Selkirk Management as of Dec. 31, 2021
Portfolio Holdings for Selkirk Management
Selkirk Management holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 25.0 | $47M | 14k | 3334.36 | |
| Carvana Co cl a (CVNA) | 12.0 | $22M | 96k | 231.79 | |
| Alphabet Inc Class A cs (GOOGL) | 9.9 | $19M | 6.4k | 2897.03 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 9.4 | $18M | 274k | 63.85 | |
| Facebook Inc cl a (META) | 8.1 | $15M | 45k | 336.36 | |
| Chegg (CHGG) | 7.4 | $14M | 450k | 30.70 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.5 | $10M | 16k | 651.96 | |
| Visa (V) | 4.6 | $8.7M | 40k | 216.70 | |
| Jd (JD) | 4.3 | $8.1M | 116k | 70.07 | |
| Zillow Group Inc Cl A (ZG) | 4.3 | $8.1M | 130k | 62.22 | |
| American Tower Reit (AMT) | 3.8 | $7.1M | 24k | 292.51 | |
| Gds Holdings ads (GDS) | 3.7 | $6.9M | 147k | 47.16 | |
| Netflix (NFLX) | 2.0 | $3.8M | 6.4k | 602.36 |
