Kerrisdale Advisers, LLC

Q3 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    75

  • Value ($000)

    $192,855

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001569688
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
V

VISA INC

COM CL A
92826C839
$13.54 M
7 %

39,664

SHC
SHC

SOTERA HEALTH CO

COM
83601L102
$12.51 M
7 %

795,312

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$11.86 M
6 %

5,076

---

NOBLE CORP PLC

ORD SHS A
G65431127
$9.95 M
5 %

351,985

AMZN
AMZN

AMAZON COM INC

COM
023135106
$8.74 M
5 %

39,801

SYY
SYY

SYSCO CORP

COM
871829107
$8.35 M
4 %

101,423

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.25 M
4 %

33,927

STX
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$7.10 M
4 %

30,058

ACMR
ACMR

ACM RESH INC

COM CL A
00108J109
$6.91 M
4 %

176,581

ZM
ZM

ZOOM COMMUNICATIONS INC

CL A
98980L101
$5.34 M
3 %

64,679

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