Selkirk Management as of June 30, 2022
Portfolio Holdings for Selkirk Management
Selkirk Management holds 13 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 34.9 | $30M | 280k | 106.21 | |
| Alphabet Inc Class A cs (GOOGL) | 14.6 | $12M | 5.7k | 2179.30 | |
| Visa (V) | 9.3 | $7.9M | 40k | 196.90 | |
| Jd (JD) | 8.7 | $7.4M | 116k | 64.22 | |
| Chegg (CHGG) | 5.5 | $4.7M | 250k | 18.78 | |
| Facebook Inc cl a (META) | 5.1 | $4.4M | 27k | 161.26 | |
| Zillow Group Inc Cl A (ZG) | 4.9 | $4.1M | 130k | 31.81 | |
| American Tower Reit (AMT) | 4.5 | $3.8M | 15k | 255.60 | |
| Gds Holdings ads (GDS) | 4.4 | $3.7M | 111k | 33.39 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.7 | $3.2M | 6.8k | 468.51 | |
| Carvana Co cl a (CVNA) | 1.6 | $1.4M | 61k | 22.57 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.5 | $1.2M | 39k | 31.74 | |
| Netflix (NFLX) | 1.3 | $1.1M | 6.4k | 174.80 |
