Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $317,685 (100.0% shares, 0.0% debt)

Holdings (73)

VAL VALARIS LIMITED 7.4%
Value ($000) $23,393 Shares 553,819 Est. Cost $51.10 Unrealized +5.3%
DE DEERE & CO 6.8%
Value ($000) $21,463 Shares 71,670 Est. Cost $361.24 Unrealized -3.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 4.8%
Value ($000) $15,258 Shares 226,073 Est. Cost $82.47 Unrealized -12.6%
MSFT MICROSOFT CORP 4.7%
Value ($000) $14,984 Shares 58,342 Est. Cost $219.74 Unrealized +19.9%
UNP UNION PAC CORP 3.8%
Value ($000) $12,183 Shares 57,124 Est. Cost $225.72 Unrealized -7.5%
RNG RINGCENTRAL INC 3.8%
Value ($000) $12,089 Shares 231,323 Est. Cost $110.40 Unrealized -31.3%
KFY KORN FERRY 3.1%
Value ($000) $9,927 Shares 171,092 Est. Cost $50.47 Unrealized +11.9%
CRM SALESFORCE INC 3.0%
Value ($000) $9,390 Shares 56,893 Est. Cost $204.17 Unrealized -14.5%
ADBE ADOBE SYSTEMS INCORPORATED 2.7%
Value ($000) $8,670 Shares 23,686 Est. Cost $411.13 Unrealized -1.0%
TDW TIDEWATER INC NEW 2.5%
Value ($000) $8,091 Shares 383,643 Est. Cost $21.13 Unrealized +8.9%
SSNC SS&C TECHNOLOGIES HLDGS INC 2.4%
Value ($000) $7,667 Shares 132,026 Est. Cost $77.31 Unrealized -16.8%
FIGS FIGS INC 2.4%
Value ($000) $7,516 Shares 825,058 Est. Cost $12.76 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 2.3%
Value ($000) $7,372 Shares 68,276 Est. Cost $138.11 Unrealized -23.6%
SCHW SCHWAB CHARLES CORP 2.2%
Value ($000) $7,052 Shares 111,611 Est. Cost $70.73 Unrealized -7.4%
CSX CSX CORP 2.2%
Value ($000) $6,971 Shares 239,880 Est. Cost $32.06 Unrealized -3.5%
BLACKROCK INC 2.2%
Value ($000) $6,933 Shares 11,383 Est. Cost $744.56 Unrealized
AON AON PLC 2.1%
Value ($000) $6,607 Shares 24,500 Est. Cost $279.95 Unrealized 0.0%
BAC BK OF AMERICA CORP 2.0%
Value ($000) $6,400 Shares 205,580 Est. Cost $32.74 Unrealized 0.0%
CORN TEUCRIUM COMMODITY TR 1.9%
Value ($000) $6,106 Shares 242,687 Est. Cost $25.16 Unrealized
OXY OCCIDENTAL PETE CORP 1.9%
Value ($000) $6,059 Shares 102,904 Est. Cost $41.76 Unrealized +39.2%
AMAT APPLIED MATLS INC 1.6%
Value ($000) $5,125 Shares 56,333 Est. Cost $106.08 Unrealized 0.0%
V VISA INC 1.5%
Value ($000) $4,818 Shares 24,472 Est. Cost $201.06 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $4,689 Shares 9,130 Est. Cost $471.05 Unrealized 0.0%
FICO FAIR ISAAC CORP 1.4%
Value ($000) $4,600 Shares 11,473 Est. Cost $394.39 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 1.3%
Value ($000) $4,242 Shares 18,663 Est. Cost $226.47 Unrealized 0.0%
BA BOEING CO 1.3%
Value ($000) $4,186 Shares 30,614 Est. Cost $147.52 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 1.3%
Value ($000) $3,981 Shares 35,015 Est. Cost $113.69 Unrealized
WFC WELLS FARGO CO NEW 1.2%
Value ($000) $3,861 Shares 98,572 Est. Cost $39.95 Unrealized 0.0%
TMUS T-MOBILE US INC 1.2%
Value ($000) $3,855 Shares 28,651 Est. Cost $126.05 Unrealized 0.0%
ROKU ROKU INC 1.2%
Value ($000) $3,751 Shares 45,663 Est. Cost $146.75 Unrealized -34.0%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,624 Shares 1,663 Est. Cost $83.47 Unrealized +40.0%
JUNIPER NETWORKS INC 1.1%
Value ($000) $3,594 Shares 126,105 Est. Cost $28.50 Unrealized
JD JD.COM INC 1.0%
Value ($000) $3,039 Shares 47,325 Est. Cost $64.22 Unrealized
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $3,031 Shares 43,404 Est. Cost $86.55 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $2,999 Shares 12,795 Est. Cost $234.39 Unrealized
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $2,961 Shares 18,770 Est. Cost $160.77 Unrealized -9.5%
