$113 Million is the total value of Selkirk Management LLC's 18 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CELG | New | CELGENE CORPORATION CMN | $14,520,000 | – | 124,125 | +100.0% | 12.86% | – |
| NEWS | New | NEWSTAR FINANCIAL, INC. CMN | $11,359,000 | – | 852,811 | +100.0% | 10.06% | – |
| MIC | New | MACQUARIE INFRASTRUCTURE CO LL CMN | $11,296,000 | – | 211,333 | +100.0% | 10.01% | – |
| AMT | New | AMERICAN TOWER CORPORATION CMN | $8,352,000 | – | 114,150 | +100.0% | 7.40% | – |
| PCLN | New | PRICELINE.COM INC CMN | $7,233,000 | – | 8,750 | +100.0% | 6.41% | – |
| FLT | New | FLEETCOR TECHNOLOGIES, INC. CMN | $6,849,000 | – | 84,239 | +100.0% | 6.07% | – |
| EQIX | New | EQUINIX INC CMN | $6,761,000 | – | 36,600 | +100.0% | 5.99% | – |
| GOOGL | New | GOOGLE, INC. CMN CLASS A | $5,956,000 | – | 6,765 | +100.0% | 5.28% | – |
| CRI | New | CARTER'S, INC. CMN | $5,407,000 | – | 73,000 | +100.0% | 4.79% | – |
| GILD | New | GILEAD SCIENCES, INC. | $5,127,000 | – | 100,000 | +100.0% | 4.54% | – |
| INXN | New | INTERXION HOLDING N.V. CMN | $4,931,000 | – | 188,712 | +100.0% | 4.37% | – |
| IRM | New | IRON MOUNTAIN INC CMN | $4,735,000 | – | 177,932 | +100.0% | 4.19% | – |
| IVZ | New | INVESCO LTD. CMN | $4,471,000 | – | 140,609 | +100.0% | 3.96% | – |
| V | New | VISA INC. CMN CLASS A | $4,386,000 | – | 24,000 | +100.0% | 3.88% | – |
| MA | New | MASTERCARD INCORPORATED CMN CLASS A | $4,309,000 | – | 7,500 | +100.0% | 3.82% | – |
| EMC | New | EMC CORPORATION MASS CMN | $2,759,000 | – | 116,800 | +100.0% | 2.44% | – |
| AMZN | New | AMAZON.COM INC CMN | $2,721,000 | – | 9,800 | +100.0% | 2.41% | – |
| BLK | New | BLACKROCK, INC. CMN | $1,721,000 | – | 6,700 | +100.0% | 1.52% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC CMN | 42 | Q3 2023 | 37.6% |
| VISA INC. CMN CLASS A | 42 | Q3 2023 | 11.3% |
| AMERICAN TOWER CORPORATION CMN | 40 | Q1 2023 | 7.4% |
| JD.COM, INC. | 35 | Q3 2023 | 8.8% |
| ZILLOW GROUP INC - CLASS A | 33 | Q3 2023 | 7.1% |
| ACCERLERATE DIAGNOSTICS, INC. | 29 | Q3 2021 | 6.2% |
| META PLATFORMS INC - CLASS A | 28 | Q3 2023 | 8.1% |
| CELGENE CORPORATION CMN | 26 | Q3 2019 | 19.8% |
| EQUINIX INC CMN | 26 | Q3 2019 | 13.5% |
| GOOGLE, INC. CMN CLASS A | 26 | Q3 2019 | 6.2% |
View Selkirk Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Selkirk Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.