$186 Million is the total value of Selkirk Management LLC's 18 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC CMN | $27,297,000 | +6.3% | 14,415 | 0.0% | 14.69% | +0.9% | |
| CELG | CELGENE CORPORATION CMN | $22,948,000 | -2.0% | 248,250 | 0.0% | 12.35% | -7.0% | |
| CHGG | CHEGG INC | $12,465,000 | +1.2% | 323,000 | 0.0% | 6.71% | -4.0% | |
| BABA | ALIBABA GROUP HOLDINGS ADRsponsored adr | $11,387,000 | -7.1% | 67,200 | 0.0% | 6.13% | -11.9% | |
| Z | ZILLOW GROUP INC - CLASS C | $10,855,000 | +33.5% | 234,000 | 0.0% | 5.84% | +26.7% | |
| AMT | AMERICAN TOWER CORPORATION CMN | $10,049,000 | +3.8% | 49,150 | 0.0% | 5.41% | -1.6% | |
| EQIX | EQUINIX INC CMN | $9,884,000 | +11.3% | 19,600 | 0.0% | 5.32% | +5.6% | |
| CHTR | Sell | CHARTER COMMUNICATION | $9,761,000 | +3.4% | 24,700 | -9.2% | 5.25% | -1.9% |
| BKNG | BOOKING HOLDINGS INC | $9,374,000 | +7.4% | 5,000 | 0.0% | 5.04% | +1.9% | |
| FB | FACEBOOK, INC. | $8,685,000 | +15.8% | 45,000 | 0.0% | 4.67% | +9.8% | |
| GRUB | GRUBHUB INC. | $8,540,000 | +12.3% | 109,500 | 0.0% | 4.60% | +6.5% | |
| AXDX | ACCERLERATE DIAGNOSTICS, INC. | $7,981,000 | +8.9% | 348,805 | 0.0% | 4.29% | +3.2% | |
| CVNA | CARVANA CO | $7,824,000 | +7.8% | 125,000 | 0.0% | 4.21% | +2.3% | |
| V | VISA INC. CMN CLASS A | $6,942,000 | +11.1% | 40,000 | 0.0% | 3.74% | +5.4% | |
| GOOGL | Sell | ALPHABET INC CLASS A | $6,930,000 | -12.1% | 6,400 | -4.5% | 3.73% | -16.6% |
| ZG | ZILLOW GROUP INC - CLASS A | $5,949,000 | +33.8% | 130,000 | 0.0% | 3.20% | +26.9% | |
| TSG | Sell | STARS GROUP INC | $4,694,000 | -10.3% | 275,000 | -8.0% | 2.53% | -14.9% |
| JD | JD.COM, INC. | $4,286,000 | +0.5% | 141,500 | 0.0% | 2.31% | -4.7% |
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 2019-08-13
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.