Kerrisdale Advisers, LLC Purchases and Sells in Q1 2025

Kerrisdale Advisers, LLC

$221 Million
Q1 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STX	425K + 304.36%	$84.92 - $108.42 $36.1M - $46.1M	565K $48M
AMZN	12.9K + 29.43%	$190.26 - $242.06 $2.45M - $3.11M	56.6K $10.8M
EPAM	4.75K + 64.68%	N/A	12.1K $2.24M
ZM	8.75K + 17.47%	$72.23 - $88.64 $632K - $776K	58.8K $4.34M
MSFT	2.66K + 15.13%	$375.39 - $447.2 $999K - $1.19M	20.3K $7.61M
CPNG	5.49K + 6.74%	$21.34 - $25.52 $117K - $140K	86.9K $1.91M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APPF	9.75K New	$206.66 - $260.64 $2.01M - $2.54M	9.75K $2.14M
ON	16.1K New	$40.69 - $64.51 $655K - $1.04M	16.1K $654K
PII	15.1K New	$40.9 - $58.36 $617K - $880K	15.1K $617K
LW	8.78K New	$48.65 - $66.04 $427K - $580K	8.78K $467K
GTLS	1.74K New	$141.99 - $218.35 $246K - $379K	1.74K $250K
QS	58.4K New	$4.15 - $6.58 $242K - $384K	58.4K $242K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACMR	-1.73M - 88.99%	$15.41 - $29.98 $26.7M - $52M	214K $5M
SYY	-123K - 52.22%	$70.0 - $77.13 $8.59M - $9.47M	112K $8.43M
UNP	-24.9K - 89.98%	$225.21 - $254.42 $5.62M - $6.35M	2.78K $656K
GOOGL	-14.5K - 18.33%	$154.33 - $206.19 $2.24M - $3M	64.8K $10M
DAVA	-9.07K - 2.52%	$19.51 - $34.49 $177K - $313K	351K $6.85M
BABA	-40.3K - 95.59%	$80.53 - $147.57 $3.24M - $5.94M	1.86K $245K

Activity Summary All Purchases 26 New Holdings 12 Increased Positions 14 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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