WHITE ELM CAPITAL, LLC
Latest 13F filing data - Q4 2019
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMS | 163K | $6.33M |
 | TW | 126K | $5.85M |
 | TRU | 66K | $5.61M |
 | PYPL | 63K | $6.79M |
 | TEAM | 45K | $5.36M |
 | V | 43K | $8.06M |
 | GWRE | 37K | $4.07M |
 | ADSK | 34K | $6.31M |
 | HLT | 32K | $3.58M |
 | MA | 29K | $8.66M |
 | NOW | 24K | $6.78M |
 | MTN | 19K | $4.46M |
 | TDG | 16K | $8.90M |
 | ADBE | 15K | $4.82M |
 | FICO | 14K | $5.17M |
 | YUM | 11K | $1.13M |
 | MSCI | 11K | $2.81M |
 | WIX | 9K | $1.14M |
 | CSGP | 4K | $2.21M |
 | AMZN | 4K | $6.47M |
Advanced Drainage Systems, Inc.
WMS
Shares Held
163K
Value
$6.33M
Tradeweb Markets Inc.
TW
Shares Held
126K
Value
$5.85M
TransUnion
TRU
Shares Held
66K
Value
$5.61M
PayPal Holdings, Inc.
PYPL
Shares Held
63K
Value
$6.79M
Atlassian Corporation
TEAM
Shares Held
45K
Value
$5.36M
Visa Inc.
V
Shares Held
43K
Value
$8.06M
Guidewire Software, Inc.
GWRE
Shares Held
37K
Value
$4.07M
Autodesk, Inc.
ADSK
Shares Held
34K
Value
$6.31M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
32K
Value
$3.58M
Mastercard Incorporated
MA
Shares Held
29K
Value
$8.66M
ServiceNow, Inc.
NOW
Shares Held
24K
Value
$6.78M
Vail Resorts, Inc.
MTN
Shares Held
19K
Value
$4.46M
TransDigm Group Incorporated
TDG
Shares Held
16K
Value
$8.90M
Adobe Inc.
ADBE
Shares Held
15K
Value
$4.82M
Fair Isaac Corporation
FICO
Shares Held
14K
Value
$5.17M
Yum! Brands, Inc.
YUM
Shares Held
11K
Value
$1.13M
MSCI Inc.
MSCI
Shares Held
11K
Value
$2.81M
Wix.com Ltd.
WIX
Shares Held
9K
Value
$1.14M
CoStar Group, Inc.
CSGP
Shares Held
4K
Value
$2.21M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$6.47M