Kerrisdale Advisers, LLC Purchases in Q1 2025

Kerrisdale Advisers, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
425K
+ 304.36%
$84.92 - $108.42 $36.1M - $46.1M
565K $48M
APPF
Appfolio Inc

Technology
9.75K
New
$206.66 - $260.64 $2.01M - $2.54M
9.75K $2.14M
AMZN
Amazon Com Inc

Consumer Cyclical
12.9K
+ 29.43%
$190.26 - $242.06 $2.45M - $3.11M
56.6K $10.8M
EPAM
Epam Systems, Inc.

Technology
4.75K
+ 64.68%
N/A
12.1K $2.24M
ON
On Semiconductor Corp

Technology
16.1K
New
$40.69 - $64.51 $655K - $1.04M
16.1K $654K
PII
Polaris Inc.

Consumer Cyclical
15.1K
New
$40.9 - $58.36 $617K - $880K
15.1K $617K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
8.78K
New
$48.65 - $66.04 $427K - $580K
8.78K $467K
ZM
Zoom Video Communications, Inc.

Technology
8.75K
+ 17.47%
$72.23 - $88.64 $632K - $776K
58.8K $4.34M
GTLS
Chart Industries Inc

Industrials
1.74K
New
$141.99 - $218.35 $246K - $379K
1.74K $250K
QS
Quantum Scape Corp

Consumer Cyclical
58.4K
New
$4.15 - $6.58 $242K - $384K
58.4K $242K
SSTK
Shutterstock, Inc.

Communication Services
10.8K
New
$17.79 - $34.5 $192K - $371K
10.8K $200K
GOGL
Golden Ocean Group LTD

Industrials
25K
New
$7.66 - $10.06 $192K - $252K
25K $199K
MSFT
Microsoft Corp

Technology
2.66K
+ 15.13%
$375.39 - $447.2 $999K - $1.19M
20.3K $7.61M
CPNG
Coupang, Inc.

Consumer Cyclical
5.49K
+ 6.74%
$21.34 - $25.52 $117K - $140K
86.9K $1.91M
ADBE
Adobe Inc.

Technology
672
+ 26.51%
$377.84 - $464.11 $254K - $312K
3.21K $1.23M
FIGS
Figs, Inc.

Consumer Cyclical
19.4K
New
$4.33 - $6.18 $84K - $120K
19.4K $89K
RTO
Rentokil Initial PLC

Industrials
15.3K
+ 13.58%
$20.76 - $27.11 $318K - $416K
128K $2.94M
ATKR
Atkore Inc.

Industrials
7.92K
+ 44.05%
$58.89 - $88.18 $467K - $699K
25.9K $1.55M
CC
Chemours CO

Basic Materials
9.16K
+ 40.89%
$13.41 - $19.99 $123K - $183K
31.6K $427K
Fortrea Hldgs Inc
275K
New
N/A
275K $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
2.6K
New
N/A
2.6K $0
LESL
Leslie'S, Inc.

Consumer Cyclical
316K
+ 196.84%
$0.74 - $2.3 $234K - $726K
476K $352K
RCMT
Rcm Technologies, Inc.

Industrials
1.15K
+ 9.83%
$14.95 - $22.48 $17.3K - $25.9K
12.9K $201K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.4K
+ 16.15%
$150.52 - $190.14 $211K - $266K
10.1K $1.51M
IMXI
International Money Express, Inc.

Technology
16K
+ 9.23%
$12.62 - $21.21 $202K - $339K
189K $2.39M
Activity Summary
Buys All Purchases 26 New Holdings 12 Increased Positions 14 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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