Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $295,995 (100.0% shares, 0.0% debt)

Holdings (86)

ACMR ACM RESH INC 9.9%
Value ($000) $29,415 Shares 1,948,003 Est. Cost $18.24 Unrealized -0.9%
SYY SYSCO CORP 6.1%
Value ($000) $17,970 Shares 235,021 Est. Cost $70.81 Unrealized +4.4%
V VISA INC 5.6%
Value ($000) $16,570 Shares 52,430 Est. Cost $211.05 Unrealized +41.4%
DEO DIAGEO PLC 5.1%
Value ($000) $15,221 Shares 119,724 Est. Cost $156.60 Unrealized
GOOGL ALPHABET INC 5.1%
Value ($000) $15,008 Shares 79,282 Est. Cost $115.58 Unrealized +50.7%
MELI MERCADOLIBRE INC 4.3%
Value ($000) $12,629 Shares 7,427 Est. Cost $1835.48 Unrealized +6.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 4.1%
Value ($000) $12,061 Shares 139,746 Est. Cost $77.26 Unrealized +27.0%
DAVA ENDAVA PLC 3.8%
Value ($000) $11,122 Shares 359,942 Est. Cost $29.93 Unrealized
SHC SOTERA HEALTH CO 3.7%
Value ($000) $10,880 Shares 795,312 Est. Cost $15.66 Unrealized -7.5%
NE NOBLE CORP PLC 3.5%
Value ($000) $10,362 Shares 329,985 Est. Cost $32.84 Unrealized -7.4%
AMZN AMAZON COM INC 3.2%
Value ($000) $9,588 Shares 43,703 Est. Cost $168.20 Unrealized +21.6%
MSFT MICROSOFT CORP 2.5%
Value ($000) $7,418 Shares 17,599 Est. Cost $260.54 Unrealized +62.1%
CSX CSX CORP 2.4%
Value ($000) $7,162 Shares 221,940 Est. Cost $30.61 Unrealized +10.0%
WAB WABTEC 2.4%
Value ($000) $7,119 Shares 37,551 Est. Cost $101.31 Unrealized +90.0%
BANCOLOMBIA S A 2.3%
Value ($000) $6,933 Shares 220,025 Est. Cost $27.35 Unrealized
UNP UNION PAC CORP 2.1%
Value ($000) $6,321 Shares 27,717 Est. Cost $212.08 Unrealized +8.6%
VAL VALARIS LTD 1.5%
Value ($000) $4,480 Shares 101,265 Est. Cost $50.38 Unrealized -4.4%
ZM ZOOM COMMUNICATIONS INC 1.4%
Value ($000) $4,088 Shares 50,089 Est. Cost $82.81 Unrealized -5.1%
CRM SALESFORCE INC 1.3%
Value ($000) $3,713 Shares 11,106 Est. Cost $226.06 Unrealized +40.1%
IMXI INTERNATIONAL MNY EXPRESS IN 1.2%
Value ($000) $3,610 Shares 173,288 Est. Cost $23.37 Unrealized -16.0%
BABA ALIBABA GROUP HLDG LTD 1.2%
Value ($000) $3,571 Shares 42,111 Est. Cost $90.60 Unrealized
UHAL/B U HAUL HOLDING COMPANY 1.2%
Value ($000) $3,538 Shares 55,241 Est. Cost $57.46 Unrealized +14.4%
DE DEERE & CO 1.2%
Value ($000) $3,490 Shares 8,238 Est. Cost $367.39 Unrealized +12.7%
GTM ZOOMINFO TECHNOLOGIES INC 1.1%
Value ($000) $3,272 Shares 311,343 Est. Cost $12.52 Unrealized -14.7%
ASML ASML HOLDING N V 1.0%
Value ($000) $3,062 Shares 4,418 Est. Cost $654.07 Unrealized
RTO RENTOKIL INITIAL PLC 1.0%
Value ($000) $2,859 Shares 112,895 Est. Cost $25.06 Unrealized
BA BOEING CO 0.9%
Value ($000) $2,629 Shares 14,855 Est. Cost $191.29 Unrealized -18.0%
PMTS CPI CARD GROUP INC 0.9%
Value ($000) $2,583 Shares 86,408 Est. Cost $24.35 Unrealized +14.1%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $2,402 Shares 12,455 Est. Cost $160.77 Unrealized +17.8%
