Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $238,985 (100.0% shares, 0.0% debt)

Holdings (81)

STX SEAGATE TECHNOLOGY HLDNGS PL 20.1%
Value ($000) $48,004 Shares 565,083 Est. Cost $88.97 Unrealized +4.3%
V VISA INC 6.6%
Value ($000) $15,788 Shares 45,049 Est. Cost $211.05 Unrealized +59.4%
MELI MERCADOLIBRE INC 5.3%
Value ($000) $12,649 Shares 6,484 Est. Cost $1835.48 Unrealized +8.1%
DEO DIAGEO PLC 5.0%
Value ($000) $12,059 Shares 115,074 Est. Cost $156.60 Unrealized
AMZN AMAZON COM INC 4.5%
Value ($000) $10,762 Shares 56,566 Est. Cost $179.30 Unrealized +21.0%
GOOGL ALPHABET INC 4.2%
Value ($000) $10,013 Shares 64,752 Est. Cost $115.58 Unrealized +56.3%
SHC SOTERA HEALTH CO 3.9%
Value ($000) $9,273 Shares 795,312 Est. Cost $15.66 Unrealized -17.8%
SYY SYSCO CORP 3.5%
Value ($000) $8,426 Shares 112,283 Est. Cost $70.81 Unrealized +0.7%
NE NOBLE CORP PLC 3.3%
Value ($000) $7,821 Shares 329,985 Est. Cost $32.84 Unrealized -18.5%
MSFT MICROSOFT CORP 3.2%
Value ($000) $7,606 Shares 20,261 Est. Cost $279.53 Unrealized +44.9%
DAVA ENDAVA PLC 2.9%
Value ($000) $6,846 Shares 350,872 Est. Cost $29.93 Unrealized
CSX CSX CORP 2.6%
Value ($000) $6,278 Shares 213,305 Est. Cost $30.61 Unrealized +2.3%
BANCOLOMBIA S A 2.2%
Value ($000) $5,171 Shares 128,642 Est. Cost $27.35 Unrealized
ACMR ACM RESH INC 2.1%
Value ($000) $5,004 Shares 214,397 Est. Cost $18.24 Unrealized +25.2%
ZM ZOOM COMMUNICATIONS INC 1.8%
Value ($000) $4,341 Shares 58,839 Est. Cost $82.35 Unrealized -3.2%
WAB WABTEC 1.8%
Value ($000) $4,264 Shares 23,510 Est. Cost $101.31 Unrealized +88.4%
VAL VALARIS LTD 1.6%
Value ($000) $3,821 Shares 97,335 Est. Cost $50.38 Unrealized -14.9%
UHAL/B U HAUL HOLDING COMPANY 1.4%
Value ($000) $3,269 Shares 55,241 Est. Cost $57.46 Unrealized +8.9%
RTO RENTOKIL INITIAL PLC 1.2%
Value ($000) $2,936 Shares 128,228 Est. Cost $24.80 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 1.2%
Value ($000) $2,905 Shares 290,548 Est. Cost $12.52 Unrealized -16.3%
IMXI INTERNATIONAL MNY EXPRESS IN 1.0%
Value ($000) $2,389 Shares 189,288 Est. Cost $22.84 Unrealized -25.1%
APPF APPFOLIO INC 0.9%
Value ($000) $2,144 Shares 9,748 Est. Cost $229.40 Unrealized 0.0%
WMG WARNER MUSIC GROUP CORP 0.9%
Value ($000) $2,086 Shares 66,530 Est. Cost $27.99 Unrealized +12.8%
FTRE FORTREA HLDGS INC 0.9%
Value ($000) $2,079 Shares 275,321 Est. Cost $14.12 Unrealized 0.0%
EPAM EPAM SYS INC 0.9%
Value ($000) $2,042 Shares 12,094 Est. Cost $219.75 Unrealized +0.4%
CRM SALESFORCE INC 0.8%
Value ($000) $1,982 Shares 7,384 Est. Cost $226.06 Unrealized +36.7%
BA BOEING CO 0.8%
Value ($000) $1,921 Shares 11,265 Est. Cost $191.29 Unrealized -9.5%
CPNG COUPANG INC 0.8%
Value ($000) $1,907 Shares 86,945 Est. Cost $24.46 Unrealized -5.0%
PMTS CPI CARD GROUP INC 0.8%
Value ($000) $1,814 Shares 62,196 Est. Cost $24.35 Unrealized +22.2%
PBR PETROLEO BRASILEIRO SA PETRO 0.7%
Value ($000) $1,594 Shares 111,126 Est. Cost $15.82 Unrealized
ATKR ATKORE INC 0.7%
Value ($000) $1,555 Shares 25,914 Est. Cost $98.30 Unrealized -29.0%
CRL CHARLES RIV LABS INTL INC 0.6%
Value ($000) $1,515 Shares 10,064 Est. Cost $195.80 Unrealized -14.4%
MSGE MADISON SQUARE GARDEN ENTMT 0.6%
Value ($000) $1,424 Shares 43,495 Est. Cost $33.61 Unrealized +3.7%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,359 Shares 18,655 Est. Cost $70.42 Unrealized +2.3%
ADBE ADOBE INC 0.5%
Value ($000) $1,230 Shares 3,207 Est. Cost $499.19 Unrealized -14.1%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.5%
Value ($000) $1,136 Shares 26,117 Est. Cost $49.20 Unrealized +3.3%
JOE ST JOE CO 0.5%
Value ($000) $1,126 Shares 23,990 Est. Cost $35.80 Unrealized +30.7%
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,076 Shares 25,789 Est. Cost $31.18 Unrealized +39.9%
CCJ CAMECO CORP 0.4%
Value ($000) $1,045 Shares 25,390 Est. Cost $31.90 Unrealized +47.3%
PERI PERION NETWORK LTD 0.4%
