Kerrisdale Advisers, LLC Reduced Holdings in Q1 2025

Kerrisdale Advisers, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACMR
Acm Research, Inc.

Technology
-1.73M
- 88.99%
$15.41 - $29.98 $26.7M - $52M
214K $5M
SYY
Sysco Corp

Consumer Defensive
-123K
- 52.22%
$70.0 - $77.13 $8.59M - $9.47M
112K $8.43M
UNP
Union Pacific Corp

Industrials
-24.9K
- 89.98%
$225.21 - $254.42 $5.62M - $6.35M
2.78K $656K
GOOGL
Alphabet Inc.

Communication Services
-14.5K
- 18.33%
$154.33 - $206.19 $2.24M - $3M
64.8K $10M
DAVA
Endava PLC

Technology
-9.07K
- 2.52%
$19.51 - $34.49 $177K - $313K
351K $6.85M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-40.3K
- 95.59%
$80.53 - $147.57 $3.24M - $5.94M
1.86K $245K
DEO
Diageo PLC

Consumer Defensive
-4.65K
- 3.88%
$104.79 - $126.12 $487K - $586K
115K $12.1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-14K
- 37.39%
$175.5 - $209.86 $2.46M - $2.95M
23.5K $4.26M
CIB
Bancolombia Sa

Financial Services
-91.4K
- 41.53%
$31.99 - $44.29 $2.92M - $4.05M
129K $5.17M
CRM
Salesforce, Inc.

Technology
-3.72K
- 33.51%
$268.36 - $359.95 $999K - $1.34M
7.38K $1.98M
HSIC
Henry Schein Inc

Healthcare
-20.3K
- 67.73%
$68.49 - $81.91 $1.39M - $1.66M
9.66K $661K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-13.4K
- 33.92%
$43.49 - $58.8 $583K - $788K
26.1K $1.14M
CSX
Csx Corp

Industrials
-8.64K
- 3.89%
$29.11 - $33.67 $251K - $291K
213K $6.28M
USB
Us Bancorp \De\

Financial Services
-14.9K
- 39.63%
$40.92 - $50.9 $611K - $760K
22.7K $959K
V
Visa Inc.

Financial Services
-7.38K
- 14.08%
$306.92 - $362.71 $2.27M - $2.68M
45K $15.8M
PMTS
Cpi Card Group Inc.

Financial Services
-24.2K
- 28.02%
$27.89 - $33.46 $675K - $810K
62.2K $1.81M
WFC
Wells Fargo & Company

Financial Services
-10.5K
- 54.25%
$66.78 - $81.42 $701K - $855K
8.85K $635K
BA
Boeing CO

Industrials
-3.59K
- 24.17%
$148.15 - $186.25 $532K - $669K
11.3K $1.92M
BAC
Bank Of America Corp

Financial Services
-14K
- 35.14%
$39.61 - $47.74 $553K - $667K
25.8K $1.08M
VAL
Valaris LTD

Energy
-3.93K
- 3.88%
$32.85 - $49.52 $129K - $195K
97.3K $3.82M
UNH
Unitedhealth Group Inc

Healthcare
-930
- 50.22%
$461.52 - $548.18 $429K - $510K
922 $482K
ZI
Zoom Info Technologies Inc.

Technology
-20.8K
- 6.68%
$9.43 - $12.01 $196K - $250K
291K $2.91M
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
-287K
- 53.18%
$0.88 - $1.39 $252K - $399K
252K $252K
DCTH
Delcath Systems, Inc.

Healthcare
-30K
- 45.01%
$11.43 - $16.45 $343K - $494K
36.6K $466K
KFY
Korn Ferry

Industrials
-4.42K
- 29.66%
$62.52 - $71.6 $276K - $317K
10.5K $711K
NXE
Nex Gen Energy Ltd.

Energy
-27.2K
- 34.83%
$4.49 - $7.49 $122K - $204K
50.9K $228K
NSC
Norfolk Southern Corp

Industrials
-500
- 12.58%
$227.69 - $259.76 $114K - $130K
3.47K $822K
BOOM
Dmc Global Inc.

Energy
-6.09K
- 22.91%
$7.19 - $9.06 $43.8K - $55.2K
20.5K $172K
Ark 21 Shares Bitcoin ETF
-9.12K
- 58.97%
N/A
6.34K $0
Bitwise Bitcoin ETF Tr
-11.5K
- 47.15%
N/A
12.9K $0
Fidelity Wise Origin Bitcoin
-9.4K
- 50.51%
N/A
9.21K $0
Ishares Bitcoin Trust ETF
-6.66K
- 41.1%
N/A
9.55K $0
UBER
Uber Technologies, Inc

Technology
-3.56K
- 16.03%
$63.17 - $81.49 $225K - $290K
18.7K $1.36M
MELI
Mercadolibre Inc

Consumer Cyclical
-943
- 12.7%
$1739.0 - $2260.0 $1.64M - $2.13M
6.48K $12.6M
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
Track This Portfolio

Track Kerrisdale Advisers, LLC Portfolio

Follow Kerrisdale Advisers, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email