Ilex Capital Partners (UK) LLP ELF — E L F BEAUTY INC

Ownership history in Ilex Capital Partners (UK) LLP  ·  5 quarters on record

AI Ownership Summary

Ilex Capital Partners (UK) LLP reported E L F BEAUTY INC (ELF) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.7% in 2025 Q4. The latest visible filing shows ELF at 2.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ilex Capital Partners (UK) LLP's position in E L F BEAUTY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ELF was reported at 2.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ELF stock page Ilex Capital Partners (UK) LLP fund profile Ilex Capital Partners (UK) LLP full holdings
How Ilex Capital Partners (UK) LLP held ELF — position size vs. price
% of Fund (quarterly)    ELF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,257,126 +827,996 +192.9% 2.70% $95.6M 2026-02-17 $87.28
2025 Q3 REDUCED 14.7% -40.0% ✅ 429,130 -73,700 -14.7% 1.82% $56.9M 2025-11-14 $73.51
2025 Q1 ADDED — — — 502,830 +442,384 +731.9% 1.29% $31.6M 2025-05-15 $78.18
2024 Q2 ADDED — — — 60,446 +30,854 +104.3% 1.31% $12.7M 2024-08-14 $145.43
2024 Q1 INITIATED — — — 29,592 — — 0.57% $5.8M 2024-05-15 $168.32

🏢 Other funds also holding ELF

As of 2026 Q1 — sorted by position size

Templeton & Phillips Capital Management, LLC 3Y 5.29% IBEX INVESTORS LLC 3Y 7Y 4.25% Prime Capital Management Co Ltd 3Y 7Y 4.11% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.13% Sapience Investments, LLC 3Y 7Y 2.06% Savoir Faire Capital Management, L.P. 2.05% American Alpha Advisors, LLC 1.87% Summit Creek Advisors LLC 3Y 7Y 1.37% PLATINUM INVESTMENT MANAGEMENT LTD 3Y 7Y 1.11% Champlain Investment Partners, LLC 3Y 7Y 0.99%

FAQ About Ilex Capital Partners (UK) LLP and ELF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ilex Capital Partners (UK) LLP reported owning ELF?

Ilex Capital Partners (UK) LLP reported ELF across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ELF position in Ilex Capital Partners (UK) LLP's portfolio?

The largest reported portfolio weight for ELF was 2.70% in 2025 Q4.

What is the latest reported ELF position on this page?

The most recent filing on this page is 2025 Q4, when Ilex Capital Partners (UK) LLP reported 1,257,126 shares, equal to 2.70% of portfolio, with an estimated market value of $95.6M.

What does the chart on this ELF ownership page compare?

The chart compares Ilex Capital Partners (UK) LLP's quarterly ELF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ilex Capital Partners (UK) LLP time their ELF position?

Based on 13F filing dates vs. subsequent ELF price moves, Ilex Capital Partners (UK) LLP correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on ELF relative to SPY over the holding period was -19.5%.

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