Kerrisdale Advisors discloses updated portfolio positions in 13F filing: New ADTN DV NOK PAYO SWKS MRVL positions
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: ADTN (552K), DV (398K), NOK (284K), PAYO (163K), LNSR (139K), SWKS (127K), MRVL (114K), CVE (111K), ACVA (91K), CNQ (73K), FTRE (73K), ADEA (71K), FRSH (62K), INTC (61K), LBTYA (61K), FLO (56K), MOS (40K), OI (40K), PYPL (37K), FVRR (36K), SMCI (35K), AMTM (29K), KHC (29K), WHD (28K), BAC (27K)
- Increased: SNAP (283K from 39K), UHAL.B (127K from 55K), SHC (608K from 557K), LGN (106K from 61K), GTLB (69K from 26K), CPNG (150K from 109K), CART (94K from 73K), RICK (27K from 9K), AMZN (59K from 41K), AMRZ (62K from 47K), MSFT (12K from 1K), V (50K from 39K), GFF (17K from 7K), ZM (47K from 38K), APPF (22K from 16K), UNP (20K from 16K), DEO (34K from 31K)
- Exited: GTM (348K), RTO (69K), LBRT (64K), VAL (50K), LESL (24K), KNX (23K)
- Decreased: TDS (298K from 506K), KVUE (171K from 344K), NE (14K from 148K), SYY (83K from 211K), WMG (9K from 67K), CIB (40K from 91K), ACMR (224K from 263K), FOXF (51K from 83K), PERI (49K from 76K), NXE (30K from 51K)