Selkirk Management as of Sept. 30, 2022
Portfolio Holdings for Selkirk Management
Selkirk Management holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 37.6 | $32M | 280k | 113.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 13.0 | $11M | 114k | 95.65 | |
| Visa Com Cl A (V) | 8.4 | $7.1M | 40k | 177.65 | |
| Meta Platforms Cl A (META) | 7.5 | $6.3M | 46k | 135.68 | |
| Jd.com Spon Adr Cl A (JD) | 6.9 | $5.8M | 116k | 50.30 | |
| Chegg (CHGG) | 6.3 | $5.3M | 250k | 21.07 | |
| Zillow Group Cl A (ZG) | 4.4 | $3.7M | 130k | 28.63 | |
| American Tower Reit (AMT) | 3.8 | $3.2M | 15k | 214.73 | |
| Netflix (NFLX) | 2.8 | $2.3M | 10k | 235.48 | |
| Charter Communications Inc N Cl A (CHTR) | 2.4 | $2.1M | 6.8k | 303.35 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.3 | $2.0M | 111k | 17.66 | |
| Carvana Cl A (CVNA) | 1.8 | $1.5M | 73k | 20.30 | |
| Zim Integrated Shipping Serv SHS Put Option (ZIM) | 1.4 | $1.2M | 50k | 23.50 | |
| Zillow Group Cl C Cap Stk (Z) | 1.3 | $1.1M | 39k | 28.62 |
