Position in SNPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,056,386
+$107,920 QoQ
Shares Held
10,231
+21.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SNPS 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. SNPS ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,362 | $4,576,041 | |
| 2 | SNPS |
Synopsys Inc
This page
|
10,231 | $4,056,386 | |
| 3 | DAVA |
Endava plc
|
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 SNPS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,056,386 | 10,231 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,948,466 | 8,406 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,609,931 | 3,263 | Shares | Sole | 2025-11-14 | |
| 2022-12-31 | $227,653 | 713 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $609,492 | 1,995 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,474,547 | 8,148 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,817,383 | 104,472 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,664,992 | 7,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,851,628 | 83,002 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $33,469,874 | 121,360 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,376,836 | 122,596 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $25,819,267 | 99,596 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $29,870,752 | 139,596 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $27,221,220 | 139,596 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $25,878,161 | 200,933 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||