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|
|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|
|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|
|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|
|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|
|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