0001172661-20-000643.txt : 20200214 0001172661-20-000643.hdr.sgml : 20200214 20200214115410 ACCESSION NUMBER: 0001172661-20-000643 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kerrisdale Advisers, LLC CENTRAL INDEX KEY: 0001569688 IRS NUMBER: 264757417 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15277 FILM NUMBER: 20616230 BUSINESS ADDRESS: STREET 1: 1212 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: (212) 792-9788 MAIL ADDRESS: STREET 1: 1212 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001569688 XXXXXXXX 12-31-2019 12-31-2019 false Kerrisdale Advisers, LLC

1212 Avenue Of The Americas 3rd Floor New York NY 10036

13F HOLDINGS REPORT 028-15277 N Edward Gu 212-584-8937 /s/ Edward Gu New York NY 02-14-2020 0 33 282781 INFORMATION TABLE 2 infotable.xml ACHILLION PHARMACEUTICALS IN COM 00448Q201 1708 283200 SH SOLE 283200 0 0 ACTIVISION BLIZZARD INC COM 00507V109 6209 104489 SH SOLE 104489 0 0 BOOKING HLDGS INC COM 09857L108 7796 3796 SH SOLE 3796 0 0 BOX INC CL A 10316T104 3020 180000 SH SOLE 180000 0 0 BRINKS CO COM 109696104 5505 60709 SH SOLE 60709 0 0 CENTENE CORP DEL COM 15135B101 1572 25000 SH SOLE 25000 0 0 CHARLES RIV LABS INTL INC COM 159864107 21157 138500 SH SOLE 138500 0 0 DESPEGAR COM CORP ORD SHS G27358103 1187 88092 SH SOLE 88092 0 0 ELECTRONIC ARTS INC COM 285512109 984 9155 SH SOLE 9155 0 0 EVENTBRITE INC COM CL A 29975E109 4006 198634 SH SOLE 198634 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1140 10538 SH SOLE 10538 0 0 HUYA INC ADS REP SHS A 44852D108 39354 2192435 SH SOLE 2192435 0 0 IQVIA HLDGS INC COM 46266C105 3863 25000 SH SOLE 25000 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 15648 635048 SH SOLE 635048 0 0 JACOBS ENGR GROUP INC COM 469814107 16169 180000 SH SOLE 180000 0 0 JD COM INC SPON ADR CL A 47215P106 210 5960 SH SOLE 5960 0 0 KORN FERRY COM NEW 500643200 22703 535450 SH SOLE 535450 0 0 LYFT INC CL A COM 55087P104 4007 93144 SH SOLE 93144 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 569 49018 SH SOLE 49018 0 0 MOMO INC ADR 60879B107 346 10316 SH SOLE 10316 0 0 NETEASE INC SPONSORED ADS 64110W102 12667 41309 SH SOLE 41309 0 0 NUTANIX INC CL A 67059N108 4952 158400 SH SOLE 158400 0 0 PRA HEALTH SCIENCES INC COM 69354M108 12449 112000 SH SOLE 112000 0 0 PROQR THRAPEUTICS N V SHS EURO N71542109 4448 448880 SH SOLE 448880 0 0 SEA LTD SPONSORED ADS 81141R100 36600 910007 SH SOLE 910007 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7061 115000 SH SOLE 115000 0 0 SYNOPSYS INC COM 871607107 3480 25000 SH SOLE 25000 0 0 TRIP COM GROUP LTD ADS 89677Q107 1677 50000 SH SOLE 50000 0 0 ULTA BEAUTY INC COM 90384S303 5822 23000 SH SOLE 23000 0 0 UPWORK INC COM 91688F104 9816 920000 SH SOLE 920000 0 0 VONAGE HLDGS CORP COM 92886T201 2066 278827 SH SOLE 278827 0 0 WABTEC CORP COM 929740108 13615 175000 SH SOLE 175000 0 0 YANDEX N V SHS CLASS A N97284108 10975 252363 SH SOLE 252363 0 0