LAM RESEARCH CORP 0.9%
Value ($000) $2,878 Shares 6,753 Est. Cost $426.18 Unrealized
USB US BANCORP DEL 0.9%
Value ($000) $2,826 Shares 61,416 Est. Cost $46.66 Unrealized -10.2%
DOCU DOCUSIGN INC 0.9%
Value ($000) $2,812 Shares 49,010 Est. Cost $80.96 Unrealized 0.0%
CENTENNIAL RESOURCE DEV INC 0.8%
Value ($000) $2,561 Shares 428,246 Est. Cost $5.98 Unrealized
SNPS SYNOPSYS INC 0.8%
Value ($000) $2,475 Shares 8,148 Est. Cost $301.79 Unrealized -0.0%
MCO MOODYS CORP 0.7%
Value ($000) $2,079 Shares 7,646 Est. Cost $290.01 Unrealized 0.0%
META META PLATFORMS INC 0.6%
Value ($000) $1,941 Shares 12,036 Est. Cost $191.58 Unrealized 0.0%
MGNI MAGNITE INC 0.6%
Value ($000) $1,782 Shares 200,727 Est. Cost $15.84 Unrealized -32.3%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.5%
Value ($000) $1,715 Shares 18,980 Est. Cost $79.38 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $1,699 Shares 18,539 Est. Cost $90.53 Unrealized 0.0%
UHAL AMERCO 0.5%
Value ($000) $1,681 Shares 3,514 Est. Cost $61.65 Unrealized -16.1%
AA ALCOA CORP 0.5%
Value ($000) $1,620 Shares 35,550 Est. Cost $69.55 Unrealized -10.5%
CRL CHARLES RIV LABS INTL INC 0.5%
Value ($000) $1,594 Shares 7,450 Est. Cost $274.78 Unrealized -11.1%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,578 Shares 28,540 Est. Cost $66.51 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.5%
Value ($000) $1,571 Shares 15,595 Est. Cost $98.93 Unrealized 0.0%
NTES NETEASE INC 0.5%
Value ($000) $1,513 Shares 16,207 Est. Cost $93.35 Unrealized
ESTC ELASTIC N V 0.5%
Value ($000) $1,462 Shares 21,600 Est. Cost $72.83 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $1,428 Shares 118,685 Est. Cost $12.05 Unrealized -7.1%
FCNCA FIRST CTZNS BANCSHARES INC N 0.4%
Value ($000) $1,399 Shares 2,140 Est. Cost $819.12 Unrealized -21.4%
MATX MATSON INC 0.4%
Value ($000) $1,317 Shares 18,070 Est. Cost $81.70 Unrealized 0.0%
ASML ASML HOLDING N V 0.4%
Value ($000) $1,314 Shares 2,762 Est. Cost $475.74 Unrealized
JACOBS ENGR GROUP INC 0.4%
Value ($000) $1,252 Shares 9,850 Est. Cost $127.11 Unrealized
CCK CROWN HLDGS INC 0.4%
Value ($000) $1,141 Shares 12,377 Est. Cost $102.67 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1,085 Shares 53,051 Est. Cost $28.89 Unrealized -8.1%
CBRE CBRE GROUP INC 0.3%
Value ($000) $928 Shares 12,607 Est. Cost $75.01 Unrealized +7.3%
GSL GLOBAL SHIP LEASE INC NEW 0.3%
Value ($000) $883 Shares 53,473 Est. Cost $22.05 Unrealized 0.0%
ZIM ZIM INTEGRATED SHIPPING SERV 0.3%
Value ($000) $837 Shares 17,718 Est. Cost $58.70 Unrealized 0.0%
TWLO TWILIO INC 0.3%
Value ($000) $811 Shares 9,675 Est. Cost $182.23 Unrealized -38.6%
DIAMOND OFFSHORE DRILLING IN 0.2%
Value ($000) $732 Shares 124,209 Est. Cost $5.89 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $687 Shares 8,355 Est. Cost $86.26 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $676 Shares 6,357 Est. Cost $105.92 Unrealized 0.0%
JXN JACKSON FINANCIAL INC 0.2%
Value ($000) $620 Shares 23,193 Est. Cost $30.40 Unrealized 0.0%
WB WEIBO CORP 0.2%
Value ($000) $556 Shares 24,040 Est. Cost $23.13 Unrealized
ESEA EUROSEAS LTD 0.2%
Value ($000) $530 Shares 22,185 Est. Cost $16.58 Unrealized 0.0%
TWI TITAN INTL INC ILL 0.1%
Value ($000) $447 Shares 29,630 Est. Cost $16.15 Unrealized 0.0%
NMM NAVIOS MARITIME PARTNERS L P 0.1%
Value ($000) $446 Shares 19,370 Est. Cost $23.03 Unrealized
SD SANDRIDGE ENERGY INC 0.1%
Value ($000) $322 Shares 20,550 Est. Cost $20.03 Unrealized 0.0%