Kerrisdale Advisers, LLC Buys Twitter Inc, TransDigm Group Inc, Crown Holdings Inc, Sells Willis Towers Watson PLC, PayPal Holdings Inc, Sea

• New Purchases: TDG, INFO, AON, LDOS, FIS, SMAR, BRO, GLD, CPRT, POOL, CNC, AAPL, VRT, UNH, XBI, V, MSGE, LYFT, UBER, MA, NOMD, CSOD, CRM, TMO, TVIX, VSTM, XLK,
• Added Positions: TWTR, CCK, VICI, SSNC, MSFT, DBX, IQV, HUYA, AMZN, IRDM, CRL, JD, PRQR,
• Reduced Positions: PYPL, SE, GOOGL, CTXS, SNPS, EA, ATVI, FB, NTES, ADBE, GDDY, EB, KFY, AKRO,
• Sold Out: WLTW, EQIX, MOMO, TSN, CVS, BOX, ORLY, BCO, ETSY, TSLA, PRAH, VG, IQ, EBS, STNG, PINS, PANW, DHT,

For the details of Kerrisdale Advisers, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kerrisdale+advisers%2C+llc/current-portfolio/portfolio

1. Twitter Inc (TWTR) - 2,967,809 shares, 9.94% of the total portfolio. Shares added by 183.88%
2. HUYA Inc (HUYA) - 3,466,589 shares, 7.28% of the total portfolio. Shares added by 9.63%
3. Charles River Laboratories International Inc (CRL) - 252,591 shares, 4.95% of the total portfolio. Shares added by 1.32%
4. Crown Holdings Inc (CCK) - 650,000 shares, 4.76% of the total portfolio. Shares added by 534.15%
5. TransDigm Group Inc (TDG) - 91,860 shares, 4.57% of the total portfolio. New Position

Kerrisdale Advisers, LLC initiated holding in TransDigm Group Inc. The purchase prices were between $270.31 and $494.94, with an estimated average price of $377.1. The stock is now traded at around $483.26. The impact to a portfolio due to this purchase was 4.57%. The holding were 91,860 shares as of .

Kerrisdale Advisers, LLC initiated holding in IHS Markit Ltd. The purchase prices were between $58.3 and $75.5, with an estimated average price of $67.89. The stock is now traded at around $82.95. The impact to a portfolio due to this purchase was 3.5%. The holding were 412,422 shares as of .

Kerrisdale Advisers, LLC initiated holding in Aon PLC. The purchase prices were between $153.68 and $200.2, with an estimated average price of $186.19. The stock is now traded at around $196.76. The impact to a portfolio due to this purchase was 2.89%. The holding were 133,636 shares as of .

Kerrisdale Advisers, LLC initiated holding in Leidos Holdings Inc. The purchase prices were between $87.15 and $107.26, with an estimated average price of $98.38. The stock is now traded at around $92.64. The impact to a portfolio due to this purchase was 1.81%. The holding were 171,618 shares as of .

Kerrisdale Advisers, LLC initiated holding in Fidelity National Information Services Inc. The purchase prices were between $114.56 and $143.07, with an estimated average price of $131.16. The stock is now traded at around $143.68. The impact to a portfolio due to this purchase was 1.51%. The holding were 100,000 shares as of .

Kerrisdale Advisers, LLC initiated holding in Smartsheet Inc. The purchase prices were between $39.34 and $59.32, with an estimated average price of $50.75. The stock is now traded at around $45.65. The impact to a portfolio due to this purchase was 1.43%. The holding were 250,000 shares as of .

Kerrisdale Advisers, LLC added to a holding in Twitter Inc by 183.88%. The purchase prices were between $23.02 and $36.64, with an estimated average price of $30.07. The stock is now traded at around $37.87. The impact to a portfolio due to this purchase was 6.44%. The holding were 2,967,809 shares as of .

Kerrisdale Advisers, LLC added to a holding in Crown Holdings Inc by 534.15%. The purchase prices were between $52.66 and $70.81, with an estimated average price of $62.82. The stock is now traded at around $75.57. The impact to a portfolio due to this purchase was 4.01%. The holding were 650,000 shares as of .

Kerrisdale Advisers, LLC added to a holding in VICI Properties Inc by 2214.01%. The purchase prices were between $13.78 and $22.99, with an estimated average price of $18.28. The stock is now traded at around $22.92. The impact to a portfolio due to this purchase was 3.47%. The holding were 1,598,979 shares as of .

Kerrisdale Advisers, LLC added to a holding in SS&C Technologies Holdings Inc by 133.19%. The purchase prices were between $40.96 and $60.96, with an estimated average price of $54.29. The stock is now traded at around $62.98. The impact to a portfolio due to this purchase was 1.98%. The holding were 546,985 shares as of .

Kerrisdale Advisers, LLC added to a holding in Microsoft Corp by 243.18%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $210.44. The impact to a portfolio due to this purchase was 1.12%. The holding were 69,150 shares as of .

Kerrisdale Advisers, LLC added to a holding in Dropbox Inc by 40.99%. The purchase prices were between $17.7 and $23.65, with an estimated average price of $21.05. The stock is now traded at around $20.21. The impact to a portfolio due to this purchase was 0.83%. The holding were 1,173,171 shares as of .

Kerrisdale Advisers, LLC sold out a holding in Willis Towers Watson PLC. The sale prices were between $156.19 and $206.81, with an estimated average price of $191.29.

Kerrisdale Advisers, LLC sold out a holding in Equinix Inc. The sale prices were between $595.46 and $711.43, with an estimated average price of $675.72.

Kerrisdale Advisers, LLC sold out a holding in Momo Inc. The sale prices were between $16.79 and $24.08, with an estimated average price of $21.

Kerrisdale Advisers, LLC sold out a holding in Tyson Foods Inc. The sale prices were between $53.82 and $68.67, with an estimated average price of $60.55.

Kerrisdale Advisers, LLC sold out a holding in Box Inc. The sale prices were between $14.04 and $22.06, with an estimated average price of $17.5.

Kerrisdale Advisers, LLC sold out a holding in CVS Health Corp. The sale prices were between $55.41 and $70.62, with an estimated average price of $62.88.