White Elm Capital, LLC 13F Holdings
CIK 0001425294
As of Dec 31, 2019, White Elm Capital, LLC reported 24 positions worth
CIK 0001425294
As of Dec 31, 2019, White Elm Capital, LLC reported 24 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TRANSDIGM GROUP INC | TDG | Industrials | 15,900 | $8.9K | 7.56% |
| MASTERCARD INC | MA | Financial Services | 29,000 | $8.7K | 7.35% |
| VISA INC-CLASS A SHARES | V | Financial Services | 42,900 | $8.1K | 6.84% |
| Texas Pacific Land Corporation | TPL | Energy | 9,200 | $7.2K | 6.10% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 62,800 | $6.8K | 5.76% |
| SERVICENOW INC | NOW | Technology | 24,000 | $6.8K | 5.75% |
| AMAZON.COM INC | AMZN | Equity | 3,500 | $6.5K | 5.49% |
| ADVANCED DRAINAGE SYSTEMS INC | WMS | Basic Materials | 162,900 | $6.3K | 5.37% |
| AUTODESK INC | ADSK | Technology | 34,400 | $6.3K | 5.36% |
| TRADEWEB MARKETS INC | TW | Financial Services | 126,301 | $5.9K | 4.97% |
| TRANSUNION | TRU | Industrials | 65,500 | $5.6K | 4.76% |
| Atlassian Corp PLC | TEAM | Technology | 44,500 | $5.4K | 4.54% |
| FAIR ISAAC CORP | FICO | Technology | 13,800 | $5.2K | 4.39% |
| ADOBE INC | ADBE | Technology | 14,600 | $4.8K | 4.09% |
| VAIL RESORTS INC | MTN | Consumer Cyclical | 18,594 | $4.5K | 3.78% |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 37,100 | $4.1K | 3.46% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 32,300 | $3.6K | 3.04% |
| BLACK KNIGHT INC | — | — | 53,800 | $3.5K | 2.94% |
| MSCI INC | MSCI | Financial Services | 10,900 | $2.8K | 2.39% |
| COSTAR GROUP INC | CSGP | Real Estate | 3,700 | $2.2K | 1.88% |
| FLEETCOR TECHNOLOGIES INCORPORATED | — | — | 7,400 | $2.1K | 1.81% |
| WIXCOM LTD | WIX | Technology | 9,300 | .1K | 0.97% |
| YUM BRANDS INC | YUM | Consumer Cyclical | 11,200 | .1K | 0.96% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,900 | $558.0 | 0.47% |