Selkirk Management LLC_____
Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, CVNA, Powershares Qqq Etf Put Opt 01/19 154.0 put, Z, CHGG, and represent 50.97% of Selkirk Management's stock portfolio.
- Added to shares of these 2 stocks: Powershares Qqq Etf Put Opt 01/19 154.0 put (+$28M), GDS.
- Started 1 new stock positions in Powershares Qqq Etf Put Opt 01/19 154.0 put.
- Reduced shares in these 1 stocks: AMT.
- Selkirk Management was a net buyer of stock by $28M.
- Selkirk Management has $315M in assets under management (AUM), dropping by 35.06%.
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Portfolio Holdings for Selkirk Management
Companies in the Selkirk Management portfolio as of the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 14.4 | $45M | 14k | 3148.73 | ||
| Carvana Cl A (CVNA) | 12.8 | $40M | 181k | 223.06 | ||
| Invesco Qqq Tr Put Put Option | 8.8 | $28M | NEW | 100k | 277.84 | |
| Zillow Group Cl C Cap Stk (Z) | 7.6 | $24M | 234k | 101.59 | ||
| Chegg (CHGG) | 7.3 | $23M | 323k | 71.44 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.3 | $20M | 67k | 293.97 | ||
| Charter Communications Inc N Cl A (CHTR) | 4.9 | $15M | 25k | 624.33 | ||
| Zillow Group Cl A (ZG) | 4.2 | $13M | 130k | 101.54 | ||
| Facebook Cl A (FB) | 3.7 | $12M | 45k | 261.91 | ||
| Grubhub (GRUB) | 3.7 | $12M | 159k | 72.33 | ||
| Jd.com Spon Adr Cl A (JD) | 3.5 | $11M | 142k | 77.61 | ||
| GDS HLDGS Sponsored Ads (GDS) | 3.0 | $9.6M | +40% | 117k | 81.83 | |
| Equinix (EQIX) | 3.0 | $9.5M | 13k | 760.13 | ||
| American Tower Reit (AMT) | 3.0 | $9.5M | -20% | 39k | 241.74 | |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $9.4M | 6.4k | 1465.62 | ||
| Booking Holdings (BKNG) | 2.7 | $8.6M | 5.0k | 1710.60 | ||
| Visa Com Cl A (V) | 2.5 | $8.0M | 40k | 199.97 | ||
| Bristol Myers Squibb (BMY) | 2.4 | $7.5M | 124k | 60.29 | ||
| Accelr8 Technology (AXDX) | 1.2 | $3.7M | 349k | 10.66 | ||
| Netflix (NFLX) | 1.0 | $3.2M | 6.4k | 500.00 | ||
| Cardlytics (CDLX) | 0.6 | $1.8M | 25k | 70.56 | ||
| Bristol-myers Squibb Right 99/99/9999 (BMY.R) | 0.4 | $1.1M | 500k | 2.25 | ||
Past Filings by Selkirk Management
SEC 13F filings are viewable for Selkirk Management going back to 2012
- Selkirk Management 2020 Q3 filed Nov. 16, 2020
- Selkirk Management 2020 Q2 filed Aug. 14, 2020
- Selkirk Management 2020 Q1 filed May 13, 2020
- Selkirk Management 2019 Q4 amended filed Feb. 12, 2020
- Selkirk Management 2019 Q4 filed Feb. 11, 2020
- Selkirk Management 2019 Q3 filed Nov. 12, 2019
- Selkirk Management 2019 Q2 filed Aug. 13, 2019
- Selkirk Management 2019 Q1 filed May 15, 2019
- Selkirk Management 2018 Q4 filed Feb. 14, 2019
- Selkirk Management 2018 Q3 filed Nov. 14, 2018
- Selkirk Management 2018 Q2 filed Aug. 14, 2018
- Selkirk Management 2018 Q1 filed May 15, 2018
- Selkirk Management 2017 Q4 filed Feb. 14, 2018
- Selkirk Management 2017 Q3 filed Nov. 14, 2017
- Selkirk Management 2017 Q2 filed Aug. 14, 2017
- Selkirk Management 2017 Q1 amended filed May 17, 2017