Selkirk Management as of Dec. 31, 2018
Portfolio Holdings for Selkirk Management
Selkirk Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.7 | $22M | 14k | 1501.98 | |
| Celgene Corporation | 10.8 | $16M | 248k | 64.09 | |
| Charter Communications | 6.3 | $9.3M | 33k | 284.98 | |
| Alibaba Group Holding (BABA) | 6.2 | $9.2M | 67k | 137.07 | |
| Chegg (CHGG) | 6.2 | $9.2M | 323k | 28.42 | |
| Booking Holdings (BKNG) | 5.8 | $8.6M | 5.0k | 1722.40 | |
| Grubhub | 5.7 | $8.4M | 110k | 76.81 | |
| American Tower Reit (AMT) | 5.3 | $7.8M | 49k | 158.19 | |
| Powershares Qqq Trust unit ser 1 | 5.2 | $7.7M | 50k | 154.26 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 5.0 | $7.4M | 234k | 31.58 | |
| 4.7 | $7.0M | 6.7k | 1044.93 | ||
| Equinix | 4.7 | $6.9M | 20k | 352.60 | |
| Facebook Inc cl a (META) | 4.0 | $5.9M | 45k | 131.09 | |
| Visa (V) | 3.6 | $5.3M | 40k | 131.95 | |
| Zillow Group Inc Cl A (ZG) | 2.8 | $4.1M | 130k | 31.43 | |
| Accelr8 Technology | 2.7 | $4.0M | 349k | 11.50 | |
| Stars Group | 2.5 | $3.7M | 224k | 16.52 | |
| Jd (JD) | 2.0 | $3.0M | 142k | 20.93 | |
| Carvana Co cl a (CVNA) | 1.9 | $2.8M | 85k | 32.71 |
