0001172661-19-002262.txt : 20191114 0001172661-19-002262.hdr.sgml : 20191114 20191114103241 ACCESSION NUMBER: 0001172661-19-002262 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191217382 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 09-30-2019 09-30-2019 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 11-14-2019 0 34 159486 INFORMATION TABLE 2 infotable.xml ACHILLION PHARMACEUTICALS IN COM 00448Q201 1020 283200 SH SOLE 283200 0 0 ACTIVISION BLIZZARD INC COM 00507V109 9634 182053 SH SOLE 182053 0 0 ADAMAS PHARMACEUTICALS INC COM 00548A106 1173 229347 SH SOLE 229347 0 0 BOOKING HLDGS INC COM 09857L108 7450 3796 SH SOLE 3796 0 0 BOX INC CL A 10316T104 2981 180000 SH SOLE 180000 0 0 BRINKS CO COM 109696104 6764 81544 SH SOLE 81544 0 0 CTRIP COM INTL LTD SPONSORED ADS 22943F100 1465 50000 SH SOLE 50000 0 0 DESPEGAR COM CORP ORD SHS G27358103 2307 203800 SH SOLE 203800 0 0 DOCUSIGN INC COM 256163106 568 9170 SH SOLE 9170 0 0 ELECTRONIC ARTS INC COM 285512109 896 9155 SH SOLE 9155 0 0 EVENTBRITE INC COM CL A 29975E109 3518 198634 SH SOLE 198634 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1416 10538 SH SOLE 10538 0 0 HUYA INC ADS REP SHS A 44852D108 8103 342775 SH SOLE 342775 0 0 INTELSAT S A COM L5140P101 21817 956905 SH SOLE 956905 0 0 INTELSAT S A NOTE 4.500% 6/1 45790VAB6 138 94000 SH SOLE 94000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 378 2000 SH Put SOLE 2000 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 8216 386072 SH SOLE 386072 0 0 KALEIDO BIOSCIENCES INC COM 483347100 546 72480 SH SOLE 72480 0 0 LYFT INC CL A COM 55087P104 3804 93144 SH SOLE 93144 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 1410 139018 SH SOLE 139018 0 0 MARRIOTT VACTINS WORLDWID CO COM 57164Y107 4265 41166 SH SOLE 41166 0 0 MASONITE INTL CORP NEW COM 575385109 779 13427 SH SOLE 13427 0 0 MOMO INC ADR 60879B107 320 10316 SH SOLE 10316 0 0 NUTANIX INC CL A 67059N108 4158 158400 SH SOLE 158400 0 0 PROQR THRAPEUTICS N V SHS EURO N71542109 2682 465580 SH SOLE 465580 0 0 PROTHENA CORP PLC SHS G72800108 483 61640 SH SOLE 61640 0 0 PURE STORAGE INC CL A 74624M102 5082 300000 SH SOLE 300000 0 0 REALOGY HLDGS CORP COM 75605Y106 520 77855 SH SOLE 77855 0 0 SEA LTD SPONSORED ADS 81141R100 31260 1010007 SH SOLE 1010007 0 0 SEA LTD SPONSORED ADS 81141R100 4644 150000 SH Put SOLE 150000 0 0 STITCH FIX INC COM CL A 860897107 578 30000 SH SOLE 30000 0 0 UPWORK INC COM 91688F104 133 10000 SH SOLE 10000 0 0 VONAGE HLDGS CORP COM 92886T201 6541 578827 SH SOLE 578827 0 0 YANDEX N V SHS CLASS A N97284108 14437 412363 SH SOLE 412363 0 0