Kerrisdale Advisers

Kerrisdale Advisers as of June 30, 2019

Portfolio Holdings for Kerrisdale Advisers

Kerrisdale Advisers holds 30 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intelsat Sa 15.8 $44M 2.3M 19.45
Sea Sponsored Ads (SE) 15.2 $43M 1.3M 33.22
Huya Ads Rep Shs A (HUYA) 8.5 $24M 964k 24.71
Vonage Holdings 8.2 $23M 2.0M 11.33
Yandex N V Shs Class A (NBIS) 8.1 $23M 592k 38.00
Electronic Arts (EA) 6.8 $19M 188k 101.26
Activision Blizzard 6.8 $19M 403k 47.20
Brink's Company (BCO) 5.7 $16M 195k 81.18
Booking Holdings (BKNG) 4.4 $12M 6.6k 1874.77
Nutanix Cl A (NTNX) 3.5 $9.8M 376k 25.94
Marriott Vacations Wrldwde Cp (VAC) 3.4 $9.5M 99k 96.40
Lyft Cl A Com (LYFT) 2.3 $6.4M 98k 65.71
Pure Storage Cl A (PSTG) 1.6 $4.6M 300k 15.27
Proqr Thrapeutics N V Shs Euro (PRQR) 1.5 $4.2M 466k 9.10
Jones Lang LaSalle Incorporated (JLL) 1.3 $3.7M 26k 140.69
Box Cl A (BOX) 1.1 $3.2M 180k 17.61
Despegar Com Corp Ord Shs 1.0 $2.8M 204k 13.89
Ctrip Com Intl Sponsored Ads 0.7 $1.8M 50k 36.92
Realogy Hldgs (HOUS) 0.6 $1.7M 239k 7.24
Magnachip Semiconductor Corp (MX) 0.5 $1.4M 139k 10.35
Adamas Pharmaceuticals 0.5 $1.4M 229k 6.20
Expedia Group Com New (EXPE) 0.5 $1.4M 11k 133.04
Kaleido Biosciences Ord (KLDO) 0.3 $841k 73k 11.60
Achillion Pharmaceuticals 0.3 $759k 283k 2.68
Masonite International 0.3 $707k 13k 52.66
Health Ins Innovations Com Cl A 0.2 $695k 27k 25.90
Prothena Corp SHS (PRTA) 0.2 $652k 62k 10.58
Knowles (KN) 0.2 $507k 28k 18.33
Flexion Therapeutics 0.2 $452k 37k 12.30
Momo Adr 0.1 $369k 10k 35.77