Kerrisdale Capital (@KerrisdaleCap) stock calls: track record, win rate and every call
As of October 8, 2026, MCAFax has logged 18 calls from Kerrisdale Capital (@KerrisdaleCap): 9 bullish, 9 bearish and 0 neutral. Career record on scored calls: 10-5 (.667 win rate), averaging +16.2 points versus the S&P 500 per call. Leaderboard status: Ranked #1 (career).
Not investment advice; for research and education.
Stat line
| View | Calls scored | W-L | Win % | Avg edge vs S&P | Best call | Worst call | Streak | Last 10 | Longs | Shorts |
|---|---|---|---|---|---|---|---|---|---|---|
| Career | 15 | 10-5 | .667 | +16.2 | AIXA.DE +241.0 | QBTS -351.1 | W2 | 7-3 | 4-3 | 6-2 |
| Season (trailing 12 months) | 7 | 4-3 | .571 | +49.2 | AIXA.DE +241.0 | IWG.L -29.9 | W2 | 4-3 | 2-3 | 2-0 |
Calls scored counts directional calls at least 180 days old, with repeats counted once. Edge is in percentage points versus the S&P 500. Streak and Last 10 run in date order, most recent last.
Ranked or unranked?
Career: Ranked #1 (career). 9 players are ranked on the career board. Season (trailing 12 months): Unranked (season): 7 of the 15 scored calls needed, 8 to go.
A player needs at least 15 scored calls in a view to be ranked. See the leaderboard.
Style and specialty
- Style: activist long/short research
- Why we track this account: Long-running activist research shop publishing named long and short reports.
- Followers on X: 90,930 (checked Oct 8, 2026)
- MCAFax status: Extended roster
Scored calls (game log)
| Date | Ticker | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Feb 13, 2026 | ICLR | Bullish (long) | $80.08 | $167.17 on Aug 12, 2026 | W, +95.3 pts vs S&P 500 (180 days) | post |
| Jan 21, 2026 | AFRM | Bearish (short) | $71.10 | $75.32 on Jul 20, 2026 | W, +3.6 pts vs S&P 500 (180 days) | post |
| Jan 7, 2026 | TDS | Bullish (long) | $40.57 | $35.35 on Jul 6, 2026 | L, -21.4 pts vs S&P 500 (180 days) | post |
| Dec 18, 2025 | IWG.L | Bullish (long) | $225.60 | $184.70 on Jun 16, 2026 | L, -29.9 pts vs S&P 500 (180 days) | post |
| Nov 3, 2025 | AIXA.DE | Bullish (long) | 13.88 EUR | 48.05 EUR on May 4, 2026 | W, +241.0 pts vs S&P 500 (180 days) | post |
| Oct 24, 2025 | BZU.MI | Bullish (long) | 48.96 EUR | 47.94 EUR on Apr 22, 2026 | L, -8.0 pts vs S&P 500 (180 days) | post |
| Oct 8, 2025 | BMNR | Bearish (short) | $59.20 | $20.60 on Apr 6, 2026 | W, +63.7 pts vs S&P 500 (180 days) | post |
| Sep 15, 2025 | CRWV | Bearish (short) | $111.96 | $85.86 on Mar 16, 2026 | W, +25.1 pts vs S&P 500 (180 days) | post |
| Sep 4, 2025 | PSTG | Bearish (short) | $77.89 | $61.74 on Mar 3, 2026 | W, +26.4 pts vs S&P 500 (180 days) | post |
| Aug 19, 2025 | AUR | Bearish (short) | $6.44 | $4.53 on Feb 17, 2026 | W, +35.8 pts vs S&P 500 (180 days) | post |
| May 15, 2025 | STX | Bullish (long) | $105.19 | $288.00 on Nov 11, 2025 | W, +157.6 pts vs S&P 500 (180 days) | post |
| Apr 29, 2025 | QBTS | Bearish (short) | $7.37 | $35.04 on Oct 27, 2025 | L, -351.1 pts vs S&P 500 (180 days) | post |
| Jan 30, 2025 | ACMR | Bullish (long) | $17.48 | $31.68 on Jul 29, 2025 | W, +75.8 pts vs S&P 500 (180 days) | post |
| Jan 16, 2025 | RCAT | Bearish (short) | $10.91 | $10.27 on Jul 15, 2025 | W, +10.8 pts vs S&P 500 (180 days) | post |
| Nov 20, 2024 | OKLO | Bearish (short) | $21.80 | $39.73 on May 19, 2025 | L, -81.5 pts vs S&P 500 (180 days) | post |
Archive calls not yet scored
| Date | Ticker | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | RRX | Bullish (long) | $219.88 | $160.01 on Oct 8, 2026 | Not yet scored | post |
| May 19, 2026 | MRAM | Bearish (short) | $33.35 | $16.55 on Oct 8, 2026 | Not yet scored | post |
| Apr 14, 2026 | MTX.DE | Bullish (long) | 324.80 EUR | 351.10 EUR on Oct 7, 2026 | Not yet scored | post |
Related pages
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: October 8, 2026
Not investment advice; for research and education.
FAQ
What is @KerrisdaleCap's stock-picking track record?
Career record on scored calls: 10-5 (.667 win rate), averaging +16.2 points versus the S&P 500 per call. MCAFax has logged 18 calls from this account as of October 8, 2026.
What is @KerrisdaleCap's win rate?
.667 on 15 scored calls in the career view (10-5). A win means the call beat the S&P 500 in the called direction over 180 days.
Is @KerrisdaleCap ranked on the MCAFax leaderboard?
Ranked #1 (career). Players need 15 scored calls to be ranked.
What was @KerrisdaleCap's best call?
AIXA.DE (long, posted Nov 3, 2025), which finished +241.0 points versus the S&P 500 after 180 days.
What was @KerrisdaleCap's worst call?
QBTS (short, posted Apr 29, 2025), which finished -351.1 points versus the S&P 500 after 180 days.
What stocks is @KerrisdaleCap calling right now?
MCAFax has no open calls from @KerrisdaleCap as of October 8, 2026.
What kind of investor is @KerrisdaleCap?
Style: activist long/short research. Long-running activist research shop publishing named long and short reports.
Does @KerrisdaleCap make more bullish or bearish calls?
Of 18 logged calls, 9 are bullish, 9 bearish and 0 neutral. Scored record by side: longs 4-3, shorts 6-2.
How does MCAFax score these calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Is this investment advice?
No. This page is journalism and research for education. It reports what this investor said publicly and how those calls performed.