Selkirk Management as of Sept. 30, 2019
Portfolio Holdings for Selkirk Management
Selkirk Management holds 18 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.1 | $25M | 14k | 1735.90 | |
| Celgene Corporation | 13.9 | $25M | 248k | 99.30 | |
| Equinix | 6.4 | $11M | 20k | 576.79 | |
| Alibaba Group Holding (BABA) | 6.3 | $11M | 67k | 167.23 | |
| American Tower Reit (AMT) | 6.1 | $11M | 49k | 221.14 | |
| Charter Communications | 5.7 | $10M | 25k | 412.11 | |
| Booking Holdings (BKNG) | 5.5 | $9.8M | 5.0k | 1962.60 | |
| Chegg (CHGG) | 5.5 | $9.7M | 323k | 29.95 | |
| Carvana Co cl a (CVNA) | 4.7 | $8.3M | 125k | 66.00 | |
| Facebook Inc cl a (META) | 4.5 | $8.0M | 45k | 178.09 | |
| 4.4 | $7.8M | 6.4k | 1221.09 | ||
| Zillow Group Inc Cl C Cap Stk (Z) | 3.9 | $7.0M | 234k | 29.82 | |
| Visa (V) | 3.9 | $6.9M | 40k | 172.00 | |
| Accelr8 Technology | 3.7 | $6.5M | 349k | 18.57 | |
| Grubhub | 3.5 | $6.2M | 110k | 56.21 | |
| Stars Group | 3.4 | $6.0M | 403k | 14.98 | |
| Jd (JD) | 2.2 | $4.0M | 142k | 28.21 | |
| Zillow Group Inc Cl A (ZG) | 2.2 | $3.8M | 130k | 29.55 |
