Selkirk Management as of March 31, 2022
Portfolio Holdings for Selkirk Management
Selkirk Management holds 13 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 28.8 | $46M | 14k | 3259.93 | |
| Alphabet Inc Class A cs (GOOGL) | 11.2 | $18M | 6.4k | 2781.41 | |
| Chegg (CHGG) | 10.3 | $16M | 450k | 36.28 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 8.2 | $13M | 264k | 49.29 | |
| Carvana Co cl a (CVNA) | 6.9 | $11M | 91k | 119.28 | |
| Facebook Inc cl a (META) | 6.3 | $10M | 45k | 222.36 | |
| Visa (V) | 5.6 | $8.9M | 40k | 221.78 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.5 | $8.6M | 16k | 545.53 | |
| Jd (JD) | 4.2 | $6.7M | 116k | 57.87 | |
| Zillow Group Inc Cl A (ZG) | 4.0 | $6.3M | 130k | 48.23 | |
| American Tower Reit (AMT) | 3.8 | $6.1M | 24k | 251.22 | |
| Gds Holdings ads (GDS) | 3.6 | $5.7M | 147k | 39.25 | |
| Netflix (NFLX) | 1.5 | $2.4M | 6.4k | 374.65 |