GTX GARRETT MOTION INC 0.8%
Value ($000) $2,369 Shares 262,402 Est. Cost $8.95 Unrealized -7.2%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.7%
Value ($000) $2,096 Shares 39,522 Est. Cost $49.20 Unrealized +8.7%
HSIC HENRY SCHEIN INC 0.7%
Value ($000) $2,072 Shares 29,941 Est. Cost $73.63 Unrealized -2.5%
WMG WARNER MUSIC GROUP CORP 0.7%
Value ($000) $2,062 Shares 66,530 Est. Cost $27.99 Unrealized +10.5%
USB US BANCORP DEL 0.6%
Value ($000) $1,801 Shares 37,661 Est. Cost $46.66 Unrealized -0.1%
CPNG COUPANG INC 0.6%
Value ($000) $1,790 Shares 81,455 Est. Cost $24.55 Unrealized 0.0%
AON AON PLC 0.6%
Value ($000) $1,759 Shares 4,898 Est. Cost $285.45 Unrealized +28.0%
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,747 Shares 39,759 Est. Cost $31.18 Unrealized +37.4%
MOS MOSAIC CO NEW 0.6%
Value ($000) $1,735 Shares 70,580 Est. Cost $40.79 Unrealized -38.2%
EPAM EPAM SYS INC 0.6%
Value ($000) $1,717 Shares 7,344 Est. Cost $219.24 Unrealized +1.5%
CRL CHARLES RIV LABS INTL INC 0.5%
Value ($000) $1,600 Shares 8,665 Est. Cost $200.35 Unrealized -3.9%
MSGE MADISON SQUARE GARDEN ENTMT 0.5%
Value ($000) $1,548 Shares 43,495 Est. Cost $33.61 Unrealized +15.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.5%
Value ($000) $1,518 Shares 18,612 Est. Cost $53.69 Unrealized
ATKR ATKORE INC 0.5%
Value ($000) $1,501 Shares 17,990 Est. Cost $110.85 Unrealized -22.7%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $1,444 Shares 3,078 Est. Cost $439.73 Unrealized +12.1%
ARKB ARK 21SHARES BITCOIN ETF 0.5%
Value ($000) $1,442 Shares 15,457 Est. Cost $59.98 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.5%
Value ($000) $1,429 Shares 111,126 Est. Cost $15.82 Unrealized
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $1,359 Shares 19,346 Est. Cost $39.77 Unrealized +67.6%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,340 Shares 22,215 Est. Cost $70.42 Unrealized +1.4%
CCJ CAMECO CORP 0.4%
Value ($000) $1,305 Shares 25,390 Est. Cost $31.90 Unrealized +70.3%
INTC INTEL CORP 0.4%
Value ($000) $1,274 Shares 63,550 Est. Cost $25.09 Unrealized -10.1%
BITB BITWISE BITCOIN ETF TR 0.4%
Value ($000) $1,239 Shares 24,358 Est. Cost $32.69 Unrealized
SPGI S&P GLOBAL INC 0.4%
Value ($000) $1,233 Shares 2,475 Est. Cost $367.49 Unrealized +36.9%
ADBE ADOBE INC 0.4%
Value ($000) $1,127 Shares 2,535 Est. Cost $517.84 Unrealized -4.4%
FOXF FOX FACTORY HLDG CORP 0.4%
Value ($000) $1,103 Shares 36,434 Est. Cost $51.73 Unrealized -33.4%
JOE ST JOE CO 0.4%
Value ($000) $1,078 Shares 23,990 Est. Cost $35.80 Unrealized +44.5%
KFY KORN FERRY 0.3%
Value ($000) $1,006 Shares 14,910 Est. Cost $50.47 Unrealized +39.6%
PERI PERION NETWORK LTD 0.3%
