Notify me when Kerrisdale Advisers, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 76 | $212,306,211 | +$60,923,916 | -$47,478,428 | +$13,445,488 | TDS, MELI, SYY, V, ACMR | 13F-HR | 17 Feb 2026, 10:19 |
| Q3 2025 | 75 | $192,855,039 | +$36,758,239 | -$79,810,726 | -$43,052,487 | V, SHC, MELI, NE, AMZN | 13F-HR | 14 Nov 2025, 10:33 |
| Q2 2025 | 66 | $191,712,441 | +$32,870,473 | -$124,772,718 | -$91,902,245 | STX, UNH, MELI, V, NE | 13F-HR | 14 Aug 2025, 09:08 |
| Q1 2025 | 81 | $238,985,326 | +$50,405,863 | -$106,647,683 | -$56,241,820 | STX, V, MELI, DEO, AMZN | 13F-HR | 15 May 2025, 07:06 |
| Q4 2024 | 86 | $295,994,872 | +$51,483,966 | -$47,631,997 | +$3,851,969 | ACMR, SYY, V, DEO, GOOGL | 13F-HR | 14 Feb 2025, 09:51 |
| Q3 2024 | 97 | $294,144,428 | +$34,580,240 | -$77,236,037 | -$42,655,797 | SYY, V, DEO, GOOGL, SHC | 13F-HR | 14 Nov 2024, 11:44 |
| Q2 2024 | 93 | $319,545,440 | +$51,752,474 | -$39,062,940 | +$12,689,534 | SYY, V, NE, DEO, GOOGL | 13F-HR | 14 Aug 2024, 10:35 |
| Q1 2024 | 87 | $318,259,036 | +$28,274,214 | -$61,903,720 | -$33,629,506 | V, NE, SYY, DEO, WAB | 13F-HR | 15 May 2024, 11:08 |
| Q4 2023 | 81 | $335,646,248 | +$35,517,870 | -$45,929,090 | -$10,411,220 | V, SYY, NE, DEO, AON | 13F-HR | 14 Feb 2024, 09:09 |
| Q3 2023 | 89 | $315,731,717 | +$39,430,536 | -$89,251,403 | -$49,820,867 | STX, V, NE, SYY, AON | 13F-HR | 14 Nov 2023, 09:38 |
| Q2 2023 | 80 | $370,990,978 | +$73,317,366 | -$44,959,407 | +$28,357,959 | NE, AON, SYY, V, VAL | 13F-HR | 14 Aug 2023, 09:57 |
| Q1 2023 | 87 | $337,756,398 | +$105,021,651 | -$115,085,501 | -$10,063,850 | NE, AON, VAL, PYPL, SYY | 13F-HR | 15 May 2023, 09:39 |
| Q4 2022 | 90 | $337,228,778 | +$83,071,359 | -$214,978,399 | -$131,907,040 | VAL, PYPL, TDW, NE, AON | 13F-HR | 14 Feb 2023, 08:58 |
| Q3 2022 | 79 | $411,750,000 | +$183,553,181 | -$67,863,991 | +$115,689,190 | VAL, LRCX, UNP, ZM, DE | 13F-HR | 14 Nov 2022, 10:47 |
| Q2 2022 | 73 | $317,685,000 | +$180,982,048 | -$140,275,602 | +$40,706,446 | VAL, DE, CTSH, MSFT, UNP | 13F-HR | 15 Aug 2022, 09:57 |
| Q1 2022 | 36 | $327,160,000 | +$188,432,659 | -$294,906,653 | -$106,473,994 | SNPS, SPGI, TWTR, DE, CTSH | 13F-HR | 16 May 2022, 09:28 |
| Q4 2021 | 41 | $484,200,000 | +$103,893,188 | -$513,679,502 | -$409,786,314 | UBER, TWTR, SPGI, GOOGL, AMZN | 13F-HR | 14 Feb 2022, 10:50 |
| Q3 2021 | 56 | $922,469,000 | +$300,850,719 | -$452,580,768 | -$151,730,049 | UBER, RNG, EVBG, SPGI, GOOGL | 13F-HR | 15 Nov 2021, 13:29 |
| Q2 2021 | 54 | $1,113,779,000 | +$219,610,950 | -$561,978,449 | -$342,367,499 | INFO, IAC, TWTR, BABA, META | 13F-HR | 16 Aug 2021, 13:18 |
| Q1 2021 | 53 | $1,303,713,000 | +$454,972,381 | -$501,685,495 | -$46,713,114 | BABA, INFO, META, IAC, SE | 13F-HR | 17 May 2021, 11:54 |
| Q4 2020 | 68 | $1,291,125,000 | +$265,755,578 | -$317,125,116 | -$51,369,538 | TWTR, META, IQV, INFO, ADBE | 13F-HR | 16 Feb 2021, 11:38 |
| Q3 2020 | 63 | $1,170,302,000 | +$334,276,700 | -$184,404,264 | +$149,872,436 | TWTR, CRL, TDG, CCK, INFO | 13F-HR | 16 Nov 2020, 11:05 |
| Q2 2020 | 63 | $889,200,000 | +$419,867,279 | -$212,824,878 | +$207,042,401 | TWTR, HUYA, CRL, CCK, TDG | 13F-HR | 14 Aug 2020, 11:32 |
| Q1 2020 | 54 | $523,094,000 | +$351,311,866 | -$75,269,802 | +$276,042,064 | HUYA, WTW, CRL, ATVI, SNPS | 13F-HR | 15 May 2020, 09:44 |
