Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $294,144 (100.0% shares, 0.0% debt)

Holdings (97)

SYY SYSCO CORP 6.7%
Value ($000) $19,665 Shares 251,926 Est. Cost $70.81 Unrealized +1.9%
V VISA INC 6.1%
Value ($000) $18,067 Shares 65,710 Est. Cost $211.05 Unrealized +26.8%
DEO DIAGEO PLC 5.7%
Value ($000) $16,623 Shares 118,449 Est. Cost $156.92 Unrealized
GOOGL ALPHABET INC 4.6%
Value ($000) $13,482 Shares 81,292 Est. Cost $115.58 Unrealized +44.3%
SHC SOTERA HEALTH CO 4.5%
Value ($000) $13,282 Shares 795,312 Est. Cost $15.66 Unrealized -6.7%
NE NOBLE CORP PLC 4.1%
Value ($000) $11,926 Shares 329,985 Est. Cost $32.84 Unrealized +11.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 3.4%
Value ($000) $9,915 Shares 90,520 Est. Cost $65.90 Unrealized +50.2%
WAB WABTEC 3.1%
Value ($000) $9,163 Shares 50,411 Est. Cost $101.31 Unrealized +60.9%
AMZN AMAZON COM INC 2.8%
Value ($000) $8,143 Shares 43,703 Est. Cost $168.20 Unrealized +8.5%
DAVA ENDAVA PLC 2.6%
Value ($000) $7,743 Shares 303,161 Est. Cost $29.75 Unrealized
CSX CSX CORP 2.6%
Value ($000) $7,664 Shares 221,940 Est. Cost $30.61 Unrealized +8.5%
MELI MERCADOLIBRE INC 2.4%
Value ($000) $6,958 Shares 3,391 Est. Cost $1702.44 Unrealized +10.6%
MSFT MICROSOFT CORP 2.4%
Value ($000) $6,934 Shares 16,115 Est. Cost $245.64 Unrealized +72.2%
BANCOLOMBIA S A 2.2%
Value ($000) $6,546 Shares 208,590 Est. Cost $27.13 Unrealized
UNP UNION PAC CORP 2.2%
Value ($000) $6,508 Shares 26,402 Est. Cost $211.18 Unrealized +11.1%
ZM ZOOM VIDEO COMMUNICATIONS IN 2.1%
Value ($000) $6,293 Shares 90,234 Est. Cost $82.81 Unrealized -24.5%
ACMR ACM RESH INC 2.1%
Value ($000) $6,076 Shares 299,318 Est. Cost $19.17 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 2.0%
Value ($000) $5,927 Shares 55,851 Est. Cost $90.60 Unrealized
CRM SALESFORCE INC 1.5%
Value ($000) $4,391 Shares 16,041 Est. Cost $226.06 Unrealized +12.3%
UHAL/B U HAUL HOLDING COMPANY 1.4%
Value ($000) $3,977 Shares 55,241 Est. Cost $57.46 Unrealized +13.1%
DE DEERE & CO 1.3%
Value ($000) $3,964 Shares 9,498 Est. Cost $367.39 Unrealized +0.5%
VAL VALARIS LTD 1.3%
Value ($000) $3,853 Shares 69,105 Est. Cost $51.43 Unrealized +27.4%
EPAM EPAM SYS INC 1.3%
Value ($000) $3,846 Shares 19,324 Est. Cost $219.24 Unrealized -8.6%
IMXI INTERNATIONAL MNY EXPRESS IN 1.3%
Value ($000) $3,786 Shares 204,753 Est. Cost $23.37 Unrealized -18.3%
GTM ZOOMINFO TECHNOLOGIES INC 1.3%
Value ($000) $3,749 Shares 363,295 Est. Cost $12.52 Unrealized -16.4%
CLS CELESTICA INC 1.2%
Value ($000) $3,543 Shares 69,305 Est. Cost $51.68 Unrealized 0.0%
BAC BANK AMERICA CORP 1.1%
Value ($000) $3,378 Shares 85,129 Est. Cost $31.18 Unrealized +24.3%
MSGE MADISON SQUARE GARDEN ENTMT 1.1%
Value ($000) $3,315 Shares 77,946 Est. Cost $33.61 Unrealized +16.2%
PMTS CPI CARD GROUP INC 1.1%
Value ($000) $3,279 Shares 117,823 Est. Cost $24.35 Unrealized +12.9%
DBX DROPBOX INC 0.9%
Value ($000) $2,743 Shares 107,865 Est. Cost $25.96 Unrealized -9.4%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.9%
Value ($000) $2,647 Shares 49,072 Est. Cost $49.20 Unrealized +3.1%
KFY KORN FERRY 0.9%
