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Elk Creek Partners, LLC

Location
DENVER, CO
Portfolio Value
Small $291,543,260
Diversification
Diversified
Filing Date
Mar 31, 2020
Global Rank
#1,850 / 5,303 · as of Mar 2020
Top Industry
Biotechnology 16.8%
3Y Alpha vs SPY
-6.3%
Period ended 6 years ago
Filed May 14, 2020 · 6y

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+54.2%
SPY
+76.5%
Annualised alpha
-5.3%
Max drawdown
−29.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2020
Top Position
9.9%
of portfolio value
Top 5
27.4%
of portfolio value
Top 10
43.7%
of portfolio value
HHI
331
Diversified

Sector Breakdown

As of Mar 31, 2020
Sector % Portfolio Value
Healthcare 46.0% $134,020,244
Technology 12.1% $35,150,113
Financial Services 10.4% $30,425,692
Industrials 9.0% $26,096,015
Consumer Defensive 8.1% $23,546,258
Consumer Cyclical 7.5% $21,986,724
Communication Services 5.6% $16,191,842
Unclassified 1.1% $3,239,068
Energy 0.3% $887,304

Portfolio Positions

Export CSV View 13F filing
47 positions · $291,543,260 total · as of Mar 31, 2020
Ticker Company Shares Value (USD) % of Portfolio History