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 | |
|---|---|---|---|---|---|---|
76
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
| – | – |
-9,212
|
|
||
77
EPAM Systems
EPAM
$9.9B
| – | – |
-12,094
|
|
||
78
Delcath Systems
DCTH
$320M
| – | – |
-36,645
|
|
||
79
CSX Corp
CSX
$65.1B
| – | – |
-213,305
|
|
||
80
Salesforce
CRM
$233B
| – | – |
-7,384
|
|
||
81
Bitwise Bitcoin ETF
BITB
$3.68B
| – | – |
-12,873
|
|
||
82
Bank of America
BAC
$386B
| – | – |
-25,789
|
|
||
83
Boeing
BA
$148B
| – | – |
-11,265
|
|
||
84
ARK 21Shares Bitcoin ETF
ARKB
$1.53B
| – | – |
-19,026
|
|