Long-term investor
Kerrisdale Advisers, LLC @kerrisdaleadvisersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569688).
Record
- Tracked since 2025-06-30 (449 days), 218 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +31.7% · 1 year n/a · all +42.1%
- Max drawdown n/a · win rate 73% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RRX · 27.6% · long · since 2026-03-31
- V · 4.3% · long · since 2025-06-30
- BDC · 4.3% · long · since 2026-03-31
- MELI · 3.7% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- SHC · 2.7% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- SWKS · 2.1% · long · since 2026-03-31
- 00108J109 · 2.0% · long · since 2025-06-30
- AZTA · 1.9% · long · since 2026-03-31
- UHAL · 1.8% · long · since 2025-06-30
- POOL · 1.8% · long · since 2026-03-31