Kerrisdale Advisers, LLC Purchases in Q2 2024

Kerrisdale Advisers, LLC

  • $284 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
196K
+ 85.41%
$70.69 - $80.57 $13.9M - $15.8M
425K $30.4M
DAVA
Endava PLC

Technology
148K
+ 252.29%
$24.7 - $37.68 $3.65M - $5.56M
206K $6.03M
MELI
Mercadolibre Inc

Consumer Cyclical
2.01K
New
$1356.43 - $1787.73 $2.73M - $3.59M
2.01K $3.3M
AMZN
Amazon Com Inc

Consumer Cyclical
15.1K
+ 64.19%
$173.67 - $197.85 $2.62M - $2.98M
38.5K $7.45M
EPAM
Epam Systems, Inc.

Technology
16.5K
+ 576.14%
$170.25 - $274.17 $2.8M - $4.51M
19.3K $3.64M
STX
Seagate Technology Holdings PLC

Technology
20.4K
+ 28.73%
$82.46 - $105.99 $1.68M - $2.16M
91.4K $9.44M
ZI
Zoom Info Technologies Inc.

Technology
134K
+ 490.84%
$11.78 - $16.62 $1.58M - $2.23M
162K $2.07M
NMM
Navios Maritime Partners L.P.

Industrials
19.4K
New
$41.33 - $52.68 $803K - $1.02M
19.4K $991K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
21.3K
+ 111.18%
$38.89 - $52.18 $829K - $1.11M
40.5K $1.95M
DBX
Dropbox, Inc.

Technology
44.7K
+ 66.5%
$20.76 - $24.31 $928K - $1.09M
112K $2.51M
UBER
Uber Technologies, Inc

Technology
10.2K
New
$63.52 - $77.16 $651K - $791K
10.2K $744K
TTI
Tetra Technologies Inc

Energy
168K
New
$3.15 - $4.93 $530K - $829K
168K $581K
HDSN
Hudson Technologies Inc

Basic Materials
57.9K
New
$8.66 - $11.33 $501K - $656K
57.9K $508K
INTC
Intel Corp

Technology
16.2K
New
$29.85 - $44.52 $485K - $723K
16.2K $502K
CRM
Salesforce, Inc.

Technology
3.69K
+ 28.47%
$218.01 - $304.74 $804K - $1.12M
16.7K $4.28M
LESL
Leslie'S, Inc.

Consumer Cyclical
90.1K
New
$3.93 - $5.94 $354K - $535K
90.1K $377K
LRCX
Lam Research Corp

Technology
185
+ 11.92%
$868.07 - $1089.58 $161K - $202K
1.74K $1.85M
TWKS
Thoughtworks Holding, Inc.

Technology
32.1K
+ 5.27%
$2.25 - $3.22 $72.2K - $103K
641K $1.82M
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
272K
New
$1.0 - $1.62 $272K - $440K
272K $271K
ADBE
Adobe Inc.

Technology
375
New
$439.02 - $555.54 $165K - $208K
375 $208K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.1K
+ 11.13%
$13.5 - $17.34 $150K - $193K
111K $1.61M
WMG
Warner Music Group Corp.

Communication Services
3.4K
+ 22.43%
$29.5 - $35.65 $100K - $121K
18.5K $567K
ROKU
Roku, Inc

Communication Services
1.69K
+ 25.76%
$52.53 - $64.19 $88.8K - $108K
8.25K $494K
HSIC
Henry Schein Inc

Healthcare
4.64K
+ 22.26%
$64.09 - $74.74 $298K - $347K
25.5K $1.63M
BA
Boeing CO

Industrials
570
+ 6.05%
$164.33 - $191.42 $93.7K - $109K
9.99K $1.82M
Ark 21 Shares Bitcoin ETF
64.1K
New
N/A
64.1K $0
Bitwise Bitcoin ETF Tr
88K
New
N/A
88K $0
Fidelity Wise Origin Bitcoin
21.1K
New
N/A
21.1K $0
Perion Network LTD
119K
New
N/A
119K $0
Labcorp Holdings Inc
4.37K
New
N/A
4.37K $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2.15K
+ 3.2%
$46.23 - $54.78 $99.2K - $118K
69.2K $3.45M
GTX
Garrett Motion Inc.

Consumer Cyclical
13.2K
+ 3.76%
$8.35 - $10.0 $110K - $132K
363K $3.12M
ZM
Zoom Video Communications, Inc.

Technology
1.57K
+ 1.53%
$56.21 - $64.73 $88.2K - $102K
104K $6.16M
DEO
Diageo PLC

Consumer Defensive
10.4K
+ 9.67%
$126.08 - $149.08 $1.32M - $1.56M
118K $14.9M
Activity Summary
Buys All Purchases 35 New Holdings 15 Increased Positions 20 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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