | $76.75万 | 0.19% | 7,535 | 0 | 0.0% | — | 不变 |
| — | LENSAR INC | $79.59万 | 0.20% | 139,390 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $81.10万 | 0.20% | 4,835 | 4,835 | — | $81.10万 | 新建仓 |
| FIG | FIGMA INC | $82.35万 | 0.21% | 45,525 | 45,525 | — | $82.35万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $83.20万 | 0.21% | 12,714 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $84.63万 | 0.21% | 39,940 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY HLDG CORP | $86.70万 | 0.22% | 51,166 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $88.23万 | 0.22% | 5,701 | -3,700 | -39.4% | -$57.26万 | 减仓 |
| EC | ECOPETROL S A | $96.20万 | 0.24% | 67,555 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $97.91万 | 0.25% | 25,175 | 13,510 | 115.8% | $52.54万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $98.02万 | 0.25% | 70,519 | -481,491 | -87.2% | -$669.27万 | 减仓 |
| GFF | GRIFFON CORP | $99.68万 | 0.25% | 10,220 | -6,440 | -38.7% | -$62.81万 | 减仓 |
| LGN | LEGENCE CORP | $99.91万 | 0.25% | 11,722 | -94,198 | -88.9% | -$802.85万 | 减仓 |
| SNAP | SNAP INC | $104.27万 | 0.26% | 234,834 | -48,120 | -17.0% | -$21.37万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $108.71万 | 0.27% | 27,500 | -45,650 | -62.4% | -$180.46万 | 减仓 |
| HUBS | HUBSPOT INC | $111.06万 | 0.28% | 6,085 | 6,085 | — | $111.06万 | 新建仓 |
| KSPI | KASPI KZ JSC | $118.39万 | 0.30% | 13,665 | 0 | 0.0% | — | 不变 |
| WSE | WISE GROUP PLC | $119.86万 | 0.30% | 99,950 | 99,950 | — | $119.86万 | 新建仓 |
| GTLB | GITLAB INC | $120.33万 | 0.30% | 39,415 | -29,565 | -42.9% | -$90.26万 | 减仓 |
| — | SCHMID GROUP N.V. | $121.13万 | 0.30% | 193,505 | 193,505 | — | $121.13万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $123.70万 | 0.31% | 59,845 | 30,655 | 105.0% | $63.36万 | 加仓 |
| — | CPI CARD GROUP INC | $126.33万 | 0.32% | 60,796 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $129.08万 | 0.32% | 20,610 | -3,380 | -14.1% | -$21.17万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $133.85万 | 0.34% | 16,026 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $135.20万 | 0.34% | 28,320 | 28,320 | — | $135.20万 | 新建仓 |
| NDSN | NORDSON CORP | $136.67万 | 0.34% | 4,530 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $136.82万 | 0.34% | 18,960 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $137.59万 | 0.34% | 91,120 | 91,120 | — | $137.59万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $137.98万 | 0.35% | 14,595 | -22,615 | -60.8% | -$213.80万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $138.47万 | 0.35% | 12,615 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $138.78万 | 0.35% | 32,770 | 32,770 | — | $138.78万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $146.47万 | 0.37% | 33,921 | -2,945 | -8.0% | -$12.72万 | 减仓 |
| RBA | RB GLOBAL INC | $150.19万 | 0.38% | 12,897 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $150.89万 | 0.38% | 19,844 | -8,230 | -29.3% | -$62.58万 | 减仓 |
| BAC | BANK OF AMER CORP | $152.31万 | 0.38% | 26,730 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC | $157.93万 | 0.40% | 20,510 | 20,510 | — | $157.93万 | 新建仓 |
| — | ENDAVA PLC | $160.58万 | 0.40% | 567,416 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $162.01万 | 0.41% | 3,180 | 3,180 | — | $162.01万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $167.89万 | 0.42% | 5,636 | -108,215 | -95.0% | -$3,223.62万 | 减仓 |
| WAB | WABTEC | $171.47万 | 0.43% | 6,360 | -565 | -8.2% | -$15.23万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $172.19万 | 0.43% | 299,976 | 242,354 | 420.6% | $139.11万 | 加仓 |
| WHD | CACTUS INC | $173.00万 | 0.43% | 33,770 | 5,990 | 21.6% | $30.69万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $174.97万 | 0.44% | 20,390 | 20,390 | — | $174.97万 | 新建仓 |
| FISV | FISERV INC | $175.67万 | 0.44% | 35,815 | 28,185 | 369.4% | $138.25万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $179.58万 | 0.45% | 111,126 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $185.32万 | 0.46% | 42,205 | 18,270 | 76.3% | $80.22万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $193.02万 | 0.48% | 16,905 | 16,905 | — | $193.02万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $213.26万 | 0.53% | 5,131 | -3,718 | -42.0% | -$154.53万 | 减仓 |
| GLD | SPDR GOLD TR | $219.19万 | 0.55% | 5,950 | 5,950 | — | $219.19万 | 新建仓 |
| APPF | APPFOLIO INC | $222.95万 | 0.56% | 13,904 | -8,440 | -37.8% | -$135.34万 | 减仓 |