$367 Million is the total value of Selkirk Management LLC's 37 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | BRISTOL MYERS SQUIBB COdbcv 9/1 | $15,935,000 | – | 248,250 | +100.0% | 4.34% | – | |
| BMY | New | BRISTOL-MYERS SQUIBB COMPANY | $15,935,000 | – | 248,250 | +100.0% | 4.34% | – |
| CHTR | New | CHARTER COMMUNICATION | $11,981,000 | – | 24,700 | +100.0% | 3.26% | – |
| EQIX | New | EQUINIX INC CMN | $11,441,000 | – | 19,600 | +100.0% | 3.12% | – |
| GOOGL | New | ALPHABET INC CLASS A | $8,572,000 | – | 6,400 | +100.0% | 2.34% | – |
| NFLX | New | NETFLIX, INC. | $4,110,000 | – | 12,700 | +100.0% | 1.12% | – |
| BMYRT | New | BRISTOL-MYERS SQUIBB COMPANYright 99/99/9999 | $1,494,000 | – | 496,500 | +100.0% | 0.41% | – |
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:
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.