White Elm Capital, LLC 13F 持仓 · 最近申报 2019年Q4
White Elm Capital 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 1.18 亿美元。前几大持仓：TDG（7.56%）、MA（7.35%）、V（6.84%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 21 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | $8.9M | 7.56% | 15,900 | 减持 |
| 2 | MA | MASTERCARD INC | $8.7M | 7.35% | 29,000 | 减持 |
| 3 | V | VISA INC | $8.1M | 6.84% | 42,900 | 减持 |
| 4 | TPL | TEXAS PAC LD TR | $7.2M | 6.10% | 9,200 | 减持 |
| 5 | PYPL | PAYPAL HLDGS INC | $6.8M | 5.76% | 62,800 | 减持 |
| 6 | NOW | SERVICENOW INC | $6.8M | 5.75% | 24,000 | 减持 |
| 7 | AMZN | AMAZON COM INC | $6.5M | 5.49% | 3,500 | 减持 |
| 8 | WMS | ADVANCED DRAIN SYS INC DEL | $6.3M | 5.37% | 162,900 | 减持 |
| 9 | ADSK | AUTODESK INC | $6.3M | 5.36% | 34,400 | 减持 |
| 10 | TW | TRADEWEB MKTS INC | $5.9M | 4.97% | 126,301 | 减持 |
| 11 | TRU | TRANSUNION | $5.6M | 4.76% | 65,500 | 减持 |
| 12 | TEAM | ATLASSIAN CORP PLC | $5.4M | 4.54% | 44,500 | 减持 |
| 13 | FICO | FAIR ISAAC CORP | $5.2M | 4.39% | 13,800 | 增持 |
| 14 | ADBE | ADOBE INC | $4.8M | 4.09% | 14,600 | 减持 |
| 15 | MTN | VAIL RESORTS INC | $4.5M | 3.78% | 18,594 | 减持 |
| 16 | GWRE | GUIDEWIRE SOFTWARE INC | $4.1M | 3.46% | 37,100 | 减持 |
| 17 | HLT | HILTON WORLDWIDE HLDGS INC | $3.6M | 3.04% | 32,300 | 减持 |
| 18 | BKI | BLACK KNIGHT INC | $3.5M | 2.94% | 53,800 | 减持 |
| 19 | MSCI | MSCI INC | $2.8M | 2.39% | 10,900 | 减持 |
| 20 | CSGP | COSTAR GROUP INC | $2.2M | 1.88% | 3,700 | 增持 |
| 21 | FLT | FLEETCOR TECHNOLOGIES INC | $2.1M | 1.81% | 7,400 | 减持 |
| 22 | WIX | WIX COM LTD | $1.1M | 0.97% | 9,300 | 减持 |
| 23 | YUM | YUM BRANDS INC | $1.1M | 0.96% | 11,200 | 减持 |
| 24 | COST | COSTCO WHSL CORP NEW | $558,000 | 0.47% | 1,900 | 新建仓 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2019-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR