Selkirk Management as of March 31, 2021
Portfolio Holdings for Selkirk Management
Selkirk Management holds 21 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 14.1 | $48M | 181k | 262.40 | |
| Amazon (AMZN) | 13.3 | $45M | 14k | 3094.07 | |
| Invesco Qqq Trust Series 1 Put Option (QQQ) | 9.5 | $32M | 100k | 319.13 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 9.0 | $30M | 234k | 129.64 | |
| Chegg (CHGG) | 8.2 | $28M | 323k | 85.66 | |
| Zillow Group Inc Cl A (ZG) | 5.1 | $17M | 130k | 131.38 | |
| Gds Holdings ads (GDS) | 5.0 | $17M | 206k | 81.09 | |
| Alibaba Group Holdings Sponsored Adr (BABA) | 4.5 | $15M | 67k | 226.73 | |
| Facebook Inc cl a (META) | 3.9 | $13M | 45k | 294.53 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $13M | 6.4k | 2062.50 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.7 | $12M | 20k | 617.00 | |
| Jd (JD) | 3.5 | $12M | 142k | 84.33 | |
| American Tower Reit (AMT) | 2.8 | $9.4M | 39k | 239.05 | |
| Visa (V) | 2.5 | $8.5M | 40k | 211.72 | |
| Grubhub | 2.4 | $8.2M | 137k | 60.00 | |
| Bristol Myers Squibb (BMY) | 2.3 | $7.8M | 124k | 63.13 | |
| Cardlytics (CDLX) | 2.1 | $7.0M | 64k | 109.70 | |
| Equinix (EQIX) | 1.2 | $4.1M | 6.0k | 679.67 | |
| Peloton Interactive Inc cl a (PTON) | 1.1 | $3.7M | 33k | 112.45 | |
| Netflix (NFLX) | 1.0 | $3.3M | 6.4k | 521.73 | |
| Accelr8 Technology | 0.7 | $2.4M | 289k | 8.32 |
