Kerrisdale Advisers, LLC

Q2 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    66

  • Value ($000)

    $191,712

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001569688
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
STX
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$42.25M
22 %

292,751

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$12.32M
6 %

39,485

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$10.51M
6 %

4,022

V
V

VISA INC

COM CL A
92826C839
$9.72M
5 %

27,384

---

NOBLE CORP PLC

ORD SHS A
G65431127
$9.35M
5 %

351,985

SHC
SHC

SOTERA HEALTH CO

COM
83601L102
$8.84M
5 %

795,312

DAVA
DAVA

ENDAVA PLC

ADS
29260V105
$8.21M
4 %

535,803

ACMR
ACMR

ACM RESH INC

COM CL A
00108J109
$7.42M
4 %

286,497

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.98M
3 %

33,927

ZM
ZM

ZOOM COMMUNICATIONS INC

CL A
98980L101
$5.04M
3 %

64,679

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