Selkirk Management LLC_____

Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:

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Positions held by Selkirk Management LLC_____ consolidated in one spreadsheet with up to 7 years of data

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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

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