White Elm Capital

Latest statistics and disclosures from White Elm Capital's latest quarterly 13F-HR filing:

Companies in the White Elm Capital portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Expedia 6.13 216406 -13% 148.95
FleetCor Technologies (FLT) 5.97 217869 +18% 144.21
Amazon (AMZN) 5.78 31438 -13% 967.99
Synchrony Financial 5.28 931400 29.82
Visa (V) 5.21 292400 -8% 93.78
Sba Communications Corp Com stock 4.80 187059 -37% 134.90
Charter Communications Inc New Cl A cl a 4.79 74880 -31% 336.84
Liberty Global Inc C 4.78 805881 -20% 31.18
Athene Holding Ltd Cl A 4.77 506327 +18% 49.61
TransDigm Group Incorporated (TDG) 4.68 91561 268.88
Atlassian Corp Plc cl a 4.52 676365 -5% 35.18
Citigroup Inc 4.36 343100 -8% 66.88
MasterCard Incorporated (MA) 4.14 179160 -6% 121.45
Autodesk (ADSK) 3.76 196100 +127% 100.82
Huntington Bancshares Incorporated (HBAN) 3.24 1.26M +22% 13.52
Guidewire Software 3.18 243590 -40% 68.71
Univar 3.16 569943 +73% 29.20
priceline.com Incorporated (PCLN) 3.15 8850 -25% 1870.58
Paypal Holdings 3.15 308500 -3% 53.67
Carter's (CRI) 2.96 175199 -11% 88.95
Veeva Sys Inc cl a 2.91 250000 -28% 61.31
SEI Investments Company (SEIC) 2.37 232309 -45% 53.78
Vail Resorts (MTN) 2.16 56092 +48% 202.84
GOLAR LNG Limited Com 1.94 459364 +31% 22.25
LKQ Corporation (LKQX) 1.39 222100 NEW 32.95
Servicenow 0.80 39800 NEW 105.98
Xpo Logistics Inc equity 0.60 48800 NEW 64.63

Past 13F-HR SEC Filings by White Elm Capital

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