Kerrisdale Advisers discloses updated portfolio positions in 13F filing: Closed position in HAIN
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: GIMO (~0.55 mln shares), PSTG (~0.05 mln)
- Increased positions in: CTSH (to ~0.32 mln shares from ~0.25 mln shares), PANW (to ~0.05 mln from ~0 mln), FRGI (to ~0.12 mln from ~0.1 mln)
- Closed positions in: HAIN (from ~0.16 mln shares), SPGI (from ~0.04 mln)
- Decreased positions in: LXFT (to ~0.28 mln shares from ~0.42 mln shares), CHKP (to ~0.03 mln from ~0.16 mln), EBAY (to ~0.23 mln from ~0.28 mln)