| Q4 2019 | 33 | $282,781,000 | +$171,490,458 | -$59,884,710 | +$111,605,748 | HUYA, SE, KFY, CRL, J | 13F-HR | 14 Feb 2020, 11:54 |
| Q3 2019 | 32 | $154,464,000 | +$13,151,000 | -$138,213,983 | -$125,062,983 | SE, INTEQ, YNDX, ATVI, IRDM | 13F-HR | 14 Nov 2019, 10:32 |
| Q2 2019 | 30 | $279,426,000 | +$74,548,350 | -$74,912,690 | -$364,340 | INTEQ, SE, HUYA, VG, YNDX | 13F-HR | 14 Aug 2019, 10:08 |
| Q1 2019 | 27 | $247,655,000 | +$155,894,494 | -$108,770,072 | +$47,124,422 | INTEQ, SE, EA, ATVI, VG | 13F-HR | 15 May 2019, 09:08 |
| Q4 2018 | 23 | $161,374,000 | +$96,460,405 | -$7,280,350 | +$89,180,055 | INTEQ, HUYA, SE, YY, LXFT | 13F-HR | 14 Feb 2019, 10:58 |
| Q3 2018 | 14 | $102,014,000 | +$15,001,897 | -$269,850,955 | -$254,849,058 | LXFT, INTEQ, YY, HUYA, EA | 13F-HR | 14 Nov 2018, 09:14 |
| Q2 2018 | 14 | $240,695,000 | +$169,598,339 | -$76,707,495 | +$92,890,844 | INTEQ, LXFT, YY, EXPE, HUYA | 13F-HR | 14 Aug 2018, 08:28 |
| Q1 2018 | 18 | $143,745,000 | +$106,184,088 | -$3,031,000 | +$103,153,088 | LXFT, EXPE, MOMO, YY, STMP | 13F-HR | 15 May 2018, 08:59 |
| Q4 2017 | 8 | $49,354,000 | +$6,561,000 | -$69,821,309 | -$63,260,309 | LXFT, STMP, ADMS, JLL, EBAY | 13F-HR | 14 Feb 2018, 08:53 |
| Q3 2017 | 13 | $95,800,000 | +$40,903,036 | -$54,170,354 | -$13,267,318 | LXFT, ADMS, GIMO, EBAY, JLL | 13F-HR | 14 Nov 2017, 08:34 |
| Q2 2017 | 19 | $108,672,000 | +$36,223,526 | -$35,407,763 | +$815,763 | LXFT, GIMO, CTSH, EBAY, CARS | 13F-HR | 14 Aug 2017, 07:28 |
| Q1 2017 | 11 | $96,149,000 | +$29,463,208 | -$43,704,127 | -$14,240,919 | GIMO, CTSH, LXFT, JLL, EBAY | 13F-HR | 15 May 2017, 12:18 |
| Q4 2016 | 14 | $101,445,000 | +$19,112,478 | -$75,682,044 | -$56,569,566 | LXFT, JLL, CTSH, CHKP, EBAY | 13F-HR | 14 Feb 2017, 07:28 |
| Q3 2016 | 20 | $154,024,000 | +$50,515,000 | -$277,367,291 | -$226,852,291 | LXFT, JLL, CHKP, MENT, BRO | 13F-HR | 10 Nov 2016, 15:13 |
| Q2 2016 | 33 | $369,843,000 | +$134,330,957 | -$339,299,547 | -$204,968,590 | JLL, LXFT, BRO, MENT, SPGI | Restatement | 12 Aug 2016, 12:29 |
| Q1 2016 | 39 | $585,988,000 | +$346,580,782 | -$129,367,093 | +$217,213,689 | SPY, JLL, MHFI, BRO, CTSH | 13F-HR | 13 May 2016, 09:48 |
| Q4 2015 | 46 | $391,116,000 | +$119,475,917 | -$103,295,328 | +$16,180,589 | JLL, MHFI, PRXL, MRKT, MCK | 13F-HR | 16 Feb 2016, 10:59 |
| Q3 2015 | 41 | $343,665,000 | +$127,317,781 | -$56,278,229 | +$71,039,552 | JLL, MHFI, MRKT, CTSH, LXFT | 13F-HR | 13 Nov 2015, 06:10 |
| Q2 2015 | 27 | $288,563,000 | +$85,025,081 | -$103,013,578 | -$17,988,497 | JLL, CTSH, UHAL, LXFT, MHFI | 13F-HR | 14 Aug 2015, 07:29 |
| Q1 2015 | 26 | $299,850,000 | +$168,531,682 | -$70,950,783 | +$97,580,899 | WBS, CTSH, JLL, MRKT, UHAL | 13F-HR | 15 May 2015, 07:01 |
| Q4 2014 | 31 | $191,560,000 | +$63,894,459 | -$56,120,734 | +$7,773,725 | UHAL, CTSH, JLL, MRKT, SSNC | 13F-HR | 17 Feb 2015, 07:33 |
| Q3 2014 | 1 | $0 | $0 | $0 | $0 | New Holdings | 18 Nov 2014, 12:54 | |
| Q3 2014 | 32 | $166,020,000 | +$43,646,944 | -$72,493,238 | -$28,846,294 | UHAL, JLL, SSNC, CTSH, STC | 13F-HR | 14 Nov 2014, 07:31 |
| Q2 2014 | 37 | $207,248,000 | +$69,649,955 | -$69,484,581 | +$165,374 | UHAL, JLL, IAC, HLF, BGCP | 13F-HR | 14 Aug 2014, 08:08 |
| Q1 2014 | 41 | $201,565,000 | +$66,838,202 | -$90,367,998 | -$23,529,796 | UHAL, JLL, HLF, VOYA, JGW | 13F-HR | 15 May 2014, 08:06 |
| Q4 2013 | 54 | $226,724,000 | $0 | $0 | $0 | UHAL, JLL, ETFC, CHS, VOYA | 13F-HR | 14 Feb 2014, 13:54 |