13F Filings for Kerrisdale Advisers, LLC (CIK: 1569688)
View the most recent portfolio holdings disclosed by Kerrisdale Advisers, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| STX - SEAGATE TECHNOLOGY HLDNGS PL(Class: ORD SHS) | 292.75K | $42.25M | 22.04% | Decreased | 272.33K (48.0%, $5.75M) |
| UNH - UNITEDHEALTH GROUP INC(Class: COM) | 39.48K | $12.32M | 6.43% | Increased | 38.56K (4182.0%, $11.84M) |
| MELI - MERCADOLIBRE INC(Class: COM) | 4.02K | $10.51M | 5.48% | Decreased | 2.46K (37.0%, $2.14M) |
| V - VISA INC(Class: COM CL A) | 27.38K | $9.72M | 5.07% | Decreased | 17.66K (39.0%, $6.07M) |
| NE - NOBLE CORP PLC(Class: ORD SHS A) | 351.99K | $9.35M | 4.87% | Increased | 22K (6.0%, $1.52M) |
| SHC - SOTERA HEALTH CO(Class: COM) | 795.31K | $8.84M | 4.61% | Unchanged | |
| DAVA - ENDAVA PLC(Class: ADS) | 535.80K | $8.21M | 4.28% | Increased | 184.93K (52.0%, $1.36M) |
| ACMR - ACM RESH INC(Class: COM CL A) | 286.50K | $7.42M | 3.87% | Increased | 72.10K (33.0%, $2.42M) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 33.93K | $5.98M | 3.12% | Decreased | 30.82K (47.0%, $4.03M) |
| ZM - ZOOM COMMUNICATIONS INC(Class: CL A) | 64.68K | $5.04M | 2.63% | Increased | 5.84K (9.0%, $703.12K) |
| WDC - WESTERN DIGITAL CORP(Class: COM) | 73.58K | $4.71M | 2.46% | New | 73.58K ($4.71M) |
| N/A - GRUPO CIBEST SA(Class: SPON ADS) | 100.46K | $4.64M | 2.42% | New | 100.46K ($4.64M) |
| SYY - SYSCO CORP(Class: COM) | 56.44K | $4.27M | 2.23% | Decreased | 55.84K (49.0%, $4.15M) |
| VAL - VALARIS LTD(Class: CL A) | 97.33K | $4.10M | 2.14% | Unchanged | |
| GTM - ZOOMINFO TECHNOLOGIES INC(Class: COMMON STOCK) | 342.30K | $3.46M | 1.81% | Increased | 51.75K (17.0%, $558.58K) |
| CPNG - COUPANG INC(Class: CL A) | 109.08K | $3.27M | 1.70% | Increased | 22.14K (25.0%, $1.36M) |
| UHAL.B - U HAUL HOLDING COMPANY(Class: COM SER N) | 55.24K | $3M | 1.57% | Unchanged | |
| APPF - APPFOLIO INC(Class: COM CL A) | 12.94K | $2.98M | 1.55% | Increased | 3.19K (32.0%, $836.70K) |
| DEO - DIAGEO PLC(Class: SPON ADR NEW) | 28.76K | $2.90M | 1.51% | Decreased | 86.32K (75.0%, $9.16M) |
| AMZN - AMAZON COM INC(Class: COM) | 9.85K | $2.16M | 1.13% | Decreased | 46.72K (82.0%, $8.60M) |
| IMXI - INTERNATIONAL MNY EXPRESS IN(Class: COM) | 189.29K | $1.91M | 1.00% | Unchanged | |
| CCJ - CAMECO CORP(Class: COM) | 25.39K | $1.88M | 0.98% | Unchanged | |
| ATKR - ATKORE INC(Class: COM) | 26.11K | $1.84M | 0.96% | Increased | 200 (0.0%, $287.76K) |
| WMG - WARNER MUSIC GROUP CORP(Class: COM CL A) | 66.53K | $1.81M | 0.95% | Unchanged | |
| FTRE - FORTREA HLDGS INC(Class: COMMON STOCK) | 358.19K | $1.77M | 0.92% | Increased | 82.87K (30.0%, $309.21K) |