Selkirk Management as of Sept. 30, 2018
Portfolio Holdings for Selkirk Management
Selkirk Management holds 19 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.7 | $29M | 14k | 2002.98 | |
| Celgene Corporation | 12.3 | $24M | 270k | 89.49 | |
| Grubhub | 7.7 | $15M | 110k | 138.62 | |
| Equinix | 7.4 | $15M | 34k | 432.89 | |
| Charter Communications | 6.2 | $12M | 38k | 325.89 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 5.3 | $10M | 234k | 44.25 | |
| Booking Holdings (BKNG) | 5.0 | $9.9M | 5.0k | 1984.00 | |
| Powershares Qqq Trust unit ser 1 | 4.7 | $9.3M | 50k | 185.80 | |
| Chegg (CHGG) | 4.7 | $9.2M | 323k | 28.43 | |
| 4.1 | $8.1M | 6.7k | 1207.01 | ||
| Alibaba Group Holding (BABA) | 4.1 | $8.0M | 49k | 164.75 | |
| Accelr8 Technology | 4.0 | $7.8M | 342k | 22.95 | |
| Facebook Inc cl a (META) | 3.8 | $7.4M | 45k | 164.47 | |
| American Tower Reit (AMT) | 3.6 | $7.1M | 49k | 145.29 | |
| Jd (JD) | 3.2 | $6.4M | 244k | 26.09 | |
| Visa (V) | 3.1 | $6.0M | 40k | 150.10 | |
| Zillow Group Inc Cl A (ZG) | 2.9 | $5.7M | 130k | 44.20 | |
| Stars Group | 1.9 | $3.7M | 147k | 24.86 | |
| Carvana Co cl a (CVNA) | 1.2 | $2.3M | 39k | 59.10 |
