Kerrisdale Advisers, LLC Purchases and Sells in Q3 2025

Kerrisdale Advisers, LLC

$161 Million
Q3 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	30K + 304.19%	$211.65 - $238.24 $6.34M - $7.14M	39.8K $8.74M
SYY	45K + 79.71%	$76.33 - $82.51 $3.43M - $3.71M	101K $8.35M
V	12.3K + 44.84%	$332.09 - $358.86 $4.08M - $4.41M	39.7K $13.5M
UNP	15.3K + 1336.25%	$214.91 - $237.16 $3.28M - $3.62M	16.4K $3.88M
MELI	1.05K + 26.21%	$2292.04 - $2514.05 $2.42M - $2.65M	5.08K $11.9M
WAB	6.11K + 513.03%	$185.65 - $214.38 $1.13M - $1.31M	7.3K $1.46M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MU	15.1K New	$104.88 - $168.89 $1.58M - $2.54M	15.1K $2.52M
SNPS	3.26K New	$387.78 - $645.35 $1.27M - $2.11M	3.26K $1.61M
BAH	9.45K New	$97.53 - $115.95 $922K - $1.1M	9.45K $944K
INTC	17.1K New	$19.31 - $35.5 $331K - $608K	17.1K $574K
DELL	2.54K New	$120.96 - $141.77 $308K - $361K	2.54K $360K
LQDA	9.73K New	$12.06 - $28.85 $117K - $281K	9.73K $223K

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STX	-263K - 89.73%	$142.01 - $236.06 $37.3M - $62M	30.1K $7.1M
UNH	-26.5K - 67.03%	$237.77 - $353.61 $6.29M - $9.36M	13K $4.5M
ACMR	-110K - 38.37%	$23.92 - $39.13 $2.63M - $4.3M	177K $6.91M
GRUPO CIBEST SA	-600 - 0.6%	N/A	99.9K $0
WDC	-31.1K - 42.3%	$63.84 - $120.06 $1.99M - $3.74M	42.5K $5.1M

Activity Summary All Purchases 25 New Holdings 11 Increased Positions 14 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kerrisdale Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kerrisdale Advisers, LLC with notifications on news.