Selkirk Management as of June 30, 2020
Portfolio Holdings for Selkirk Management
Selkirk Management holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 17.1 | $40M | 14k | 2758.79 | |
| Carvana Co cl a (CVNA) | 9.3 | $22M | 181k | 120.20 | |
| Chegg (CHGG) | 9.3 | $22M | 323k | 67.26 | |
| Alibaba Group Holdings Sponsored Adr (BABA) | 6.2 | $15M | 67k | 215.70 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 5.8 | $14M | 234k | 57.61 | |
| American Tower Reit (AMT) | 5.5 | $13M | 49k | 258.54 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.4 | $13M | 25k | 510.04 | |
| Grubhub | 4.8 | $11M | 159k | 70.30 | |
| Facebook Inc cl a (META) | 4.4 | $10M | 45k | 227.07 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $9.1M | 6.4k | 1418.12 | |
| Equinix (EQIX) | 3.8 | $8.7M | 13k | 702.34 | |
| Jd (JD) | 3.7 | $8.5M | 142k | 60.18 | |
| Booking Holdings (BKNG) | 3.4 | $8.0M | 5.0k | 1592.40 | |
| Visa (V) | 3.3 | $7.7M | 40k | 193.18 | |
| Zillow Group Inc Cl A (ZG) | 3.2 | $7.5M | 130k | 57.48 | |
| Bristol Myers Squibb (BMY) | 3.1 | $7.3M | 124k | 58.80 | |
| Gds Holdings ads (GDS) | 2.8 | $6.6M | 83k | 79.66 | |
| Accelr8 Technology | 2.3 | $5.3M | 349k | 15.16 | |
| Netflix (NFLX) | 1.2 | $2.9M | 6.4k | 455.12 | |
| Bristol-myers Right | 0.8 | $1.8M | 500k | 3.58 | |
| Cardlytics (CDLX) | 0.8 | $1.8M | 25k | 70.00 |
