Kerrisdale Advisers, LLC Purchases and Sells in Q3 2024

Kerrisdale Advisers, LLC

$264 Million
Q3 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MELI	1.38K + 68.71%	$1591.44 - $2140.1 $2.2M - $2.96M	3.39K $6.95M
DAVA	97K + 47.07%	$25.54 - $33.46 $2.48M - $3.25M	303K $7.74M
ZI	201K + 124.49%	$8.01 - $12.68 $1.61M - $2.55M	363K $3.75M
WMG	48K + 259.04%	$27.51 - $32.17 $1.32M - $1.54M	66.5K $2.08M
JD	13.1K + 27.28%	$24.95 - $40.01 $328K - $526K	61.3K $2.45M
DE	1.47K + 18.37%	$344.84 - $418.0 $508K - $616K	9.5K $3.96M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACMR	299K New	$15.01 - $25.52 $4.49M - $7.64M	299K $6.08M
RTO	74.4K New	$24.2 - $32.96 $1.8M - $2.45M	74.4K $1.85M
SMCI	4.17K New	$386.46 - $909.96 $1.61M - $3.79M	4.17K $1.73M
GTLS	3.9K New	$106.83 - $168.99 $417K - $659K	3.9K $484K
TENB	11.7K New	$38.98 - $47.15 $457K - $553K	11.7K $474K
CC	22.4K New	$16.79 - $24.99 $376K - $560K	22.4K $455K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYY	-173K - 40.78%	$69.16 - $78.98 $12M - $13.7M	252K $19.7M
AON	-19.1K - 78.3%	$293.16 - $351.06 $5.6M - $6.7M	5.29K $1.83M
VAL	-46.1K - 40.0%	$53.76 - $79.98 $2.48M - $3.68M	69.1K $3.85M
SPGI	-9.34K - 81.22%	$446.32 - $527.38 $4.17M - $4.93M	2.16K $1.12M
NOC	-8.41K - 73.21%	$423.73 - $533.14 $3.56M - $4.48M	3.08K $1.62M
MCO	-6.72K - 76.38%	$421.49 - $494.67 $2.83M - $3.32M	2.08K $985K

Activity Summary All Purchases 36 New Holdings 13 Increased Positions 23 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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