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 |
|---|---|---|---|---|---|---|---|---|
| ROOT | ROOT INC | $37.19万 | 0.09% | 6,650 | -180 | -2.6% | -$1.01万 | 减仓 |
| CYRX | CRYOPORT INC | $35.49万 | 0.09% | 22,605 | 22,605 | — | $35.49万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $34.24万 | 0.09% | 7,050 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $32.38万 | 0.08% | 6,025 | -10,525 | -63.6% | -$56.57万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $31.52万 | 0.08% | 7,760 | 7,760 | — | $31.52万 | 新建仓 |
| RDDT | REDDIT INC | $29.77万 | 0.07% | 1,715 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $28.32万 | 0.07% | 30,183 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $26.56万 | 0.07% | 86,800 | 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 |
| ECVT | ECOVYST INC | $24.90万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $23.65万 | 0.06% | 8,735 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $19.82万 | 0.05% | 10,257 | 10,257 | — | $19.82万 | 新建仓 |
| — | CARPARTS COM INC | $16.26万 | 0.04% | 25,249 | 25,249 | — | $16.26万 | 新建仓 |
| — | TERRA INNOVATUM GLOBAL NV | $6.69万 | 0.02% | 13,600 | 0 | 0.0% | — | 不变 |
| 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 |