Selkirk Management as of Dec. 31, 2020
Portfolio Holdings for Selkirk Management
Selkirk Management holds 23 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.2 | $47M | 14k | 3256.95 | |
| Carvana Cl A (CVNA) | 14.1 | $43M | 181k | 239.54 | |
| Zillow Group Cl C Cap Stk (Z) | 9.8 | $30M | 234k | 129.80 | |
| Chegg (CHGG) | 9.5 | $29M | 323k | 90.33 | |
| Zillow Group Cl A (ZG) | 5.7 | $18M | 130k | 135.94 | |
| Charter Communications Inc N Cl A (CHTR) | 5.3 | $16M | 25k | 661.54 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.1 | $16M | 67k | 232.72 | |
| GDS HLDGS Sponsored Ads (GDS) | 4.0 | $13M | 133k | 93.64 | |
| Jd.com Spon Adr Cl A (JD) | 4.0 | $12M | 142k | 87.90 | |
| Facebook Cl A (META) | 4.0 | $12M | 45k | 273.16 | |
| Grubhub | 3.8 | $12M | 159k | 74.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $11M | 6.4k | 1752.66 | |
| American Tower Reit (AMT) | 2.8 | $8.8M | 39k | 224.47 | |
| Visa Com Cl A (V) | 2.8 | $8.7M | 40k | 218.72 | |
| Bristol Myers Squibb (BMY) | 2.5 | $7.7M | 124k | 62.03 | |
| Equinix (EQIX) | 2.5 | $7.6M | 11k | 714.15 | |
| Cardlytics (CDLX) | 1.2 | $3.6M | 25k | 142.76 | |
| Netflix (NFLX) | 1.1 | $3.4M | 6.4k | 540.79 | |
| Booking Holdings (BKNG) | 1.1 | $3.3M | 1.5k | 2227.33 | |
| Peloton Interactive Cl A Com (PTON) | 0.9 | $2.7M | 18k | 151.72 | |
| Accelr8 Technology | 0.9 | $2.6M | 349k | 7.58 | |
| Bristol-myers Squibb Right 99/99/9999 | 0.1 | $345k | 500k | 0.69 | |
| Select Sector Spdr Tr Technology Put Option (XLK) | 0.0 | $42k | 100k | 0.42 |
