Kerrisdale Advisers’s Luxoft Holding, Inc. LXFT Stock Holding History

Kerrisdale Advisers’s Portfolio LXFT Stock Details LXFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-351,201	Closed	-$10.7M	–	47
2018 Q4	$10.7M	Sell	351,201 -203,034	-37%	-$7.59M	6.62%	5
2018 Q3	$26.2M	Sell	554,235 -429,700	-44%	-$18.2M	25.72%	1
2018 Q2	$36.3M	Buy	983,935 +249,879	+34%	+$9.64M	15.06%	2
2018 Q1	$30.1M	Buy	734,056 +118,600	+19%	+$5.88M	20.91%	1
2017 Q4	$34.3M	Sell	615,456 -150,058	-20%	-$7.51M	69.46%	1
2017 Q3	$36.6M	Buy	765,514 +459,033	+150%	+$24.9M	38.2%	1
2017 Q2	$18.6M	Buy	306,481 +22,392	+8%	+$1.41M	17.16%	1
2017 Q1	$17.8M	Sell	284,089 -136,800	-33%	-$8.05M	18.39%	3
2016 Q4	$23.7M	Sell	420,889 -49,582	-11%	-$2.64M	23.32%	1
2016 Q3	$24.9M	Sell	470,471 -184,676	-28%	-$9.84M	16.14%	1
2016 Q2	$34.1M	Buy	655,147 +162,740	+33%	+$9.5M	9.21%	2
2016 Q1	$27.1M	Buy	492,407 +308,983	+168%	+$18.6M	4.62%	7
2015 Q4	$14.1M	Sell	183,424 -125,564	-41%	-$9.09M	3.62%	7
2015 Q3	$19.6M	Sell	308,988 -95,227	-24%	-$5.93M	5.69%	5
2015 Q2	$22.9M	Buy	404,215 +22,843	+6%	+$1.24M	7.92%	4
2015 Q1	$19.7M	Buy	+381,372	New	+$17.4M	6.58%	6

Other funds holding LXFT

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Water Island Capital New York $750M AUM 107.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Omni Partners London, United Kingdom $2.02B AUM 126.33% 1-Year Est. Return