Stock Taper

WHITE ELM CAPITAL, LLC

Latest 13F filing data - Q4 2019

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Costco Wholesale CorporationCOST1.9K$558K
Amazon.com, Inc.AMZN3.5K$6.47M
CoStar Group, Inc.CSGP3.7K$2.21M
Wix.com Ltd.WIX9.3K$1.14M
MSCI Inc.MSCI10.9K$2.81M
Yum! Brands, Inc.YUM11.2K$1.13M
Fair Isaac CorporationFICO13.8K$5.17M
Adobe Inc.ADBE14.6K$4.82M
TransDigm Group IncorporatedTDG15.9K$8.9M
Vail Resorts, Inc.MTN18.59K$4.46M
ServiceNow, Inc.NOW24K$6.78M
Mastercard IncorporatedMA29K$8.66M
Hilton Worldwide Holdings Inc.HLT32.3K$3.58M
Autodesk, Inc.ADSK34.4K$6.31M
Guidewire Software, Inc.GWRE37.1K$4.07M
Visa Inc.V42.9K$8.06M
Atlassian CorporationTEAM44.5K$5.36M
PayPal Holdings, Inc.PYPL62.8K$6.79M
TransUnionTRU65.5K$5.61M
Tradeweb Markets Inc.TW126.3K$5.85M