$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CELG | CELGENE CORPORATION CMN | $28,043,000 | -6.5% | 259,250 | 0.0% | 17.39% | +5.7% | |
MIC | MACQUARIE INFRASTRUCTURE CO LL CMN | $13,439,000 | -9.6% | 180,000 | 0.0% | 8.33% | +2.2% | |
CHTR | CHARTER COMMUNICATION | $9,144,000 | +2.7% | 52,000 | 0.0% | 5.67% | +16.2% | |
AMZN | AMAZON.COM INC CMN | $5,017,000 | +17.9% | 9,800 | 0.0% | 3.11% | +33.4% | |
AMT | AMERICAN TOWER CORPORATION CMN | $4,324,000 | -5.7% | 49,150 | 0.0% | 2.68% | +6.7% | |
V | VISA INC. CMN CLASS A | $2,786,000 | +3.7% | 40,000 | 0.0% | 1.73% | +17.3% |
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.