Kerrisdale Advisers, LLC

Q4 2024 13F Holdings

  • Location
    miami, FL
  • Num holdings

    86

  • Value ($000)

    $295,995

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ACMR
ACMR

ACM RESH INC

COM CL A
00108J109
$29.41M
10 %

1,948,003

SYY
SYY

SYSCO CORP

COM
871829107
$17.97M
6 %

235,021

V
V

VISA INC

COM CL A
92826C839
$16.57M
6 %

52,430

DGE
DGE

DIAGEO PLC

SPON ADR NEW
25243Q205
$15.22M
5 %

119,724

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$15.01M
5 %

79,282

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$12.63M
4 %

7,427

STX
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$12.06M
4 %

139,746

DAVA
DAVA

ENDAVA PLC

ADS
29260V105
$11.12M
4 %

359,942

SHC
SHC

SOTERA HEALTH CO

COM
83601L102
$10.88M
4 %

795,312

---

NOBLE CORP PLC

ORD SHS A
G65431127
$10.36M
4 %

329,985

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