PLATINUM INVESTMENT MANAGEMENT LTD ELF — E L F BEAUTY INC

Ownership history in PLATINUM INVESTMENT MANAGEMENT LTD  ·  6 quarters on record

AI Ownership Summary

PLATINUM INVESTMENT MANAGEMENT LTD reported E L F BEAUTY INC (ELF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.11% in 2026 Q1. The latest visible filing shows ELF at 1.11% 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 PLATINUM INVESTMENT MANAGEMENT LTD'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
2026 Q1

ELF was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 PLATINUM INVESTMENT MANAGEMENT LTD fund profile PLATINUM INVESTMENT MANAGEMENT LTD full holdings
How PLATINUM INVESTMENT MANAGEMENT LTD 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 72,500 +30,500 +72.6% 1.11% $4.4M 2026-05-14 $55.47
2025 Q4 ADDED — — — 42,000 +12,000 +40.0% 0.74% $3.2M 2026-02-13 $81.50
2025 Q3 REDUCED 25.0% -40.0% ✅ 30,000 -10,000 -25.0% 0.26% $4.0M 2025-11-13 $74.39
2025 Q2 UNCHANGED — — — 40,000 — 0% 0.33% $5.0M 2025-07-21 $111.61
2025 Q1 ADDED — — — 40,000 +2,700 +7.2% 0.15% $2.5M 2025-05-15 $78.18
2024 Q4 INITIATED — — — 37,300 — — 0.28% $4.7M 2025-02-11 $76.94

🏢 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% Champlain Investment Partners, LLC 3Y 7Y 0.99% Freemont Management S.A. 3Y 0.72%

FAQ About PLATINUM INVESTMENT MANAGEMENT LTD and ELF

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

How long has PLATINUM INVESTMENT MANAGEMENT LTD reported owning ELF?

PLATINUM INVESTMENT MANAGEMENT LTD reported ELF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ELF position in PLATINUM INVESTMENT MANAGEMENT LTD's portfolio?

The largest reported portfolio weight for ELF was 1.11% in 2026 Q1.

What is the latest reported ELF position on this page?

The most recent filing on this page is 2026 Q1, when PLATINUM INVESTMENT MANAGEMENT LTD reported 72,500 shares, equal to 1.11% of portfolio, with an estimated market value of $4.4M.

What does the chart on this ELF ownership page compare?

The chart compares PLATINUM INVESTMENT MANAGEMENT LTD'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 PLATINUM INVESTMENT MANAGEMENT LTD time their ELF position?

Based on 13F filing dates vs. subsequent ELF price moves, PLATINUM INVESTMENT MANAGEMENT LTD correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ELF relative to SPY over the holding period was -35.7%.

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