Dark
Light
System
Institutional Investment Manager
Kerrisdale Advisers, LLC
Kerrisdale Advisers, LLC (CIK: 0001569688) incorporated in New York, located at 1000 5th Street, Miami, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 11 holdings with a total value of $96,641,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GIGAMON INC 552,300 19,634,000 20.32%
2 COGNIZANT TECHNOLOGY SOLUTIO 318,696 18,969,000 19.63%
3 LUXOFT HLDG INC 284,089 17,770,000 18.39%
4 JONES LANG LASALLE 110,433 12,308,000 12.74%
5 EBAY INC 227,555 7,639,000 7.90%
6 TOTAL SYS SVCS INC 128,919 6,892,000 7.13%
7 PALO ALTO NETWORKS INC 50,000 5,634,000 5.83%
8 CHECK POINT SOFTWARE TECH LT 29,093 2,987,000 3.09%
9 FIESTA RESTAURANT GROUP INC COM 119,068 2,881,000 2.98%
10 TWITTER INC 95,970 1,435,000 1.48%
11 PURE STORAGE INC 50,000 492,000 0.51%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001137, filed 2017.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.