KA

Kerrisdale Advisers Portfolio holdings

AUM $192M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$31.4M
2 +$21.1M
3 +$20.2M
4
TMO icon
Thermo Fisher Scientific
TMO
+$18.3M
5
META icon
Meta Platforms (Facebook)
META
+$17.8M

Top Sells

1 +$55.6M
2 +$48M
3 +$41.2M
4
CNC icon
Centene
CNC
+$21M
5
UPWK icon
Upwork
UPWK
+$18.8M

Sector Composition

1 Communication Services 29.28%
2 Technology 23.61%
3 Consumer Discretionary 11.33%
4 Healthcare 10.97%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,432
77
0