Value ($000) $2,645 Shares 35,160 Est. Cost $50.47 Unrealized +34.0%
LAM RESEARCH CORP 0.8%
Value ($000) $2,496 Shares 3,058 Est. Cost $605.65 Unrealized
JD JD.COM INC 0.8%
Value ($000) $2,452 Shares 61,305 Est. Cost $52.33 Unrealized
GTX GARRETT MOTION INC 0.8%
Value ($000) $2,410 Shares 294,602 Est. Cost $8.95 Unrealized -6.0%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $2,302 Shares 12,455 Est. Cost $160.77 Unrealized +4.2%
WMG WARNER MUSIC GROUP CORP 0.7%
Value ($000) $2,082 Shares 66,530 Est. Cost $27.99 Unrealized +1.7%
HSIC HENRY SCHEIN INC 0.7%
Value ($000) $2,024 Shares 27,761 Est. Cost $73.78 Unrealized -6.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.7%
Value ($000) $1,953 Shares 35,172 Est. Cost $53.69 Unrealized
BA BOEING CO 0.7%
Value ($000) $1,947 Shares 12,805 Est. Cost $196.79 Unrealized -12.9%
MOS MOSAIC CO NEW 0.6%
Value ($000) $1,890 Shares 70,580 Est. Cost $40.79 Unrealized -35.5%
RTO RENTOKIL INITIAL PLC 0.6%
Value ($000) $1,854 Shares 74,350 Est. Cost $24.93 Unrealized
AON AON PLC 0.6%
Value ($000) $1,830 Shares 5,290 Est. Cost $285.45 Unrealized +13.6%
SUPER MICRO COMPUTER INC 0.6%
Value ($000) $1,734 Shares 4,165 Est. Cost $416.40 Unrealized
USB US BANCORP DEL 0.6%
Value ($000) $1,722 Shares 37,661 Est. Cost $46.66 Unrealized -11.9%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $1,625 Shares 3,078 Est. Cost $439.73 Unrealized +8.7%
PBR PETROLEO BRASILEIRO SA PETRO 0.5%
Value ($000) $1,601 Shares 111,126 Est. Cost $15.82 Unrealized
BITB BITWISE BITCOIN ETF TR 0.5%
Value ($000) $1,576 Shares 45,548 Est. Cost $32.69 Unrealized
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $1,565 Shares 27,696 Est. Cost $39.77 Unrealized +37.9%
FOXF FOX FACTORY HLDG CORP 0.5%
Value ($000) $1,512 Shares 36,434 Est. Cost $51.73 Unrealized -16.2%
JOE ST JOE CO 0.5%
Value ($000) $1,399 Shares 23,990 Est. Cost $35.80 Unrealized +63.7%
CRL CHARLES RIV LABS INTL INC 0.4%
Value ($000) $1,281 Shares 6,505 Est. Cost $202.91 Unrealized +2.4%
ATKR ATKORE INC 0.4%
Value ($000) $1,270 Shares 14,985 Est. Cost $115.89 Unrealized -9.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,238 Shares 2,117 Est. Cost $472.67 Unrealized +16.0%
CCJ CAMECO CORP 0.4%
Value ($000) $1,213 Shares 25,390 Est. Cost $31.90 Unrealized +36.1%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $1,116 Shares 2,160 Est. Cost $347.71 Unrealized +40.9%
DOCU DOCUSIGN INC 0.4%
Value ($000) $1,056 Shares 17,015 Est. Cost $56.30 Unrealized -0.5%
CRON CRONOS GROUP INC 0.3%
Value ($000) $1,004 Shares 458,247 Est. Cost $1.95 Unrealized +17.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $987 Shares 3,973 Est. Cost $222.29 Unrealized +4.8%
MCO MOODYS CORP 0.3%
Value ($000) $986 Shares 2,077 Est. Cost $284.52 Unrealized +61.2%
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $985 Shares 12,714 Est. Cost $57.99 Unrealized +17.9%
ARKB ARK 21SHARES BITCOIN ETF 0.3%
Value ($000) $981 Shares 15,457 Est. Cost $59.98 Unrealized
NMM NAVIOS MARITIME PARTNERS L P 0.3%
Value ($000) $957 Shares 15,280 Est. Cost $51.03 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $955 Shares 12,705 Est. Cost $69.68 Unrealized +1.0%