Value ($000) $1,004 Shares 118,523 Est. Cost $12.13 Unrealized -30.7%
MCO MOODYS CORP 0.3%
Value ($000) $983 Shares 2,077 Est. Cost $284.52 Unrealized +66.3%
CRON CRONOS GROUP INC 0.3%
Value ($000) $947 Shares 468,786 Est. Cost $1.96 Unrealized +6.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $937 Shares 1,852 Est. Cost $472.67 Unrealized +17.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $932 Shares 3,973 Est. Cost $222.29 Unrealized +11.8%
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $878 Shares 12,714 Est. Cost $57.99 Unrealized +25.0%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $860 Shares 16,205 Est. Cost $36.13 Unrealized
DCTH DELCATH SYS INC 0.3%
Value ($000) $802 Shares 66,645 Est. Cost $10.05 Unrealized +5.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $685 Shares 4,263 Est. Cost $145.70 Unrealized +10.6%
CSTM CONSTELLIUM SE 0.2%
Value ($000) $583 Shares 56,776 Est. Cost $12.30 Unrealized 0.0%
PRTS CARPARTS COM INC 0.2%
Value ($000) $582 Shares 539,257 Est. Cost $1.08 Unrealized -14.8%
EC ECOPETROL S A 0.2%
Value ($000) $535 Shares 67,555 Est. Cost $10.56 Unrealized
NXE NEXGEN ENERGY LTD 0.2%
Value ($000) $515 Shares 78,083 Est. Cost $4.06 Unrealized +85.7%
OBE OBSIDIAN ENERGY LTD 0.2%
Value ($000) $487 Shares 84,060 Est. Cost $6.44 Unrealized -11.4%
TENB TENABLE HLDGS INC 0.2%
Value ($000) $462 Shares 11,720 Est. Cost $41.71 Unrealized -0.6%
CRH CRH PLC 0.1%
Value ($000) $427 Shares 4,618 Est. Cost $74.71 Unrealized +27.5%
TTI TETRA TECHNOLOGIES INC DEL 0.1%
Value ($000) $387 Shares 108,182 Est. Cost $3.99 Unrealized -10.9%
CC CHEMOURS CO 0.1%
Value ($000) $379 Shares 22,403 Est. Cost $19.29 Unrealized -3.5%
LESLIES INC 0.1%
Value ($000) $358 Shares 160,438 Est. Cost $3.69 Unrealized
HDSN HUDSON TECHNOLOGIES INC 0.1%
Value ($000) $358 Shares 64,100 Est. Cost $9.55 Unrealized -31.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $348 Shares 7,050 Est. Cost $41.76 Unrealized +17.9%
LYFT LYFT INC 0.1%
Value ($000) $286 Shares 22,170 Est. Cost $14.82 Unrealized 0.0%
CBRE CBRE GROUP INC 0.1%
Value ($000) $261 Shares 1,987 Est. Cost $77.87 Unrealized +68.1%
RCMT RCM TECHNOLOGIES INC 0.1%
Value ($000) $260 Shares 11,737 Est. Cost $14.23 Unrealized +56.5%
BLK BLACKROCK INC 0.1%
Value ($000) $231 Shares 225 Est. Cost $991.05 Unrealized 0.0%
VITAL ENERGY INC 0.1%
Value ($000) $204 Shares 6,591 Est. Cost $30.92 Unrealized
BOOM DMC GLOBAL INC 0.1%
Value ($000) $195 Shares 26,583 Est. Cost $9.43 Unrealized 0.0%
DNN DENISON MINES CORP 0.1%
Value ($000) $156 Shares 86,800 Est. Cost $1.24 Unrealized +70.4%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.1%
Value ($000) $152 Shares 75,000 Est. Cost $2.34 Unrealized
CUTERA INC 0.0%
Value ($000) $30 Shares 84,205 Est. Cost $15.13 Unrealized