Kerrisdale Advisers as of Dec. 31, 2016
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 14 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Luxoft Holding Inc cmn | 23.3 | $24M | 421k | 56.20 | |
| Jones Lang LaSalle Incorporated (JLL) | 14.2 | $15M | 143k | 101.04 | |
| Cognizant Technology Solutions (CTSH) | 13.7 | $14M | 248k | 56.03 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 13.1 | $13M | 158k | 84.46 | |
| eBay (EBAY) | 8.3 | $8.4M | 283k | 29.69 | |
| Total System Services | 7.7 | $7.8M | 159k | 49.03 | |
| Hain Celestial (HAIN) | 6.2 | $6.3M | 160k | 39.03 | |
| S&p Global (SPGI) | 4.6 | $4.6M | 43k | 107.53 | |
| Fiesta Restaurant | 3.1 | $3.1M | 104k | 29.85 | |
| SPDR S&P Biotech (XBI) | 1.8 | $1.9M | 32k | 59.17 | |
| Genuine Parts Company (GPC) | 1.8 | $1.9M | 19k | 95.55 | |
| 1.5 | $1.6M | 96k | 16.30 | ||
| Palo Alto Networks (PANW) | 0.4 | $397k | 3.2k | 125.00 | |
| Sutherland Asset Management reit | 0.2 | $252k | 19k | 13.47 |
