White Elm Capital Boosts Stake in Apple Inc.

Wall St. Watchdog reveals information regarding White Elm Capital’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Technology sector at the end of the quarter with an aggregate market value of $23.268 million.

  • Crown Castle International Corp. (NYSE:CCI): On 06/30/2011, White Elm Capital reported holding 310,100 shares with a market value of $12,648,979. This comprised 6.51% of the total portfolio. On 09/30/2011, White Elm Capital reported holding 310,100 shares with a market value of $12,611,766. This comprised 7.17% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Crown Castle International Corp. engineers, deploys, owns, and operates shared wireless infrastructure. The Company offers wireless communications coverage to various United States markets and most of the Australian populations. Crown Castle owns, operates, and manages various wireless communication towers internationally.
  • Sourcefire Inc. (NASDAQ:FIRE): On 06/30/2011, White Elm Capital reported holding 0 shares. On 09/30/2011, White Elm Capital reported holding 204,418 shares with a market value of $5,470,226. This comprised 3.11% of the total portfolio. The net change in shares for this position over the two quarters is 204,418. About Company: Sourcefire Inc. provides real-time network defense solutions. The Company’s solutions encompass hardware and web-based Analysis Interface for real-time and forensic reporting and analysis.
  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, White Elm Capital reported holding 10,600 shares with a market value of $3,558,102. This comprised 1.83% of the total portfolio. On 09/30/2011, White Elm Capital reported holding 13,600 shares with a market value of $5,185,952. This comprised 2.95% of the total portfolio. The net change in shares for this position over the two quarters is 3,000. About Company: Apple Inc. designs, manufactures, and markets personal computers and related personal computing and mobile communication devices along with a variety of related software, services, peripherals, and networking solutions. The Company sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers.
  • Trina Solar Ltd. (NYSE:TSL): On 06/30/2011, White Elm Capital reported holding 62,500 shares with a market value of $1,401. This comprised 0% of the total portfolio. On 09/30/2011, White Elm Capital reported holding 62,500 shares with a market value of $380. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Trina Solar Limited manufactures solar-power products including photovoltaic wafers, ingots, cells and modules. The Company’s solar modules provide environmentally-friendly electric power for residential, commercial, industrial, and other applications worldwide.

(Note: Data regarding White Elm Capital’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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