Selkirk Management as of March 31, 2020
Portfolio Holdings for Selkirk Management
Selkirk Management holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.9 | $28M | 14k | 1949.71 | |
| Alibaba Group Holding (BABA) | 7.4 | $13M | 67k | 194.48 | |
| Equinix (EQIX) | 6.9 | $12M | 20k | 624.59 | |
| Chegg (CHGG) | 6.5 | $12M | 323k | 35.78 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.1 | $11M | 25k | 436.32 | |
| American Tower Reit (AMT) | 6.0 | $11M | 49k | 217.74 | |
| Stars Group | 5.4 | $9.7M | 473k | 20.42 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.8 | $8.4M | 234k | 36.02 | |
| Carvana Co cl a (CVNA) | 4.6 | $8.1M | 148k | 55.09 | |
| Facebook Inc cl a (META) | 4.2 | $7.5M | 45k | 166.80 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $7.4M | 6.4k | 1161.88 | |
| Bristol Myers Squibb (BMY) | 3.9 | $6.9M | 124k | 55.74 | |
| Booking Holdings (BKNG) | 3.8 | $6.7M | 5.0k | 1345.40 | |
| Invesco Qqq Trust Series 1 (QQQ) | 3.8 | $6.7M | 35k | 190.40 | |
| Grubhub | 3.7 | $6.5M | 159k | 40.73 | |
| Visa (V) | 3.6 | $6.4M | 40k | 161.12 | |
| Jd (JD) | 3.2 | $5.7M | 142k | 40.50 | |
| Zillow Group Inc Cl A (ZG) | 2.5 | $4.4M | 130k | 33.97 | |
| Accelr8 Technology | 1.6 | $2.9M | 349k | 8.33 | |
| Netflix (NFLX) | 1.3 | $2.4M | 6.4k | 375.43 | |
| Rts/bristol-myers Squibb Compa | 0.5 | $943k | 248k | 3.80 |
