Selkirk Management as of June 30, 2018
Portfolio Holdings for Selkirk Management
Selkirk Management holds 18 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.6 | $25M | 14k | 1699.83 | |
| Celgene Corporation | 11.0 | $21M | 270k | 79.42 | |
| Equinix | 9.7 | $19M | 44k | 429.89 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 7.1 | $14M | 234k | 59.06 | |
| Grubhub | 7.1 | $14M | 131k | 104.91 | |
| Charter Communications | 6.1 | $12M | 41k | 293.21 | |
| Chegg (CHGG) | 5.5 | $11M | 385k | 27.79 | |
| Booking Holdings (BKNG) | 5.2 | $10M | 5.0k | 2027.00 | |
| Jd (JD) | 4.9 | $9.5M | 244k | 38.95 | |
| Powershares Qqq Trust unit ser 1 | 4.4 | $8.6M | 50k | 171.66 | |
| Zillow Group Inc Cl A (ZG) | 4.0 | $7.8M | 130k | 59.75 | |
| Facebook Inc cl a (META) | 4.0 | $7.7M | 40k | 194.33 | |
| Accelr8 Technology | 3.9 | $7.6M | 342k | 22.30 | |
| 3.9 | $7.6M | 6.7k | 1129.25 | ||
| American Tower Reit (AMT) | 3.6 | $7.1M | 49k | 144.17 | |
| Visa (V) | 2.7 | $5.3M | 40k | 132.45 | |
| Alibaba Group Holding (BABA) | 2.7 | $5.3M | 29k | 185.54 | |
| Stars Group | 1.4 | $2.7M | 75k | 36.27 |
