Selkirk Management as of Dec. 31, 2022
Portfolio Holdings for Selkirk Management
Selkirk Management holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 31.9 | $24M | 280k | 84.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 13.6 | $10M | 114k | 88.23 | |
| Visa Com Cl A (V) | 11.3 | $8.3M | 40k | 207.76 | |
| Jd.com Spon Adr Cl A (JD) | 8.8 | $6.5M | 116k | 56.13 | |
| Chegg (CHGG) | 8.6 | $6.3M | 250k | 25.27 | |
| Zillow Group Cl A (ZG) | 5.5 | $4.1M | 130k | 31.21 | |
| Meta Platforms Cl A (META) | 5.3 | $3.9M | 32k | 120.34 | |
| American Tower Reit (AMT) | 4.3 | $3.2M | 15k | 211.86 | |
| Netflix (NFLX) | 4.0 | $2.9M | 10k | 294.88 | |
| Charter Communications Inc N Cl A (CHTR) | 3.1 | $2.3M | 6.8k | 339.10 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.1 | $2.3M | 111k | 20.62 | |
| Carvana Cl A (CVNA) | 0.5 | $347k | 73k | 4.74 |
