Kerrisdale Advisers, LLC Portfolio Holdings
Kerrisdale Advisers, LLC
- $221 Million
- Q1 2025
Kerrisdale Advisers, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Seagate Technology Holdings PLC with a value of $48M, Visa Inc. with a value of $15.8M, Mercadolibre Inc with a value of $12.6M, Diageo PLC with a value of $12.1M, and Amazon Com Inc with a value of $10.8M.
Examining the 13F form we can see an decrease of $52.4M in the current position value, from $273M to 221M.
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
$221 Million
Technology: $87.7 Million
Consumer Cyclical: $28 Million
Financial Services: $26.3 Million
Industrials: $21.8 Million
Consumer Defensive: $21 Million
Healthcare: $13.2 Million
Communication Services: $12.3 Million
Energy: $8.52 Million
Other: $2.15 Million