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

Past 13F-HR SEC Filings by White Elm Capital

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