Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $319,545 (100.0% shares, 0.0% debt)

Holdings (93)

SYY SYSCO CORP 9.5%
Value ($000) $30,368 Shares 425,382 Est. Cost $70.81 Unrealized +0.5%
V VISA INC 6.4%
Value ($000) $20,357 Shares 77,559 Est. Cost $211.05 Unrealized +28.3%
NE NOBLE CORP PLC 4.8%
Value ($000) $15,326 Shares 343,255 Est. Cost $32.84 Unrealized +26.1%
DEO DIAGEO PLC 4.7%
Value ($000) $14,934 Shares 118,449 Est. Cost $156.92 Unrealized
GOOGL ALPHABET INC 4.6%
Value ($000) $14,807 Shares 81,292 Est. Cost $115.58 Unrealized +44.8%
SHC SOTERA HEALTH CO 3.6%
Value ($000) $11,489 Shares 967,914 Est. Cost $15.66 Unrealized -27.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 3.0%
Value ($000) $9,443 Shares 91,440 Est. Cost $65.90 Unrealized +36.3%
WAB WABTEC 2.9%
Value ($000) $9,231 Shares 58,406 Est. Cost $101.31 Unrealized +56.4%
VAL VALARIS LTD 2.7%
Value ($000) $8,581 Shares 115,179 Est. Cost $51.43 Unrealized +40.8%
AMZN AMAZON COM INC 2.3%
Value ($000) $7,448 Shares 38,543 Est. Cost $166.29 Unrealized +10.5%
CSX CSX CORP 2.3%
Value ($000) $7,424 Shares 221,940 Est. Cost $30.61 Unrealized +8.2%
AON AON PLC 2.2%
Value ($000) $7,158 Shares 24,382 Est. Cost $285.45 Unrealized +2.5%
MSFT MICROSOFT CORP 2.0%
Value ($000) $6,550 Shares 14,655 Est. Cost $227.96 Unrealized +83.0%
UNP UNION PAC CORP 2.0%
Value ($000) $6,261 Shares 27,672 Est. Cost $211.18 Unrealized +6.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 1.9%
Value ($000) $6,157 Shares 104,029 Est. Cost $82.81 Unrealized -25.8%
DAVA ENDAVA PLC 1.9%
Value ($000) $6,027 Shares 206,129 Est. Cost $31.74 Unrealized
BANCOLOMBIA S A 1.9%
Value ($000) $5,988 Shares 183,390 Est. Cost $26.54 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.7%
Value ($000) $5,586 Shares 77,586 Est. Cost $90.60 Unrealized
BAC BANK AMERICA CORP 1.7%
Value ($000) $5,379 Shares 135,254 Est. Cost $31.18 Unrealized +18.1%
MSGE MADISON SQUARE GARDEN ENTMT 1.7%
Value ($000) $5,322 Shares 155,468 Est. Cost $33.61 Unrealized +10.0%
IMXI INTERNATIONAL MNY EXPRESS IN 1.6%
Value ($000) $5,248 Shares 251,813 Est. Cost $23.37 Unrealized -9.9%
SPGI S&P GLOBAL INC 1.6%
Value ($000) $5,130 Shares 11,503 Est. Cost $347.71 Unrealized +21.9%
NOC NORTHROP GRUMMAN CORP 1.6%
Value ($000) $5,008 Shares 11,488 Est. Cost $439.73 Unrealized +1.0%
PMTS CPI CARD GROUP INC 1.4%
Value ($000) $4,336 Shares 159,122 Est. Cost $24.35 Unrealized -7.2%
CRM SALESFORCE INC 1.3%
Value ($000) $4,281 Shares 16,651 Est. Cost $226.06 Unrealized +17.1%
KFY KORN FERRY 1.2%
Value ($000) $3,941 Shares 58,700 Est. Cost $50.47 Unrealized +21.9%
ARKB ARK 21SHARES BITCOIN ETF 1.2%
Value ($000) $3,844 Shares 64,087 Est. Cost $59.98 Unrealized
MCO MOODYS CORP 1.2%
Value ($000) $3,701 Shares 8,793 Est. Cost $284.52 Unrealized +38.1%
EPAM EPAM SYS INC 1.1%
Value ($000) $3,635 Shares 19,324 Est. Cost $219.24 Unrealized -2.7%
MOS MOSAIC CO NEW 1.1%
