$187 Million is the total value of Selkirk Management LLC's 17 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC CMN | $19,896,000 | +1.5% | 43,900 | 0.0% | 10.62% | -0.8% | |
| AMZN | AMAZON.COM INC CMN | $16,858,000 | +21.6% | 14,415 | 0.0% | 9.00% | +18.9% | |
| CHTR | CHARTER COMMUNICATION | $11,691,000 | -7.6% | 34,800 | 0.0% | 6.24% | -9.6% | |
| MIC | MACQUARIE INFRASTRUCTURE CO LL CMN | $9,630,000 | -11.1% | 150,000 | 0.0% | 5.14% | -13.1% | |
| PCLN | PRICELINE.COM INC CMN | $8,689,000 | -5.1% | 5,000 | 0.0% | 4.64% | -7.2% | |
| GOOGL | ALPHABET INC CLASS A | $7,058,000 | +8.2% | 6,700 | 0.0% | 3.77% | +5.7% | |
| AMT | AMERICAN TOWER CORPORATION CMN | $7,012,000 | +4.4% | 49,150 | 0.0% | 3.74% | +2.0% | |
| Z | ZILLOW GROUP INC - CLASS C | $5,974,000 | +1.8% | 146,000 | 0.0% | 3.19% | -0.5% | |
| ZG | ZILLOW GROUP INC - CLASS A | $5,296,000 | +1.5% | 130,000 | 0.0% | 2.83% | -0.8% | |
| FB | FACEBOOK, INC. | $4,764,000 | +3.3% | 27,000 | 0.0% | 2.54% | +0.9% | |
| V | VISA INC. CMN CLASS A | $4,561,000 | +8.3% | 40,000 | 0.0% | 2.44% | +5.9% |
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 2018-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC CMN | 45 | Q2 2024 | 37.6% |
| VISA INC. CMN CLASS A | 45 | Q2 2024 | 11.3% |
| AMERICAN TOWER CORPORATION CMN | 40 | Q1 2023 | 7.4% |
| JD.COM, INC. | 38 | Q2 2024 | 8.8% |
| ZILLOW GROUP INC - CLASS A | 36 | Q2 2024 | 9.0% |
| META PLATFORMS INC - CLASS A | 31 | Q2 2024 | 11.2% |
| ACCERLERATE DIAGNOSTICS, INC. | 29 | Q3 2021 | 6.2% |
| 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 |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 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 |
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.