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 | 0.2 | $193k | 14k | 13.67 | |
| Pure Storage Inc - Class A (PSTG) | 0.2 | $177k | 11k | 16.00 |
