Selkirk Management as of Sept. 30, 2021
Portfolio Holdings for Selkirk Management
Selkirk Management holds 17 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 20.4 | $50M | 166k | 301.54 | |
| Amazon (AMZN) | 18.7 | $46M | 14k | 3285.07 | |
| Chegg (CHGG) | 8.3 | $20M | 300k | 68.02 | |
| Alphabet Inc Class A cs (GOOGL) | 7.0 | $17M | 6.4k | 2673.59 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 6.8 | $17M | 190k | 88.14 | |
| Facebook Inc cl a (META) | 6.2 | $15M | 45k | 339.40 | |
| Gds Holdings ads (GDS) | 5.7 | $14M | 246k | 56.61 | |
| Zillow Group Inc Cl A (ZG) | 4.7 | $12M | 130k | 88.58 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.7 | $12M | 16k | 727.55 | |
| Jd (JD) | 4.2 | $10M | 142k | 72.24 | |
| Visa (V) | 3.6 | $8.9M | 40k | 222.75 | |
| American Tower Reit (AMT) | 2.6 | $6.4M | 24k | 265.42 | |
| Cardlytics (CDLX) | 2.4 | $5.9M | 71k | 83.94 | |
| Alibaba Group Holdings Sponsored Adr (BABA) | 2.1 | $5.2M | 35k | 148.04 | |
| Netflix (NFLX) | 1.6 | $3.9M | 6.4k | 610.39 | |
| Accelr8 Technology | 0.6 | $1.5M | 262k | 5.83 | |
| Peloton Interactive Inc cl a (PTON) | 0.4 | $871k | 10k | 87.10 |
