Kerrisdale Advisers discloses updated portfolio positions in 13F filing: new positions in NTNX and YELP; closed position in TWTR
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: NTNX (~0.27 mln shares), YELP (~0.2 mln), FL (~0.13 mln), ETSY (~0.07 mln), CARA (~0.05 mln)
- Increased positions in: PSTG (to ~0.36 mln shares from ~0.05 mln shares)
- Maintained positions in: LXFT (~0.31 mln shares), EBAY (~0.23 mln)
- Closed positions in: TWTR (from ~0.1 mln shares)
- Decreased positions in: CTSH (to ~0.13 mln shares from ~0.32 mln shares), GIMO (to ~0.46 mln from ~0.55 mln), FRGI (to ~0.03 mln from ~0.12 mln), JLL (to ~0.04 mln from ~0.11 mln), TSS (to ~0.09 mln from ~0.13 mln), PANW (to ~0.02 mln from ~0.05 mln), CHKP (to ~0.01 mln from ~0.03 mln)