Kerrisdale Advisers as of Sept. 30, 2017
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Luxoft Holding Inc cmn | 38.2 | $37M | 766k | 47.80 | |
Adamas Pharmaceuticals | 16.9 | $16M | 764k | 21.17 | |
Gigamon | 15.9 | $15M | 362k | 42.15 | |
eBay (EBAY) | 9.1 | $8.8M | 228k | 38.46 | |
Jones Lang LaSalle Incorporated (JLL) | 5.2 | $5.0M | 40k | 123.49 | |
Nutanix Inc cl a (NTNX) | 4.2 | $4.0M | 178k | 22.39 | |
Total System Services | 3.3 | $3.2M | 48k | 65.50 | |
Trivago N V spon ads a | 2.9 | $2.8M | 257k | 10.85 | |
Cars (CARS) | 2.5 | $2.4M | 90k | 26.61 | |
Zendesk | 1.2 | $1.1M | 39k | 29.10 | |
Fiesta Restaurant | 0.2 | $203k | 11k | 19.03 | |
Cara Therapeutics (CARA) | 0.2 | $193k | 14k | 13.67 | |
Pure Storage Inc - Class A (PSTG) | 0.2 | $177k | 11k | 16.00 |