$161 Million is the total value of Selkirk Management LLC's 21 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIPS | Buy | VIPSHOP HOLDINGS LTD ADR | $6,428,000 | -14.9% | 382,645 | +12.7% | 3.99% | -3.8% |
| JD | Buy | JD.COM, INC. | $5,864,000 | +34.3% | 225,000 | +75.8% | 3.64% | +52.0% |
| MDVN | Buy | MEDIVATION INC | $4,930,000 | -32.9% | 116,000 | +80.4% | 3.06% | -24.1% |
| AXDX | Buy | ACCERLERATE DIAGNOSTICS, INC | $3,964,000 | -26.2% | 245,017 | +17.8% | 2.46% | -16.5% |
| Z | New | ZILLOW GROUP INC - CLASS C | $3,337,000 | – | 123,600 | +100.0% | 2.07% | – |
| GRUB | Buy | GRUBHUB INC | $1,947,000 | +21.6% | 80,000 | +70.2% | 1.21% | +37.5% |
| ZG | New | ZILLOW GROUP INC - CLASS A | $1,776,000 | – | 61,800 | +100.0% | 1.10% | – |
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 2015-11-16
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 | 2024-05-15 |
| 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 |
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.