$177 Million is the total value of Selkirk Management LLC's 18 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC CMN | $25,023,000 | -8.3% | 14,415 | 0.0% | 14.12% | -3.9% | |
| CELG | CELGENE CORPORATION CMN | $24,651,000 | +7.4% | 248,250 | 0.0% | 13.91% | +12.7% | |
| EQIX | EQUINIX INC CMN | $11,305,000 | +14.4% | 19,600 | 0.0% | 6.38% | +20.0% | |
| BABA | ALIBABA GROUP HOLDINGS ADRsponsored adr | $11,238,000 | -1.3% | 67,200 | 0.0% | 6.34% | +3.5% | |
| AMT | AMERICAN TOWER CORPORATION CMN | $10,869,000 | +8.2% | 49,150 | 0.0% | 6.13% | +13.4% | |
| CHTR | CHARTER COMMUNICATION | $10,179,000 | +4.3% | 24,700 | 0.0% | 5.74% | +9.4% | |
| BKNG | BOOKING HOLDINGS INC | $9,813,000 | +4.7% | 5,000 | 0.0% | 5.54% | +9.8% | |
| CHGG | CHEGG INC | $9,674,000 | -22.4% | 323,000 | 0.0% | 5.46% | -18.6% | |
| CVNA | CARVANA CO | $8,250,000 | +5.4% | 125,000 | 0.0% | 4.66% | +10.6% | |
| FB | FACEBOOK, INC. | $8,014,000 | -7.7% | 45,000 | 0.0% | 4.52% | -3.2% | |
| GOOGL | ALPHABET INC CLASS A | $7,815,000 | +12.8% | 6,400 | 0.0% | 4.41% | +18.3% | |
| Z | ZILLOW GROUP INC - CLASS C | $6,978,000 | -35.7% | 234,000 | 0.0% | 3.94% | -32.6% | |
| V | VISA INC. CMN CLASS A | $6,880,000 | -0.9% | 40,000 | 0.0% | 3.88% | +4.0% | |
| AXDX | ACCERLERATE DIAGNOSTICS, INC | $6,477,000 | -18.8% | 348,805 | 0.0% | 3.66% | -14.9% | |
| GRUB | GRUBHUB INC. | $6,155,000 | -27.9% | 109,500 | 0.0% | 3.47% | -24.4% | |
| JD | JD.COM, INC. | $3,992,000 | -6.9% | 141,500 | 0.0% | 2.25% | -2.3% | |
| ZG | ZILLOW GROUP INC - CLASS A | $3,841,000 | -35.4% | 130,000 | 0.0% | 2.17% | -32.3% |
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 2019-11-12
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.