Value ($000) $965 Shares 118,523 Est. Cost $12.13 Unrealized -28.0%
USB US BANCORP DEL 0.4%
Value ($000) $960 Shares 22,736 Est. Cost $46.66 Unrealized -5.3%
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $877 Shares 4,992 Est. Cost $160.77 Unrealized +14.0%
FOXF FOX FACTORY HLDG CORP 0.4%
Value ($000) $850 Shares 36,434 Est. Cost $51.73 Unrealized -48.3%
CRON CRONOS GROUP INC 0.4%
Value ($000) $849 Shares 468,786 Est. Cost $1.96 Unrealized -1.2%
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $831 Shares 12,714 Est. Cost $57.99 Unrealized +19.5%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $823 Shares 3,473 Est. Cost $222.29 Unrealized +7.7%
KFY KORN FERRY 0.3%
Value ($000) $711 Shares 10,488 Est. Cost $50.47 Unrealized +30.2%
EC ECOPETROL S A 0.3%
Value ($000) $705 Shares 67,555 Est. Cost $10.56 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $663 Shares 9,212 Est. Cost $53.69 Unrealized
HSIC HENRY SCHEIN INC 0.3%
Value ($000) $662 Shares 9,661 Est. Cost $73.63 Unrealized +0.3%
UNP UNION PAC CORP 0.3%
Value ($000) $656 Shares 2,777 Est. Cost $212.08 Unrealized +11.1%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $655 Shares 16,090 Est. Cost $50.33 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $638 Shares 4,263 Est. Cost $145.70 Unrealized +13.3%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $635 Shares 8,851 Est. Cost $39.77 Unrealized +85.3%
PII POLARIS INC 0.3%
Value ($000) $617 Shares 15,080 Est. Cost $47.61 Unrealized 0.0%
BITB BITWISE BITCOIN ETF TR 0.2%
Value ($000) $578 Shares 12,873 Est. Cost $32.69 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.2%
Value ($000) $521 Shares 6,342 Est. Cost $59.98 Unrealized
OBE OBSIDIAN ENERGY LTD 0.2%
Value ($000) $493 Shares 84,060 Est. Cost $6.44 Unrealized -14.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $483 Shares 922 Est. Cost $472.67 Unrealized +5.7%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $468 Shares 8,775 Est. Cost $55.42 Unrealized 0.0%
DCTH DELCATH SYS INC 0.2%
Value ($000) $466 Shares 36,645 Est. Cost $10.05 Unrealized +41.3%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $447 Shares 9,545 Est. Cost $36.13 Unrealized
CC CHEMOURS CO 0.2%
Value ($000) $427 Shares 31,563 Est. Cost $18.36 Unrealized -12.4%
TENB TENABLE HLDGS INC 0.2%
Value ($000) $410 Shares 11,720 Est. Cost $41.71 Unrealized -6.2%
HDSN HUDSON TECHNOLOGIES INC 0.2%
Value ($000) $395 Shares 64,100 Est. Cost $9.55 Unrealized -38.5%
LESLIES INC 0.1%
Value ($000) $350 Shares 476,238 Est. Cost $1.73 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $348 Shares 7,050 Est. Cost $41.76 Unrealized +14.5%
PRTS CARPARTS COM INC 0.1%
Value ($000) $252 Shares 252,495 Est. Cost $1.08 Unrealized +1.7%
GTLS CHART INDS INC 0.1%
Value ($000) $250 Shares 1,735 Est. Cost $184.15 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $245 Shares 1,856 Est. Cost $90.60 Unrealized
QS QUANTUMSCAPE CORP 0.1%
Value ($000) $243 Shares 58,375 Est. Cost $4.94 Unrealized 0.0%
KSPI KASPI KZ JSC 0.1%
Value ($000) $241 Shares 2,600 Est. Cost $92.85 Unrealized
NXE NEXGEN ENERGY LTD 0.1%
Value ($000) $228 Shares 50,883 Est. Cost $4.06 Unrealized +45.6%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.1%
Value ($000) $205 Shares 75,000 Est. Cost $2.34 Unrealized
MSOS ADVISORSHARES TR 0.1%
Value ($000) $202 Shares 77,470 Est. Cost $2.61 Unrealized
RCMT RCM TECHNOLOGIES INC 0.1%
Value ($000) $201 Shares 12,891 Est. Cost $14.63 Unrealized +27.9%
SSTK SHUTTERSTOCK INC 0.1%
Value ($000) $201 Shares 10,765 Est. Cost $25.62 Unrealized 0.0%
GOGL GOLDEN OCEAN GROUP LTD 0.1%
Value ($000) $200 Shares 25,000 Est. Cost $7.98 Unrealized
BOOM DMC GLOBAL INC 0.1%
Value ($000) $173 Shares 20,492 Est. Cost $9.43 Unrealized -13.5%
DNN DENISON MINES CORP 0.0%
Value ($000) $113 Shares 86,800 Est. Cost $1.24 Unrealized +35.1%
FIGS FIGS INC 0.0%
Value ($000) $89 Shares 19,407 Est. Cost $5.31 Unrealized 0.0%