Selkirk Management as of March 31, 2018
Portfolio Holdings for Selkirk Management
Selkirk Management holds 18 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 12.4 | $24M | 270k | 89.21 | |
| Amazon (AMZN) | 10.7 | $21M | 14k | 1447.31 | |
| Equinix | 9.4 | $18M | 44k | 418.13 | |
| Powershares Qqq Trust unit ser 1 | 8.2 | $16M | 100k | 160.13 | |
| Grubhub | 6.8 | $13M | 131k | 101.47 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 6.5 | $13M | 234k | 53.80 | |
| Charter Communications | 6.0 | $12M | 38k | 311.23 | |
| Jd (JD) | 5.6 | $11M | 269k | 40.49 | |
| Booking Holdings (BKNG) | 5.3 | $10M | 5.0k | 2080.40 | |
| Accelr8 Technology | 4.2 | $8.3M | 362k | 22.85 | |
| Chegg (CHGG) | 4.1 | $8.0M | 385k | 20.66 | |
| American Tower Reit (AMT) | 3.7 | $7.1M | 49k | 145.33 | |
| Zillow Group Inc Cl A (ZG) | 3.6 | $7.0M | 130k | 54.00 | |
| 3.6 | $6.9M | 6.7k | 1037.16 | ||
| Macquarie Infrastructure Company | 2.8 | $5.5M | 150k | 36.93 | |
| Facebook Inc cl a (META) | 2.7 | $5.2M | 33k | 159.78 | |
| Visa (V) | 2.5 | $4.8M | 40k | 119.62 | |
| Alibaba Group Holding (BABA) | 2.0 | $3.9M | 21k | 183.52 |
