Kerrisdale Advisers discloses updated portfolio positions in 13F filing: New positions HABT, PTCT, STMP... Closes TRVG, NTNX, CARS
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: HABT (~0.09 mln shares), PTCT (~0.04 mln), STMP (~0.03 mln)
- Maintained positions in: ZEN (~0.04 mln shares
- Closed positions in: TRVG (from ~0.26 mln shares), NTNX (from ~0.18 mln), CARS(from ~0.09 mln), TSS (from ~0.05 mln), CARA (from ~0.01 mln), PSTG (from ~0.01 mln), FRGI (from ~0.01 mln)
- Decreased positions in: ADMS (to ~0.08 mln shares from ~0.76 mln shares), EBAY (to ~0.05 mln from ~0.23 mln), LXFT (to ~0.62 mln from ~0.77 mln), JLL (to ~0.02 mln from ~0.04 mln)