Kerrisdale Advisers as of March 31, 2018
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 18 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Luxoft Holding Inc cmn | 20.9 | $30M | 734k | 40.95 | |
| Expedia (EXPE) | 18.7 | $27M | 243k | 110.41 | |
| Momo | 17.9 | $26M | 689k | 37.38 | |
| REPCOM cla | 11.8 | $17M | 162k | 105.20 | |
| Stamps | 9.9 | $14M | 71k | 201.05 | |
| Jones Lang LaSalle Incorporated (JLL) | 5.8 | $8.3M | 48k | 174.64 | |
| Adamas Pharmaceuticals | 5.6 | $8.0M | 336k | 23.90 | |
| NetScout Systems (NTCT) | 2.3 | $3.3M | 124k | 26.35 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.4 | $2.0M | 20k | 99.35 | |
| Acuity Brands (AYI) | 1.0 | $1.4M | 10k | 139.20 | |
| Magnachip Semiconductor Corp (MX) | 0.9 | $1.3M | 140k | 9.60 | |
| Renewable Energy | 0.9 | $1.3M | 100k | 12.80 | |
| Ptc Therapeutics I (PTCT) | 0.7 | $962k | 36k | 27.05 | |
| Realogy Hldgs (HOUS) | 0.7 | $936k | 34k | 27.29 | |
| Habit Restaurants Inc/the-a | 0.5 | $748k | 85k | 8.80 | |
| Flexion Therapeutics | 0.5 | $713k | 32k | 22.42 | |
| Impinj (PI) | 0.5 | $651k | 50k | 13.02 | |
| Horizon Global Corporation | 0.1 | $206k | 25k | 8.24 |
