Position in DAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,507,978
-$1,078,091 QoQ
Shares Held
567,416
0.0% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Kerrisdale Advisers, LLC holds $15,592,612 across 8 Software - Infrastructure names. DAVA ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,362 | $4,576,041 | |
| 2 | SNPS |
Synopsys Inc
|
10,231 | $4,056,386 | |
| 3 | DAVA |
Endava plc
This page
|
567,416 | $2,507,978 | |
| 4 | GTLB |
Gitlab Inc.
|
68,980 | $1,492,727 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
13,665 | $1,012,166 | |
| 6 | NTAP |
NetApp, Inc.
|
9,401 | $962,568 | |
| 7 | PAYO |
Payoneer Global Inc.
|
162,825 | $786,444 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
11,720 | $198,302 |
All Filings in DAVA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,507,978 | 567,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,586,069 | 567,416 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,249,271 | 576,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,208,501 | 535,803 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,845,512 | 350,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,122,207 | 359,942 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,742,731 | 303,161 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,027,211 | 206,129 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,225,796 | 58,512 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||