Selkirk Management as of June 30, 2019
Portfolio Holdings for Selkirk Management
Selkirk Management holds 18 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.7 | $27M | 14k | 1893.65 | |
| Celgene Corporation | 12.3 | $23M | 248k | 92.44 | |
| Chegg (CHGG) | 6.7 | $13M | 323k | 38.59 | |
| Alibaba Group Holding (BABA) | 6.1 | $11M | 67k | 169.45 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 5.8 | $11M | 234k | 46.39 | |
| American Tower Reit (AMT) | 5.4 | $10M | 49k | 204.46 | |
| Equinix | 5.3 | $9.9M | 20k | 504.29 | |
| Charter Communications | 5.2 | $9.8M | 25k | 395.18 | |
| Booking Holdings (BKNG) | 5.0 | $9.4M | 5.0k | 1874.80 | |
| Facebook Inc cl a (META) | 4.7 | $8.7M | 45k | 193.00 | |
| Grubhub | 4.6 | $8.5M | 110k | 77.99 | |
| Accelr8 Technology | 4.3 | $8.0M | 349k | 22.88 | |
| Carvana Co cl a (CVNA) | 4.2 | $7.8M | 125k | 62.59 | |
| Visa (V) | 3.7 | $6.9M | 40k | 173.55 | |
| 3.7 | $6.9M | 6.4k | 1082.81 | ||
| Zillow Group Inc Cl A (ZG) | 3.2 | $5.9M | 130k | 45.76 | |
| Stars Group | 2.5 | $4.7M | 275k | 17.07 | |
| Jd (JD) | 2.3 | $4.3M | 142k | 30.29 |