Value ($000) $3,602 Shares 124,620 Est. Cost $40.79 Unrealized -29.9%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.1%
Value ($000) $3,452 Shares 69,157 Est. Cost $49.20 Unrealized -2.8%
UHAL/B U HAUL HOLDING COMPANY 1.0%
Value ($000) $3,316 Shares 55,241 Est. Cost $57.46 Unrealized +9.5%
MELI MERCADOLIBRE INC 1.0%
Value ($000) $3,303 Shares 2,010 Est. Cost $1578.70 Unrealized 0.0%
GTX GARRETT MOTION INC 1.0%
Value ($000) $3,116 Shares 362,726 Est. Cost $8.95 Unrealized +3.2%
DE DEERE & CO 0.9%
Value ($000) $2,998 Shares 8,024 Est. Cost $367.05 Unrealized +3.7%
BITB BITWISE BITCOIN ETF TR 0.9%
Value ($000) $2,876 Shares 87,983 Est. Cost $32.69 Unrealized
DBX DROPBOX INC 0.8%
Value ($000) $2,515 Shares 111,915 Est. Cost $25.96 Unrealized -11.9%
TMUS T-MOBILE US INC 0.8%
Value ($000) $2,481 Shares 14,085 Est. Cost $135.59 Unrealized +20.6%
JOE ST JOE CO 0.6%
Value ($000) $2,068 Shares 37,803 Est. Cost $35.80 Unrealized +57.2%
GTM ZOOMINFO TECHNOLOGIES INC 0.6%
Value ($000) $2,067 Shares 161,830 Est. Cost $15.08 Unrealized -7.2%
CRL CHARLES RIV LABS INTL INC 0.6%
Value ($000) $2,020 Shares 9,780 Est. Cost $202.91 Unrealized +11.7%
FOXF FOX FACTORY HLDG CORP 0.6%
Value ($000) $1,951 Shares 40,494 Est. Cost $51.73 Unrealized -12.6%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,937 Shares 12,455 Est. Cost $160.77 Unrealized -8.8%
LAM RESEARCH CORP 0.6%
Value ($000) $1,850 Shares 1,737 Est. Cost $445.61 Unrealized
THOUGHTWORKS HOLDING INC 0.6%
Value ($000) $1,821 Shares 641,170 Est. Cost $2.71 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,818 Shares 9,990 Est. Cost $203.93 Unrealized -12.6%
USB US BANCORP DEL 0.5%
Value ($000) $1,646 Shares 41,471 Est. Cost $46.66 Unrealized -19.1%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $1,645 Shares 27,696 Est. Cost $39.77 Unrealized +43.0%
HSIC HENRY SCHEIN INC 0.5%
Value ($000) $1,634 Shares 25,496 Est. Cost $74.17 Unrealized -5.1%
PBR PETROLEO BRASILEIRO SA PETRO 0.5%
Value ($000) $1,610 Shares 111,126 Est. Cost $15.82 Unrealized
CRH CRH PLC 0.5%
Value ($000) $1,592 Shares 21,236 Est. Cost $74.71 Unrealized +4.9%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,412 Shares 6,578 Est. Cost $222.29 Unrealized +0.9%
JD JD.COM INC 0.4%
Value ($000) $1,245 Shares 48,165 Est. Cost $55.69 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $1,107 Shares 21,102 Est. Cost $52.46 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,078 Shares 2,117 Est. Cost $472.67 Unrealized +0.1%
CRON CRONOS GROUP INC 0.3%
Value ($000) $1,068 Shares 458,247 Est. Cost $1.95 Unrealized +31.9%
NMM NAVIOS MARITIME PARTNERS L P 0.3%
Value ($000) $991 Shares 19,420 Est. Cost $51.03 Unrealized
PERI PERION NETWORK LTD 0.3%
Value ($000) $990 Shares 118,523 Est. Cost $12.13 Unrealized 0.0%
NXE NEXGEN ENERGY LTD 0.3%
Value ($000) $954 Shares 136,783 Est. Cost $4.06 Unrealized +88.6%
LH LABCORP HOLDINGS INC 0.3%
Value ($000) $889 Shares 4,369 Est. Cost $199.50 Unrealized 0.0%
CCJ CAMECO CORP 0.3%
