Selkirk Management as of March 31, 2019
Portfolio Holdings for Selkirk Management
Selkirk Management holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.6 | $26M | 14k | 1780.78 | |
| Celgene Corporation | 13.3 | $23M | 248k | 94.34 | |
| Chegg (CHGG) | 7.0 | $12M | 323k | 38.12 | |
| Alibaba Group Holding (BABA) | 7.0 | $12M | 67k | 182.46 | |
| American Tower Reit (AMT) | 5.5 | $9.7M | 49k | 197.05 | |
| Charter Communications | 5.3 | $9.4M | 27k | 346.91 | |
| Equinix | 5.0 | $8.9M | 20k | 453.16 | |
| Booking Holdings (BKNG) | 5.0 | $8.7M | 5.0k | 1745.00 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.6 | $8.1M | 234k | 34.74 | |
| 4.5 | $7.9M | 6.7k | 1176.87 | ||
| Grubhub | 4.3 | $7.6M | 110k | 69.47 | |
| Facebook Inc cl a (META) | 4.2 | $7.5M | 45k | 166.69 | |
| Accelr8 Technology | 4.2 | $7.3M | 349k | 21.02 | |
| Carvana Co cl a (CVNA) | 4.1 | $7.3M | 125k | 58.06 | |
| Visa (V) | 3.5 | $6.2M | 40k | 156.20 | |
| Stars Group | 3.0 | $5.2M | 299k | 17.51 | |
| Zillow Group Inc Cl A (ZG) | 2.5 | $4.4M | 130k | 34.20 | |
| Jd (JD) | 2.4 | $4.3M | 142k | 30.15 |
