$158 Million is the total value of Selkirk Management LLC's 13 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC CMN | $45,639,000 | -2.2% | 14,000 | 0.0% | 28.82% | +15.5% | |
| GOOGL | ALPHABET INC CLASS A | $17,801,000 | -4.0% | 6,400 | 0.0% | 11.24% | +13.4% | |
| CHGG | CHEGG INC | $16,326,000 | +18.2% | 450,000 | 0.0% | 10.31% | +39.6% | |
| Z | Sell | ZILLOW GROUP INC - CLASS C | $13,013,000 | -25.6% | 264,000 | -3.6% | 8.22% | -12.2% |
| CVNA | Sell | CARVANA CO | $10,905,000 | -51.2% | 91,420 | -5.2% | 6.89% | -42.4% |
| FB | FACEBOOK, INC. | $10,006,000 | -33.9% | 45,000 | 0.0% | 6.32% | -21.9% | |
| V | VISA INC. CMN CLASS A | $8,871,000 | +2.3% | 40,000 | 0.0% | 5.60% | +20.9% | |
| CHTR | CHARTER COMMUNICATION | $8,632,000 | -16.3% | 15,823 | 0.0% | 5.45% | -1.2% | |
| JD | JD.COM, INC. | $6,706,000 | -17.4% | 115,881 | 0.0% | 4.24% | -2.5% | |
| ZG | ZILLOW GROUP INC - CLASS A | $6,270,000 | -22.5% | 130,000 | 0.0% | 3.96% | -8.5% | |
| AMT | AMERICAN TOWER CORPORATION CMN | $6,067,000 | -14.1% | 24,150 | 0.0% | 3.83% | +1.4% | |
| GDS | GDS HOLDINGS LTD | $5,750,000 | -16.8% | 146,500 | 0.0% | 3.63% | -1.7% | |
| NFLX | NETFLIX, INC. | $2,379,000 | -37.8% | 6,350 | 0.0% | 1.50% | -26.6% |
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 2022-05-13
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.