White Elm Capital Llc (1425294) Portfolio


Number of Companies: 20
Inflow: $68,607 K
Outflow: $-55,554 K
Net Flow: $13,052 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
32 1 Amtrust Financial Services (AFSI) P And C Insurance 2,110,139 Added More 1,227,194 $25.87 $31,759 $54,610
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 72,438 Added More 27,501 $593.64 $16,325 $43,002
221 2 Sei Investments Company (SEIC) Investment Management 652,212 Added More 223,072 $43.04 $9,603 $28,077
2876 17 Expedia Inc (EXPE) Internet Based Services 494,697 Added More 49,085 $107.82 $5,292 $53,338
794 20 Applied Micro Circuits Corp (AMCC) Semiconductor Devices 4,140,632 Added More 452,276 $6.46 $2,921 $26,748
2558 14 Sba Communications Corp-Cl A (SBAC) Infrastructure Construction 579,454 Added More 27,000 $100.16 $2,704 $58,043
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 576,400 No Change 0 $76.48 $0 $44,083
1817 1 Hsn Inc (HSNI) Catalog And Tv Based Retailers 685,326 No Change 0 $52.31 $0 $35,849
256 2 Be Aerospace Inc (BEAV) Aircraft And Parts 219,977 No Change 0 $46.11 $0 $10,145
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 357,510 No Change 0 $94.50 $0 $33,784
2975 25 Transdigm Group Inc (TDG) Aircraft And Parts 184,642 No Change 0 $220.33 $0 $40,684
2221 67 Guidewire Software Inc (GWRE) Application Software 504,825 No Change 0 $54.48 $0 $27,502
2780 27 Fleetcor Technologies Inc (FLT) Consumer Finance 300,980 Sold Some -11,320 $148.75 $-1,683 $44,770
2986 89 Salesforcecom Inc (CRM) Application Software 310,704 Sold Some -35,300 $73.83 $-2,606 $22,939
3043 8 Charter Communication-A (CHTR) Cable And Satellite 306,577 Sold Some -15,600 $202.42 $-3,157 $62,060
2828 14 Verisk Analytics Inc (VRSK) Information Services 360,771 Sold Some -58,530 $79.91 $-4,677 $28,832
2818 5 Dollar General Corp (DG) Mass Merchants 331,400 Sold Some -98,300 $85.59 $-8,414 $28,367
3074 26 Facebook Inc-A (FB) Internet Media 308,767 Sold Some -77,100 $114.09 $-8,797 $35,230
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 28,500 Sold Some -7,300 $1288.95 $-9,409 $36,735
2834 25 Carters Inc (CRI) Apparel Footwear And Acc Design 273,199 Sold Some -159,500 $105.37 $-16,808 $28,789