Filed: 11/14/2025ACC: 0001172661-25-004896
📋 What this filing means
KERRISDALE ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $192.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$192.86M
Total AUM (reported)
6.01M
Total Shares
Allocation by class
COM$89.76M46.5%
COM CL A$28.76M14.9%
CL A$15.96M8.3%
ORD SHS A$9.95M5.2%
CAP STK CL A$8.25M4.3%
ORD SHS$7.10M3.7%
COMMON STOCK$6.82M3.5%
Portfolio Concentration
Top 3$37.91M19.7%
4–10$54.63M28.3%
11–25$56.67M29.4%
Rest$43.64M22.6%
Top 3 weight
19.7%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 6.01M
Sole
Full voting authority
6.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings75
Rows:
VISA INC
SOLEShares39.66K
TypeSH
Market value$13.54M
7.02%
Sole
39.66K
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares795.31K
TypeSH
Market value$12.51M
6.49%
Sole
795.31K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares5.08K
TypeSH
Market value$11.86M
6.15%
Sole
5.08K
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares351.99K
TypeSH
Market value$9.95M
5.16%
Sole
351.99K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares39.80K
TypeSH
Market value$8.74M
4.53%
Sole
39.80K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares101.42K
TypeSH
Market value$8.35M
4.33%
Sole
101.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.93K
TypeSH
Market value$8.25M
4.28%
Sole
33.93K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares30.06K
TypeSH
Market value$7.10M
3.68%
Sole
30.06K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares176.58K
TypeSH
Market value$6.91M
3.58%
Sole
176.58K
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares64.68K
TypeSH
Market value$5.34M
2.77%
Sole
64.68K
Shared
0.00
None
0.00
ENDAVA PLC
SOLEShares576.84K
TypeSH
Market value$5.25M
2.72%
Sole
576.84K
Shared
0.00
None
0.00
GRUPO CIBEST SA
SOLEShares99.86K
TypeSH
Market value$5.19M
2.69%
Sole
99.86K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares42.45K
TypeSH
Market value$5.10M
2.64%
Sole
42.45K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares97.33K
TypeSH
Market value$4.75M
2.46%
Sole
97.33K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares13.02K
TypeSH
Market value$4.50M
2.33%
Sole
13.02K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares14.78K
TypeSH
Market value$4.07M
2.11%
Sole
14.78K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares16.40K
TypeSH
Market value$3.88M
2.01%
Sole
16.40K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares348.43K
TypeSH
Market value$3.80M
1.97%
Sole
348.43K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares109.08K
TypeSH
Market value$3.51M
1.82%
Sole
109.08K
Shared
0.00
None
0.00
FORTREA HLDGS INC
SOLEShares358.19K
TypeSH
Market value$3.02M
1.56%
Sole
358.19K
Shared
0.00
None
0.00
DIAGEO PLC
SOLEShares31.13K
TypeSH
Market value$2.97M
1.54%
Sole
31.13K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares55.24K
TypeSH
Market value$2.81M
1.46%
Sole
55.24K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares164.22K
TypeSH
Market value$2.67M
1.38%
Sole
164.22K
Shared
0.00
None
0.00
INTERNATIONAL MNY EXPRESS IN
SOLEShares189.29K
TypeSH
Market value$2.64M
1.37%
Sole
189.29K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares15.06K
TypeSH
Market value$2.52M
1.31%
Sole
15.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 39.66K | SH | $13.54M 7.02% | 39.66K | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 795.31K | SH | $12.51M 6.49% | 795.31K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 5.08K | SH | $11.86M 6.15% | 5.08K | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | ORD SHS A | 351.99K | SH | $9.95M 5.16% | 351.99K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 39.80K | SH | $8.74M 4.53% | 39.80K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 101.42K | SH | $8.35M 4.33% | 101.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.93K | SH | $8.25M 4.28% | 33.93K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 30.06K | SH | $7.10M 3.68% | 30.06K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 176.58K | SH | $6.91M 3.58% | 176.58K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 64.68K | SH | $5.34M 2.77% | 64.68K | 0.00 | 0.00 |
ENDAVA PLCSOLE | ADS | 576.84K | SH | $5.25M 2.72% | 576.84K | 0.00 | 0.00 |
GRUPO CIBEST SASOLE | SPON ADS | 99.86K | SH | $5.19M 2.69% | 99.86K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 42.45K | SH | $5.10M 2.64% | 42.45K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 97.33K | SH | $4.75M 2.46% | 97.33K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 13.02K | SH | $4.50M 2.33% | 13.02K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 14.78K | SH | $4.07M 2.11% | 14.78K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 16.40K | SH | $3.88M 2.01% | 16.40K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 348.43K | SH | $3.80M 1.97% | 348.43K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 109.08K | SH | $3.51M 1.82% | 109.08K | 0.00 | 0.00 |
FORTREA HLDGS INCSOLE | COMMON STOCK | 358.19K | SH | $3.02M 1.56% | 358.19K | 0.00 | 0.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 31.13K | SH | $2.97M 1.54% | 31.13K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 55.24K | SH | $2.81M 1.46% | 55.24K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 164.22K | SH | $2.67M 1.38% | 164.22K | 0.00 | 0.00 |
INTERNATIONAL MNY EXPRESS INSOLE | COM | 189.29K | SH | $2.64M 1.37% | 189.29K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 15.06K | SH | $2.52M 1.31% | 15.06K | 0.00 | 0.00 |
Page 1 of 3