PERI PERION NETWORK LTD 0.3%
Value ($000) $934 Shares 118,523 Est. Cost $12.13 Unrealized -30.9%
FUTU FUTU HLDGS LTD 0.3%
Value ($000) $835 Shares 8,730 Est. Cost $66.68 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $793 Shares 1,531 Est. Cost $532.73 Unrealized +3.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $678 Shares 4,263 Est. Cost $145.70 Unrealized -2.3%
CRH CRH PLC 0.2%
Value ($000) $664 Shares 7,156 Est. Cost $74.71 Unrealized +10.9%
EC ECOPETROL S A 0.2%
Value ($000) $603 Shares 67,555 Est. Cost $10.56 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $585 Shares 16,205 Est. Cost $36.13 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $582 Shares 699 Est. Cost $446.52 Unrealized
HDSN HUDSON TECHNOLOGIES INC 0.2%
Value ($000) $535 Shares 64,100 Est. Cost $9.55 Unrealized -13.4%
TTI TETRA TECHNOLOGIES INC DEL 0.2%
Value ($000) $521 Shares 168,182 Est. Cost $3.99 Unrealized -19.1%
NXE NEXGEN ENERGY LTD 0.2%
Value ($000) $509 Shares 78,083 Est. Cost $4.06 Unrealized +53.0%
GTLS CHART INDS INC 0.2%
Value ($000) $484 Shares 3,900 Est. Cost $131.30 Unrealized 0.0%
LESLIES INC 0.2%
Value ($000) $478 Shares 151,405 Est. Cost $3.77 Unrealized
TENB TENABLE HLDGS INC 0.2%
Value ($000) $475 Shares 11,720 Est. Cost $41.71 Unrealized 0.0%
OBE OBSIDIAN ENERGY LTD 0.2%
Value ($000) $466 Shares 84,060 Est. Cost $6.44 Unrealized +4.1%
CC CHEMOURS CO 0.2%
Value ($000) $455 Shares 22,403 Est. Cost $19.29 Unrealized 0.0%
GPGI COMPOSECURE INC 0.1%
Value ($000) $437 Shares 31,190 Est. Cost $8.47 Unrealized 0.0%
PRTS CARPARTS COM INC 0.1%
Value ($000) $411 Shares 453,253 Est. Cost $1.11 Unrealized -14.7%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $405 Shares 2,005 Est. Cost $167.09 Unrealized +21.1%
INTC INTEL CORP 0.1%
Value ($000) $381 Shares 16,235 Est. Cost $32.50 Unrealized -23.4%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $363 Shares 7,050 Est. Cost $41.76 Unrealized +32.6%
WB WEIBO CORP 0.1%
Value ($000) $351 Shares 34,826 Est. Cost $21.27 Unrealized
TIGR UP FINTECH HLDG LTD 0.1%
Value ($000) $311 Shares 58,325 Est. Cost $3.44 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.1%
Value ($000) $286 Shares 2,730 Est. Cost $116.95 Unrealized 0.0%
CBRE CBRE GROUP INC 0.1%
Value ($000) $247 Shares 1,987 Est. Cost $77.87 Unrealized +40.0%
RCMT RCM TECHNOLOGIES INC 0.1%
Value ($000) $238 Shares 11,737 Est. Cost $14.23 Unrealized +35.9%
BLACKROCK INC 0.1%
Value ($000) $214 Shares 225 Est. Cost $949.51 Unrealized
KCCA KRANESHARES TRUST 0.1%
Value ($000) $209 Shares 9,689 Est. Cost $21.56 Unrealized
DCTH DELCATH SYS INC 0.1%
Value ($000) $162 Shares 17,967 Est. Cost $8.68 Unrealized 0.0%
DNN DENISON MINES CORP 0.1%
Value ($000) $159 Shares 86,800 Est. Cost $1.24 Unrealized +42.2%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.1%
Value ($000) $152 Shares 75,000 Est. Cost $2.34 Unrealized
LEE LEE ENTERPRISES INC 0.0%
Value ($000) $120 Shares 13,763 Est. Cost $18.12 Unrealized -48.9%
CUTERA INC 0.0%
Value ($000) $66 Shares 84,205 Est. Cost $15.13 Unrealized