Kerrisdale Advisers as of Sept. 30, 2018
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 14 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Luxoft Holding Inc cmn | 25.7 | $26M | 554k | 47.35 | |
| Intelsat Sa | 20.2 | $21M | 687k | 30.00 | |
| REPCOM cla | 16.0 | $16M | 218k | 74.92 | |
| Huya Inc ads rep shs a (HUYA) | 14.1 | $14M | 612k | 23.58 | |
| Electronic Arts (EA) | 6.9 | $7.1M | 59k | 120.49 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 4.6 | $4.7M | 40k | 117.67 | |
| Jones Lang LaSalle Incorporated (JLL) | 3.4 | $3.5M | 24k | 144.34 | |
| Expedia (EXPE) | 1.6 | $1.6M | 12k | 130.44 | |
| Momo | 1.5 | $1.5M | 35k | 43.80 | |
| Adamas Pharmaceuticals | 1.4 | $1.5M | 73k | 20.02 | |
| Magnachip Semiconductor Corp (MX) | 1.4 | $1.4M | 140k | 9.90 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.4 | $1.4M | 100k | 13.83 | |
| Renewable Energy | 1.0 | $1.0M | 35k | 28.80 | |
| Flexion Therapeutics | 0.7 | $695k | 37k | 18.71 |
