Kerrisdale Advisers as of Dec. 31, 2019
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 33 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Huya Inc ads rep shs a (HUYA) | 13.9 | $39M | 2.2M | 17.95 | |
Sea Ltd Adr Isin Us81141r1005 (SE) | 12.9 | $37M | 910k | 40.22 | |
Korn/Ferry International (KFY) | 8.0 | $23M | 536k | 42.40 | |
Charles River Laboratories (CRL) | 7.5 | $21M | 139k | 152.76 | |
Jacobs Engineering | 5.7 | $16M | 180k | 89.83 | |
Iridium Communications (IRDM) | 5.5 | $16M | 635k | 24.64 | |
Wabtec Corporation (WAB) | 4.8 | $14M | 175k | 77.80 | |
NetEase (NTES) | 4.5 | $13M | 41k | 306.64 | |
Pra Health Sciences | 4.4 | $12M | 112k | 111.15 | |
Yandex Nv-a (YNDX) | 3.9 | $11M | 252k | 43.49 | |
Upwork (UPWK) | 3.5 | $9.8M | 920k | 10.67 | |
Booking Holdings (BKNG) | 2.8 | $7.8M | 3.8k | 2053.74 | |
Ss&c Technologies Holding (SSNC) | 2.5 | $7.1M | 115k | 61.40 | |
Activision Blizzard | 2.2 | $6.2M | 105k | 59.42 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.1 | $5.8M | 23k | 253.13 | |
Brink's Company (BCO) | 1.9 | $5.5M | 61k | 90.68 | |
Nutanix Inc cl a (NTNX) | 1.8 | $5.0M | 158k | 31.26 | |
Proqr Thrapeutics N V shs euro (PRQR) | 1.6 | $4.4M | 449k | 9.91 | |
Eventbrite (EB) | 1.4 | $4.0M | 199k | 20.17 | |
Lyft (LYFT) | 1.4 | $4.0M | 93k | 43.02 | |
Iqvia Holdings (IQV) | 1.4 | $3.9M | 25k | 154.52 | |
Synopsys (SNPS) | 1.2 | $3.5M | 25k | 139.20 | |
Box Inc cl a (BOX) | 1.1 | $3.0M | 180k | 16.78 | |
Vonage Holdings | 0.7 | $2.1M | 279k | 7.41 | |
Achillion Pharmaceuticals | 0.6 | $1.7M | 283k | 6.03 | |
Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.6 | $1.7M | 50k | 33.54 | |
Centene Corporation (CNC) | 0.6 | $1.6M | 25k | 62.88 | |
Despegar Com Corp ord (DESP) | 0.4 | $1.2M | 88k | 13.47 | |
Expedia (EXPE) | 0.4 | $1.1M | 11k | 108.18 | |
Electronic Arts (EA) | 0.3 | $984k | 9.2k | 107.48 | |
Magnachip Semiconductor Corp (MX) | 0.2 | $569k | 49k | 11.61 | |
Momo | 0.1 | $346k | 10k | 33.54 | |
Jd (JD) | 0.1 | $210k | 6.0k | 35.23 |