Kerrisdale Advisers, LLC Purchases and Sells in Q2 2024

Kerrisdale Advisers, LLC

$284 Million
Q2 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYY	196K + 85.41%	$70.69 - $80.57 $13.9M - $15.8M	425K $30.4M
DAVA	148K + 252.29%	$24.7 - $37.68 $3.65M - $5.56M	206K $6.03M
AMZN	15.1K + 64.19%	$173.67 - $197.85 $2.62M - $2.98M	38.5K $7.45M
EPAM	16.5K + 576.14%	$170.25 - $274.17 $2.8M - $4.51M	19.3K $3.64M
STX	20.4K + 28.73%	$82.46 - $105.99 $1.68M - $2.16M	91.4K $9.44M
ZI	134K + 490.84%	$11.78 - $16.62 $1.58M - $2.23M	162K $2.07M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MELI	2.01K New	$1356.43 - $1787.73 $2.73M - $3.59M	2.01K $3.3M
NMM	19.4K New	$41.33 - $52.68 $803K - $1.02M	19.4K $991K
VMEO	202K New	$3.5 - $4.05 $706K - $816K	202K $751K
UBER	10.2K New	$63.52 - $77.16 $651K - $791K	10.2K $744K
TTI	168K New	$3.15 - $4.93 $530K - $829K	168K $581K
HDSN	57.9K New	$8.66 - $11.33 $501K - $656K	57.9K $508K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WAB	-48K - 45.12%	$144.17 - $170.65 $6.92M - $8.2M	58.4K $9.23M
AON	-8.07K - 24.86%	$275.82 - $329.64 $2.23M - $2.66M	24.4K $7.16M
VAL	-39.9K - 25.73%	$64.06 - $77.58 $2.56M - $3.1M	115K $8.58M
V	-3.64K - 4.48%	$262.47 - $281.5 $954K - $1.02M	77.6K $20.4M
BAC	-52K - 27.76%	$34.68 - $40.02 $1.8M - $2.08M	135K $5.38M
NOC	-1.09K - 8.67%	$423.42 - $488.06 $462K - $532K	11.5K $5.01M

Activity Summary All Purchases 35 New Holdings 15 Increased Positions 20 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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