$84.8 Million is the total value of Selkirk Management LLC's 13 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 41.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $28,921,200 | +23.0% | 280,000 | 0.0% | 34.10% | +6.8% | |
| GOOGL | ALPHABET INCcap stk cl a | $11,825,220 | +17.6% | 114,000 | 0.0% | 13.94% | +2.2% | |
| V | VISA INC | $9,018,400 | +8.5% | 40,000 | 0.0% | 10.63% | -5.7% | |
| FB | META PLATFORMS INCcl a | $6,835,065 | +76.1% | 32,250 | 0.0% | 8.06% | +53.0% | |
| ZG | ZILLOW GROUP INCcl a | $5,681,000 | +40.0% | 130,000 | 0.0% | 6.70% | +21.7% | |
| JD | JD.COM INCspon adr cl a | $5,086,017 | -21.8% | 115,881 | 0.0% | 6.00% | -32.1% | |
| NFLX | NETFLIX INC | $3,437,526 | +17.2% | 9,950 | 0.0% | 4.05% | +1.8% | |
| CRM | New | SALESFORCE INC | $3,396,260 | – | 17,000 | +100.0% | 4.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,111,818 | – | 31,750 | +100.0% | 3.67% | – |
| AMT | AMERICAN TOWER CORP NEW | $3,065,100 | -3.5% | 15,000 | 0.0% | 3.61% | -16.2% | |
| GDS | GDS HLDGS LTDsponsored ads | $2,073,126 | -9.5% | 111,100 | 0.0% | 2.44% | -21.4% | |
| ACVA | New | ACV AUCTIONS INC | $1,652,480 | – | 128,000 | +100.0% | 1.95% | – |
| CVNA | CARVANA COcl a | $716,824 | +106.5% | 73,220 | 0.0% | 0.84% | +79.4% | |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -6,781 | -100.0% | -3.12% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -250,000 | -100.0% | -8.57% | – |
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 2023-05-15
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.