Fund Name: | Kerrisdale Capital |
Manager | Sahm Adrangi |
Portfolio Value | $327,181,000 |
Change This QTR | +0.68% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | SNPS | 104,472 | $34,817 | +1345% | 10.64% | ||
2. | SPGI | 79,424 | $32,578 | +2% | 9.95% | ||
3. | TWTR | 725,932 | $28,086 | -36% | 8.58% | ||
4. | DE | 62,178 | $25,832 | NEW | 7.89% | ||
5. | CTSH | 238,059 | $21,347 | NEW | 6.52% |
Symbol | Company | Filed By | Filing Date | Filing |
---|---|---|---|---|
2022-02-11 | ||||
2021-07-21 | ||||
2019-02-13 | ||||
2018-06-27 | ||||
2018-02-13 |