KA
Kerrisdale Advisers Portfolio holdings
AUM
$193M
1-Year Est. Return
25.07%
1 Year Est. Return
+25.07%
AUM
$192M
AUM Growth
-$47.3M
(-20%)
Holding
84
Top Buys
| 1 | +$12M | |
| 2 | +$4.71M | |
| 3 | +$2.83M | |
| 4 |
ACM Research
ACMR
|
+$1.87M |
| 5 |
AppFolio
APPF
|
+$736K |
Top Sells
| 1 | +$39.3M | |
| 2 | +$10.2M | |
| 3 | +$9.77M | |
| 4 |
Diageo
DEO
|
+$8.7M |
| 5 |
Mercado Libre
MELI
|
+$6.43M |
Sector Composition
| 1 | Technology | 42.69% |
| 2 | Healthcare | 13.63% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Energy | 9.7% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GOGL
76
DELISTED
Golden Ocean Group
GOGL
| – | – |
-25,000
|
|
||
77
Chart Industries
GTLS
$9.3B
| – | – |
-1,735
|
|
||
78
iShares Bitcoin Trust
IBIT
$74.1B
| – | – |
-9,545
|
|
||
79
Lamb Weston
LW
$6.01B
| – | – |
-8,775
|
|
||
80
Norfolk Southern
NSC
$64.3B
| – | – |
-3,473
|
|
||
81
PNC Financial Services
PNC
$83.3B
| – | – |
-4,992
|
|
||
82
Uber
UBER
$176B
| – | – |
-18,655
|
|
||
83
US Bancorp
USB
$83.2B
| – | – |
-22,736
|
|
||
84
Wells Fargo
WFC
$276B
| – | – |
-8,851
|
|