Edward Gu

Kerrisdale Advisers, Llc

Assets Managed

$262.725M

Holdings

112

Last Quarter

2026 - Q1

Filed Date

1mo 2d ago

Growth Rate

23.75%(2Q avg: 16.92%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Kerrisdale Advisers, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Kerrisdale Advisers, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 262.725M in assets, with a quarterly growth rate of 23.75% and a 2-quarter average growth rate of 16.92%. The portfolio is managed by Edward Gu, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
V Visa Inc-class A Shares Recent Activity Increased 26.76%	5.76%	$15.121M 50,031 shares@ $302.24 avg price	Increased 26.76%
MELI Mercadolibre Inc Recent Activity Increased 1.87%	5.75%	$15.084M 8,724 shares@ $1729.02 avg price	Increased 1.87%
TDS Telephone And Data Systems Recent Activity Decreased -41.12%	4.78%	$12.544M 297,966 shares@ $42.11 avg price	Decreased -41.12%
AMZN Amazon.com Inc Recent Activity Increased 42%	4.66%	$12.235M 58,746 shares@ $208.27 avg price	Increased 42%
MRVL Marvell Technology Inc Recent Activity New Position	4.3%	$11.277M 113,851 shares@ $99.06 avg price	New Position
ACMR Acm Research Inc-class A Recent Activity Decreased -15.07%	3.36%	$8.805M 223,755 shares@ $39.35 avg price	Decreased -15.07%
SHC Sotera Health Co Recent Activity Increased 9.13%	3.32%	$8.714M 607,689 shares@ $14.34 avg price	Increased 9.13%
GOOGL Alphabet Inc-cl A Recent Activity	3.22%	$8.451M 29,387 shares@ $287.57 avg price
ADTN Adtran Holdings Inc Recent Activity New Position	2.65%	$6.944M 552,010 shares@ $12.59 avg price	New Position
SWKS Skyworks Solutions Inc Recent Activity New Position	2.59%	$6.8M 126,980 shares@ $53.55 avg price	New Position

1-10 of 112