Kerrisdale Advisers as of March 31, 2017
Portfolio Holdings for Kerrisdale Advisers
Kerrisdale Advisers holds 11 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gigamon | 20.3 | $20M | 552k | 35.55 | |
| Cognizant Technology Solutions (CTSH) | 19.6 | $19M | 319k | 59.52 | |
| Luxoft Holding Inc cmn | 18.4 | $18M | 284k | 62.55 | |
| Jones Lang LaSalle Incorporated (JLL) | 12.7 | $12M | 110k | 111.45 | |
| eBay (EBAY) | 7.9 | $7.6M | 228k | 33.57 | |
| Total System Services | 7.1 | $6.9M | 129k | 53.46 | |
| Palo Alto Networks (PANW) | 5.8 | $5.6M | 50k | 112.68 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 3.1 | $3.0M | 29k | 102.67 | |
| Fiesta Restaurant | 3.0 | $2.9M | 119k | 24.20 | |
| 1.5 | $1.4M | 96k | 14.95 | ||
| Pure Storage Inc - Class A (PSTG) | 0.5 | $492k | 50k | 9.84 |
