Kerrisdale Advisers as of June 30, 2017
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 19 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Luxoft Holding Inc cmn | 17.2 | $19M | 307k | 60.85 | |
| Gigamon | 16.8 | $18M | 463k | 39.35 | |
| Cognizant Technology Solutions (CTSH) | 7.9 | $8.6M | 129k | 66.40 | |
| eBay (EBAY) | 7.3 | $7.9M | 228k | 34.92 | |
| Cars (CARS) | 6.5 | $7.1M | 265k | 26.63 | |
| Foot Locker (FL) | 5.9 | $6.4M | 131k | 49.28 | |
| Stamps | 5.7 | $6.2M | 40k | 154.87 | |
| Yelp Inc cl a (YELP) | 5.5 | $6.0M | 200k | 30.02 | |
| Nutanix Inc cl a (NTNX) | 5.0 | $5.5M | 273k | 20.15 | |
| Total System Services | 5.0 | $5.5M | 94k | 58.25 | |
| Jones Lang LaSalle Incorporated (JLL) | 4.7 | $5.1M | 40k | 125.00 | |
| Pure Storage Inc - Class A (PSTG) | 4.3 | $4.7M | 364k | 12.81 | |
| Palo Alto Networks (PANW) | 2.8 | $3.1M | 23k | 133.83 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.3 | $1.5M | 13k | 109.09 | |
| Zendesk | 1.0 | $1.1M | 39k | 27.79 | |
| Etsy (ETSY) | 1.0 | $1.1M | 70k | 15.00 | |
| Azul Sa (AZUL) | 0.7 | $800k | 38k | 21.07 | |
| Cara Therapeutics (CARA) | 0.7 | $770k | 50k | 15.40 | |
| Fiesta Restaurant | 0.6 | $685k | 33k | 20.65 |
