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Kerrisdale Advisers, LLC Buys Yandex NV, Nutanix Inc, Marriott Vacations Worldwide Corp, Sells Electronic Arts Inc, Intelsat SA, Sea

New York, NY, based Investment company Kerrisdale Advisers, LLC (Current Portfolio) buys Yandex NV, Nutanix Inc, Marriott Vacations Worldwide Corp, HUYA Inc, Lyft Inc, sells Electronic Arts Inc, Intelsat SA, Sea, Momo Inc, Pinduoduo Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Kerrisdale Advisers, LLC. As of 2019Q2, Kerrisdale Advisers, LLC owns 29 stocks with a total value of $279 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Kerrisdale Advisers, LLC
  1. Intelsat SA (I) - 2,274,912 shares, 15.88% of the total portfolio. Shares reduced by 31.28%
  2. Sea Ltd (SE) - 1,280,007 shares, 15.26% of the total portfolio. Shares reduced by 30.58%
  3. HUYA Inc (HUYA) - 964,084 shares, 8.55% of the total portfolio. Shares added by 64.17%
  4. Vonage Holdings Corp (VG) - 2,030,400 shares, 8.26% of the total portfolio. Shares added by 5.18%
  5. Yandex NV (YNDX) - 592,300 shares, 8.08% of the total portfolio. New Position
New Purchase: Yandex NV (YNDX)

Kerrisdale Advisers, LLC initiated holding in Yandex NV. The purchase prices were between $33.97 and $39.42, with an estimated average price of $37.14. The stock is now traded at around $36.74. The impact to a portfolio due to this purchase was 8.08%. The holding were 592,300 shares as of .

New Purchase: Nutanix Inc (NTNX)

Kerrisdale Advisers, LLC initiated holding in Nutanix Inc. The purchase prices were between $24.72 and $43.3, with an estimated average price of $34.98. The stock is now traded at around $19.05. The impact to a portfolio due to this purchase was 3.5%. The holding were 376,300 shares as of .

New Purchase: Marriott Vacations Worldwide Corp (VAC)

Kerrisdale Advisers, LLC initiated holding in Marriott Vacations Worldwide Corp. The purchase prices were between $88.66 and $107.97, with an estimated average price of $98.65. The stock is now traded at around $93.40. The impact to a portfolio due to this purchase was 3.41%. The holding were 98,642 shares as of .

New Purchase: Lyft Inc (LYFT)

Kerrisdale Advisers, LLC initiated holding in Lyft Inc. The purchase prices were between $48.15 and $74.45, with an estimated average price of $60.05. The stock is now traded at around $53.38. The impact to a portfolio due to this purchase was 2.31%. The holding were 98,144 shares as of .

New Purchase: Pure Storage Inc (PSTG)

Kerrisdale Advisers, LLC initiated holding in Pure Storage Inc. The purchase prices were between $15.27 and $23.38, with an estimated average price of $19.53. The stock is now traded at around $13.67. The impact to a portfolio due to this purchase was 1.64%. The holding were 300,000 shares as of .

New Purchase: Jones Lang LaSalle Inc (JLL)

Kerrisdale Advisers, LLC initiated holding in Jones Lang LaSalle Inc. The purchase prices were between $124.45 and $156.3, with an estimated average price of $142.21. The stock is now traded at around $136.08. The impact to a portfolio due to this purchase was 1.33%. The holding were 26,242 shares as of .

Added: HUYA Inc (HUYA)

Kerrisdale Advisers, LLC added to a holding in HUYA Inc by 64.17%. The purchase prices were between $19.6 and $29.3, with an estimated average price of $22.96. The stock is now traded at around $23.43. The impact to a portfolio due to this purchase was 3.34%. The holding were 964,084 shares as of .

Added: ProQR Therapeutics NV (PRQR)

Kerrisdale Advisers, LLC added to a holding in ProQR Therapeutics NV by 631.12%. The purchase prices were between $9.1 and $15.55, with an estimated average price of $11.8. The stock is now traded at around $8.66. The impact to a portfolio due to this purchase was 1.31%. The holding were 465,580 shares as of .

Added: Realogy Holdings Corp (RLGY)

Kerrisdale Advisers, LLC added to a holding in Realogy Holdings Corp by 274.44%. The purchase prices were between $6.55 and $13.11, with an estimated average price of $9.33. The stock is now traded at around $6.02. The impact to a portfolio due to this purchase was 0.45%. The holding were 238,767 shares as of .

Added: Adamas Pharmaceuticals Inc (ADMS)

Kerrisdale Advisers, LLC added to a holding in Adamas Pharmaceuticals Inc by 233.13%. The purchase prices were between $4.29 and $7.24, with an estimated average price of $5.75. The stock is now traded at around $6.18. The impact to a portfolio due to this purchase was 0.36%. The holding were 229,347 shares as of .

Sold Out: Pinduoduo Inc (PDD)

Kerrisdale Advisers, LLC sold out a holding in Pinduoduo Inc. The sale prices were between $19.03 and $24.67, with an estimated average price of $21.66.

Sold Out: Zayo Group Holdings Inc (ZAYO)

Kerrisdale Advisers, LLC sold out a holding in Zayo Group Holdings Inc. The sale prices were between $27.99 and $33.14, with an estimated average price of $31.92.

Sold Out: Vipshop Holdings Ltd (VIPS)

Kerrisdale Advisers, LLC sold out a holding in Vipshop Holdings Ltd. The sale prices were between $7.01 and $9.16, with an estimated average price of $8.05.

Sold Out: Gentherm Inc (THRM)

Kerrisdale Advisers, LLC sold out a holding in Gentherm Inc. The sale prices were between $37.38 and $43.11, with an estimated average price of $40.28.



Here is the complete portfolio of Kerrisdale Advisers, LLC. Also check out:

1. Kerrisdale Advisers, LLC's Undervalued Stocks
2. Kerrisdale Advisers, LLC's Top Growth Companies, and
3. Kerrisdale Advisers, LLC's High Yield stocks
4. Stocks that Kerrisdale Advisers, LLC keeps buying

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