Selkirk Management as of Dec. 31, 2019
Portfolio Holdings for Selkirk Management
Selkirk Management holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.3 | $27M | 14k | 1847.87 | |
| Bristol Myers Squibb (BMY) | 8.0 | $16M | 248k | 64.19 | |
| Alibaba Group Holding (BABA) | 7.1 | $14M | 67k | 212.10 | |
| Chegg (CHGG) | 6.1 | $12M | 323k | 37.91 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.0 | $12M | 25k | 485.06 | |
| Carvana Co cl a (CVNA) | 5.8 | $12M | 125k | 92.05 | |
| Equinix (EQIX) | 5.7 | $11M | 20k | 583.72 | |
| American Tower Reit (AMT) | 5.7 | $11M | 49k | 229.83 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 5.4 | $11M | 234k | 45.94 | |
| Stars Group | 5.3 | $11M | 403k | 26.09 | |
| Booking Holdings (BKNG) | 5.2 | $10M | 5.0k | 2053.80 | |
| Facebook Inc cl a (META) | 4.6 | $9.2M | 45k | 205.24 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $8.6M | 6.4k | 1339.38 | |
| Grubhub | 3.9 | $7.7M | 159k | 48.64 | |
| Visa (V) | 3.8 | $7.5M | 40k | 187.90 | |
| Zillow Group Inc Cl A (ZG) | 3.0 | $5.9M | 130k | 45.74 | |
| Accelr8 Technology | 3.0 | $5.9M | 349k | 16.90 | |
| Jd (JD) | 2.5 | $5.0M | 142k | 35.23 | |
| Netflix (NFLX) | 1.0 | $2.1M | 6.4k | 323.62 | |
| Rts/bristol-myers Squibb Compa | 0.4 | $747k | 248k | 3.01 |
