The Analysis of Kerrisdale Advisers, LLC's Holdings
Currently, Kerrisdale Advisers, LLC holds 75 types of securities in its portfolio with a total value $192.9M. In the most recent quarter, they have increased their positions in AMZN (+30.0K shares, valued at $6.6M), V (+12.3K shares, valued at $4.2M), SYY (+45.0K shares, valued at $3.7M); decreased their positions in STX (-262.7K shares, valued at $62.0M), UNH (-26.5K shares, valued at $9.1M), ACMR (-109.9K shares, valued at $4.3M); initiated new positions in KVUE (+164.2K shares, valued at $2.7M), MU (+15.1K shares, valued at $2.5M), CART (+66.5K shares, valued at $2.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
V VISA INC39.7K shares44.84%2025-09-302025-11-14
SHC SOTERA HEALTH CO795.3K shares0.00%2025-09-302025-11-14 MELI MERCADOLIBRE INC5.1K shares26.21%2025-09-302025-11-14 NE NOBLE CORP PLC352.0K shares0.00%2025-09-302025-11-14 AMZN AMAZON COM INC39.8K shares304.19%2025-09-302025-11-14 SYY SYSCO CORP101.4K shares79.71%2025-09-302025-11-14 GOOGL ALPHABET INC33.9K shares0.00%2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HLDNGS PL30.1K shares-89.73%2025-09-302025-11-14 ACMR ACM RESH INC176.6K shares-38.37%2025-09-302025-11-14 ZM ZOOM COMMUNICATIONS INC64.7K shares0.00%2025-09-302025-11-14 DAVA ENDAVA PLC576.8K shares7.66%2025-09-302025-11-14 CIB GRUPO CIBEST SA99.9K shares-0.60%2025-09-302025-11-14 WDC WESTERN DIGITAL CORP42.5K shares-42.30%2025-09-302025-11-14 VAL VALARIS LTD97.3K shares0.00%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC13.0K shares-67.03%2025-09-302025-11-14 APPF APPFOLIO INC14.8K shares14.19%2025-09-302025-11-14 UNP UNION PAC CORP16.4K shares1336.25%2025-09-302025-11-14 GTM ZOOMINFO TECHNOLOGIES INC348.4K shares1.79%2025-09-302025-11-14 CPNG COUPANG INC109.1K shares0.00%2025-09-302025-11-14 FTRE FORTREA HLDGS INC358.2K shares0.00%2025-09-302025-11-14 DEO DIAGEO PLC31.1K shares8.26%2025-09-302025-11-14 UHAL.B U HAUL HOLDING COMPANY55.2K shares0.00%2025-09-302025-11-14 KVUE KENVUE INC164.2K sharesnew addition2025-09-302025-11-14 IMXI INTERNATIONAL MNY EXPRESS IN189.3K shares0.00%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC15.1K sharesnew addition2025-09-302025-11-14 CART MAPLEBEAR INC66.5K sharesnew addition2025-09-302025-11-14 WMG WARNER MUSIC GROUP CORP66.5K shares0.00%2025-09-302025-11-14 CCJ CAMECO CORP25.4K shares0.00%2025-09-302025-11-14 MSGE MADISON SQUARE GARDEN ENTMT43.5K shares0.00%2025-09-302025-11-14 ON ON SEMICONDUCTOR CORP37.2K shares69.48%2025-09-302025-11-14 ATKR ATKORE INC28.1K shares7.51%2025-09-302025-11-14 RTO RENTOKIL INITIAL PLC68.8K shares0.00%2025-09-302025-11-14 SNPS SYNOPSYS INC3.3K sharesnew addition2025-09-302025-11-14 WAB WABTEC7.3K shares513.03%2025-09-302025-11-14 PBR PETROLEO BRASILEIRO SA PETRO111.1K shares0.00%2025-09-302025-11-14 FOXF FOX FACTORY HLDG CORP57.1K shares0.00%2025-09-302025-11-14 ADBE ADOBE INC3.8K shares0.00%2025-09-302025-11-14 CRON CRONOS GROUP INC468.8K shares0.00%2025-09-302025-11-14 JOE ST JOE CO24.0K shares0.00%2025-09-302025-11-14 CRL CHARLES RIV LABS INTL INC7.5K shares0.00%2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC6.6K shares0.00%2025-09-302025-11-14 KSPI KASPI KZ JSC13.7K shares23.67%2025-09-302025-11-14 HSIC HENRY SCHEIN INC16.0K shares0.00%2025-09-302025-11-14 AMTM AMENTUM HOLDINGS INC39.5K sharesnew addition2025-09-302025-11-14 BAH BOOZ ALLEN HAMILTON HLDG COR9.5K sharesnew addition2025-09-302025-11-14 PMTS CPI CARD GROUP INC60.8K shares0.00%2025-09-302025-11-14 KNX KNIGHT-SWIFT TRANSN HLDGS IN22.6K shares13.04%2025-09-302025-11-14 PII POLARIS INC14.1K shares0.00%2025-09-302025-11-14 KFY KORN FERRY10.5K shares0.00%2025-09-302025-11-14 UHAL U HAUL HOLDING COMPANY12.7K shares0.00%2025-09-302025-11-14 PERI PERION NETWORK LTD75.6K shares0.00%2025-09-302025-11-14 ACLS AXCELIS TECHNOLOGIES INC7.3K shares0.00%2025-09-302025-11-14 HDSN HUDSON TECHNOLOGIES INC64.1K shares0.00%2025-09-302025-11-14 EC ECOPETROL S A67.6K shares0.00%2025-09-302025-11-14 INTC INTEL CORP17.1K sharesnew addition2025-09-302025-11-14 OBE OBSIDIAN ENERGY LTD84.1K shares0.00%2025-09-302025-11-14 CC CHEMOURS CO31.6K shares0.00%2025-09-302025-11-14 NXE NEXGEN ENERGY LTD50.9K shares0.00%2025-09-302025-11-14 RDDT REDDIT INC1.7K shares0.00%2025-09-302025-11-14 MSOS ADVISORSHARES TR77.5K shares0.00%2025-09-302025-11-14 DELL DELL TECHNOLOGIES INC2.5K sharesnew addition2025-09-302025-11-14 RCMT RCM TECHNOLOGIES INC12.9K shares0.00%2025-09-302025-11-14 TENB TENABLE HLDGS INC11.7K shares0.00%2025-09-302025-11-14 OXY OCCIDENTAL PETE CORP7.0K shares0.00%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD1.9K shares0.00%2025-09-302025-11-14 MSFT MICROSOFT CORP611 shares0.00%2025-09-302025-11-14 AVAL GRUPO AVAL ACCIONES Y VALORE75.0K shares0.00%2025-09-302025-11-14 DNN DENISON MINES CORP86.8K shares0.00%2025-09-302025-11-14 SSTK SHUTTERSTOCK INC10.8K shares0.00%2025-09-302025-11-14 LQDA LIQUIDIA CORPORATION9.7K sharesnew addition2025-09-302025-11-14 NMM NAVIOS MARITIME PARTNERS L P4.6K sharesnew addition2025-09-302025-11-14 PRTS CARPARTS COM INC252.5K shares0.00%2025-09-302025-11-14 BOOM DMC GLOBAL INC20.5K shares0.00%2025-09-302025-11-14 LESL LESLIES INC23.8K sharesnew addition2025-09-302025-11-14 FIGS FIGS INC19.4K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available