0001172661-19-000651.txt : 20190214 0001172661-19-000651.hdr.sgml : 20190214 20190214105845 ACCESSION NUMBER: 0001172661-19-000651 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 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: 19602574 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 12-31-2018 12-31-2018 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 02-14-2019 0 23 161374 INFORMATION TABLE 2 infotable.xml ADAMAS PHARMACEUTICALS INC COM 00548A106 588 68847 SH SOLE 68847 0 0 ADOBE INC COM 00724F101 2262 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL A 02079K305 10450 10000 SH SOLE 10000 0 0 CAMPBELL SOUP CO COM 134429109 330 10000 SH SOLE 10000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 4734 46120 SH SOLE 46120 0 0 ELECTRONIC ARTS INC COM 285512109 8270 104800 SH SOLE 104800 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1397 12404 SH SOLE 12404 0 0 FACEBOOK INC CL A 30303M102 7865 60000 SH SOLE 60000 0 0 FLEXION THERAPEUTICS INC COM 33938J106 416 36753 SH SOLE 36753 0 0 HUYA INC ADS REP SHS A 44852D108 23856 1541065 SH SOLE 1541065 0 0 INTELSAT S A COM L5140P101 27481 1284782 SH SOLE 1284782 0 0 JD COM INC SPON ADR CL A 47215P106 4311 205960 SH SOLE 205960 0 0 JONES LANG LASALLE INC COM 48020Q107 3026 23900 SH SOLE 23900 0 0 LUXOFT HLDG INC ORD SHS CL A G57279104 10684 351201 SH SOLE 351201 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 863 139018 SH SOLE 139018 0 0 MOMO INC ADR 60879B107 10257 431869 SH SOLE 431869 0 0 PATTERSON COMPANIES INC COM 703395103 1745 88777 SH SOLE 88777 0 0 S&P GLOBAL INC COM 78409V104 7647 45000 SH SOLE 45000 0 0 SALESFORCE COM INC COM 79466L302 685 5000 SH SOLE 5000 0 0 SEA LTD ADR 81141R100 16601 1466560 SH SOLE 1466560 0 0 TOTAL SYS SVCS INC COM 891906109 2845 35000 SH SOLE 35000 0 0 VONAGE HLDGS CORP COM 92886T201 2008 230000 SH SOLE 230000 0 0 YY INC ADS REPCOM CLA 98426T106 13053 218066 SH SOLE 218066 0 0