Kerrisdale Advisers as of Dec. 31, 2017
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 8 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Luxoft Holding Inc cmn | 69.5 | $34M | 616k | 55.70 | |
Stamps | 10.5 | $5.2M | 28k | 187.98 | |
Adamas Pharmaceuticals | 5.6 | $2.8M | 81k | 33.89 | |
Jones Lang LaSalle Incorporated (JLL) | 5.5 | $2.7M | 18k | 148.95 | |
eBay (EBAY) | 3.5 | $1.7M | 46k | 37.73 | |
Zendesk | 2.7 | $1.3M | 39k | 33.83 | |
Habit Restaurants Inc/the-a | 1.6 | $812k | 85k | 9.55 | |
Ptc Therapeutics I (PTCT) | 1.2 | $584k | 35k | 16.69 |