Kerrisdale Advisers, LLC Purchases and Sells in Q4 2024

Kerrisdale Advisers, LLC

$273 Million
Q4 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACMR	1.65M + 550.81%	$14.1 - $23.6 $23.2M - $38.9M	1.95M $29.4M
MELI	4.04K + 119.02%	$1666.0 - $2117.3 $6.72M - $8.55M	7.43K $12.6M
DAVA	56.8K + 18.73%	$23.6 - $31.03 $1.34M - $1.76M	360K $11.1M
ASML	3.72K + 532.05%	$658.43 - $872.27 $2.45M - $3.24M	4.42K $3.06M
STX	49.2K + 54.38%	$86.31 - $112.64 $4.25M - $5.54M	140K $12.1M
RTO	38.5K + 51.84%	$22.92 - $26.98 $883K - $1.04M	113K $2.86M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CPNG	81.5K New	$21.98 - $26.89 $1.79M - $2.19M	81.5K $1.79M
CSTM	56.8K New	$9.97 - $16.45 $566K - $934K	56.8K $583K
LPI	6.59K New	N/A	6.59K $320K
LYFT	22.2K New	$12.36 - $18.59 $274K - $412K	22.2K $285K
BOOM	26.6K New	$6.69 - $13.75 $178K - $366K	26.6K $195K
BLACKROCK INC	225 New	N/A	225 $0

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BABA	-13.7K - 24.6%	$82.28 - $117.52 $1.13M - $1.61M	42.1K $3.57M
EPAM	-12K - 62.0%	N/A	7.34K $1.36M
ZM	-40.1K - 44.49%	$67.21 - $89.03 $2.7M - $3.57M	50.1K $4.09M
WAB	-12.9K - 25.51%	$180.39 - $205.43 $2.32M - $2.64M	37.6K $7.12M
SYY	-16.9K - 6.71%	$73.63 - $81.77 $1.24M - $1.38M	235K $18M
KFY	-20.3K - 57.59%	$66.56 - $79.4 $1.35M - $1.61M	14.9K $1.01M

Activity Summary All Purchases 29 New Holdings 6 Increased Positions 23 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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