Kerrisdale Advisers, Llc
- Regulatory AUM
- $448M
- Discretionary
- $448M
- Clients
- 6
- Avg AUM / client
- $74.6M
- Accounts
- 6
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 112 positions, $262,724,896)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Visa Inc | COM CL A | $15,121,369 | 50,031 | 5.76% | 3.38% |
| 2 | Mercadolibre Inc | COM | $15,083,970 | 8,724 | 5.74% | 3.37% |
| 3 | Telephone & Data Sys Inc | COM NEW | $12,544,369 | 297,966 | 4.77% | 2.8% |
| 4 | Amazon Com Inc | COM | $12,235,029 | 58,746 | 4.66% | 2.73% |
| 5 | Marvell Technology Inc | COM | $11,276,942 | 113,851 | 4.29% | 2.52% |
| 6 | Acm Resh Inc | COM CL A | $8,804,759 | 223,755 | 3.35% | 1.97% |
| 7 | Sotera Health Co | COM | $8,714,260 | 607,689 | 3.32% | 1.95% |
| 8 | Alphabet Inc | CAP STK CL A | $8,450,526 | 29,387 | 3.22% | 1.89% |
| 9 | Adtran Holdings Inc | COM | $6,944,286 | 552,010 | 2.64% | 1.55% |
| 10 | Skyworks Solutions Inc | COM | $6,799,779 | 126,980 | 2.59% | 1.52% |
| 11 | Legence Corp | CL A | $5,980,243 | 105,920 | 2.28% | 1.34% |
| 12 | Sysco Corp | COM | $5,954,343 | 83,476 | 2.27% | 1.33% |
| 13 | U Haul Holding Company | COM SER N | $5,683,453 | 127,232 | 2.16% | 1.27% |
| 14 | Stride Inc | COM | $5,039,356 | 57,155 | 1.92% | 1.13% |
| 15 | Pool Corp | COM | $4,891,328 | 24,175 | 1.86% | 1.09% |
| 16 | Union Pac Corp | COM | $4,869,869 | 20,072 | 1.85% | 1.09% |
| 17 | Microsoft Corp | COM | $4,576,042 | 12,362 | 1.74% | 1.02% |
| 18 | Synopsys Inc | COM | $4,056,387 | 10,231 | 1.54% | 0.91% |
| 19 | Doubleverify Hldgs Inc | COM | $3,785,171 | 398,439 | 1.44% | 0.85% |
| 20 | Zoom Communications Inc | CL A | $3,750,113 | 46,649 | 1.43% | 0.84% |
| 21 | Canadian Nat Res Ltd Med Ter | COM | $3,567,216 | 73,150 | 1.36% | 0.8% |
| 22 | Appfolio Inc | COM CL A | $3,526,330 | 22,344 | 1.34% | 0.79% |
| 23 | Maplebear Inc | COM | $3,521,839 | 94,016 | 1.34% | 0.79% |
| 24 | Amrize Ltd | SHS | $3,457,554 | 61,720 | 1.32% | 0.77% |
| 25 | Kenvue Inc | COM | $2,944,713 | 170,807 | 1.12% | 0.66% |
Top 25 of 112 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $448M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $537M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kerrisdale Partners Master Fund, Ltd master | Hedge Fund | Cayman Islands | $528M | 224 |
| Kerrisdale Long Only Fund, Lp | Hedge Fund | Delaware | $8.0M | 18 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adrangi, Sahm | Managing Member / Portfolio Manager / Chief Investment Officer | Apr 2009 (17y) | 75% or more | |
| Gu, Edward, Xiaobin | Chief Financial Officer/Chief Compliance Officer | Jul 2011 (15y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $537M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kerrisdale Partners Master Fund, Ltd | Hedge Fund | $528M | $1.0M | 224 |
| Kerrisdale Long Only Fund, Lp | Hedge Fund | $8.0M | $1.0M | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