Kerrisdale Advisers, LLC Reduced Holdings in Q4 2024

Kerrisdale Advisers, LLC

  • $273 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-13.7K
- 24.6%
$82.28 - $117.52 $1.13M - $1.61M
42.1K $3.57M
EPAM
Epam Systems, Inc.

Technology
-12K
- 62.0%
N/A
7.34K $1.36M
ZM
Zoom Video Communications, Inc.

Technology
-40.1K
- 44.49%
$67.21 - $89.03 $2.7M - $3.57M
50.1K $4.09M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-12.9K
- 25.51%
$180.39 - $205.43 $2.32M - $2.64M
37.6K $7.12M
SYY
Sysco Corp

Consumer Defensive
-16.9K
- 6.71%
$73.63 - $81.77 $1.24M - $1.38M
235K $18M
KFY
Korn Ferry

Industrials
-20.3K
- 57.59%
$66.56 - $79.4 $1.35M - $1.61M
14.9K $1.01M
BAC
Bank Of America Corp

Financial Services
-45.4K
- 53.3%
$39.22 - $47.77 $1.78M - $2.17M
39.8K $1.75M
V
Visa Inc.

Financial Services
-13.3K
- 20.21%
$273.87 - $320.91 $3.64M - $4.26M
52.4K $16.6M
PMTS
Cpi Card Group Inc.

Financial Services
-31.4K
- 26.66%
$21.5 - $34.3 $675K - $1.08M
86.4K $2.58M
CRM
Salesforce, Inc.

Technology
-4.94K
- 30.76%
$270.87 - $367.87 $1.34M - $1.82M
11.1K $3.71M
ZI
Zoom Info Technologies Inc.

Technology
-52K
- 14.3%
$9.44 - $13.08 $490K - $680K
311K $3.27M
DE
Deere & CO

Industrials
-1.26K
- 13.27%
$389.45 - $466.0 $491K - $587K
8.24K $3.49M
UNH
Unitedhealth Group Inc

Healthcare
-265
- 12.52%
$485.52 - $625.25 $129K - $166K
1.85K $936K
WFC
Wells Fargo & Company

Financial Services
-8.35K
- 30.15%
$54.98 - $77.35 $459K - $646K
19.3K $1.36M
IMXI
International Money Express, Inc.

Technology
-31.5K
- 15.37%
$17.16 - $21.87 $540K - $688K
173K $3.61M
TTI
Tetra Technologies Inc

Energy
-60K
- 35.68%
$2.95 - $4.04 $177K - $242K
108K $387K
AON
Aon PLC

Financial Services
-392
- 7.41%
$344.14 - $393.31 $135K - $154K
4.9K $1.76M
GTX
Garrett Motion Inc.

Consumer Cyclical
-32.2K
- 10.93%
$7.34 - $9.6 $236K - $309K
262K $2.37M
Bitwise Bitcoin ETF Tr
-21.2K
- 46.52%
N/A
24.4K $0
CRH.L
Crh PLC

Basic Materials
-2.54K
- 35.47%
N/A
4.62K $0
Madison Square Garden Entmt
-34.5K
- 44.2%
N/A
43.5K $0
Fidelity Wise Origin Bitcoin
-16.6K
- 47.08%
N/A
18.6K $0
GOOGL
Alphabet Inc.

Communication Services
-2.01K
- 2.47%
$161.86 - $196.66 $325K - $395K
79.3K $15M
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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