Selkirk Management as of Sept. 30, 2020
Portfolio Holdings for Selkirk Management
Selkirk Management holds 22 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.4 | $45M | 14k | 3148.73 | |
| Carvana Cl A (CVNA) | 12.8 | $40M | 181k | 223.06 | |
| Invesco Qqq Tr Put Put Option | 8.8 | $28M | 100k | 277.84 | |
| Zillow Group Cl C Cap Stk (Z) | 7.6 | $24M | 234k | 101.59 | |
| Chegg (CHGG) | 7.3 | $23M | 323k | 71.44 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.3 | $20M | 67k | 293.97 | |
| Charter Communications Inc N Cl A (CHTR) | 4.9 | $15M | 25k | 624.33 | |
| Zillow Group Cl A (ZG) | 4.2 | $13M | 130k | 101.54 | |
| Facebook Cl A (META) | 3.7 | $12M | 45k | 261.91 | |
| Grubhub | 3.7 | $12M | 159k | 72.33 | |
| Jd.com Spon Adr Cl A (JD) | 3.5 | $11M | 142k | 77.61 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.0 | $9.6M | 117k | 81.83 | |
| Equinix (EQIX) | 3.0 | $9.5M | 13k | 760.13 | |
| American Tower Reit (AMT) | 3.0 | $9.5M | 39k | 241.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $9.4M | 6.4k | 1465.62 | |
| Booking Holdings (BKNG) | 2.7 | $8.6M | 5.0k | 1710.60 | |
| Visa Com Cl A (V) | 2.5 | $8.0M | 40k | 199.97 | |
| Bristol Myers Squibb (BMY) | 2.4 | $7.5M | 124k | 60.29 | |
| Accelr8 Technology | 1.2 | $3.7M | 349k | 10.66 | |
| Netflix (NFLX) | 1.0 | $3.2M | 6.4k | 500.00 | |
| Cardlytics (CDLX) | 0.6 | $1.8M | 25k | 70.56 | |
| Bristol-myers Squibb Right 99/99/9999 | 0.4 | $1.1M | 500k | 2.25 |
