Selkirk Management LLC_____
Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GOOGL, CHGG, Z, CVNA, and represent 65.47% of Selkirk Management's stock portfolio.
- Added to shares of these 2 stocks: CHGG (+$5.4M), Z.
- Reduced shares in these 7 stocks: CVNA (-$8.9M), CDLX (-$5.9M), BABA (-$5.2M), GDS, , JD, PTON.
- Sold out of its positions in AXDX, BABA, CDLX, PTON.
- Selkirk Management was a net seller of stock by $-19M.
- Selkirk Management has $158M in assets under management (AUM), dropping by -35.50%.
- Central Index Key (CIK): 0001565432
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Portfolio Holdings for Selkirk Management
Companies in the Selkirk Management portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 28.8 | $46M | 14k | 3259.93 | ||
| Alphabet Inc Class A cs (GOOGL) | 11.2 | $18M | 6.4k | 2781.41 | ||
| Chegg (CHGG) | 10.3 | $16M | +50% | 450k | 36.28 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 8.2 | $13M | +38% | 264k | 49.29 | |
| Carvana Co cl a (CVNA) | 6.9 | $11M | -45% | 91k | 119.28 | |
| Facebook Inc cl a (FB) | 6.3 | $10M | 45k | 222.36 | ||
| Visa (V) | 5.6 | $8.9M | 40k | 221.78 | ||
| Charter Communications Inc New Cl A cl a (CHTR) | 5.5 | $8.6M | 16k | 545.53 | ||
| Jd (JD) | 4.2 | $6.7M | -18% | 116k | 57.87 | |
| Zillow Group Inc Cl A (ZG) | 4.0 | $6.3M | 130k | 48.23 | ||
| American Tower Reit (AMT) | 3.8 | $6.1M | 24k | 251.22 | ||
| Gds Holdings ads (GDS) | 3.6 | $5.7M | -40% | 147k | 39.25 | |
| Netflix (NFLX) | 1.5 | $2.4M | 6.4k | 374.65 |
Past Filings by Selkirk Management
SEC 13F filings are viewable for Selkirk Management going back to 2012
- Selkirk Management 2022 Q1 filed May 13, 2022
- Selkirk Management 2021 Q3 filed Nov. 15, 2021
- Selkirk Management 2021 Q2 filed Aug. 16, 2021
- Selkirk Management 2021 Q1 filed May 17, 2021
- Selkirk Management 2020 Q4 filed Feb. 16, 2021
- 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