$177 Million is the total value of Selkirk Management LLC's 21 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC CMN | $12,242,000 | +7.0% | 19,600 | 0.0% | 6.91% | +121.6% | |
| CHTR | CHARTER COMMUNICATION | $10,777,000 | -10.0% | 24,700 | 0.0% | 6.08% | +86.3% | |
| GOOGL | ALPHABET INC CLASS A | $7,436,000 | -13.3% | 6,400 | 0.0% | 4.20% | +79.7% |
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 2020-05-13
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.