Value ($000) $840 Shares 17,065 Est. Cost $26.27 Unrealized +92.2%
CBRE CBRE GROUP INC 0.3%
Value ($000) $820 Shares 9,202 Est. Cost $77.87 Unrealized +13.9%
UHAL U HAUL HOLDING COMPANY 0.2%
Value ($000) $785 Shares 12,714 Est. Cost $57.99 Unrealized +12.2%
EC ECOPETROL S A 0.2%
Value ($000) $756 Shares 67,555 Est. Cost $10.56 Unrealized
VIMEO INC 0.2%
Value ($000) $752 Shares 201,600 Est. Cost $3.73 Unrealized
ATKR ATKORE INC 0.2%
Value ($000) $748 Shares 5,540 Est. Cost $133.93 Unrealized +15.0%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $745 Shares 10,245 Est. Cost $69.50 Unrealized 0.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $715 Shares 699 Est. Cost $446.52 Unrealized
OBE OBSIDIAN ENERGY LTD 0.2%
Value ($000) $629 Shares 84,060 Est. Cost $6.44 Unrealized +21.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $583 Shares 4,263 Est. Cost $145.70 Unrealized +0.3%
TTI TETRA TECHNOLOGIES INC DEL 0.2%
Value ($000) $582 Shares 168,182 Est. Cost $3.99 Unrealized 0.0%
DOCU DOCUSIGN INC 0.2%
Value ($000) $570 Shares 10,655 Est. Cost $56.46 Unrealized -0.1%
WMG WARNER MUSIC GROUP CORP 0.2%
Value ($000) $568 Shares 18,530 Est. Cost $26.78 Unrealized +14.5%
HDSN HUDSON TECHNOLOGIES INC 0.2%
Value ($000) $509 Shares 57,900 Est. Cost $9.69 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value ($000) $503 Shares 16,235 Est. Cost $32.50 Unrealized 0.0%
ROKU ROKU INC 0.2%
Value ($000) $494 Shares 8,250 Est. Cost $73.88 Unrealized -20.6%
SLGN SILGAN HLDGS INC 0.2%
Value ($000) $489 Shares 11,545 Est. Cost $48.63 Unrealized -4.5%
AVID BIOSERVICES INC 0.1%
Value ($000) $445 Shares 62,306 Est. Cost $8.60 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $444 Shares 7,050 Est. Cost $41.76 Unrealized +48.5%
FUTU FUTU HLDGS LTD 0.1%
Value ($000) $400 Shares 6,095 Est. Cost $54.15 Unrealized
LESLIES INC 0.1%
Value ($000) $377 Shares 90,070 Est. Cost $4.19 Unrealized
FIGS FIGS INC 0.1%
Value ($000) $369 Shares 69,157 Est. Cost $5.75 Unrealized -11.2%
VITAL ENERGY INC 0.1%
Value ($000) $295 Shares 6,591 Est. Cost $45.15 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $287 Shares 1,215 Est. Cost $144.16 Unrealized +46.7%
PRTS CARPARTS COM INC 0.1%
Value ($000) $272 Shares 271,575 Est. Cost $1.22 Unrealized 0.0%
WB WEIBO CORP 0.1%
Value ($000) $267 Shares 34,826 Est. Cost $21.27 Unrealized
TIGR UP FINTECH HLDG LTD 0.1%
Value ($000) $245 Shares 58,325 Est. Cost $3.44 Unrealized
RCMT RCM TECHNOLOGIES INC 0.1%
Value ($000) $220 Shares 11,737 Est. Cost $14.23 Unrealized +39.6%
ADBE ADOBE INC 0.1%
Value ($000) $208 Shares 375 Est. Cost $484.22 Unrealized 0.0%
DNN DENISON MINES CORP 0.1%
Value ($000) $173 Shares 86,800 Est. Cost $1.24 Unrealized +71.9%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.1%
Value ($000) $164 Shares 75,000 Est. Cost $2.34 Unrealized
LEE LEE ENTERPRISES INC 0.0%
Value ($000) $153 Shares 13,763 Est. Cost $18.12 Unrealized -31.4%
CUTERA INC 0.0%
Value ($000) $127 Shares 84,205 Est. Cost $15.13 Unrealized