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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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 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

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