$84.1 Million is the total value of Selkirk Management LLC's 14 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | AMAZON COM INC | $31,640,000 | +6.4% | 280,000 | 0.0% | 37.62% | +7.7% | |
V | VISA INC | $7,106,000 | -9.8% | 40,000 | 0.0% | 8.45% | -8.7% | |
JD | JD.COM INCspon adr cl a | $5,829,000 | -21.7% | 115,881 | 0.0% | 6.93% | -20.7% | |
CHGG | CHEGG INC | $5,268,000 | +12.2% | 250,000 | 0.0% | 6.26% | +13.5% | |
ZG | ZILLOW GROUP INCcl a | $3,722,000 | -10.0% | 130,000 | 0.0% | 4.42% | -8.9% | |
AMT | AMERICAN TOWER CORP NEW | $3,221,000 | -16.0% | 15,000 | 0.0% | 3.83% | -15.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,057,000 | -35.3% | 6,781 | 0.0% | 2.45% | -34.5% | |
GDS | GDS HLDGS LTDsponsored ads | $1,960,000 | -47.1% | 111,000 | 0.0% | 2.33% | -46.5% | |
Z | ZILLOW GROUP INCcl c cap stk | $1,116,000 | -9.9% | 39,000 | 0.0% | 1.33% | -8.8% |
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 2022-11-14
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.