White Elm Capital as of Dec. 31, 2010
Portfolio Holdings for White Elm Capital
White Elm Capital holds 30 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.7 | $18M | 57k | 322.55 | |
| SBA Communications Corporation | 7.8 | $15M | 361k | 40.94 | |
| Liberty Global | 7.7 | $15M | 413k | 35.38 | |
| Yum! Brands (YUM) | 5.6 | $11M | 215k | 49.05 | |
| East West Ban (EWBC) | 5.3 | $10M | 517k | 19.55 | |
| Crown Castle International | 5.1 | $9.6M | 219k | 43.83 | |
| Cme (CME) | 4.7 | $8.8M | 28k | 321.75 | |
| 4.5 | $8.6M | 15k | 594.00 | ||
| Netflix (NFLX) | 4.2 | $7.9M | 45k | 175.70 | |
| Banco Santander (BSBR) | 4.0 | $7.6M | 556k | 13.60 | |
| MasterCard Incorporated (MA) | 3.7 | $7.0M | 31k | 224.12 | |
| Banco Bradesco SA (BBD) | 3.5 | $6.7M | 330k | 20.29 | |
| Ctrip.com International | 3.5 | $6.5M | 161k | 40.45 | |
| Sotheby's | 3.4 | $6.5M | 145k | 45.00 | |
| Pitney Bowes (PBI) | 3.3 | $6.2M | 258k | 24.18 | |
| WebMD Health | 2.9 | $5.4M | 106k | 51.06 | |
| salesforce (CRM) | 2.7 | $5.1M | 39k | 132.01 | |
| E Commerce China Dangdang | 2.2 | $4.2M | 154k | 27.07 | |
| ICICI Bank (IBN) | 2.1 | $4.1M | 80k | 50.64 | |
| OpenTable | 2.1 | $4.0M | 57k | 70.47 | |
| Amazon (AMZN) | 2.0 | $3.9M | 22k | 180.00 | |
| Baidu (BIDU) | 1.7 | $3.2M | 34k | 96.54 | |
| Tesla Motors (TSLA) | 1.4 | $2.7M | 101k | 26.63 | |
| Leap Wireless International | 1.4 | $2.6M | 213k | 12.26 | |
| Corinthian Colleges | 1.3 | $2.4M | 460k | 5.21 | |
| CNinsure | 1.1 | $2.0M | 116k | 17.29 | |
| Dick's Sporting Goods (DKS) | 1.1 | $2.0M | 53k | 37.51 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $2.0M | 27k | 72.00 | |
| Resolute Energy Corp *w exp 09/25/201 | 0.8 | $1.6M | 500k | 3.22 | |
| Resolute Energy | 0.1 | $212k | 14k | 14.74 |
