Kerrisdale Advisers, LLC Portfolio Holdings
Kerrisdale Advisers, LLC
- $273 Million
- Q4 2024
Kerrisdale Advisers, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $273 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Acm Research, Inc. with a value of $29.4M, Sysco Corp with a value of $18M, Visa Inc. with a value of $16.6M, Diageo PLC with a value of $15.2M, and Alphabet Inc. with a value of $15M.
Examining the 13F form we can see an increase of $9.49M in the current position value, from $264M to 273M.
Kerrisdale Advisers, LLC is based out at Miami, FL
Below you can find more details about Kerrisdale Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
Technology: $84.3 Million
Industrials: $37.7 Million
Financial Services: $37.4 Million
Consumer Defensive: $33.2 Million
Consumer Cyclical: $32 Million
Healthcare: $17.2 Million
Communication Services: $17.1 Million
Energy: $10.2 Million
Other: $4.39 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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