Kerrisdale Advisers, LLC
Q1 2025 13F Holdings
- Locationmiami, FL
- Num holdings
81
- Value ($000)
$238,985
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001569688
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | $48.00M | 20 % | 565,083 | ||
V VISA INC | COM CL A | 92826C839 | $15.79M | 7 % | 45,049 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $12.65M | 5 % | 6,484 | ||
DGE DIAGEO PLC | SPON ADR NEW | 25243Q205 | $12.06M | 5 % | 115,074 | ||
AMZN AMAZON COM INC | COM | 023135106 | $10.76M | 5 % | 56,566 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $10.01M | 4 % | 64,752 | ||
SHC SOTERA HEALTH CO | COM | 83601L102 | $9.27M | 4 % | 795,312 | ||
SYY SYSCO CORP | COM | 871829107 | $8.43M | 4 % | 112,283 | ||
NOBLE CORP PLC | ORD SHS A | G65431127 | $7.82M | 3 % | 329,985 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.61M | 3 % | 20,261 |
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