Kerrisdale Advisers, LLC 13F Holdings

CIK 0001569688 · NEW YORK, NY

As of Sep 30, 2025, Kerrisdale Advisers, LLC reported 75 positions worth 92.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VISA INC-CLASS A SHARESVFinancial Services39,664 3.5M7.02%
SOTERA HEALTH COSHCHealthcare795,312 2.5M6.49%
MERCADOLIBRE INCMELIConsumer Cyclical5,076 1.9M6.15%
NOBLE CORP PLCNEEnergy351,985 0.0M5.16%
AMAZON.COM INCAMZNEquity39,801$8.7M4.53%
SYSCO CORPSYYConsumer Defensive101,423$8.4M4.33%
ALPHABET INCGOOGLEquity33,927$8.2M4.28%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology30,058$7.1M3.68%
ACM RESEARCH INCACMRTechnology176,581$6.9M3.58%
ZOOM COMMUNICATIONS INCZMTechnology64,679$5.3M2.77%
ENDAVA PLCDAVATechnology576,843$5.2M2.72%
GRUPO CIBEST AMERICAN DEPOSITARY SCIBFinancial Services99,862$5.2M2.69%
WESTERN DIGITAL CORPWDCTechnology42,454$5.1M2.64%
VALARIS LTDVALEnergy97,335$4.7M2.46%
UNITEDHEALTH GROUP INCUNHHealthcare13,020$4.5M2.33%
APPFOLIO INCAPPFTechnology14,778$4.1M2.11%
UNION PACIFIC CORPUNPIndustrials16,402$3.9M2.01%
ZOOMINFO TECHNOLOGIES INCGTMTechnology348,428$3.8M1.97%
COUPANG INCCPNGConsumer Cyclical109,085$3.5M1.82%
FORTREA HOLDINGS INCFTREHealthcare358,191$3.0M1.56%
DIAGEO PLCDEOConsumer Defensive31,133$3.0M1.54%
U-HAUL HOLDING COUHAL.BIndustrials55,241$2.8M1.46%
KENVUE INCKVUEConsumer Defensive164,220$2.7M1.38%
INTERNATIONAL MONEY EXPRESS INCIMXITechnology189,288$2.6M1.37%
MICRON TECHNOLOGY INCMUTechnology15,059$2.5M1.31%