Selkirk Management as of June 30, 2021
Portfolio Holdings for Selkirk Management
Selkirk Management holds 17 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 18.2 | $50M | 166k | 301.82 | |
| Amazon (AMZN) | 17.5 | $48M | 14k | 3440.14 | |
| Chegg (CHGG) | 9.1 | $25M | 300k | 83.11 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 8.4 | $23M | 190k | 122.22 | |
| Zillow Group Inc Cl A (ZG) | 5.8 | $16M | 130k | 122.53 | |
| Gds Holdings ads (GDS) | 5.8 | $16M | 203k | 78.49 | |
| Facebook Inc cl a (META) | 5.7 | $16M | 45k | 347.71 | |
| Alphabet Inc Class A cs (GOOGL) | 5.7 | $16M | 6.4k | 2441.72 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.1 | $11M | 16k | 721.48 | |
| Jd (JD) | 4.1 | $11M | 142k | 79.81 | |
| Alibaba Group Holdings Sponsored Adr (BABA) | 4.1 | $11M | 50k | 226.78 | |
| Visa (V) | 3.4 | $9.4M | 40k | 233.82 | |
| Cardlytics (CDLX) | 3.3 | $9.0M | 71k | 126.93 | |
| American Tower Reit (AMT) | 2.4 | $6.5M | 24k | 270.14 | |
| Netflix (NFLX) | 1.2 | $3.4M | 6.4k | 528.19 | |
| Accelr8 Technology | 0.8 | $2.1M | 262k | 8.06 | |
| Peloton Interactive Inc cl a (PTON) | 0.5 | $1.2M | 10k | 124.00 |
