0001172661-22-000473.txt : 20220214 0001172661-22-000473.hdr.sgml : 20220214 20220214105050 ACCESSION NUMBER: 0001172661-22-000473 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kerrisdale Advisers, LLC CENTRAL INDEX KEY: 0001569688 IRS NUMBER: 264757417 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15277 FILM NUMBER: 22627008 BUSINESS ADDRESS: STREET 1: 1000 5TH STREET STREET 2: SUITE 401 CITY: MIAMI STATE: FL ZIP: 33139 BUSINESS PHONE: (212) 792-9788 MAIL ADDRESS: STREET 1: 1000 5TH STREET STREET 2: SUITE 401 CITY: MIAMI STATE: FL ZIP: 33139 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001569688 XXXXXXXX 12-31-2021 12-31-2021 false Kerrisdale Advisers, LLC

1000 5th Street Suite 401 Miami FL 33139

13F HOLDINGS REPORT 028-15277 N Edward Gu 212-584-8937 /s/ Edward Gu New York NY 02-14-2022 0 41 484200 INFORMATION TABLE 2 infotable.xml ACACIA RESH CORP ACACIA TCH COM 003881307 770 150000 SH SOLE 150000 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 13473 23759 SH SOLE 23759 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 976 8213 SH SOLE 8213 0 0 ALPHABET INC CAP STK CL A 02079K305 34747 11994 SH SOLE 11994 0 0 AMAZON COM INC COM 023135106 34560 10365 SH SOLE 10365 0 0 APPLE INC COM 037833100 10183 57345 SH SOLE 57345 0 0 BLACKROCK INC COM 09247X101 23775 25968 SH SOLE 25968 0 0 BOEING CO COM 097023105 8712 43275 SH SOLE 43275 0 0 CBRE GROUP INC CL A 12504L109 24343 224340 SH SOLE 224340 0 0 CHARLES RIV LABS INTL INC COM 159864107 27982 74267 SH SOLE 74267 0 0 COURSERA INC COM 22266M104 1387 56753 SH SOLE 56753 0 0 DOCUSIGN INC COM 256163106 8819 57900 SH SOLE 57900 0 0 DUOLINGO INC CL A COM 26603R106 350 3295 SH SOLE 3295 0 0 ELASTIC N V ORD SHS N14506104 9580 77829 SH SOLE 77829 0 0 EVERBRIDGE INC COM 29978A104 1612 23936 SH SOLE 23936 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 1776 2140 SH SOLE 2140 0 0 FRESHWORKS INC CLASS A COM 358054104 431 16400 SH SOLE 16400 0 0 HUNTINGTON BANCSHARES INC COM 446150104 1830 118685 SH SOLE 118685 0 0 IAC INTERACTIVECORP NEW COM NEW 44891N208 1189 9100 SH SOLE 9100 0 0 IHS MARKIT LTD SHS G47567105 6564 49383 SH SOLE 49383 0 0 IQVIA HLDGS INC COM 46266C105 760 2692 SH SOLE 2692 0 0 JD.COM INC SPON ADR CL A 47215P106 934 13331 SH SOLE 13331 0 0 KORN FERRY COM NEW 500643200 21386 282392 SH SOLE 282392 0 0 MAGNITE INC COM 55955D100 2011 114923 SH SOLE 114923 0 0 MARQETA INC CLASS A COM 57142B104 488 28400 SH SOLE 28400 0 0 META PLATFORMS INC CL A 30303M102 6706 19939 SH SOLE 19939 0 0 MICROSOFT CORP COM 594918104 17088 50808 SH SOLE 50808 0 0 PAYPAL HLDGS INC COM 70450Y103 31264 165789 SH SOLE 165789 0 0 PINTEREST INC CL A 72352L106 849 23370 SH SOLE 23370 0 0 PNC FINL SVCS GROUP INC COM 693475105 3764 18770 SH SOLE 18770 0 0 PROQR THRAPEUTICS N V SHS EURO N71542109 127 15896 SH SOLE 15896 0 0 RINGCENTRAL INC CL A 76680R206 2155 11505 SH SOLE 11505 0 0 S&P GLOBAL INC COM 78409V104 37106 78627 SH SOLE 78627 0 0 SALESFORCE COM INC COM 79466L302 18647 73377 SH SOLE 73377 0 0 SEA LTD SPONSORD ADS 81141R100 1129 5046 SH SOLE 5046 0 0 SYNOPSYS INC COM 871607107 2665 7232 SH SOLE 7232 0 0 TWITTER INC COM 90184L102 48901 1131439 SH SOLE 1131439 0 0 UBER TECHNOLOGIES INC COM 90353T100 57038 1360315 SH SOLE 1360315 0 0 US BANCORP DEL COM NEW 902973304 3450 61416 SH SOLE 61416 0 0 WIX COM LTD SHS M98068105 5518 34970 SH SOLE 34970 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 9155 49780 SH SOLE 49780 0 0