Kerrisdale Advisers, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmiami, FL
- CIK0001569688
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
86 | $296.00M | ACMR, SYY, V, DGE | 13F-HR | Feb 14, 2025 | 000117266125000950 | ||
97 | $294.14M | SYY, V, DGE, GOOGL | 13F-HR | Nov 14, 2024 | 000117266124004881 | ||
93 | $319.55M | SYY, V, NOBLE CORP PLC, DGE | 13F-HR | Aug 14, 2024 | 000117266124003455 | ||
87 | $318.26M | V, NOBLE CORP PLC, SYY, DGE | 13F-HR | May 15, 2024 | 000117266124002420 | ||
81 | $335.65M | V, SYY, NOBLE CORP PLC, DGE | 13F-HR | Feb 14, 2024 | 000117266124000957 | ||
89 | $315.73M | STX, V, NOBLE CORP PLC, SYY | 13F-HR | Nov 14, 2023 | 000117266123003869 | ||
80 | $370.99M | NOBLE CORP PLC, AON, SYY, V | 13F-HR | Aug 14, 2023 | 000117266123003029 | ||
87 | $337.76M | NOBLE CORP PLC, AON, VALARIS LTD, PYPL | 13F-HR | May 15, 2023 | 000117266123002154 | ||
90 | $337.23M | VALARIS LTD, PYPL, TIDEWATER INC NEW, NOBLE CORP PLC | 13F-HR | Feb 14, 2023 | 000117266123000856 | ||
79 | $411.75M | VALARIS LTD, LRCX, UNP, ZM | 13F-HR | Nov 14, 2022 | 000117266122002424 | ||
73 | $317.69M | VALARIS LTD, DE, CTSH, MSFT | 13F-HR | Aug 15, 2022 | 000117266122001874 | ||
36 | $327.16M | SNPS, SPGI, TWTR, DE | 13F-HR | May 16, 2022 | 000117266122001335 | ||
41 | $484.20M | UBER, TWTR, SPGI, GOOGL | 13F-HR | Feb 14, 2022 | 000117266122000473 | ||
56 | $922.47M | UBER, RNG, EVBG, SPGI | 13F-HR | Nov 15, 2021 | 000117266121002258 | ||
54 | $1.11B | IHS MARKIT LTD, 0J7Q, TWTR, BABA | 13F-HR | Aug 16, 2021 | 000117266121001761 | ||
53 | $1.30B | BABA, IHS MARKIT LTD, META, IAC INTERACTIVECORP NEW | 13F-HR | May 17, 2021 | 000117266121001253 | ||
68 | $1.29B | TWTR, META, IQV, IHS MARKIT LTD | 13F-HR | Feb 16, 2021 | 000117266121000560 | ||
66 | $1.33B | TWTR, SPY, CRL, NDQ | 13F-HR | Nov 16, 2020 | 000117266120002178 | ||
63 | $889.20M | TWTR, HUYA, CRL, CCK | 13F-HR | Aug 14, 2020 | 000117266120001741 | ||
54 | $523.09M | HUYA, WTW, CRL, AIY | 13F-HR | May 15, 2020 | 000117266120001268 | ||
33 | $282.78M | HUYA, SE, KFY, CRL | 13F-HR | Feb 14, 2020 | 000117266120000643 | ||
34 | $159.49M | SE, INTELSAT S A, YANDEX N V, AIY | 13F-HR | Nov 14, 2019 | 000117266119002262 | ||
30 | $279.43M | INTELSAT S A, SE, HUYA, VG | 13F-HR | Aug 14, 2019 | 000117266119001792 | ||
32 | $518.05M | NDQ, IWM, INTELSAT S A, SE | 13F-HR | May 15, 2019 | 000117266119001232 | ||
23 | $161.37M | INTELSAT S A, HUYA, SE, YY | 13F-HR | Feb 14, 2019 | 000117266119000651 | ||
14 | $102.01M | LUXOFT HLDG INC, INTELSAT S A, YY, HUYA | 13F-HR | Nov 14, 2018 | 000117266118002039 | ||
14 | $240.69M | INTELSAT S A, LUXOFT HLDG INC, YY, EXPE | 13F-HR | Aug 14, 2018 | 000117266118001554 | ||
18 | $143.75M | LUXOFT HLDG INC, EXPE, MOMO INC, YY | 13F-HR | May 15, 2018 | 000117266118001124 | ||
8 | $49.35M | LUXOFT HLDG INC, STMP, ADAMAS PHARMACEUTICALS INC, JLL | 13F-HR | Feb 14, 2018 | 000117266118000576 | ||
13 | $95.80M | LUXOFT HLDG INC, ADAMAS PHARMACEUTICALS INC, GIMO, EBA | 13F-HR | Nov 14, 2017 | 000117266117002030 | ||
19 | $108.67M | LUXOFT HLDG INC, GIMO, CTSH, EBA | 13F-HR | Aug 14, 2017 | 000117266117001605 | ||
11 | $96.64M | GIMO, CTSH, LUXOFT HLDG INC, JLL | 13F-HR | May 15, 2017 | 000117266117001137 | ||
14 | $101.44M | LUXOFT HLDG INC, JLL, CTSH, CHECK POINT SOFTWARE TECH LT | 13F-HR | Feb 14, 2017 | 000117266117000624 | ||
20 | $154.02M | LUXOFT HLDG INC, JLL, CHECK POINT SOFTWARE TECH LT, MENT | 13F-HR | Nov 10, 2016 | 000117266116004136 | ||
33 | $369.84M | JLL, LUXOFT HLDG INC, BRO, MENT | RESTATEMENT | Aug 12, 2016 | 000117266116003726 | ||
39 | $585.99M | SPY, JLL, MCGRAW HILL FINL INC, BRO | 13F-HR | May 13, 2016 | 000117266116003266 | ||
46 | $391.12M | JLL, MCGRAW HILL FINL INC, PRXL, MARKIT LTD | 13F-HR | Feb 16, 2016 | 000117266116002870 | ||
41 | $343.67M | JLL, MCGRAW HILL FINL INC, MARKIT LTD, CTSH | 13F-HR | Nov 13, 2015 | 000117266115001925 | ||
28 | $291.84M | JLL, CTSH, UHAL, LUXOFT HLDG INC | 13F-HR | Aug 14, 2015 | 000117266115001550 | ||
27 | $304.32M | WBS, CTSH, JLL, MARKIT LTD | 13F-HR | May 15, 2015 | 000117266115001119 | ||
34 | $200.11M | UHAL, CTSH, JLL, MARKIT LTD | 13F-HR | Feb 17, 2015 | 000117266115000523 | ||
1 | $9.12M | JGWEQ | NEW HOLDINGS | Nov 18, 2014 | 000117266114001866 | ||
36 | $184.46M | UHAL, JLL, SSNC, CTSH | 13F-HR | Nov 14, 2014 | 000117266114001773 | ||
40 | $209.80M | UHAL, JLL, 1812212D, HERBALIFE NUTRITION LTD | 13F-HR | Aug 14, 2014 | 000117266114001414 | ||
43 | $203.44M | UHAL, JLL, HERBALIFE NUTRITION LTD, ING U S INC | 13F-HR | May 15, 2014 | 000117266114001047 | ||
55 | $226.72M | UHAL, JLL, ETRA, CHS | 13F-HR | Feb 14, 2014 | 000108514614000658 |