Kerrisdale Advisers as of Dec. 31, 2018
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 23 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intelsat Sa | 17.0 | $28M | 1.3M | 21.39 | |
| Huya Inc ads rep shs a (HUYA) | 14.8 | $24M | 1.5M | 15.48 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 10.3 | $17M | 1.5M | 11.32 | |
| REPCOM cla | 8.1 | $13M | 218k | 59.86 | |
| Luxoft Holding Inc cmn | 6.6 | $11M | 351k | 30.42 | |
| Alphabet Inc Class A cs (GOOGL) | 6.5 | $11M | 10k | 1045.00 | |
| Momo | 6.4 | $10M | 432k | 23.75 | |
| Electronic Arts (EA) | 5.1 | $8.3M | 105k | 78.91 | |
| Facebook Inc cl a (META) | 4.9 | $7.9M | 60k | 131.08 | |
| S&p Global (SPGI) | 4.7 | $7.6M | 45k | 169.93 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.9 | $4.7M | 46k | 102.65 | |
| Jd (JD) | 2.7 | $4.3M | 206k | 20.93 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.9 | $3.0M | 24k | 126.61 | |
| Total System Services | 1.8 | $2.8M | 35k | 81.29 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $2.3M | 10k | 226.20 | |
| Vonage Holdings | 1.2 | $2.0M | 230k | 8.73 | |
| Patterson Companies (PDCO) | 1.1 | $1.7M | 89k | 19.66 | |
| Expedia (EXPE) | 0.9 | $1.4M | 12k | 112.62 | |
| Magnachip Semiconductor Corp (MX) | 0.5 | $863k | 139k | 6.21 | |
| salesforce (CRM) | 0.4 | $685k | 5.0k | 137.00 | |
| Adamas Pharmaceuticals | 0.4 | $588k | 69k | 8.54 | |
| Flexion Therapeutics | 0.3 | $416k | 37k | 11.32 | |
| Campbell Soup Company (CPB) | 0.2 | $330k | 10k | 33.00 |
