Is Tencent Music Entertainment Group (TME) A Smart Long-Term Buy?
Kerrisdale Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.
Hedge Fund - Kerrisdale Capital
Get Email AlertsSahm Adrangi Bio, Returns, AUM, Net Worth
Manager biography is currently missing.
Fund Profile
Filing Period:
| Fund Name: | Kerrisdale Capital |
| Manager | Sahm Adrangi |
| Portfolio Value | $327,181,000 |
| Change This QTR | +0.68% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SNPS | 104,472 | $34,817 | +1345% | 10.64% | ||
| 2. | SPGI | 79,424 | $32,578 | +2% | 9.95% | ||
| 3. | TWTR | 725,932 | $28,086 | -36% | 8.58% | ||
| 4. | DE | 62,178 | $25,832 | NEW | 7.89% | ||
| 5. | CTSH | 238,059 | $21,347 | NEW | 6.52% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2022-02-11 | ||||
| 2021-07-21 | ||||
| 2019-02-13 | ||||
| 2018-06-27 | ||||
| 2018-02-13 |
News, Interviews and Investor Letters
UP Fintech Holding (TIGR) A Smart Long-Term Buy?
Kerrisdale Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.
Kerrisdale Capital's Q2 2021 Investor Letter
Kerrisdale Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.
fuboTV (FUBO): Kerrisdale Capital's Short Thesis
"We are short shares of Fubo, a $6bn company that has seen its share price increase 4x following its October 7th IPO on the NYSE.
Hedge Fund and Insider Trading News: Sahm Adrangi, Daniel Loeb, P2 Capital Partners, GMT Capital, Chatham Asset Management, Mettler-Toledo International Inc. (MTD), Tetra Tech, Inc. (TTEK), and More
A luxury yacht owned by hedge fund manager Daniel Loeb damaged a pristine reef atoll in Belize near the famous Great Blue Hole, a popular diving site.
Hedge Fund Battleground Stock Crashes and Burns
Insider Monkey tracks hedge funds' moves to identify the best stocks to buy and short. We recommend about 10-15 long positions and 5-10 short positions in our quarterly newsletter every quarter.
Hedge Fund and Insider Trading News: Sahm Adrangi, Bernard Selz, Stryker Corporation (SYK), VBI Vaccines Inc (VBIV), and More
Kerrisdale Capital, the US hedge fund that made a public enemy of Neil Woodford after shorting two of his prominent holdings, is no longer making bets against companies backed by the embattled UK stock...
Hedge Fund and Insider Trading News: David Einhorn, John Paulson, Kerrisdale Capital, Bridgewater Associates, Nielsen Holdings PLC (NLSN), VEREIT, Inc. (VER), and More
Reflecting on his worst year ever, all-star hedge fund manager David Einhorn explained in a letter to investors why his hedge funds lost more than a third of its value last year.
Kerrisdale Capital Management’s Return, AUM, and Holdings
Back in 2009, Sahm Adrangi decided it was time to launch his own hedge fund, and so he founded Kerrisdale Capital Management, a New York-based investment management firm with the main focus on long-term...
Kerrisdale Capital Investor Letter: The Bullish Thesis That Lead to 80% Q3 Returns
Sahm Adrangi's Kerrisdale Capital was the top performing hedge fund tracked by our database in Q3 according to our returns methodology.
Hedge Fund and Insider Trading News: George Soros, Kerrisdale Capital, Trilogy Metals Inc (TMQ), American Airlines Group Inc (AAL), and More
LONDON (Reuters) - News that billionaire financier George Soros is a backer of a campaign group seeking to keep Britain in the EU added fire to Britain’s Brexit debate on Thursday, with supporters of...
13G Filing: Kerrisdale Capital and Adamas Pharmaceuticals Inc (ADMS)
above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection...
Kerrisdale Capital Betting On A Turnaround With 5 New Tech Positions
In a recent letter to its investors, Sahm Adrangi's Kerrisdale Capital disclosed its performance during the second quarter and first-half of 2016.
Hedge Fund News: David Tepper, Ray Dalio, Jana Partners
Hedge fund billionaire David Tepper, who may already have signaled in a recent filing that he is less bullish on markets, is now "on guard" in his approach to trading, according to someone familiar with...
Hedge Fund News: Michael Vranos, ValueAct Capital, Elliott Management
Michael Vranos’s hedge fund Ellington Management Group has hired former GoldenTree Asset Management money manager Dale Stohr to boost its credit team.
